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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
PMMY
1101
PGIM S&P 500 Max Buffer ETF - May
PMMY
$5.42M
$366K ﹤0.01%
+13,688
New +$365K
VDC icon
1102
Vanguard Consumer Staples ETF
VDC
$7.87B
$366K ﹤0.01%
1,624
+20
+1% +$4.56K
DIV icon
1103
Global X SuperDividend US ETF
DIV
$791M
$366K ﹤0.01%
19,198
-4,546
-19% -$87.1K
JBL icon
1104
Jabil
JBL
$32.5B
$365K ﹤0.01%
948
+20
+2% +$6.91K
OKLO
1105
Oklo
OKLO
$7.68B
$365K ﹤0.01%
+6,969
New +$435K
BUD icon
1106
AB InBev
BUD
$158B
$364K ﹤0.01%
4,413
-36
-0.8% -$2.83K
ECHO
1107
EchoStar
ECHO
$26.1B
$363K ﹤0.01%
+3,579
New +$437K
MOG.A icon
1108
Moog Inc Class A
MOG.A
$11.8B
$363K ﹤0.01%
856
+37
+5% +$12.6K
FJP icon
1109
First Trust Japan AlphaDEX Fund
FJP
$266M
$362K ﹤0.01%
+4,741
New +$361K
HEDJ icon
1110
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.83B
$362K ﹤0.01%
6,346
– –
RPRX icon
1111
Royalty Pharma
RPRX
$28.5B
$358K ﹤0.01%
+6,377
New +$332K
CNI icon
1112
Canadian National Railway
CNI
$74.6B
$357K ﹤0.01%
2,997
+190
+7% +$21.6K
ICSH icon
1113
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.56B
$356K ﹤0.01%
7,042
-3,848
-35% -$194K
PARR icon
1114
Par Pacific Holdings
PARR
$4.07B
$355K ﹤0.01%
+6,330
New +$377K
ONB icon
1115
Old National Bancorp
ONB
$9.96B
$355K ﹤0.01%
13,692
– –
EES icon
1116
WisdomTree US SmallCap Earnings Fund
EES
$722M
$353K ﹤0.01%
5,200
-10
-0.2% -$635
ICOW icon
1117
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.83B
$351K ﹤0.01%
8,429
+2,201
+35% +$96.8K
CCEF icon
1118
Calamos CEF Income & Arbitrage ETF
CCEF
$35.8M
$351K ﹤0.01%
11,711
+600
+5% +$17.6K
ACII
1119
Innovator Index Autocallable Income Strategy ETF
ACII
$126M
$348K ﹤0.01%
+13,692
New +$351K
MUFG icon
1120
Mitsubishi UFJ Financial
MUFG
$271B
$348K ﹤0.01%
17,512
+205
+1% +$3.86K
NVO
1121
Novo Nordisk
NVO
$206B
$348K ﹤0.01%
7,265
+1,292
+22% +$55.5K
EBC icon
1122
Eastern Bankshares
EBC
$5.08B
$347K ﹤0.01%
15,610
– –
XJUN icon
1123
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$139M
$347K ﹤0.01%
7,812
+1,237
+19% +$54.5K
SMG icon
1124
ScottsMiracle-Gro
SMG
$3.46B
$346K ﹤0.01%
5,087
+5
+0.1% +$310
TTD icon
1125
Trade Desk
TTD
$6.78B
$346K ﹤0.01%
19,120
-126
-0.7% -$2.68K
43 44
45
46 47

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.