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KWM

Kingsview Wealth Management Portfolio holdings

AUM $7.33B
1-Year Est. Return 16.07%
This Fund
S&P 500
This Quarter Est. Return
+1.8%
1 Year Est. Return
+16.07%
3 Year Est. Return
+55.85%
5 Year Est. Return
+68.48%
10 Year Est. Return
–
AUM
$6.94B
AUM Growth
+$393M
Cap. Flow
+$338M
Cap. Flow %
4.88%
Top 10 Hldgs %
21.71%
Holding
1,343
New
149
Increased
599
Reduced
439
Closed
113

Top Buys

Rank Stock Value
1
NKE icon
Nike
NKE
+$47.6M
2
COF icon
Capital One
COF
+$47.4M
3
WMT icon
Walmart Inc
WMT
+$46.6M
4
AAPL icon
Apple
AAPL
+$44.9M
5
MPRO icon
Monarch ProCap Index ETF
MPRO
+$17M

Top Sells

Rank Stock Value
1
IBM icon
IBM
IBM
+$53.1M
2
ORCL icon
Oracle
ORCL
+$41.2M
3
MSFT icon
Microsoft
MSFT
+$30.8M
4
META icon
Meta Platforms (Facebook)
META
+$30.6M
5
DG icon
Dollar General
DG
+$12.7M

Sector Composition

Rank Sector Weight
1 Technology 12.2%
2 Financials 5.66%
3 Consumer Discretionary 5.19%
4 Industrials 3.9%
5 Healthcare 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KBH icon
651
KB Home
KBH
$3.49B
$958K 0.01%
16,981
+2
+0% +$123
ROUS icon
652
Hartford Multifactor US Equity ETF
ROUS
$713M
$957K 0.01%
16,581
+1,530
+10% +$88.1K
SEDG icon
653
SolarEdge
SEDG
$2.01B
$957K 0.01%
+33,161
New +$1.16M
SCHA icon
654
Schwab U.S Small- Cap ETF
SCHA
$22.8B
$956K 0.01%
33,564
+1,790
+6% +$50.5K
LVHI icon
655
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.47B
$955K 0.01%
+25,945
New +$934K
VGIT icon
656
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$953K 0.01%
15,898
+962
+6% +$57.9K
MAR icon
657
Marriott International
MAR
$93.8B
$952K 0.01%
3,069
-1,090
-26% -$311K
BLOK icon
658
Amplify Blockchain Technology ETF
BLOK
$1.07B
$948K 0.01%
16,668
+995
+6% +$64.3K
MPWR icon
659
Monolithic Power Systems
MPWR
$66.8B
$948K 0.01%
1,046
+2
+0.2% +$1.93K
HSY icon
660
Hershey
HSY
$36.8B
$946K 0.01%
5,197
-6
-0.1% -$1.1K
RDIV icon
661
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.38B
$945K 0.01%
+18,151
New +$950K
LQTI
662
FT Vest Investment Grade & Target Income ETF
LQTI
$277M
$928K 0.01%
+46,118
New +$933K
ALL icon
663
Allstate
ALL
$69.6B
$920K 0.01%
4,420
+365
+9% +$74.7K
USHY icon
664
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.6B
$916K 0.01%
24,488
+5,433
+29% +$203K
IAGG icon
665
iShares Core International Aggregate Bond Fund
IAGG
$11B
$915K 0.01%
18,299
+1,142
+7% +$58.7K
MFC icon
666
Manulife Financial
MFC
$74B
$909K 0.01%
25,064
+9,473
+61% +$322K
NFLT icon
667
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$450M
$908K 0.01%
39,405
-45
-0.1% -$1.04K
IYW icon
668
iShares US Technology ETF
IYW
$24.8B
$905K 0.01%
4,535
-181
-4% -$36.2K
CRWV
669
CoreWeave
CRWV
$46.6B
$904K 0.01%
12,628
+5,373
+74% +$545K
SPLV icon
670
Invesco S&P 500 Low Volatility ETF
SPLV
$7.22B
$901K 0.01%
12,616
+6
+0% +$431
GPIQ icon
671
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$5.2B
$896K 0.01%
16,956
+11,762
+226% +$621K
IJT icon
672
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.38B
$895K 0.01%
6,339
+24
+0.4% +$3.4K
RS icon
673
Reliance Steel & Aluminium
RS
$21.3B
$894K 0.01%
3,096
-107
-3% -$30.1K
KNTK icon
674
Kinetik
KNTK
$3.69B
$880K 0.01%
+24,419
New +$882K
TMUS icon
675
T-Mobile US
TMUS
$193B
$880K 0.01%
4,334
+44
+1% +$9.33K
25 26
27
28 29

Similar funds

DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $7.38B AUM 15.39% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Kingsview Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Kingsview Wealth Management held 1,343 positions worth $6.94B, up 6% from $6.55B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Kingsview Wealth Management deployed $338M of net new capital in Q4 2025, opening 149 new positions and adding to 599 existing holdings. Its largest new stake was Lamb Weston: 180,641 shares worth $7.57M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 14% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was IBM, an estimated $53.1M trimmed.

  • Kingsview Wealth Management's largest Q4 2025 buy was Lamb Weston: 180,641 shares worth $7.57M.
  • Kingsview Wealth Management added most to Nike in Q4 2025, an estimated $47.6M increase.
  • Kingsview Wealth Management's biggest Q4 2025 reduction was IBM, cutting an estimated $53.1M.
  • Kingsview Wealth Management fully exited Interpublic Group of Companies in Q4 2025, selling an estimated $9.7M.
  • Kingsview Wealth Management's ten largest holdings make up 22% of its $6.94B portfolio in Q4 2025.
  • Kingsview Wealth Management opened 149 new positions and closed 113 in Q4 2025.
  • Kingsview Wealth Management's portfolio value rose 6% quarter-over-quarter to $6.94B.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.