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
AZN icon
751
AstraZeneca
AZN
$252B
$1.01M 0.01%
5,303
-384
-7% -$72.2K
PJUL icon
752
Innovator US Equity Power Buffer ETF July
PJUL
$1.3B
$1.01M 0.01%
20,602
-688
-3% -$33.1K
VKTX icon
753
Viking Therapeutics
VKTX
$4.07B
$1M 0.01%
25,674
+3,699
+17% +$119K
ECL icon
754
Ecolab
ECL
$78.3B
$994K 0.01%
3,569
+790
+28% +$208K
JOBY icon
755
Joby Aviation
JOBY
$6.67B
$986K 0.01%
110,560
+41,214
+59% +$398K
DIVI icon
756
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.77B
$980K 0.01%
22,951
-3,092
-12% -$131K
NFLT icon
757
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$485M
$970K 0.01%
42,278
-4,861
-10% -$112K
NBIS
758
Nebius Group N.V.
NBIS
$61.5B
$965K 0.01%
3,495
-1,788
-34% -$354K
NET icon
759
Cloudflare
NET
$99.3B
$963K 0.01%
3,926
-108
-3% -$23.6K
APYX icon
760
Apyx Medical
APYX
$128M
$962K 0.01%
214,288
+5,500
+3% +$21.8K
HSY icon
761
Hershey
HSY
$34.8B
$959K 0.01%
5,466
+680
+14% +$128K
IFRA icon
762
iShares US Infrastructure ETF
IFRA
$4.23B
$957K 0.01%
15,187
+7,058
+87% +$431K
DYFI icon
763
IDX Dynamic Fixed Income ETF
DYFI
$59.4M
$950K 0.01%
41,716
+2,485
+6% +$56.7K
FFIN icon
764
First Financial Bankshares
FFIN
$4.79B
$943K 0.01%
27,266
-226
-0.8% -$7.3K
RSPT icon
765
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.85B
$942K 0.01%
+14,598
New +$838K
TRP icon
766
TC Energy
TRP
$65.2B
$938K 0.01%
14,149
+3,339
+31% +$221K
FTGS icon
767
First Trust Growth Strength ETF
FTGS
$1.3B
$935K 0.01%
25,266
-5,833
-19% -$212K
BKLN icon
768
Invesco Senior Loan ETF
BKLN
$6.73B
$922K 0.01%
45,259
-116,085
-72% -$2.38M
UEVM icon
769
VictoryShares Emerging Markets Value Momentum ETF
UEVM
$257M
$921K 0.01%
15,884
+11,371
+252% +$680K
TWLO icon
770
Twilio
TWLO
$35.8B
$921K 0.01%
4,464
+769
+21% +$136K
BTI icon
771
British American Tobacco
BTI
$119B
$917K 0.01%
14,849
+2,128
+17% +$128K
MP icon
772
MP Materials
MP
$9.71B
$915K 0.01%
16,344
+2,581
+19% +$157K
AON icon
773
Aon
AON
$68.5B
$914K 0.01%
2,756
+86
+3% +$27.7K
IYW icon
774
iShares US Technology ETF
IYW
$25.5B
$913K 0.01%
3,619
-1,726
-32% -$396K
XPO icon
775
XPO
XPO
$22.6B
$912K 0.01%
4,443
-41
-0.9% -$8.68K
29 30
31
32 33

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.