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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
NDSN icon
1176
Nordson
NDSN
$17.7B
$309K ﹤0.01%
1,024
+26
+3% +$7.38K
KGC icon
1177
Kinross Gold
KGC
$36.6B
$309K ﹤0.01%
13,074
+6,253
+92% +$184K
RSDE
1178
FT Vest U.S. Equity Equal Weight Buffer ETF - December
RSDE
$31.3M
$309K ﹤0.01%
13,147
+300
+2% +$6.85K
DBB icon
1179
Invesco DB Base Metals Fund
DBB
$372M
$308K ﹤0.01%
+12,793
New +$322K
OC icon
1180
Owens Corning
OC
$11B
$308K ﹤0.01%
1,938
-1,176
-38% -$143K
NTRS icon
1181
Northern Trust
NTRS
$34.1B
$307K ﹤0.01%
1,768
+7
+0.4% +$1.15K
IUS icon
1182
Invesco RAFI Strategic US ETF
IUS
$984M
$305K ﹤0.01%
4,652
-4,119
-47% -$262K
PMMR
1183
PGIM S&P 500 Max Buffer ETF - March
PMMR
$5.48M
$305K ﹤0.01%
11,275
– –
TTC icon
1184
Toro Company
TTC
$8.83B
$304K ﹤0.01%
3,122
+12
+0.4% +$1.12K
FNX icon
1185
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.39B
$304K ﹤0.01%
2,078
+70
+3% +$9.7K
RECS icon
1186
Columbia Research Enhanced Core ETF
RECS
$6.12B
$303K ﹤0.01%
+7,010
New +$297K
SDVD icon
1187
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$923M
$302K ﹤0.01%
+13,093
New +$296K
TM icon
1188
Toyota
TM
$233B
$302K ﹤0.01%
1,790
-67
-4% -$12.7K
EBAY icon
1189
eBay
EBAY
$46B
$302K ﹤0.01%
+2,698
New +$288K
FE icon
1190
FirstEnergy
FE
$27.1B
$301K ﹤0.01%
6,341
-544
-8% -$25.8K
OTIS icon
1191
Otis Worldwide
OTIS
$27.1B
$301K ﹤0.01%
4,205
-734
-15% -$54.8K
ZS icon
1192
Zscaler
ZS
$27.7B
$301K ﹤0.01%
2,132
-109
-5% -$15.2K
CHPX
1193
Global X AI Semiconductor & Quantum ETF
CHPX
$221M
$300K ﹤0.01%
+2,826
New +$248K
AVIG icon
1194
Avantis Core Fixed Income ETF
AVIG
$1.99B
$299K ﹤0.01%
7,229
+1,137
+19% +$47.1K
VFH icon
1195
Vanguard Financials ETF
VFH
$13.9B
$299K ﹤0.01%
2,274
-119
-5% -$15.2K
FTXO icon
1196
First Trust Nasdaq Bank ETF
FTXO
$302M
$299K ﹤0.01%
+7,227
New +$281K
BIP icon
1197
Brookfield Infrastructure Partners
BIP
$17.1B
$298K ﹤0.01%
8,180
-100
-1% -$3.74K
MMID
1198
MFS Active Mid Cap ETF
MMID
$35.5M
$298K ﹤0.01%
+11,299
New +$289K
SNEX icon
1199
StoneX
SNEX
$8.38B
$298K ﹤0.01%
+3,776
New +$283K
GDEC icon
1200
FT Vest US Equity Moderate Buffer ETF December
GDEC
$428M
$297K ﹤0.01%
7,457
-100
-1% -$3.91K
46 47
48
49 50

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.