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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
VMRK
1251
Vivmark Residential
VMRK
$50.6B
$259K ﹤0.01%
3,813
-216
-5% -$14K
XDEC icon
1252
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$204M
$259K ﹤0.01%
6,039
+146
+2% +$6.16K
NEHI
1253
NEOS Ethereum High Income ETF
NEHI
$94.7M
$257K ﹤0.01%
10,907
-2,891
-21% -$91K
IAT icon
1254
iShares US Regional Banks ETF
IAT
$662M
$257K ﹤0.01%
4,126
-17
-0.4% -$988
PBA icon
1255
Pembina Pipeline
PBA
$28.2B
$257K ﹤0.01%
5,550
+145
+3% +$6.71K
IJS icon
1256
iShares S&P Small-Cap 600 Value ETF
IJS
$8.29B
$256K ﹤0.01%
+1,875
New +$242K
VOD icon
1257
Vodafone
VOD
$39.1B
$255K ﹤0.01%
19,272
+799
+4% +$12.1K
ALTY icon
1258
Global X Alternative Income ETF
ALTY
$48.5M
$255K ﹤0.01%
20,513
+133
+0.7% +$1.64K
VCLT icon
1259
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.72B
$255K ﹤0.01%
+3,385
New +$254K
SNY icon
1260
Sanofi
SNY
$106B
$254K ﹤0.01%
5,958
-399
-6% -$17.8K
WES icon
1261
Western Midstream Partners
WES
$20.5B
$253K ﹤0.01%
5,784
-130
-2% -$5.6K
BIIB icon
1262
Biogen
BIIB
$32.6B
$253K ﹤0.01%
1,171
+15
+1% +$2.87K
GRMN
1263
Garmin
GRMN
$53.4B
$252K ﹤0.01%
+1,062
New +$258K
TSPY
1264
TappAlpha S&P 500 Growth & Daily Income ETF
TSPY
$320M
$251K ﹤0.01%
9,913
-3,541
-26% -$89.1K
CIEN icon
1265
Ciena
CIEN
$45.5B
$251K ﹤0.01%
+511
New +$261K
MLM icon
1266
Martin Marietta Materials
MLM
$36.6B
$250K ﹤0.01%
434
-56
-11% -$33.2K
VDE icon
1267
Vanguard Energy ETF
VDE
$10.9B
$250K ﹤0.01%
1,666
-208
-11% -$33.7K
BILZ icon
1268
PIMCO Ultra Short Government Active ETF
BILZ
$969M
$250K ﹤0.01%
+2,474
New +$249K
FVR
1269
FrontView REIT
FVR
$467M
$249K ﹤0.01%
+12,326
New +$222K
AJAN icon
1270
Innovator Equity Defined Protection ETF - 2 Yr to January 2028
AJAN
$42.9M
$249K ﹤0.01%
8,783
-700
-7% -$19.8K
QBTS icon
1271
D-Wave Quantum Inc
QBTS
$6.18B
$249K ﹤0.01%
10,385
-3,171
-23% -$69.5K
FMB icon
1272
First Trust Managed Municipal ETF
FMB
$2.03B
$249K ﹤0.01%
+4,849
New +$248K
SDG icon
1273
iShares MSCI Global Sustainable Development Goals ETF
SDG
$176M
$249K ﹤0.01%
2,782
-12
-0.4% -$1.07K
HDUS
1274
Hartford Disciplined US Equity ETF
HDUS
$113M
$248K ﹤0.01%
3,491
-699
-17% -$48.6K
WTRG icon
1275
Essential Utilities
WTRG
$11.8B
$248K ﹤0.01%
6,477
+1,366
+27% +$52.2K
49 50
51
52 53

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.