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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
VGLT icon
726
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$1.09M 0.01%
19,758
+15,282
+341% +$839K
BWXT icon
727
BWX Technologies
BWXT
$14.4B
$1.09M 0.01%
5,579
+3,428
+159% +$714K
QNC
728
Quantum eMotion
QNC
$377M
$1.08M 0.01%
346,925
+15,900
+5% +$46.2K
SCHM icon
729
Schwab US Mid-Cap ETF
SCHM
$15B
$1.08M 0.01%
29,282
+306
+1% +$10.5K
BST icon
730
BlackRock Science and Technology Trust
BST
$1.76B
$1.06M 0.01%
20,994
-2,963
-12% -$132K
ATO icon
731
Atmos Energy
ATO
$28.3B
$1.06M 0.01%
6,134
+798
+15% +$143K
DIVG icon
732
Invesco S&P 500 High Dividend Growers ETF
DIVG
$11.8M
$1.05M 0.01%
28,982
+1,443
+5% +$51.5K
JQUA icon
733
JPMorgan US Quality Factor ETF
JQUA
$8.7B
$1.05M 0.01%
14,525
-36,584
-72% -$2.49M
FTQI icon
734
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$963M
$1.05M 0.01%
47,356
+16,572
+54% +$355K
VGIT icon
735
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.1B
$1.04M 0.01%
17,717
+4,864
+38% +$287K
BE icon
736
Bloom Energy
BE
$74.5B
$1.04M 0.01%
3,441
+1,194
+53% +$306K
SPLV icon
737
Invesco S&P 500 Low Volatility ETF
SPLV
$7.13B
$1.04M 0.01%
13,895
-1,739
-11% -$128K
KBH icon
738
KB Home
KBH
$3.2B
$1.04M 0.01%
16,565
-417
-2% -$21.7K
BSV icon
739
Vanguard Short-Term Bond ETF
BSV
$45.4B
$1.03M 0.01%
13,278
-6,513
-33% -$508K
BLOK icon
740
Amplify Blockchain Technology ETF
BLOK
$1.15B
$1.03M 0.01%
16,486
+284
+2% +$17.5K
AFMC icon
741
First Trust Active Factor Mid Cap ETF
AFMC
$214M
$1.03M 0.01%
+25,108
New +$979K
XLG icon
742
Invesco S&P 500 Top 50 ETF
XLG
$11.2B
$1.03M 0.01%
16,786
-125
-0.7% -$7.63K
LQTI
743
FT Vest Investment Grade & Target Income ETF
LQTI
$259M
$1.03M 0.01%
53,181
+2,931
+6% +$56.9K
IEI icon
744
iShares 3-7 Year Treasury Bond ETF
IEI
$17.6B
$1.02M 0.01%
8,723
-3,173
-27% -$374K
ZFEB
745
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$153M
$1.02M 0.01%
39,366
– –
NTR icon
746
Nutrien
NTR
$37.9B
$1.02M 0.01%
16,247
+2,344
+17% +$164K
SPGP icon
747
Invesco S&P 500 GARP ETF
SPGP
$2.25B
$1.02M 0.01%
8,336
+1,902
+30% +$223K
VEEV icon
748
Veeva Systems
VEEV
$44.5B
$1.02M 0.01%
5,736
-100
-2% -$16.5K
HBAN icon
749
Huntington Bancshares
HBAN
$34.4B
$1.01M 0.01%
56,890
+17,103
+43% +$282K
ZALT icon
750
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$787M
$1.01M 0.01%
29,723
-6,881
-19% -$231K
28 29
30
31 32

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.