We are live on ! Find out more
KWM

Kingsview Wealth Management Portfolio holdings

AUM $8.25B
1-Year Est. Return 24.8%
This Fund
S&P 500
This Quarter Est. Return
+17.17%
1 Year Est. Return
+24.8%
3 Year Est. Return
+71.48%
5 Year Est. Return
+83.97%
10 Year Est. Return
–
AUM
$8.25B
AUM Growth
+$926M
Cap. Flow
+$141M
Cap. Flow %
1.71%
Top 10 Hldgs %
21.44%
Holding
1,542
New
208
Increased
672
Reduced
504
Closed
110

Top Buys

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$46.5M
2
AMAT icon
Applied Materials
AMAT
+$43.8M
3
MU icon
Micron Technology
MU
+$39.5M
4
TXN icon
Texas Instruments
TXN
+$39.2M
5
ISRG icon
Intuitive Surgical
ISRG
+$14.3M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$55.2M
2
AAPL icon
Apple
AAPL
+$48.9M
3
WMT icon
Walmart Inc
WMT
+$48.2M
4
MA icon
Mastercard
MA
+$41.4M
5
NKE icon
Nike
NKE
+$33.3M

Sector Composition

Rank Sector Weight
1 Miscellaneous 62.28%
2 Technology 15.51%
3 Industrials 3.87%
4 Healthcare 3.61%
5 Financials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HIG icon
351
Hartford Financial Services
HIG
$37.5B
$4.19M 0.05%
31,642
-716
-2% -$95.7K
FTLS icon
352
First Trust Long/Short Equity ETF
FTLS
$2.54B
$4.16M 0.05%
56,432
-33,476
-37% -$2.46M
SJNK icon
353
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.79B
$4.15M 0.05%
165,681
-110,325
-40% -$2.76M
DDFZ
354
Innovator Equity Dual Directional 15 Buffer ETF - June
DDFZ
$149M
$4.14M 0.05%
+213,653
New +$4.12M
NXST icon
355
Nexstar Media Group
NXST
$5.45B
$4.14M 0.05%
23,186
+20,008
+630% +$3.75M
CF icon
356
CF Industries
CF
$20.2B
$4.12M 0.05%
38,080
+35,528
+1,392% +$4.19M
FELE icon
357
Franklin Electric
FELE
$4.41B
$4.12M 0.05%
38,416
+3,563
+10% +$358K
PTRB icon
358
PGIM Total Return Bond ETF
PTRB
$1.16B
$4.12M 0.05%
99,284
+6,267
+7% +$261K
FCFS icon
359
FirstCash
FCFS
$9.79B
$4.12M 0.05%
+19,026
New +$4.13M
SPEM icon
360
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$18B
$4.1M 0.05%
79,217
+15,383
+24% +$787K
LIN icon
361
Linde
LIN
$220B
$4.09M 0.05%
7,883
+199
+3% +$101K
MUNI icon
362
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.12B
$4.05M 0.05%
76,940
-3,148
-4% -$165K
SLGN icon
363
Silgan Holdings
SLGN
$4.35B
$4.05M 0.05%
+87,220
New +$3.49M
HYLS icon
364
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.63B
$4.04M 0.05%
99,442
+4,174
+4% +$171K
UNH icon
365
UnitedHealth
UNH
$356B
$4.04M 0.05%
9,715
-23,012
-70% -$8.53M
JPST icon
366
JPMorgan Ultra-Short Income ETF
JPST
$41B
$4.03M 0.05%
79,780
-17,955
-18% -$907K
XMHQ icon
367
Invesco S&P MidCap Quality ETF
XMHQ
$5.61B
$4.03M 0.05%
35,671
+4,983
+16% +$543K
USMV icon
368
iShares MSCI USA Min Vol Factor ETF
USMV
$24.1B
$4.03M 0.05%
41,728
+672
+2% +$63.8K
CGGO icon
369
Capital Group Global Growth Equity ETF
CGGO
$12B
$4.02M 0.05%
94,998
+51,534
+119% +$2.01M
G icon
370
Genpact
G
$6.27B
$4.02M 0.05%
146,135
-19,466
-12% -$640K
VTEB icon
371
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$4.01M 0.05%
79,291
+11,657
+17% +$586K
STZ icon
372
Constellation Brands
STZ
$21.9B
$4M 0.05%
28,751
+25,754
+859% +$3.83M
SO icon
373
Southern Company
SO
$101B
$3.98M 0.05%
41,582
+1,811
+5% +$171K
HLNE icon
374
Hamilton Lane
HLNE
$4.47B
$3.97M 0.05%
+50,385
New +$4.48M
IEX icon
375
IDEX
IEX
$16.5B
$3.95M 0.05%
+17,402
New +$3.68M
13 14
15
16 17

Similar funds

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $8.22B AUM 21.38% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $8.31B AUM 37.53% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $8.19B AUM 42.01% 1-Year Est. Return

Kingsview Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Kingsview Wealth Management held 1,542 positions worth $8.25B, up 13% from $7.33B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Kingsview Wealth Management's Q2 2026 filing shows 208 new, 672 increased, 504 reduced and 110 closed positions. Its largest new stake was American Century Quality Diversified International ETF: 150,256 shares worth $10.4M. The largest sale was Advanced Micro Devices, an estimated $55.2M.

By sector, the portfolio is most concentrated in Miscellaneous at 62% of assets, up from 61% a quarter earlier, followed by Technology and Industrials.

  • Kingsview Wealth Management's largest Q2 2026 buy was American Century Quality Diversified International ETF: 150,256 shares worth $10.4M.
  • Kingsview Wealth Management added most to Lam Research in Q2 2026, an estimated $46.5M increase.
  • Kingsview Wealth Management's biggest Q2 2026 reduction was Advanced Micro Devices, cutting an estimated $55.2M.
  • Kingsview Wealth Management fully exited John Hancock Multifactor Emerging Markets ETF in Q2 2026, selling an estimated $7.69M.
  • Kingsview Wealth Management's ten largest holdings make up 21% of its $8.25B portfolio in Q2 2026.
  • Kingsview Wealth Management opened 208 new positions and closed 110 in Q2 2026.
  • Kingsview Wealth Management's portfolio value rose 13% quarter-over-quarter to $8.25B.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.