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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
EFA icon
426
iShares MSCI EAFE ETF
EFA
$80.1B
$3.5M 0.04%
33,668
-4,729
-12% -$486K
CMI icon
427
Cummins
CMI
$77.2B
$3.49M 0.04%
4,895
+657
+16% +$433K
HAL icon
428
Halliburton
HAL
$30.9B
$3.47M 0.04%
102,121
-23,440
-19% -$916K
APA icon
429
APA Corp
APA
$15B
$3.46M 0.04%
106,321
-62,020
-37% -$2.33M
AIT icon
430
Applied Industrial Technologies
AIT
$11.9B
$3.4M 0.04%
10,068
+20
+0.2% +$6.14K
CGIE icon
431
Capital Group International Equity ETF
CGIE
$2.49B
$3.39M 0.04%
92,131
-27,519
-23% -$990K
AEP icon
432
American Electric Power
AEP
$67.8B
$3.39M 0.04%
24,755
-567
-2% -$74.7K
AMT icon
433
American Tower
AMT
$81.9B
$3.37M 0.04%
20,624
-34,303
-62% -$6.17M
DIS icon
434
Walt Disney
DIS
$182B
$3.37M 0.04%
35,032
-5,301
-13% -$540K
PYLD icon
435
PIMCO Multi Sector Bond Active ETF
PYLD
$15.5B
$3.36M 0.04%
126,593
-181,481
-59% -$4.79M
WM icon
436
Waste Management
WM
$87.5B
$3.33M 0.04%
14,937
+315
+2% +$70.1K
HON icon
437
Honeywell
HON
$66.4B
$3.33M 0.04%
14,860
-13,898
-48% -$3.1M
SPG icon
438
Simon Property Group
SPG
$67.8B
$3.32M 0.04%
14,835
-31,959
-68% -$6.58M
HONA
439
Honeywell Aerospace
HONA
$51B
$3.31M 0.04%
+14,976
New +$3.3M
STRL icon
440
Sterling Infrastructure
STRL
$14.9B
$3.29M 0.04%
3,919
+1,051
+37% +$738K
VWO icon
441
Vanguard FTSE Emerging Markets ETF
VWO
$128B
$3.26M 0.04%
54,646
-817
-1% -$48K
SM icon
442
SM Energy
SM
$8.67B
$3.25M 0.04%
124,537
+116,041
+1,366% +$3.49M
LBRT icon
443
Liberty Energy
LBRT
$3.36B
$3.24M 0.04%
+123,670
New +$3.7M
VBK icon
444
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.9B
$3.23M 0.04%
8,844
-23,761
-73% -$8.09M
RRC icon
445
Range Resources
RRC
$9.81B
$3.23M 0.04%
+86,962
New +$3.53M
ARKK icon
446
ARK Innovation ETF
ARKK
$6.44B
$3.23M 0.04%
39,931
-26,301
-40% -$2.01M
AVY icon
447
Avery Dennison
AVY
$13.3B
$3.23M 0.04%
19,874
+16,297
+456% +$2.65M
USB icon
448
US Bancorp
USB
$98.7B
$3.21M 0.04%
53,189
+3,262
+7% +$183K
CGNG
449
Capital Group New Geography Equity ETF
CGNG
$3.03B
$3.2M 0.04%
85,378
-24,329
-22% -$863K
INTF icon
450
iShares International Equity Factor ETF
INTF
$3.82B
$3.2M 0.04%
78,037
+142
+0.2% +$5.82K
16 17
18
19 20

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.