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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
DASH icon
1276
DoorDash
DASH
$91.7B
$247K ﹤0.01%
+1,341
New +$222K
UWM icon
1277
ProShares Ultra Russell2000
UWM
$248M
$247K ﹤0.01%
3,680
-800
-18% -$47.5K
XME icon
1278
State Street SPDR S&P Metals & Mining ETF
XME
$4.87B
$247K ﹤0.01%
2,311
-148
-6% -$17.4K
SPXX icon
1279
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$343M
$247K ﹤0.01%
13,233
-1,674
-11% -$29.7K
AJG icon
1280
Arthur J. Gallagher & Co
AJG
$67.3B
$245K ﹤0.01%
1,066
-41
-4% -$8.71K
SOLS
1281
Solstice Advanced Materials
SOLS
$10.1B
$244K ﹤0.01%
2,755
+59
+2% +$4.87K
LH icon
1282
Labcorp
LH
$26.5B
$243K ﹤0.01%
867
+38
+5% +$9.99K
EVR icon
1283
Evercore
EVR
$11.5B
$242K ﹤0.01%
710
– –
ONDS icon
1284
Ondas Inc
ONDS
$4.35B
$242K ﹤0.01%
29,398
-11,534
-28% -$114K
AZZ icon
1285
AZZ Inc
AZZ
$4.21B
$240K ﹤0.01%
+1,550
New +$220K
SE icon
1286
Sea Limited
SE
$68.7B
$240K ﹤0.01%
+2,501
New +$220K
PEY icon
1287
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.15B
$240K ﹤0.01%
10,338
-834
-7% -$18.6K
GBTC icon
1288
Grayscale Bitcoin Trust
GBTC
$12B
$239K ﹤0.01%
5,255
-1,477
-22% -$82.4K
MGA icon
1289
Magna International
MGA
$18.4B
$235K ﹤0.01%
+3,573
New +$223K
ROP icon
1290
Roper Technologies
ROP
$40.3B
$234K ﹤0.01%
691
-203
-23% -$69.2K
VGK icon
1291
Vanguard FTSE Europe ETF
VGK
$30.8B
$233K ﹤0.01%
+2,634
New +$231K
USAC icon
1292
USA Compression Partners
USAC
$3.95B
$233K ﹤0.01%
8,834
– –
SSO icon
1293
ProShares Ultra S&P500
SSO
$8.88B
$233K ﹤0.01%
3,458
-458
-12% -$29.3K
EMB icon
1294
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$233K ﹤0.01%
2,416
+36
+2% +$3.45K
UTF icon
1295
Cohen & Steers Infrastructure Fund
UTF
$2.99B
$233K ﹤0.01%
8,439
-12,467
-60% -$335K
ESML icon
1296
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.88B
$231K ﹤0.01%
+4,134
New +$215K
IAUI
1297
NEOS Gold High Income ETF
IAUI
$590M
$231K ﹤0.01%
4,762
+630
+15% +$34.5K
VRTX icon
1298
Vertex Pharmaceuticals
VRTX
$138B
$230K ﹤0.01%
464
-81
-15% -$35.9K
BSX icon
1299
Boston Scientific
BSX
$69.3B
$230K ﹤0.01%
5,395
-1,621
-23% -$88K
ISCF icon
1300
iShares International Small Cap Equity Factor ETF
ISCF
$688M
$229K ﹤0.01%
5,300
-211
-4% -$9.33K
50 51
52
53 54

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.