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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
ETV
1376
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.79B
$159K ﹤0.01%
+10,678
New +$155K
NAN icon
1377
Nuveen New York Quality Municipal Income Fund
NAN
$361M
$158K ﹤0.01%
13,450
– –
EVN
1378
Eaton Vance Municipal Income Trust
EVN
$424M
$156K ﹤0.01%
13,834
-1,974
-12% -$21.1K
GOF icon
1379
Guggenheim Strategic Opportunities Fund
GOF
$2.1B
$154K ﹤0.01%
14,121
+2,955
+26% +$33K
FRMI
1380
Fermi Inc
FRMI
$3.28B
$151K ﹤0.01%
+16,503
New +$104K
VMD icon
1381
Viemed Healthcare
VMD
$346M
$146K ﹤0.01%
+12,779
New +$127K
CLF icon
1382
Cleveland-Cliffs
CLF
$7.13B
$145K ﹤0.01%
+15,390
New +$169K
JGH icon
1383
Nuveen Global High Income Fund
JGH
$349M
$143K ﹤0.01%
11,255
– –
XOP icon
1384
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$4.06B
$135K ﹤0.01%
878
-116
-12% -$19.4K
KRNY icon
1385
Kearny Financial
KRNY
$658M
$130K ﹤0.01%
+13,753
New +$113K
BOE icon
1386
BlackRock Enhanced Global Dividend Trust
BOE
$693M
$122K ﹤0.01%
10,065
– –
NUV icon
1387
Nuveen Municipal Value Fund
NUV
$1.86B
$116K ﹤0.01%
12,541
-1,706
-12% -$15.6K
HLN icon
1388
Haleon
HLN
$42.2B
$115K ﹤0.01%
+12,302
New +$114K
ETW
1389
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.07B
$110K ﹤0.01%
11,359
– –
LMT icon
1390
CALL
Lockheed Martin
LMT
$121B
$102K ﹤0.01%
+200
New +$108K
LUMN icon
1391
Lumen
LUMN
$6.98B
$101K ﹤0.01%
13,205
-734
-5% -$6.44K
ACN icon
1392
CALL
Accenture
ACN
$114B
$99.6K ﹤0.01%
+800
New +$139K
NMAX
1393
Newsmax Inc
NMAX
$1.37B
$98.1K ﹤0.01%
11,853
+1,363
+13% +$9.78K
BTBT icon
1394
Bit Digital
BTBT
$591M
$94.3K ﹤0.01%
52,407
+13,815
+36% +$24.3K
UAMY icon
1395
United States Antimony
UAMY
$778M
$93.3K ﹤0.01%
12,855
+618
+5% +$5.59K
ACHR icon
1396
Archer Aviation
ACHR
$4.4B
$92.3K ﹤0.01%
19,510
-1,482
-7% -$8.62K
CLM icon
1397
Cornerstone Strategic Value Fund
CLM
$2.1B
$84.1K ﹤0.01%
11,128
-12,205
-52% -$91.8K
BITO icon
1398
ProShares Bitcoin Strategy ETF
BITO
$1.68B
$83.2K ﹤0.01%
10,431
+14
+0.1% +$137
XERS icon
1399
Xeris Biopharma Holdings
XERS
$1.56B
$79.2K ﹤0.01%
10,000
– –
AMPL icon
1400
Amplitude
AMPL
$1.63B
$77.9K ﹤0.01%
+10,185
New +$70.2K
54 55
56
57 58

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.