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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
ZJAN
1201
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$119M
$297K ﹤0.01%
10,594
+2,058
+24% +$57.2K
TRVI icon
1202
Trevi Therapeutics
TRVI
$2.46B
$296K ﹤0.01%
15,895
+125
+0.8% +$1.82K
ROBT icon
1203
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$772M
$296K ﹤0.01%
5,266
+845
+19% +$45K
NRK icon
1204
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$872M
$293K ﹤0.01%
+27,328
New +$288K
OMAH
1205
VistaShares Target 15 Berkshire Select Income ETF
OMAH
$1.11B
$293K ﹤0.01%
+15,885
New +$295K
DDFD
1206
Innovator Equity Dual Directional 15 Buffer ETF Dec
DDFD
$98.1M
$291K ﹤0.01%
14,579
-181,054
-93% -$3.57M
AMSC icon
1207
American Superconductor
AMSC
$1.43B
$290K ﹤0.01%
6,995
– –
YUMC icon
1208
Yum China
YUMC
$14.8B
$290K ﹤0.01%
7,100
+274
+4% +$12.5K
ITM icon
1209
VanEck Intermediate Muni ETF
ITM
$2.09B
$289K ﹤0.01%
6,151
+1,538
+33% +$71.9K
ZBH icon
1210
Zimmer Biomet
ZBH
$18.7B
$289K ﹤0.01%
3,355
-593
-15% -$52K
BETA
1211
Beta Technologies Inc
BETA
$5.19B
$288K ﹤0.01%
+17,170
New +$286K
ROBO icon
1212
ROBO Global Robotics & Automation Index ETF
ROBO
$2.05B
$287K ﹤0.01%
3,353
+7
+0.2% +$575
ONEQ icon
1213
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
$287K ﹤0.01%
2,780
+115
+4% +$11.5K
XISE icon
1214
FT Vest US Equity Buffer & Premium Income ETF September
XISE
$35.6M
$285K ﹤0.01%
9,364
-2,431
-21% -$73.8K
DDFJ
1215
Innovator Equity Dual Directional 15 Buffer ETF - January
DDFJ
$74.8M
$284K ﹤0.01%
14,380
– –
RSPE icon
1216
Invesco ESG S&P 500 Equal Weight ETF
RSPE
$73.3M
$281K ﹤0.01%
8,300
– –
DGRW icon
1217
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$281K ﹤0.01%
2,943
-661
-18% -$62.4K
SPHY icon
1218
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.9B
$281K ﹤0.01%
12,000
-7,129
-37% -$167K
FULT icon
1219
Fulton Financial
FULT
$4.6B
$281K ﹤0.01%
11,616
+454
+4% +$9.95K
KKR icon
1220
KKR & Co
KKR
$96.7B
$281K ﹤0.01%
3,057
+819
+37% +$79.4K
CAGE
1221
Calamos Autocallable Growth ETF
CAGE
$280K ﹤0.01%
+10,097
New +$273K
BMNR
1222
BitMine Immersion Technologies
BMNR
$15.1B
$279K ﹤0.01%
20,947
+3,909
+23% +$75.6K
CHRW icon
1223
C.H. Robinson
CHRW
$17.3B
$279K ﹤0.01%
1,480
+24
+2% +$4.26K
RWJ icon
1224
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.08B
$278K ﹤0.01%
+4,674
New +$260K
MFG icon
1225
Mizuho Financial
MFG
$136B
$277K ﹤0.01%
28,963
+1,691
+6% +$15.2K
47 48
49
50 51

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IC
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AWM
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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.