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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
D icon
576
Dominion Energy
D
$57.9B
$1.86M 0.02%
27,191
+61
+0.2% +$3.97K
CGMM
577
Capital Group U.S. Small and Mid Cap ETF
CGMM
$3.4B
$1.85M 0.02%
56,101
-11,670
-17% -$367K
JCPB icon
578
JPMorgan Core Plus Bond ETF
JCPB
$14.5B
$1.84M 0.02%
39,194
+2,941
+8% +$138K
TSCO icon
579
Tractor Supply
TSCO
$18.2B
$1.83M 0.02%
57,904
+1,804
+3% +$62.4K
GLDM icon
580
SPDR Gold MiniShares Trust
GLDM
$31.7B
$1.82M 0.02%
22,915
+576
+3% +$51.4K
XLB icon
581
State Street Materials Select Sector SPDR ETF
XLB
$8.68B
$1.82M 0.02%
35,792
-577
-2% -$29.6K
MFSI
582
MFS Active International ETF
MFSI
$1.23B
$1.82M 0.02%
55,897
+5,615
+11% +$178K
UBER icon
583
Uber
UBER
$155B
$1.8M 0.02%
24,984
+1,135
+5% +$83.2K
CRWV
584
CoreWeave
CRWV
$49.3B
$1.8M 0.02%
18,039
+4,686
+35% +$506K
JTEK icon
585
JPMorgan US Tech Leaders ETF
JTEK
$4.49B
$1.79M 0.02%
16,067
-189
-1% -$18.7K
MDT icon
586
Medtronic
MDT
$120B
$1.78M 0.02%
22,736
-2,957
-12% -$239K
CB icon
587
Chubb
CB
$132B
$1.77M 0.02%
5,183
-21
-0.4% -$6.85K
UCON icon
588
First Trust Smith Unconstrained Bond ETF
UCON
$3.28B
$1.76M 0.02%
70,664
-16,294
-19% -$406K
FXO icon
589
First Trust Financials AlphaDEX Fund
FXO
$1.13B
$1.75M 0.02%
28,022
-598
-2% -$35.6K
GARP
590
iShares MSCI USA Quality GARP ETF
GARP
$3.02B
$1.73M 0.02%
20,938
+13,921
+198% +$1.06M
BUFH
591
FT Vest Laddered Max Buffer ETF
BUFH
$61.7M
$1.72M 0.02%
80,521
+17,979
+29% +$382K
AFL icon
592
Aflac
AFL
$58.8B
$1.71M 0.02%
14,616
+381
+3% +$43.9K
SCHA icon
593
Schwab U.S Small- Cap ETF
SCHA
$22.9B
$1.71M 0.02%
47,423
+8,451
+22% +$279K
VCIT icon
594
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.1B
$1.71M 0.02%
20,673
+5,371
+35% +$444K
ARM icon
595
Arm
ARM
$269B
$1.71M 0.02%
4,809
+3,100
+181% +$824K
PFF icon
596
iShares Preferred and Income Securities ETF
PFF
$13B
$1.69M 0.02%
55,475
-942
-2% -$29.3K
PRU icon
597
Prudential Financial
PRU
$42.1B
$1.67M 0.02%
15,499
+8,447
+120% +$859K
BOTZ icon
598
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.43B
$1.67M 0.02%
43,932
+2,620
+6% +$99.7K
BIV icon
599
Vanguard Intermediate-Term Bond ETF
BIV
$28.6B
$1.65M 0.02%
21,572
+1,058
+5% +$81.2K
ULTA icon
600
Ulta Beauty
ULTA
$24.1B
$1.65M 0.02%
3,651
-87
-2% -$44.2K
22 23
24
25 26

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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.