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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
BG icon
1151
Bunge Global
BG
$22.8B
$326K ﹤0.01%
3,059
-3,023
-50% -$372K
OKTA icon
1152
Okta
OKTA
$29.8B
$326K ﹤0.01%
2,392
-1,571
-40% -$148K
RGLD icon
1153
Royal Gold
RGLD
$22.2B
$324K ﹤0.01%
1,625
-326
-17% -$75.8K
SIVR icon
1154
abrdn Physical Silver Shares ETF
SIVR
$4.48B
$324K ﹤0.01%
5,764
-3,048
-35% -$212K
FLEX icon
1155
Flex
FLEX
$40.5B
$323K ﹤0.01%
+1,990
New +$241K
ESGE icon
1156
iShares ESG Aware MSCI EM ETF
ESGE
$7.1B
$322K ﹤0.01%
5,890
-316
-5% -$16.5K
EVSB icon
1157
Eaton Vance Ultra-Short Income ETF
EVSB
$244M
$322K ﹤0.01%
6,329
-6,892
-52% -$350K
WSM icon
1158
Williams-Sonoma
WSM
$26.8B
$321K ﹤0.01%
1,379
-635
-32% -$126K
ISTB icon
1159
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.08B
$320K ﹤0.01%
6,628
+957
+17% +$46.2K
USDU icon
1160
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$278M
$319K ﹤0.01%
+11,912
New +$312K
IXN icon
1161
iShares Global Tech ETF
IXN
$9.79B
$318K ﹤0.01%
+2,200
New +$284K
DEM icon
1162
WisdomTree Emerging Markets High Dividend Fund
DEM
$4.27B
$316K ﹤0.01%
5,878
+200
+4% +$10.7K
FTS icon
1163
Fortis
FTS
$28.2B
$316K ﹤0.01%
5,515
+29
+0.5% +$1.64K
FXL icon
1164
First Trust Technology AlphaDEX Fund
FXL
$2.77B
$315K ﹤0.01%
1,449
– –
TEL icon
1165
TE Connectivity
TEL
$60.4B
$315K ﹤0.01%
1,561
+246
+19% +$52.4K
XSHQ icon
1166
Invesco S&P SmallCap Quality ETF
XSHQ
$310M
$314K ﹤0.01%
6,503
– –
MCHP icon
1167
Microchip Technology
MCHP
$40.3B
$314K ﹤0.01%
3,440
-432
-11% -$38.5K
INMU icon
1168
BlackRock Intermediate Muni Income Bond ETF
INMU
$551M
$314K ﹤0.01%
12,930
+81
+0.6% +$1.95K
TD icon
1169
Toronto Dominion Bank
TD
$199B
$313K ﹤0.01%
2,576
-813
-24% -$89K
AGX icon
1170
Argan
AGX
$5.86B
$312K ﹤0.01%
391
+20
+5% +$13.3K
GIL icon
1171
Gildan
GIL
$9.89B
$311K ﹤0.01%
6,034
+36
+0.6% +$2.07K
FMAY icon
1172
FT Vest US Equity Buffer ETF May
FMAY
$1.46B
$311K ﹤0.01%
+5,525
New +$306K
IBDT icon
1173
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$310K ﹤0.01%
+12,266
New +$310K
SPUT
1174
Innovator Equity Premium Income - Daily PutWrite ETF
SPUT
$17.2M
$309K ﹤0.01%
10,956
-2,334
-18% -$65.3K
VAW icon
1175
Vanguard Materials ETF
VAW
$3.07B
$309K ﹤0.01%
+1,350
New +$313K
45 46
47
48 49

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.