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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
HUT
1026
Hut 8
HUT
$11.5B
$452K 0.01%
+3,913
New +$379K
GEHC icon
1027
GE HealthCare
GEHC
$31.1B
$448K 0.01%
6,991
-2,771
-28% -$182K
WDC icon
1028
Western Digital
WDC
$169B
$447K 0.01%
699
-513
-42% -$249K
EVMO
1029
Eaton Vance Mortgage Opportunities ETF
EVMO
$870M
$445K 0.01%
8,907
-675
-7% -$33.9K
TDAY
1030
USA Today Co
TDAY
$929M
$445K 0.01%
51,996
+31,996
+160% +$241K
PKG icon
1031
Packaging Corp of America
PKG
$21.1B
$443K 0.01%
1,859
-840
-31% -$184K
CGMU icon
1032
Capital Group Municipal Income ETF
CGMU
$6.62B
$442K 0.01%
16,105
-1,597
-9% -$43.7K
RTH icon
1033
VanEck Retail ETF
RTH
$248M
$441K 0.01%
1,726
– –
HYD icon
1034
VanEck High Yield Muni ETF
HYD
$4.28B
$441K 0.01%
8,562
+297
+4% +$15.2K
CASY icon
1035
Casey's General Stores
CASY
$28B
$441K 0.01%
554
-69
-11% -$55.6K
JHG
1036
DELISTED
Janus Henderson
JHG
$440K 0.01%
8,463
-94,866
-92% -$4.9M
RBC icon
1037
RBC Bearings
RBC
$15.5B
$437K 0.01%
+678
New +$404K
CDNS icon
1038
Cadence Design Systems
CDNS
$80.6B
$436K 0.01%
1,163
-26
-2% -$9.11K
FV icon
1039
First Trust Dorsey Wright Focus 5 ETF
FV
$3.81B
$436K 0.01%
5,746
+461
+9% +$31.8K
DHT icon
1040
DHT Holdings
DHT
$3.36B
$432K 0.01%
26,162
+1,551
+6% +$27.7K
SYFI
1041
AB Short Duration High Yield ETF
SYFI
$959M
$432K 0.01%
12,106
– –
PDP icon
1042
Invesco Dorsey Wright Momentum ETF
PDP
$1.47B
$432K 0.01%
2,849
– –
JIG icon
1043
JPMorgan International Growth ETF
JIG
$525M
$430K 0.01%
4,938
+459
+10% +$37.9K
FLO icon
1044
Flowers Foods
FLO
$1.33B
$430K 0.01%
+54,395
New +$435K
UAL icon
1045
United Airlines
UAL
$36.2B
$429K 0.01%
3,157
-61
-2% -$6.32K
VHT icon
1046
Vanguard Health Care ETF
VHT
$19.3B
$429K 0.01%
1,435
+10
+0.7% +$2.78K
VCR icon
1047
Vanguard Consumer Discretionary ETF
VCR
$5.94B
$429K 0.01%
1,081
+58
+6% +$22.5K
IBDS icon
1048
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.9B
$428K 0.01%
+17,674
New +$428K
XHB icon
1049
State Street SPDR S&P Homebuilders ETF
XHB
$1.34B
$428K 0.01%
3,704
+50
+1% +$5.24K
EZPW icon
1050
Ezcorp Inc
EZPW
$2.05B
$426K 0.01%
+12,316
New +$389K
40 41
42
43 44

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.