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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
SGOV icon
76
iShares 0-3 Month Treasury Bond ETF
SGOV
$105B
$20.2M 0.24%
200,752
+8,606
+4% +$865K
KIE icon
77
State Street SPDR S&P Insurance ETF
KIE
$604M
$20.1M 0.24%
330,352
+44,226
+15% +$2.53M
GLD icon
78
SPDR Gold Trust
GLD
$149B
$19.9M 0.24%
54,020
-1,863
-3% -$772K
IHF icon
79
iShares US Healthcare Providers ETF
IHF
$1.24B
$19.8M 0.24%
358,093
-1,797
-0.5% -$88.9K
KBWP icon
80
Invesco KBW Property & Casualty Insurance ETF
KBWP
$285M
$19.8M 0.24%
156,199
+24,241
+18% +$2.92M
PEJ icon
81
Invesco Leisure and Entertainment ETF
PEJ
$352M
$19.5M 0.24%
293,668
+21,502
+8% +$1.34M
TOUS icon
82
T. Rowe Price International Equity ETF
TOUS
$1.68B
$19.5M 0.24%
507,460
+35,802
+8% +$1.33M
XLI icon
83
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$19.4M 0.23%
104,635
+126
+0.1% +$21.9K
VYM icon
84
Vanguard High Dividend Yield ETF
VYM
$82.8B
$19.1M 0.23%
120,747
+12,391
+11% +$1.94M
WMT icon
85
Walmart Inc
WMT
$850B
$19M 0.23%
167,885
-387,947
-70% -$48.2M
CAT icon
86
Caterpillar
CAT
$374B
$18.9M 0.23%
17,751
+4,984
+39% +$4.38M
XSW icon
87
State Street SPDR S&P Software & Services ETF
XSW
$505M
$18.7M 0.23%
108,897
+1,712
+2% +$273K
IHI icon
88
iShares US Medical Devices ETF
IHI
$3.43B
$18.6M 0.23%
376,493
+89,764
+31% +$4.56M
XLP icon
89
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
$18.6M 0.23%
223,771
+5,942
+3% +$496K
PSLV icon
90
Sprott Physical Silver Trust
PSLV
$13.7B
$18.4M 0.22%
972,794
+30,701
+3% +$723K
FTC icon
91
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.35B
$18.3M 0.22%
94,357
-1,762
-2% -$311K
ABBV icon
92
AbbVie
ABBV
$453B
$18M 0.22%
71,689
+70
+0.1% +$15.1K
FTA icon
93
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.43B
$17.8M 0.22%
183,956
+7,201
+4% +$682K
PHYS icon
94
Sprott Physical Gold
PHYS
$15.9B
$17.5M 0.21%
578,626
+42,123
+8% +$1.44M
XLY icon
95
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.4B
$17.5M 0.21%
148,820
+2,782
+2% +$325K
ILCV icon
96
iShares Morningstar Value ETF
ILCV
$1.36B
$17.3M 0.21%
171,059
+115,767
+209% +$11.5M
V icon
97
Visa
V
$700B
$17M 0.21%
49,600
-18,354
-27% -$5.89M
VYMI icon
98
Vanguard International High Dividend Yield ETF
VYMI
$21.8B
$16.9M 0.21%
172,421
+96,308
+127% +$9.52M
XLRE icon
99
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.27B
$16.4M 0.2%
373,394
-2,143
-0.6% -$94.2K
VO icon
100
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$16.4M 0.2%
203,335
+34,343
+20% +$2.66M
2 3
4
5 6

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.