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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
MDY icon
1401
CALL
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.5B
$76.7K ﹤0.01%
109
– –
CCLD icon
1402
CareCloud
CCLD
$94.8M
$55.1K ﹤0.01%
26,000
– –
PSEC icon
1403
Prospect Capital
PSEC
$1.14B
$48.5K ﹤0.01%
21,001
+1,123
+6% +$2.77K
EU
1404
enCore Energy
EU
$241M
$45.9K ﹤0.01%
+35,000
New +$58.8K
VZLA
1405
Vizsla Silver
VZLA
$1.42B
$40.9K ﹤0.01%
+12,379
New +$43K
ECC
1406
Eagle Point Credit Company
ECC
$521M
$37.2K ﹤0.01%
10,000
– –
PRME icon
1407
Prime Medicine
PRME
$671M
$36.9K ﹤0.01%
10,000
-25,000
-71% -$83K
BBD icon
1408
Banco Bradesco
BBD
$36.7B
$35.6K ﹤0.01%
+10,259
New +$37.6K
ABAT icon
1409
American Battery Technology Co
ABAT
$379M
$31.2K ﹤0.01%
11,035
-110
-1% -$352
AEM icon
1410
CALL
Agnico Eagle Mines
AEM
$104B
$31K ﹤0.01%
+200
New +$37K
SES icon
1411
SES AI
SES
$187M
$30.5K ﹤0.01%
31,755
-1,750
-5% -$1.91K
ROST icon
1412
CALL
Ross Stores
ROST
$73.7B
$21.3K ﹤0.01%
+100
New +$22.5K
PAAS icon
1413
Pan American Silver
PAAS
$21.3B
$20.9K ﹤0.01%
467
-616
-57% -$33K
PACB icon
1414
Pacific Biosciences
PACB
$420M
$18.1K ﹤0.01%
10,765
– –
NNDM
1415
Nano Dimension
NNDM
$342M
$14.9K ﹤0.01%
+10,271
New +$16.8K
SWKS icon
1416
CALL
Skyworks Solutions
SWKS
$11.1B
$13.6K ﹤0.01%
+200
New +$13.6K
GILD icon
1417
CALL
Gilead Sciences
GILD
$187B
$12.6K ﹤0.01%
+100
New +$13.2K
NKE icon
1418
CALL
Nike
NKE
$57B
$12.3K ﹤0.01%
300
– –
SHAK icon
1419
CALL
Shake Shack
SHAK
$2.8B
$11.2K ﹤0.01%
+200
New +$15.1K
EBAY icon
1420
CALL
eBay
EBAY
$46B
$11.2K ﹤0.01%
+100
New +$10.7K
ONCY
1421
Oncolytics Biotech
ONCY
$108M
$10.6K ﹤0.01%
11,210
– –
NOW icon
1422
CALL
ServiceNow
NOW
$146B
$9.93K ﹤0.01%
+100
New +$9.9K
REFR icon
1423
Research Frontiers
REFR
$14.5M
$8.92K ﹤0.01%
17,150
-27,800
-62% -$22.3K
INFQ
1424
CALL
Infleqtion Inc
INFQ
$2.9B
$6.66K ﹤0.01%
+500
New +$6.88K
ENPH icon
1425
CALL
Enphase Energy
ENPH
$4.81B
$4.92K ﹤0.01%
+100
New +$4.55K
55 56
57
58 59

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.