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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
SCI icon
1226
Service Corp International
SCI
$11.2B
$276K ﹤0.01%
3,634
+308
+9% +$24.1K
HSBC icon
1227
HSBC
HSBC
$367B
$275K ﹤0.01%
+2,895
New +$264K
FDXF
1228
FedEx Freight
FDXF
$19.4B
$275K ﹤0.01%
+1,822
New +$298K
ROKU icon
1229
Roku
ROKU
$23.1B
$275K ﹤0.01%
+1,989
New +$243K
SUSC icon
1230
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$273K ﹤0.01%
11,800
+1,964
+20% +$45.4K
CMS icon
1231
CMS Energy
CMS
$21.5B
$271K ﹤0.01%
+3,537
New +$265K
VUSB icon
1232
Vanguard Ultra-Short Bond ETF
VUSB
$9.31B
$270K ﹤0.01%
5,429
+692
+15% +$34.4K
PSI icon
1233
Invesco Semiconductors ETF
PSI
$2.45B
$270K ﹤0.01%
+1,435
New +$206K
UAUG icon
1234
Innovator US Equity Ultra Buffer ETF August
UAUG
$241M
$269K ﹤0.01%
6,399
– –
IREN icon
1235
Iris Energy
IREN
$17.6B
$269K ﹤0.01%
+5,887
New +$306K
NGG icon
1236
National Grid
NGG
$78.5B
$267K ﹤0.01%
+3,227
New +$274K
RIVN icon
1237
Rivian
RIVN
$22.8B
$267K ﹤0.01%
15,405
+1,113
+8% +$17.4K
PNR icon
1238
Pentair
PNR
$9.61B
$267K ﹤0.01%
3,477
-259
-7% -$20.5K
XSLV icon
1239
Invesco S&P SmallCap Low Volatility ETF
XSLV
$245M
$266K ﹤0.01%
5,081
-125
-2% -$6.24K
SCHR
1240
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$265K ﹤0.01%
10,732
-2,587
-19% -$63.9K
EAGG icon
1241
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5.06B
$264K ﹤0.01%
5,570
+599
+12% +$28.4K
PFXF icon
1242
VanEck Preferred Securities ex Financials ETF
PFXF
$2.41B
$264K ﹤0.01%
+14,798
New +$272K
TSN icon
1243
Tyson Foods
TSN
$18.1B
$263K ﹤0.01%
4,602
-652
-12% -$40.8K
FTNY
1244
Franklin New York Municipal Income ETF
FTNY
$583M
$263K ﹤0.01%
33,000
– –
PICB icon
1245
Invesco International Corporate Bond ETF
PICB
$355M
$262K ﹤0.01%
11,329
-38
-0.3% -$890
TPL icon
1246
Texas Pacific Land
TPL
$25B
$262K ﹤0.01%
+599
New +$243K
ES icon
1247
Eversource Energy
ES
$26.8B
$262K ﹤0.01%
3,628
-652
-15% -$45.2K
SSD icon
1248
Simpson Manufacturing
SSD
$7.42B
$261K ﹤0.01%
1,246
+26
+2% +$4.86K
TCBK icon
1249
TriCo Bancshares
TCBK
$1.74B
$260K ﹤0.01%
4,829
+142
+3% +$7.19K
EL icon
1250
Estee Lauder
EL
$37.6B
$259K ﹤0.01%
3,286
-650
-17% -$52.5K
48 49
50
51 52

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.