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
ILCG icon
601
iShares Morningstar Growth ETF
ILCG
$3.16B
$1.63M 0.02%
13,952
-896
-6% -$100K
BP icon
602
BP
BP
$113B
$1.63M 0.02%
44,151
+6,432
+17% +$282K
VIOG icon
603
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.09B
$1.62M 0.02%
10,564
+3,589
+51% +$500K
PRI icon
604
Primerica
PRI
$9.1B
$1.62M 0.02%
5,698
-21
-0.4% -$5.75K
SUB icon
605
iShares Short-Term National Muni Bond ETF
SUB
$11.6B
$1.61M 0.02%
15,139
+3,891
+35% +$414K
JSMD icon
606
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.07B
$1.6M 0.02%
15,801
-31
-0.2% -$2.85K
IUSB icon
607
iShares Core Universal USD Bond ETF
IUSB
$43.5B
$1.6M 0.02%
34,605
-92,609
-73% -$4.27M
STLD icon
608
Steel Dynamics
STLD
$34.7B
$1.59M 0.02%
6,945
-1,171
-14% -$274K
CPTL
609
Global X Morningstar Capital Allocation Leaders ETF
CPTL
$115M
$1.59M 0.02%
33,847
+7
+0% +$323
ARCC icon
610
Ares Capital
ARCC
$14.4B
$1.59M 0.02%
85,637
-9,166
-10% -$171K
FITB
611
Fifth Third Bancorp
FITB
$49.8B
$1.58M 0.02%
28,027
-5,461
-16% -$277K
XDQQ icon
612
Innovator Growth Accelerated ETF Quarterly
XDQQ
$64.9M
$1.57M 0.02%
38,644
+5,248
+16% +$210K
STK
613
Columbia Seligman Premium Technology Growth Fund
STK
$930M
$1.57M 0.02%
29,153
-297
-1% -$14.8K
AIQ icon
614
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$1.56M 0.02%
23,759
-1,233
-5% -$73.6K
IGV icon
615
iShares Expanded Tech-Software Sector ETF
IGV
$14.1B
$1.55M 0.02%
17,156
-23,489
-58% -$2.09M
CORP icon
616
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.45B
$1.55M 0.02%
16,009
+2,088
+15% +$202K
QQQJ icon
617
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.18B
$1.55M 0.02%
34,109
+25,415
+292% +$1.07M
CALF icon
618
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.93B
$1.55M 0.02%
30,591
-2,459
-7% -$119K
IGSB icon
619
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$1.54M 0.02%
29,421
-1,864
-6% -$97.7K
TPR icon
620
Tapestry
TPR
$24.4B
$1.53M 0.02%
10,452
+92
+0.9% +$13.2K
TCHP icon
621
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.18B
$1.53M 0.02%
30,465
-20,045
-40% -$1M
THNQ icon
622
ROBO Global Artificial Intelligence ETF
THNQ
$444M
$1.53M 0.02%
16,721
-314
-2% -$24.6K
MELI icon
623
Mercado Libre
MELI
$100B
$1.52M 0.02%
898
+202
+29% +$345K
FDG icon
624
American Century Focused Dynamic Growth ETF
FDG
$421M
$1.52M 0.02%
11,428
+8,021
+235% +$1.05M
CMDY icon
625
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$678M
$1.52M 0.02%
27,472
+488
+2% +$29.2K
23 24
25
26 27

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.