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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
FCX icon
801
Freeport-McMoran
FCX
$104B
$838K 0.01%
13,317
+1,104
+9% +$71K
CSTM icon
802
Constellium
CSTM
$3.68B
$832K 0.01%
+26,098
New +$843K
SYY icon
803
Sysco
SYY
$38.4B
$829K 0.01%
9,915
-743
-7% -$56.2K
XPAY
804
Roundhill S&P 500 Target 20 Managed Distribution ETF
XPAY
$170M
$822K 0.01%
+15,373
New +$814K
VIS icon
805
Vanguard Industrials ETF
VIS
$8.01B
$821K 0.01%
2,279
-383
-14% -$130K
ALSN icon
806
Allison Transmission
ALSN
$10.8B
$819K 0.01%
7,266
-2,939
-29% -$357K
NLR icon
807
VanEck Uranium + Nuclear Energy ETF
NLR
$4.22B
$818K 0.01%
7,056
+1,061
+18% +$142K
CPB icon
808
Campbell Soup
CPB
$6.38B
$815K 0.01%
36,578
-6,379
-15% -$135K
GSK icon
809
GSK
GSK
$100B
$810K 0.01%
15,451
+2,892
+23% +$153K
SCHH icon
810
Schwab US REIT ETF
SCHH
$11.1B
$808K 0.01%
34,142
+1,946
+6% +$45.4K
PFEB icon
811
Innovator US Equity Power Buffer ETF February
PFEB
$931M
$808K 0.01%
18,759
-61
-0.3% -$2.58K
XEL icon
812
Xcel Energy
XEL
$47.3B
$798K 0.01%
9,939
-153
-2% -$12.2K
PFFA icon
813
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.52B
$794K 0.01%
38,613
+14,770
+62% +$315K
PXI icon
814
Invesco Dorsey Wright Energy Momentum ETF
PXI
$55.9M
$787K 0.01%
14,295
+738
+5% +$42.8K
IMFL icon
815
Invesco International Developed Dynamic Multifactor ETF
IMFL
$1.09B
$784K 0.01%
+22,833
New +$769K
ILOW
816
AB International Low Volatility Equity ETF
ILOW
$1.89B
$783K 0.01%
17,227
+8,283
+93% +$371K
SCHC icon
817
Schwab International Small-Cap Equity ETF
SCHC
$5.79B
$783K 0.01%
16,274
+9,113
+127% +$452K
DVY icon
818
iShares Select Dividend ETF
DVY
$23.9B
$782K 0.01%
5,002
+521
+12% +$80.2K
FCEL icon
819
FuelCell Energy
FCEL
$1.2B
$781K 0.01%
+21,681
New +$352K
CAH icon
820
Cardinal Health
CAH
$57.5B
$780K 0.01%
3,284
+444
+16% +$92.3K
HYS icon
821
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.77B
$779K 0.01%
8,330
-247
-3% -$23.1K
STWD icon
822
Starwood Property Trust
STWD
$5.95B
$776K 0.01%
47,381
+6,145
+15% +$107K
JMST icon
823
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.31B
$775K 0.01%
15,196
+4,810
+46% +$245K
BSCU icon
824
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.71B
$773K 0.01%
46,447
+24,287
+110% +$406K
BUFQ icon
825
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.61B
$772K 0.01%
19,669
+3,725
+23% +$143K
31 32
33
34 35

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.