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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
DDOG icon
651
Datadog
DDOG
$76.5B
$1.35M 0.02%
5,200
-99
-2% -$18.4K
IWO icon
652
iShares Russell 2000 Growth ETF
IWO
$14.9B
$1.35M 0.02%
3,429
-22,979
-87% -$8.38M
TTWO icon
653
Take-Two Interactive
TTWO
$40.1B
$1.35M 0.02%
5,401
+85
+2% +$18.8K
BUFP
654
PGIM Laddered S&P 500 Buffer 12 ETF
BUFP
$249M
$1.35M 0.02%
42,028
+24,017
+133% +$756K
TTE icon
655
TotalEnergies
TTE
$196B
$1.35M 0.02%
17,299
+705
+4% +$62.4K
WMS icon
656
Advanced Drainage Systems
WMS
$10.2B
$1.34M 0.02%
8,529
-25
-0.3% -$3.57K
CVNA icon
657
Carvana
CVNA
$53.7B
$1.34M 0.02%
20,304
-2,581
-11% -$183K
TIP icon
658
iShares TIPS Bond ETF
TIP
$15B
$1.34M 0.02%
12,207
-152
-1% -$16.8K
DTE icon
659
DTE Energy
DTE
$28.3B
$1.33M 0.02%
8,738
+2,936
+51% +$429K
KMB icon
660
Kimberly-Clark
KMB
$34.9B
$1.33M 0.02%
12,113
-86
-0.7% -$8.52K
PWB icon
661
Invesco Large Cap Growth ETF
PWB
$2.45B
$1.32M 0.02%
7,852
-3,487
-31% -$529K
IUSV icon
662
iShares Core S&P US Value ETF
IUSV
$27.9B
$1.32M 0.02%
12,006
+3,138
+35% +$340K
NVG icon
663
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.59B
$1.32M 0.02%
103,192
-47
-0% -$592
IDYN
664
iShares International Equity Factor Rotation Active ETF
IDYN
$111M
$1.32M 0.02%
43,958
+3,614
+9% +$110K
SHYG icon
665
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.7B
$1.32M 0.02%
31,069
-1,355
-4% -$57.5K
ICE icon
666
Intercontinental Exchange
ICE
$90.5B
$1.31M 0.02%
10,678
-722
-6% -$108K
SEDG icon
667
SolarEdge
SEDG
$2.1B
$1.31M 0.02%
22,467
+381
+2% +$20K
NMZ icon
668
Nuveen Municipal High Income Opportunity Fund
NMZ
$2.12B
$1.31M 0.02%
+124,142
New +$1.28M
XBI icon
669
State Street SPDR S&P Biotech ETF
XBI
$11.7B
$1.31M 0.02%
8,289
-250
-3% -$33.8K
FDX icon
670
FedEx
FDX
$76.3B
$1.31M 0.02%
4,188
-18,446
-81% -$6.7M
DELL icon
671
Dell
DELL
$339B
$1.31M 0.02%
3,039
-25,961
-90% -$7.51M
SMLF icon
672
iShares US Small Cap Equity Factor ETF
SMLF
$4.27B
$1.31M 0.02%
14,687
+158
+1% +$13.2K
SDY icon
673
State Street SPDR S&P Dividend ETF
SDY
$21.8B
$1.31M 0.02%
8,576
+414
+5% +$61.7K
CGIC
674
Capital Group International Core Equity ETF
CGIC
$2.52B
$1.3M 0.02%
35,852
-3,854
-10% -$138K
GDE icon
675
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$484M
$1.3M 0.02%
21,240
+1,945
+10% +$129K
25 26
27
28 29

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.