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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
ST icon
1426
CALL
Sensata Technologies
ST
$6.27B
$4.77K ﹤0.01%
+100
New +$4.52K
SLB icon
1427
CALL
SLB Ltd
SLB
$85.3B
$4.65K ﹤0.01%
100
– –
BGL
1428
Blue Gold Ltd
BGL
$8.23M
$4.38K ﹤0.01%
+15,747
New +$13.1K
BMNR
1429
CALL
BitMine Immersion Technologies
BMNR
$15.1B
$3.99K ﹤0.01%
300
– –
RCT
1430
RedCloud Holdings
RCT
$15.6M
$3.31K ﹤0.01%
11,230
-1,024
-8% -$655
BTU icon
1431
CALL
Peabody Energy
BTU
$3.52B
$2.31K ﹤0.01%
+100
New +$2.66K
UUUU icon
1432
CALL
Energy Fuels
UUUU
$3.83B
$1.45K ﹤0.01%
+100
New +$1.84K
ACIC icon
1433
American Coastal Insurance
ACIC
$451M
– –
-10,745
Closed -$121K
ALGN icon
1434
Align Technology
ALGN
$11.3B
– –
-2,072
Closed -$355K
AMZN icon
1435
CALL
Amazon
AMZN
$2.79T
– –
-500
Closed -$104K
BAER icon
1436
Bridger Aerospace
BAER
$65.6M
– –
-35,000
Closed -$69.3K
BAX icon
1437
Baxter International
BAX
$13.4B
– –
-16,217
Closed -$272K
BF.B icon
1438
Brown-Forman Class B
BF.B
$12.3B
– –
-158,893
Closed -$4.2M
BITB icon
1439
Bitwise Bitcoin ETF
BITB
$2.95B
– –
-79,757
Closed -$2.94M
BKE icon
1440
Buckle
BKE
$2.22B
– –
-61,470
Closed -$3.1M
BRK.A icon
1441
Berkshire Hathaway Class A
BRK.A
$1.08T
– –
-1
Closed -$718K
BSCR icon
1442
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
– –
-33,811
Closed -$664K
BVN icon
1443
Compañía de Minas Buenaventura
BVN
$8.61B
– –
-6,132
Closed -$221K
CALM icon
1444
Cal-Maine
CALM
$3.49B
– –
-13,679
Closed -$1.08M
COAL icon
1445
Range Global Coal Index ETF
COAL
$59M
– –
-8,197
Closed -$225K
COF icon
1446
CALL
Capital One
COF
$135B
– –
-400
Closed -$73K
VISN
1447
Vistance Networks Inc
VISN
$1.48B
– –
-14,261
Closed -$260K
CVNA icon
1448
CALL
Carvana
CVNA
$53.7B
– –
-500
Closed -$31.4K
DECK icon
1449
Deckers Outdoor
DECK
$11.7B
– –
-2,092
Closed -$209K
DVA icon
1450
DaVita
DVA
$11.7B
– –
-1,523
Closed -$234K
56 57
58
59 60

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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
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.