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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
ORLY icon
526
O'Reilly Automotive
ORLY
$71.1B
$2.31M 0.03%
25,093
+177
+0.7% +$16.1K
MDY icon
527
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.5B
$2.31M 0.03%
3,283
-796
-20% -$533K
EMLP icon
528
First Trust North American Energy Infrastructure Fund
EMLP
$4.17B
$2.29M 0.03%
52,593
-43,435
-45% -$1.89M
IVE icon
529
iShares S&P 500 Value ETF
IVE
$50.1B
$2.29M 0.03%
10,064
+839
+9% +$187K
SCHF icon
530
Schwab International Equity ETF
SCHF
$70.1B
$2.28M 0.03%
82,395
-3,208
-4% -$86.5K
GILD icon
531
Gilead Sciences
GILD
$187B
$2.25M 0.03%
17,845
+2,134
+14% +$281K
TT icon
532
Trane Technologies
TT
$98.5B
$2.23M 0.03%
4,550
+247
+6% +$116K
MFSV
533
MFS Active Value ETF
MFSV
$575M
$2.23M 0.03%
77,906
+33,582
+76% +$932K
MNST icon
534
Monster Beverage
MNST
$85.8B
$2.22M 0.03%
46,276
+4,512
+11% +$190K
DHR icon
535
Danaher
DHR
$146B
$2.22M 0.03%
11,665
-41,833
-78% -$7.6M
EW icon
536
Edwards Lifesciences
EW
$51.8B
$2.22M 0.03%
24,532
-15,821
-39% -$1.33M
CGCP icon
537
Capital Group Core Plus Income ETF
CGCP
$8.55B
$2.19M 0.03%
98,291
-11,636
-11% -$260K
MFSG
538
MFS Active Growth ETF
MFSG
$382M
$2.16M 0.03%
71,494
+26,318
+58% +$770K
SYSB
539
iShares Systematic Bond ETF
SYSB
$1.19B
$2.16M 0.03%
24,327
-3,290
-12% -$292K
RPG icon
540
Invesco S&P 500 Pure Growth ETF
RPG
$1.94B
$2.15M 0.03%
33,741
-8,050
-19% -$457K
MTUM icon
541
iShares MSCI USA Momentum Factor ETF
MTUM
$24.7B
$2.15M 0.03%
6,283
-1,035
-14% -$309K
STX icon
542
Seagate
STX
$192B
$2.14M 0.03%
2,213
-536
-19% -$409K
IWB icon
543
iShares Russell 1000 ETF
IWB
$49B
$2.12M 0.03%
5,178
-131
-2% -$51.9K
IJJ icon
544
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.87B
$2.12M 0.03%
14,347
-941
-6% -$133K
IWS icon
545
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$2.11M 0.03%
12,789
-201
-2% -$31.7K
EMGF icon
546
iShares Emerging Markets Equity Factor ETF
EMGF
$1.97B
$2.08M 0.03%
28,452
-3,490
-11% -$244K
NVS icon
547
Novartis
NVS
$304B
$2.08M 0.03%
13,243
+1,474
+13% +$221K
YUM icon
548
Yum! Brands
YUM
$41.1B
$2.07M 0.03%
12,979
+508
+4% +$78.7K
SHEL icon
549
Shell
SHEL
$266B
$2.07M 0.03%
26,675
+4,007
+18% +$346K
PAAS icon
550
CALL
Pan American Silver
PAAS
$21.3B
$2.06M 0.03%
46,000
-7,200
-14% -$386K
20 21
22
23 24

Similar funds

IC
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AWM
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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.