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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
FJAN icon
1301
FT Vest US Equity Buffer ETF January
FJAN
$1.47B
$229K ﹤0.01%
4,162
+38
+0.9% +$2.05K
RODM icon
1302
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.67B
$229K ﹤0.01%
5,672
-41
-0.7% -$1.68K
INSM icon
1303
Insmed
INSM
$27.6B
$229K ﹤0.01%
2,147
+58
+3% +$7.02K
IYJ icon
1304
iShares US Industrials ETF
IYJ
$1.88B
$228K ﹤0.01%
1,369
+1
+0.1% +$157
CLOZ icon
1305
Panagram BBB-B CLO ETF
CLOZ
$798M
$228K ﹤0.01%
+8,632
New +$227K
IYH icon
1306
iShares US Healthcare ETF
IYH
$3.83B
$228K ﹤0.01%
3,402
+85
+3% +$5.32K
DXJ icon
1307
WisdomTree Japan Hedged Equity Fund
DXJ
$7.32B
$227K ﹤0.01%
+1,305
New +$219K
WRB icon
1308
W.R. Berkley
WRB
$25.7B
$226K ﹤0.01%
3,209
+124
+4% +$8.31K
IVOV icon
1309
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.35B
$226K ﹤0.01%
1,984
– –
INFQ
1310
Infleqtion Inc
INFQ
$2.9B
$226K ﹤0.01%
+16,942
New +$233K
TDY icon
1311
Teledyne Technologies
TDY
$28.3B
$224K ﹤0.01%
+336
New +$212K
SHAK icon
1312
Shake Shack
SHAK
$2.8B
$224K ﹤0.01%
+3,997
New +$301K
SMR icon
1313
NuScale Power
SMR
$3.98B
$224K ﹤0.01%
22,315
+10,642
+91% +$120K
PSDM icon
1314
PGIM Short Duration Multi-Sector Bond ETF
PSDM
$228M
$224K ﹤0.01%
4,397
-1,586
-27% -$81.1K
MXL icon
1315
MaxLinear
MXL
$5.69B
$222K ﹤0.01%
+1,737
New +$123K
FFOG icon
1316
Franklin Focused Dynamic Growth ETF
FFOG
$353M
$221K ﹤0.01%
4,292
-2,918
-40% -$142K
POCT icon
1317
Innovator US Equity Power Buffer ETF October
POCT
$965M
$221K ﹤0.01%
4,755
– –
MINT icon
1318
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.4B
$220K ﹤0.01%
2,183
-883
-29% -$88.8K
DFCF icon
1319
Dimensional Core Fixed Income ETF
DFCF
$11.2B
$220K ﹤0.01%
+5,211
New +$220K
ATCL
1320
REX Autocallable Income ETF
ATCL
$42.7M
$220K ﹤0.01%
+8,855
New +$221K
ESGV icon
1321
Vanguard ESG US Stock ETF
ESGV
$13.6B
$220K ﹤0.01%
+1,661
New +$212K
AM icon
1322
Antero Midstream
AM
$10.7B
$220K ﹤0.01%
+9,651
New +$210K
SJM icon
1323
J.M. Smucker
SJM
$13.5B
$220K ﹤0.01%
+1,952
New +$199K
PHM icon
1324
Pultegroup
PHM
$23.7B
$219K ﹤0.01%
1,598
-434
-21% -$52.7K
TPHD icon
1325
Timothy Plan High Dividend Stock ETF
TPHD
$366M
$217K ﹤0.01%
5,130
+147
+3% +$6.14K
51 52
53
54 55

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.