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
KEYS icon
701
Keysight
KEYS
$55.7B
$1.19M 0.01%
3,395
+149
+5% +$50.8K
VOLT
702
Tema Electrification ETF
VOLT
$734M
$1.19M 0.01%
+28,350
New +$1.11M
ARKQ icon
703
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.92B
$1.18M 0.01%
8,907
– –
XDIV
704
Roundhill S&P 500 No Dividend Target ETF
XDIV
$83.6M
$1.18M 0.01%
+38,610
New +$1.14M
ARKX icon
705
ARK Space & Defense Innovation ETF
ARKX
$764M
$1.17M 0.01%
34,371
+512
+2% +$17.2K
CEG icon
706
Constellation Energy
CEG
$106B
$1.17M 0.01%
4,699
+641
+16% +$181K
SWK icon
707
Stanley Black & Decker
SWK
$14.7B
$1.16M 0.01%
12,364
+9,072
+276% +$711K
IJT icon
708
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.24B
$1.16M 0.01%
6,511
+1,049
+19% +$170K
PCMM
709
BondBloxx Private Credit CLO ETF
PCMM
$208M
$1.16M 0.01%
23,296
-8,981
-28% -$445K
HEGD icon
710
Swan Hedged Equity US Large Cap ETF
HEGD
$735M
$1.16M 0.01%
43,526
-1,209
-3% -$31.7K
EQWL icon
711
Invesco S&P 100 Equal Weight ETF
EQWL
$2.87B
$1.16M 0.01%
8,981
-1,073
-11% -$133K
RS icon
712
Reliance Steel & Aluminium
RS
$20.4B
$1.16M 0.01%
3,096
– –
Q
713
Qnity Electronics Inc
Q
$25.2B
$1.16M 0.01%
7,078
+577
+9% +$85K
UBSI icon
714
United Bankshares
UBSI
$6.51B
$1.15M 0.01%
25,144
+3
+0% +$131
VCSH icon
715
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$1.15M 0.01%
14,559
+461
+3% +$36.4K
TLH icon
716
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$1.15M 0.01%
11,428
+683
+6% +$68.2K
PNOV icon
717
Innovator US Equity Power Buffer ETF November
PNOV
$892M
$1.13M 0.01%
25,445
-3,361
-12% -$146K
HIMU
718
iShares High Yield Muni Active ETF
HIMU
$2.48B
$1.12M 0.01%
22,547
-413
-2% -$20.2K
IPKW icon
719
Invesco International BuyBack Achievers ETF
IPKW
$577M
$1.12M 0.01%
19,911
+571
+3% +$33.1K
CARE icon
720
Carter Bankshares
CARE
$741M
$1.12M 0.01%
32,894
+797
+2% +$21.6K
BHP icon
721
BHP
BHP
$230B
$1.11M 0.01%
13,367
-346
-3% -$28.7K
GLTR icon
722
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.76B
$1.11M 0.01%
6,117
-1,939
-24% -$410K
CARR icon
723
Carrier Global
CARR
$49.2B
$1.11M 0.01%
15,074
-29
-0.2% -$1.9K
INCM icon
724
Franklin Income Focus ETF
INCM
$1.84B
$1.1M 0.01%
+38,126
New +$1.11M
CTVA icon
725
Corteva
CTVA
$58.6B
$1.09M 0.01%
12,909
+975
+8% +$78.3K
27 28
29
30 31

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.