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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
BIDU icon
1351
Baidu
BIDU
$33.7B
$205K ﹤0.01%
1,797
-37
-2% -$4.58K
RNRG icon
1352
Global X Renewable Energy Producers ETF
RNRG
$26M
$205K ﹤0.01%
5,764
+212
+4% +$8.04K
EPR icon
1353
EPR Properties
EPR
$4.6B
$205K ﹤0.01%
+3,531
New +$201K
IGHG icon
1354
ProShares Investment Grade-Interest Rate Hedged
IGHG
$341M
$204K ﹤0.01%
+2,604
New +$204K
OLN icon
1355
Olin
OLN
$1.98B
$203K ﹤0.01%
10,248
+304
+3% +$7.95K
EFAV icon
1356
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.54B
$203K ﹤0.01%
+2,313
New +$210K
AOM icon
1357
iShares Core Moderate Allocation ETF
AOM
$1.8B
$202K ﹤0.01%
4,050
-359
-8% -$17.6K
ADX icon
1358
Adams Diversified Equity Fund
ADX
$3.26B
$202K ﹤0.01%
+7,899
New +$194K
MKC icon
1359
McCormick & Company Non-Voting
MKC
$14B
$201K ﹤0.01%
3,993
-2,548
-39% -$125K
AEHR icon
1360
Aehr Test Systems
AEHR
$2.81B
$201K ﹤0.01%
+2,095
New +$191K
IBDU icon
1361
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.95B
$201K ﹤0.01%
+8,688
New +$201K
CRSP icon
1362
CRISPR Therapeutics
CRSP
$5.39B
$200K ﹤0.01%
+3,672
New +$194K
GUT
1363
Gabelli Utility Trust
GUT
$585M
$198K ﹤0.01%
+30,084
New +$187K
PPLT
1364
abrdn Physical Platinum Shares ETF
PPLT
$2.23B
$197K ﹤0.01%
13,970
– –
RGTI icon
1365
Rigetti Computing
RGTI
$5.07B
$195K ﹤0.01%
+10,099
New +$195K
BSCV icon
1366
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.8B
$191K ﹤0.01%
11,638
+591
+5% +$9.72K
MIND icon
1367
MIND Technology
MIND
$41.5M
$187K ﹤0.01%
39,574
-471
-1% -$3.08K
QYLD icon
1368
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.38B
$184K ﹤0.01%
+10,011
New +$179K
FMC icon
1369
FMC
FMC
$1.62B
$184K ﹤0.01%
16,026
-1,387
-8% -$19.4K
AEM icon
1370
Agnico Eagle Mines
AEM
$104B
$181K ﹤0.01%
1,168
-912
-44% -$169K
NMCO icon
1371
Nuveen Municipal Credit Opportunities Fund
NMCO
$585M
$179K ﹤0.01%
16,438
-154
-0.9% -$1.65K
CGEN icon
1372
Compugen
CGEN
$245M
$178K ﹤0.01%
83,179
– –
PTY icon
1373
PIMCO Corporate & Income Opportunity Fund
PTY
$2.56B
$169K ﹤0.01%
14,029
-9,037
-39% -$108K
SGU icon
1374
Star Group
SGU
$418M
$159K ﹤0.01%
12,408
-400
-3% -$5.08K
DSL
1375
DoubleLine Income Solutions Fund
DSL
$1.2B
$159K ﹤0.01%
14,400
– –
53 54
55
56 57

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.