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KWM

Kingsview Wealth Management Portfolio holdings

AUM $7.33B
1-Year Est. Return 16.07%
This Fund
S&P 500
This Quarter Est. Return
+1.8%
1 Year Est. Return
+16.07%
3 Year Est. Return
+55.85%
5 Year Est. Return
+68.48%
10 Year Est. Return
–
AUM
$6.94B
AUM Growth
+$393M
Cap. Flow
+$338M
Cap. Flow %
4.88%
Top 10 Hldgs %
21.71%
Holding
1,343
New
149
Increased
599
Reduced
439
Closed
113

Top Buys

Rank Stock Value
1
NKE icon
Nike
NKE
+$47.6M
2
COF icon
Capital One
COF
+$47.4M
3
WMT icon
Walmart Inc
WMT
+$46.6M
4
AAPL icon
Apple
AAPL
+$44.9M
5
MPRO icon
Monarch ProCap Index ETF
MPRO
+$17M

Top Sells

Rank Stock Value
1
IBM icon
IBM
IBM
+$53.1M
2
ORCL icon
Oracle
ORCL
+$41.2M
3
MSFT icon
Microsoft
MSFT
+$30.8M
4
META icon
Meta Platforms (Facebook)
META
+$30.6M
5
DG icon
Dollar General
DG
+$12.7M

Sector Composition

Rank Sector Weight
1 Technology 12.2%
2 Financials 5.66%
3 Consumer Discretionary 5.19%
4 Industrials 3.9%
5 Healthcare 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DECK icon
1251
Deckers Outdoor
DECK
$13.3B
– –
-2,749
Closed -$279K
DEO icon
1252
Diageo
DEO
$51.6B
– –
-2,236
Closed -$213K
DFIV icon
1253
Dimensional International Value ETF
DFIV
$21.5B
– –
-128,724
Closed -$5.94M
DGRW icon
1254
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.2B
– –
-3,096
Closed -$275K
DIHP icon
1255
Dimensional International High Profitability ETF
DIHP
$6.47B
– –
-182,716
Closed -$5.55M
DOC icon
1256
Healthpeak Properties
DOC
$14.5B
– –
-36,767
Closed -$704K
EBAY icon
1257
eBay
EBAY
$48.9B
– –
-2,484
Closed -$226K
EFAV icon
1258
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.46B
– –
-65,198
Closed -$5.53M
EUFN icon
1259
iShares MSCI Europe Financials ETF
EUFN
$4.26B
– –
-171,090
Closed -$5.88M
EWU icon
1260
iShares MSCI United Kingdom ETF
EWU
$4.13B
– –
-136,337
Closed -$5.72M
EWY icon
1261
iShares MSCI South Korea ETF
EWY
$23.8B
– –
-75,030
Closed -$6.01M
EWZ icon
1262
iShares MSCI Brazil ETF
EWZ
$9.07B
– –
-185,073
Closed -$5.74M
EZU icon
1263
iShare MSCI Eurozone ETF
EZU
$9.84B
– –
-90,958
Closed -$5.63M
FBND icon
1264
Fidelity Total Bond ETF
FBND
$27.2B
– –
-4,934
Closed -$228K
FCFS icon
1265
FirstCash
FCFS
$8.92B
– –
-19,948
Closed -$3.16M
FLJP icon
1266
Franklin FTSE Japan ETF
FLJP
$4.02B
– –
-7,099
Closed -$245K
FNGR icon
1267
FingerMotion
FNGR
$21.5M
– –
-13,573
Closed -$21.4K
FNV icon
1268
Franco-Nevada
FNV
$44.6B
– –
-1,486
Closed -$331K
FSLR icon
1269
First Solar
FSLR
$26.2B
– –
-2,413
Closed -$532K
FXED icon
1270
Sound Enhanced Fixed Income ETF
FXED
$39.7M
– –
-98,525
Closed -$1.82M
GDXJ icon
1271
VanEck Junior Gold Miners ETF
GDXJ
$7.86B
– –
-79,175
Closed -$7.84M
GTLB icon
1272
GitLab
GTLB
$6.03B
– –
-4,453
Closed -$201K
GTX icon
1273
Garrett Motion
GTX
$5.68B
– –
-17,893
Closed -$244K
HAS icon
1274
Hasbro
HAS
$12.9B
– –
-39,610
Closed -$3M
HLI icon
1275
Houlihan Lokey
HLI
$8.92B
– –
-1,183
Closed -$243K
49 50
51
52 53

Similar funds

DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $7.38B AUM 15.39% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Kingsview Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Kingsview Wealth Management held 1,343 positions worth $6.94B, up 6% from $6.55B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Kingsview Wealth Management deployed $338M of net new capital in Q4 2025, opening 149 new positions and adding to 599 existing holdings. Its largest new stake was Lamb Weston: 180,641 shares worth $7.57M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 14% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was IBM, an estimated $53.1M trimmed.

  • Kingsview Wealth Management's largest Q4 2025 buy was Lamb Weston: 180,641 shares worth $7.57M.
  • Kingsview Wealth Management added most to Nike in Q4 2025, an estimated $47.6M increase.
  • Kingsview Wealth Management's biggest Q4 2025 reduction was IBM, cutting an estimated $53.1M.
  • Kingsview Wealth Management fully exited Interpublic Group of Companies in Q4 2025, selling an estimated $9.7M.
  • Kingsview Wealth Management's ten largest holdings make up 22% of its $6.94B portfolio in Q4 2025.
  • Kingsview Wealth Management opened 149 new positions and closed 113 in Q4 2025.
  • Kingsview Wealth Management's portfolio value rose 6% quarter-over-quarter to $6.94B.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.