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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
AXON
1051
Axon Enterprise
AXON
$41.9B
$424K 0.01%
757
+40
+6% +$16.7K
SPGM icon
1052
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.77B
$424K 0.01%
4,953
+485
+11% +$40.4K
CHD icon
1053
Church & Dwight Co
CHD
$23.4B
$424K 0.01%
4,372
+40
+0.9% +$3.82K
PGX icon
1054
Invesco Preferred ETF
PGX
$3.71B
$424K 0.01%
39,069
-91
-0.2% -$1K
TIGO icon
1055
Millicom
TIGO
$15.9B
$421K 0.01%
+4,642
New +$391K
RKLB icon
1056
Rocket Lab Corp
RKLB
$41.1B
$421K 0.01%
4,143
+97
+2% +$9.66K
REGN icon
1057
Regeneron Pharmaceuticals
REGN
$85.2B
$421K 0.01%
675
-64
-9% -$43.6K
IHD
1058
Voya Emerging Markets High Income Dividend Equity Fund
IHD
$137M
$418K 0.01%
53,635
-445
-0.8% -$3.28K
BCE icon
1059
BCE
BCE
$22.1B
$417K 0.01%
19,372
-5,730
-23% -$138K
PIE icon
1060
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$256M
$416K 0.01%
12,443
-6,984
-36% -$217K
INTU icon
1061
Intuit
INTU
$91B
$410K 0.01%
1,570
-162
-9% -$56.4K
RSPA
1062
Invesco S&P 500 Equal Weight Income Advantage ETF
RSPA
$1.17B
$409K 0.01%
7,662
+2,144
+39% +$112K
ACVF icon
1063
American Conservative Values ETF
ACVF
$155M
$407K ﹤0.01%
7,473
– –
AZO icon
1064
AutoZone
AZO
$48.7B
$405K ﹤0.01%
127
-1
-0.8% -$3.32K
MTB icon
1065
M&T Bank
MTB
$34.6B
$405K ﹤0.01%
1,700
-259
-13% -$56.6K
WAB icon
1066
Wabtec
WAB
$47.8B
$404K ﹤0.01%
+1,500
New +$397K
FAST icon
1067
Fastenal
FAST
$56.9B
$403K ﹤0.01%
8,395
-70
-0.8% -$3.18K
NEXA icon
1068
Nexa Resources
NEXA
$1.83B
$399K ﹤0.01%
+32,638
New +$455K
WDAY icon
1069
Workday
WDAY
$47.2B
$397K ﹤0.01%
3,245
-465
-13% -$58.9K
VTIP icon
1070
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$396K ﹤0.01%
7,880
-1,936
-20% -$97.3K
GPZ
1071
VanEck Alternative Asset Manager ETF
GPZ
$252M
$395K ﹤0.01%
18,432
-827
-4% -$18.9K
COIN icon
1072
Coinbase
COIN
$48.7B
$395K ﹤0.01%
2,702
-760
-22% -$137K
BOCT icon
1073
Innovator US Equity Buffer ETF October
BOCT
$292M
$395K ﹤0.01%
7,449
– –
DBA icon
1074
Invesco DB Agriculture Fund
DBA
$1.25B
$392K ﹤0.01%
14,691
+3,266
+29% +$89.1K
AVUS icon
1075
Avantis US Equity ETF
AVUS
$14.5B
$390K ﹤0.01%
3,047
+855
+39% +$105K
41 42
43
44 45

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.