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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
URI icon
926
United Rentals
URI
$62.9B
$565K 0.01%
499
+10
+2% +$9.51K
UUUU icon
927
Energy Fuels
UUUU
$3.83B
$560K 0.01%
38,623
+5,193
+16% +$95.4K
ED icon
928
Consolidated Edison
ED
$39.7B
$558K 0.01%
5,048
-1,252
-20% -$136K
NLY icon
929
Annaly Capital Management
NLY
$17.2B
$558K 0.01%
24,953
-1,277
-5% -$28.2K
MCO icon
930
Moody's
MCO
$85.5B
$558K 0.01%
1,231
-169
-12% -$75.9K
RCL icon
931
Royal Caribbean
RCL
$70.9B
$558K 0.01%
1,756
+80
+5% +$22.4K
RHI icon
932
Robert Half
RHI
$4.36B
$557K 0.01%
+18,150
New +$508K
DINO icon
933
HF Sinclair
DINO
$18.7B
$557K 0.01%
7,996
+4,592
+135% +$305K
GVA icon
934
Granite Construction
GVA
$5.3B
$555K 0.01%
+3,509
New +$477K
CVSB icon
935
Calvert Ultra-Short Investment Grade ETF
CVSB
$268M
$553K 0.01%
10,928
-362
-3% -$18.4K
AUR icon
936
Aurora
AUR
$12.7B
$553K 0.01%
+81,028
New +$496K
ZDEK
937
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$108M
$552K 0.01%
20,908
– –
IYY icon
938
iShares Dow Jones US ETF
IYY
$3.06B
$552K 0.01%
3,029
+1,013
+50% +$179K
RFLR
939
Innovator U.S. Small Cap Managed Floor ETF
RFLR
$93.5M
$551K 0.01%
16,796
+1,021
+6% +$31.2K
OUSA icon
940
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$747M
$550K 0.01%
9,424
-1,510
-14% -$87.2K
SOFI icon
941
SoFi Technologies
SOFI
$23.5B
$550K 0.01%
30,651
+18,044
+143% +$306K
ABNB icon
942
Airbnb
ABNB
$107B
$548K 0.01%
3,832
+159
+4% +$21.7K
JANJ icon
943
Innovator Premium Income 30 Barrier ETF January
JANJ
$14.4M
$546K 0.01%
22,101
+2,764
+14% +$68.5K
NUKZ icon
944
Range Nuclear Renaissance Index ETF
NUKZ
$775M
$542K 0.01%
7,955
+3,148
+65% +$223K
DOV icon
945
Dover
DOV
$26B
$541K 0.01%
2,414
+114
+5% +$24.8K
FBT icon
946
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.95B
$541K 0.01%
+2,182
New +$470K
SUN icon
947
Sunoco
SUN
$14.2B
$540K 0.01%
8,004
-9,067
-53% -$603K
B
948
Barrick Mining
B
$73.7B
$540K 0.01%
14,700
+2,509
+21% +$103K
IRM icon
949
Iron Mountain
IRM
$34.8B
$539K 0.01%
4,265
-2,161
-34% -$265K
FTMU
950
Franklin Municipal Income ETF
FTMU
$457M
$537K 0.01%
+67,754
New +$533K
36 37
38
39 40

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.