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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
NNDM
1301
Nano Dimension
NNDM
$330M
– –
-39,651
Closed -$62.3K
NNOX icon
1302
Nano X Imaging
NNOX
$70.3M
– –
-12,573
Closed -$46.5K
NUKZ icon
1303
Range Nuclear Renaissance Index ETF
NUKZ
$794M
– –
-3,260
Closed -$212K
NXL icon
1304
Nexalin Technology
NXL
$7.7M
– –
-10,000
Closed -$9.17K
OBDC icon
1305
Blue Owl Capital
OBDC
$5.49B
– –
-23,899
Closed -$305K
OUSM icon
1306
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$908M
– –
-6,564
Closed -$294K
PAA icon
1307
Plains All American Pipeline
PAA
$16.5B
– –
-11,940
Closed -$204K
PB icon
1308
Prosperity Bancshares
PB
$8.94B
– –
-37,735
Closed -$2.5M
PBI icon
1309
Pitney Bowes
PBI
$2.49B
– –
-246,540
Closed -$2.81M
PDBC icon
1310
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.26B
– –
-16,750
Closed -$225K
PR
1311
Permian Resources
PR
$17B
– –
-15,517
Closed -$199K
PTEN icon
1312
Patterson-UTI
PTEN
$3.8B
– –
-109,073
Closed -$565K
PZZA icon
1313
Papa John's
PZZA
$831M
– –
-64,483
Closed -$3.1M
RGTI icon
1314
Rigetti Computing
RGTI
$5.67B
– –
-8,509
Closed -$253K
SNDL icon
1315
Sundial Growers
SNDL
$315M
– –
-79,238
Closed -$212K
SPOT icon
1316
Spotify
SPOT
$98.2B
– –
-518
Closed -$362K
SSD icon
1317
Simpson Manufacturing
SSD
$8.05B
– –
-1,220
Closed -$204K
SSO icon
1318
ProShares Ultra S&P500
SSO
$8.31B
– –
-4,018
Closed -$225K
TLRY icon
1319
Tilray
TLRY
$612M
– –
-1,284
Closed -$22.2K
TNL icon
1320
Travel + Leisure Co
TNL
$4.8B
– –
-9,954
Closed -$592K
USFD icon
1321
US Foods
USFD
$23.5B
– –
-3,407
Closed -$261K
UUUU icon
1322
Energy Fuels
UUUU
$3.18B
– –
-15,720
Closed -$241K
UWM icon
1323
ProShares Ultra Russell2000
UWM
$248M
– –
-4,919
Closed -$228K
VPL icon
1324
Vanguard FTSE Pacific ETF
VPL
$8.37B
– –
-65,895
Closed -$5.79M
VRSN icon
1325
VeriSign
VRSN
$26.3B
– –
-809
Closed -$226K
50 51 52
53
54

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GJL
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GLF
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BIM
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DS
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CFG
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FPP
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UB
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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.