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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
BMY icon
501
Bristol-Myers Squibb
BMY
$136B
$2.6M 0.03%
45,093
-69,975
-61% -$4.02M
BNY
502
Bank of New York Mellon
BNY
$112B
$2.59M 0.03%
17,895
+1,198
+7% +$164K
FTHI icon
503
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.51B
$2.58M 0.03%
108,088
+25,773
+31% +$611K
IALT
504
iShares Systematic Alternatives Active ETF
IALT
$5.52B
$2.56M 0.03%
+91,390
New +$2.56M
FBTC icon
505
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.8B
$2.56M 0.03%
50,194
-3,159
-6% -$197K
IAGG icon
506
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$2.56M 0.03%
50,583
+12,514
+33% +$627K
ALAB icon
507
Astera Labs
ALAB
$53.8B
$2.55M 0.03%
5,285
-6
-0.1% -$1.59K
AIRR icon
508
First Trust RBA American Industrial Renaissance ETF
AIRR
$9.49B
$2.52M 0.03%
18,948
+9,150
+93% +$1.15M
SRLN icon
509
State Street Blackstone Senior Loan ETF
SRLN
$5.47B
$2.52M 0.03%
62,466
+12,185
+24% +$492K
BUFD icon
510
FT Vest Fund of Deep Buffer ETFs
BUFD
$2.05B
$2.5M 0.03%
84,171
+1,211
+1% +$35.4K
TBIL
511
F/m US Treasury 3 Month Bill Fund
TBIL
$7.17B
$2.5M 0.03%
50,140
-12,279
-20% -$613K
JAVA icon
512
JPMorgan Active Value ETF
JAVA
$7.06B
$2.48M 0.03%
31,177
+1,679
+6% +$128K
IDV icon
513
iShares International Select Dividend ETF
IDV
$8.74B
$2.47M 0.03%
59,530
+490
+0.8% +$21.5K
CME icon
514
CME Group
CME
$101B
$2.45M 0.03%
11,117
-899
-7% -$249K
ANET icon
515
Arista Networks
ANET
$244B
$2.45M 0.03%
14,421
-2,407
-14% -$378K
HOOD icon
516
Robinhood
HOOD
$110B
$2.45M 0.03%
24,413
-4,057
-14% -$340K
XAGG
517
Eaton Vance Income Opportunities ETF
XAGG
$1.39B
$2.45M 0.03%
+48,923
New +$2.45M
GTO icon
518
Invesco Total Return Bond ETF
GTO
$2.5B
$2.43M 0.03%
+51,816
New +$2.43M
SCZ icon
519
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.3B
$2.39M 0.03%
29,095
+369
+1% +$30.9K
XOVR
520
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR
$1.76B
$2.39M 0.03%
+113,437
New +$2.17M
FDVV icon
521
Fidelity High Dividend ETF
FDVV
$10.5B
$2.36M 0.03%
39,198
-134,820
-77% -$8.02M
EFG icon
522
iShares MSCI EAFE Growth ETF
EFG
$17B
$2.34M 0.03%
18,816
+4,112
+28% +$496K
ASTS icon
523
AST SpaceMobile
ASTS
$18.7B
$2.34M 0.03%
26,328
-227
-0.9% -$19.8K
DAL icon
524
Delta Air Lines
DAL
$52.7B
$2.32M 0.03%
24,783
-1,939
-7% -$146K
ITA icon
525
iShares US Aerospace & Defense ETF
ITA
$13.5B
$2.32M 0.03%
9,567
+802
+9% +$183K
19 20
21
22 23

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.