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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
SCHB icon
876
Schwab US Broad Market ETF
SCHB
$44.8B
$666K 0.01%
22,988
+9,933
+76% +$278K
DIVO icon
877
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.96B
$664K 0.01%
14,537
+2,574
+22% +$118K
FNF icon
878
Fidelity National Financial
FNF
$12.3B
$664K 0.01%
14,076
-80,679
-85% -$3.91M
GIGB icon
879
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$974M
$663K 0.01%
14,447
+1,087
+8% +$49.8K
CCJ icon
880
Cameco
CCJ
$43.9B
$662K 0.01%
6,497
+1,366
+27% +$153K
AWK icon
881
American Water Works
AWK
$28B
$661K 0.01%
5,023
+2,170
+76% +$279K
ALNT icon
882
Allient
ALNT
$1.61B
$660K 0.01%
6,414
-1
-0% -$77
PFG icon
883
Principal Financial Group
PFG
$25B
$658K 0.01%
6,101
+915
+18% +$92.9K
RSPN icon
884
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.03B
$652K 0.01%
10,186
+588
+6% +$35.8K
PYPL icon
885
PayPal
PYPL
$47B
$649K 0.01%
15,039
+987
+7% +$44.9K
ACWV icon
886
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.4B
$649K 0.01%
5,399
-63
-1% -$7.62K
VPU
887
Vanguard Utilities ETF
VPU
$8.33B
$648K 0.01%
3,310
-574
-15% -$113K
GSLC icon
888
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.3B
$644K 0.01%
4,537
+187
+4% +$25.8K
TMUS icon
889
T-Mobile US
TMUS
$195B
$640K 0.01%
3,816
-79
-2% -$15K
EME icon
890
Emcor
EME
$33.3B
$640K 0.01%
771
+50
+7% +$42.3K
KRE icon
891
State Street SPDR S&P Regional Banking ETF
KRE
$4.22B
$639K 0.01%
8,544
+1,410
+20% +$98.7K
PBFR
892
PGIM Laddered S&P 500 Buffer 20 ETF
PBFR
$216M
$637K 0.01%
20,777
+9,650
+87% +$291K
UNM icon
893
Unum
UNM
$15.2B
$636K 0.01%
7,118
+1,947
+38% +$161K
BUFY
894
FT Vest Laddered International Moderate Buffer ETF
BUFY
$164M
$633K 0.01%
27,041
+579
+2% +$13.4K
IGLD icon
895
FT Vest Gold Strategy Target Income ETF
IGLD
$581M
$632K 0.01%
29,999
+4,553
+18% +$109K
RIO icon
896
Rio Tinto
RIO
$168B
$627K 0.01%
6,603
+446
+7% +$45.2K
CW icon
897
Curtiss-Wright
CW
$20.9B
$626K 0.01%
+826
New +$605K
DLR icon
898
Digital Realty Trust
DLR
$69.9B
$625K 0.01%
3,478
-75
-2% -$14.4K
NOBL icon
899
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
$623K 0.01%
11,093
+2,571
+30% +$139K
AOR icon
900
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.77B
$620K 0.01%
8,919
+16
+0.2% +$1.09K
34 35
36
37 38

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.