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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
MC icon
851
Moelis & Co
MC
$5.11B
$718K 0.01%
+10,973
New +$719K
THQ
852
abrdn Healthcare Opportunities Fund
THQ
$819M
$717K 0.01%
38,295
-835
-2% -$15.2K
TSLA icon
853
CALL
Tesla
TSLA
$1.4T
$715K 0.01%
1,700
+400
+31% +$159K
HQL
854
abrdn Life Sciences Investors
HQL
$628M
$715K 0.01%
35,716
– –
ROK icon
855
Rockwell Automation
ROK
$48.2B
$714K 0.01%
1,442
-507
-26% -$221K
FXH icon
856
First Trust Health Care AlphaDEX Fund
FXH
$1.15B
$709K 0.01%
5,795
+929
+19% +$106K
DD icon
857
DuPont de Nemours
DD
$17.8B
$702K 0.01%
5,172
-27,287
-84% -$3.87M
MSTR icon
858
Strategy Inc
MSTR
$56.7B
$701K 0.01%
8,067
-556
-6% -$80.7K
APP icon
859
Applovin
APP
$107B
$691K 0.01%
1,341
+435
+48% +$210K
FLY
860
Firefly Aerospace
FLY
$3.63B
$690K 0.01%
23,478
+6,803
+41% +$254K
KR icon
861
Kroger
KR
$35.9B
$690K 0.01%
12,425
-1,850
-13% -$121K
BUFS
862
FT Vest Laddered Small Cap Moderate Buffer ETF
BUFS
$191M
$689K 0.01%
27,478
-322
-1% -$7.83K
DDFF
863
Innovator Equity Dual Directional 15 Buffer ETF - February
DDFF
$61.9M
$689K 0.01%
34,545
– –
J icon
864
Jacobs Solutions
J
$17.1B
$686K 0.01%
5,443
-56
-1% -$6.89K
LNC icon
865
Lincoln National
LNC
$8.71B
$684K 0.01%
19,340
+749
+4% +$26.9K
HYDB icon
866
iShares High Yield Systematic Bond ETF
HYDB
$1.6B
$681K 0.01%
14,569
+205
+1% +$9.59K
CAG icon
867
Conagra Brands
CAG
$7.43B
$681K 0.01%
+50,576
New +$706K
DRI icon
868
Darden Restaurants
DRI
$24.6B
$681K 0.01%
3,303
+146
+5% +$29.3K
AOA icon
869
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.31B
$678K 0.01%
6,945
-583
-8% -$55.6K
OHI icon
870
Omega Healthcare
OHI
$14.1B
$677K 0.01%
14,205
+9,596
+208% +$445K
SNOW icon
871
Snowflake
SNOW
$117B
$676K 0.01%
2,658
-881
-25% -$162K
DWM icon
872
WisdomTree International Equity Fund
DWM
$693M
$676K 0.01%
9,229
+1
+0% +$73
IWN icon
873
iShares Russell 2000 Value ETF
IWN
$14.6B
$673K 0.01%
3,045
-1,446
-32% -$303K
VFC icon
874
VF Corp
VFC
$5.29B
$673K 0.01%
40,354
-4,243
-10% -$75.8K
CSHI icon
875
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.67B
$668K 0.01%
+13,401
New +$667K
33 34
35
36 37

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.