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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
NDAQ icon
1326
Nasdaq
NDAQ
$54.2B
$216K ﹤0.01%
2,743
-4
-0.1% -$351
LULU icon
1327
lululemon athletica
LULU
$11.1B
$216K ﹤0.01%
1,893
-111
-6% -$14.8K
GAB icon
1328
Gabelli Equity Trust
GAB
$1.76B
$216K ﹤0.01%
38,152
+1,319
+4% +$7.38K
PTL icon
1329
Inspire 500 ETF
PTL
$885M
$215K ﹤0.01%
+753
New +$208K
MT icon
1330
ArcelorMittal
MT
$59.4B
$215K ﹤0.01%
+3,571
New +$223K
WPC icon
1331
W.P. Carey
WPC
$16B
$214K ﹤0.01%
2,993
-531
-15% -$38.9K
ARKF icon
1332
ARK Blockchain & Fintech Innovation ETF
ARKF
$834M
$213K ﹤0.01%
5,409
-88
-2% -$3.58K
XMLV icon
1333
Invesco S&P MidCap Low Volatility ETF
XMLV
$739M
$213K ﹤0.01%
+3,213
New +$209K
TSEM icon
1334
Tower Semiconductor
TSEM
$25.1B
$213K ﹤0.01%
+816
New +$196K
SDOG icon
1335
ALPS Sector Dividend Dogs ETF
SDOG
$1.45B
$212K ﹤0.01%
3,113
-237
-7% -$15.9K
IFLN
1336
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$301M
$212K ﹤0.01%
11,592
-32
-0.3% -$584
GEOS icon
1337
Geospace Technologies
GEOS
$69.6M
$212K ﹤0.01%
31,283
+2,961
+10% +$25.5K
WAT icon
1338
Waters Corp
WAT
$40.2B
$211K ﹤0.01%
+563
New +$192K
HUMN
1339
Roundhill Humanoid Robotics ETF
HUMN
$95.5M
$211K ﹤0.01%
+5,978
New +$206K
RBUF
1340
Innovator U.S. Small Cap 10 Buffer ETF - Quarterly
RBUF
$96.6M
$210K ﹤0.01%
6,754
-726
-10% -$22.2K
NRG icon
1341
NRG Energy
NRG
$25B
$209K ﹤0.01%
1,429
-613
-30% -$88.3K
SWKS icon
1342
Skyworks Solutions
SWKS
$11.1B
$209K ﹤0.01%
+3,077
New +$209K
OUSM icon
1343
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$850M
$208K ﹤0.01%
+4,383
New +$203K
SUSB icon
1344
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$207K ﹤0.01%
+8,293
New +$207K
LSTR icon
1345
Landstar System
LSTR
$6.04B
$207K ﹤0.01%
+1,002
New +$192K
SWX icon
1346
Southwest Gas
SWX
$6.38B
$207K ﹤0.01%
2,329
-18
-0.8% -$1.61K
NASA
1347
Tema Space Innovators ETF
NASA
$1.09B
$207K ﹤0.01%
+6,798
New +$217K
DHC
1348
Diversified Healthcare Trust
DHC
$1.82B
$206K ﹤0.01%
+22,173
New +$182K
XYZ
1349
Block Inc
XYZ
$49.7B
$206K ﹤0.01%
+2,709
New +$190K
XRAY icon
1350
Dentsply Sirona
XRAY
$2.27B
$205K ﹤0.01%
19,358
– –
52 53
54
55 56

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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
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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.