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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
VXF icon
826
Vanguard Extended Market ETF
VXF
$31.3B
$772K 0.01%
3,135
-36,221
-92% -$8.3M
XOP icon
827
CALL
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$4.06B
$771K 0.01%
5,000
– –
PHYL icon
828
PGIM Active High Yield Bond ETF
PHYL
$1.41B
$770K 0.01%
22,085
+12,929
+141% +$454K
GM icon
829
General Motors
GM
$77B
$770K 0.01%
9,986
-41,897
-81% -$3.29M
UTES icon
830
Virtus Reaves Utilities ETF
UTES
$1.26B
$765K 0.01%
9,356
+685
+8% +$55.6K
DVN icon
831
Devon Energy
DVN
$52.9B
$764K 0.01%
18,485
+4,778
+35% +$221K
DFIS icon
832
Dimensional International Small Cap ETF
DFIS
$5.96B
$762K 0.01%
21,747
+1,520
+8% +$54.4K
VOOV icon
833
Vanguard S&P 500 Value ETF
VOOV
$6.77B
$761K 0.01%
3,473
+1,098
+46% +$237K
NUE icon
834
Nucor
NUE
$59.2B
$752K 0.01%
3,377
+75
+2% +$17K
IVV icon
835
CALL
iShares Core S&P 500 ETF
IVV
$889B
$749K 0.01%
+1,000
New +$728K
BSCS icon
836
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.51B
$747K 0.01%
36,666
-45
-0.1% -$919
BSCT icon
837
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.95B
$747K 0.01%
40,190
-11
-0% -$205
MET icon
838
MetLife
MET
$62B
$744K 0.01%
8,794
+2,027
+30% +$163K
DOW icon
839
Dow Inc
DOW
$21.3B
$739K 0.01%
27,001
-605
-2% -$22K
ETR icon
840
Entergy
ETR
$51.3B
$739K 0.01%
6,431
+227
+4% +$25.6K
HCA icon
841
HCA Healthcare
HCA
$87.7B
$737K 0.01%
1,891
+41
+2% +$17.3K
VST icon
842
Vistra
VST
$50.1B
$734K 0.01%
4,626
-183
-4% -$28.4K
JIVE icon
843
JPMorgan International Value ETF
JIVE
$3.93B
$733K 0.01%
7,976
+3,023
+61% +$276K
RY icon
844
Royal Bank of Canada
RY
$292B
$733K 0.01%
3,541
-120
-3% -$22.3K
IBB icon
845
iShares Biotechnology ETF
IBB
$10.6B
$729K 0.01%
3,833
+192
+5% +$33K
HPE icon
846
Hewlett Packard
HPE
$69B
$726K 0.01%
16,084
-1,788
-10% -$64.6K
SYF icon
847
Synchrony
SYF
$26B
$725K 0.01%
9,539
-93,340
-91% -$6.86M
HWM icon
848
Howmet Aerospace
HWM
$103B
$721K 0.01%
2,682
+628
+31% +$161K
IXJ icon
849
iShares Global Healthcare ETF
IXJ
$4.31B
$720K 0.01%
7,317
+760
+12% +$71.5K
CMG icon
850
Chipotle Mexican Grill
CMG
$46.8B
$719K 0.01%
21,147
-900
-4% -$29.4K
32 33
34
35 36

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.