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KWM

Kingsview Wealth Management Portfolio holdings

AUM $7.33B
1-Year Est. Return 16.07%
This Fund
S&P 500
This Quarter Est. Return
+1.8%
1 Year Est. Return
+16.07%
3 Year Est. Return
+55.85%
5 Year Est. Return
+68.48%
10 Year Est. Return
–
AUM
$6.94B
AUM Growth
+$393M
Cap. Flow
+$338M
Cap. Flow %
4.88%
Top 10 Hldgs %
21.71%
Holding
1,343
New
149
Increased
599
Reduced
439
Closed
113

Top Buys

Rank Stock Value
1
NKE icon
Nike
NKE
+$47.6M
2
COF icon
Capital One
COF
+$47.4M
3
WMT icon
Walmart Inc
WMT
+$46.6M
4
AAPL icon
Apple
AAPL
+$44.9M
5
MPRO icon
Monarch ProCap Index ETF
MPRO
+$17M

Top Sells

Rank Stock Value
1
IBM icon
IBM
IBM
+$53.1M
2
ORCL icon
Oracle
ORCL
+$41.2M
3
MSFT icon
Microsoft
MSFT
+$30.8M
4
META icon
Meta Platforms (Facebook)
META
+$30.6M
5
DG icon
Dollar General
DG
+$12.7M

Sector Composition

Rank Sector Weight
1 Technology 12.2%
2 Financials 5.66%
3 Consumer Discretionary 5.19%
4 Industrials 3.9%
5 Healthcare 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DOV icon
851
Dover
DOV
$28.6B
$489K 0.01%
2,506
+56
+2% +$10.2K
PIE icon
852
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$251M
$487K 0.01%
20,610
-6,962
-25% -$168K
SUB icon
853
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$487K 0.01%
4,563
-30
-0.7% -$3.2K
BUFS
854
FT Vest Laddered Small Cap Moderate Buffer ETF
BUFS
$186M
$485K 0.01%
+21,219
New +$480K
PCAR icon
855
PACCAR
PCAR
$69.5B
$483K 0.01%
4,415
-35
-0.8% -$3.59K
ALNT icon
856
Allient
ALNT
$1.89B
$483K 0.01%
+8,993
New +$470K
WDC icon
857
Western Digital
WDC
$149B
$481K 0.01%
+2,791
New +$423K
APO icon
858
Apollo Global Management
APO
$73.2B
$480K 0.01%
3,318
+176
+6% +$23.4K
AZO icon
859
AutoZone
AZO
$50.2B
$480K 0.01%
142
-5
-3% -$18.9K
APP icon
860
Applovin
APP
$115B
$478K 0.01%
710
-219
-24% -$138K
CLX icon
861
Clorox
CLX
$12.7B
$475K 0.01%
4,708
-703
-13% -$76.3K
DHI icon
862
D.R. Horton
DHI
$41.7B
$471K 0.01%
3,272
-2,729
-45% -$415K
FCX icon
863
Freeport-McMoran
FCX
$97.2B
$471K 0.01%
9,265
+297
+3% +$12.9K
EVRG icon
864
Evergy
EVRG
$19.3B
$468K 0.01%
6,458
+2,549
+65% +$193K
OXY icon
865
Occidental Petroleum
OXY
$56.4B
$463K 0.01%
11,269
-309
-3% -$12.9K
DIV icon
866
Global X SuperDividend US ETF
DIV
$784M
$463K 0.01%
26,719
-6,643
-20% -$116K
PGR icon
867
Progressive
PGR
$125B
$463K 0.01%
2,031
-101
-5% -$22.8K
STRL icon
868
Sterling Infrastructure
STRL
$16.6B
$462K 0.01%
1,509
+742
+97% +$256K
SIVR icon
869
abrdn Physical Silver Shares ETF
SIVR
$4.38B
$462K 0.01%
6,823
+391
+6% +$20.5K
TAFI icon
870
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.38B
$460K 0.01%
18,250
-1,400
-7% -$35.4K
STZ icon
871
Constellation Brands
STZ
$23.3B
$458K 0.01%
3,319
-17,479
-84% -$2.4M
AUB icon
872
Atlantic Union Bankshares
AUB
$5.96B
$455K 0.01%
12,902
-80
-0.6% -$2.75K
DLR icon
873
Digital Realty Trust
DLR
$72.1B
$455K 0.01%
2,943
-343
-10% -$56.3K
MAIN icon
874
Main Street Capital
MAIN
$5.51B
$455K 0.01%
7,537
-1,117
-13% -$65.9K
GPZ
875
VanEck Alternative Asset Manager ETF
GPZ
$259M
$454K 0.01%
+16,738
New +$443K
33 34
35
36 37

Similar funds

DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $7.38B AUM 15.39% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Kingsview Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Kingsview Wealth Management held 1,343 positions worth $6.94B, up 6% from $6.55B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Kingsview Wealth Management deployed $338M of net new capital in Q4 2025, opening 149 new positions and adding to 599 existing holdings. Its largest new stake was Lamb Weston: 180,641 shares worth $7.57M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 14% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was IBM, an estimated $53.1M trimmed.

  • Kingsview Wealth Management's largest Q4 2025 buy was Lamb Weston: 180,641 shares worth $7.57M.
  • Kingsview Wealth Management added most to Nike in Q4 2025, an estimated $47.6M increase.
  • Kingsview Wealth Management's biggest Q4 2025 reduction was IBM, cutting an estimated $53.1M.
  • Kingsview Wealth Management fully exited Interpublic Group of Companies in Q4 2025, selling an estimated $9.7M.
  • Kingsview Wealth Management's ten largest holdings make up 22% of its $6.94B portfolio in Q4 2025.
  • Kingsview Wealth Management opened 149 new positions and closed 113 in Q4 2025.
  • Kingsview Wealth Management's portfolio value rose 6% quarter-over-quarter to $6.94B.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.