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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
XCEM icon
126
Columbia EM Core ex-China ETF
XCEM
$2.12B
$10.9M 0.13%
207,014
+15,345
+8% +$750K
SOXX icon
127
iShares Semiconductor ETF
SOXX
$42.8B
$10.9M 0.13%
17,070
+384
+2% +$195K
IEFA icon
128
iShares Core MSCI EAFE ETF
IEFA
$196B
$10.8M 0.13%
112,103
+37,439
+50% +$3.6M
GEV icon
129
GE Vernova
GEV
$251B
$10.7M 0.13%
9,097
-1,020
-10% -$1.04M
IWF icon
130
iShares Russell 1000 Growth ETF
IWF
$126B
$10.6M 0.13%
85,213
+9,073
+12% +$1.09M
VXUS icon
131
Vanguard Total International Stock ETF
VXUS
$165B
$10.6M 0.13%
123,675
+112,519
+1,009% +$9.42M
IBM icon
132
IBM
IBM
$221B
$10.5M 0.13%
37,490
+1,722
+5% +$434K
VSS icon
133
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$12.1B
$10.5M 0.13%
68,320
+4,725
+7% +$741K
QINT icon
134
American Century Quality Diversified International ETF
QINT
$742M
$10.4M 0.13%
+150,256
New +$10.4M
MRK icon
135
Merck
MRK
$371B
$10.3M 0.13%
80,440
-54,311
-40% -$6.36M
BND icon
136
Vanguard Total Bond Market
BND
$160B
$10.3M 0.13%
140,788
+35,268
+33% +$2.59M
CI icon
137
Cigna
CI
$74.7B
$10.3M 0.12%
37,331
+4,887
+15% +$1.38M
EDIV icon
138
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.24B
$10.3M 0.12%
250,887
+213,114
+564% +$8.75M
JHMM icon
139
John Hancock Multifactor Mid Cap ETF
JHMM
$6.08B
$10.2M 0.12%
136,734
+40,764
+42% +$2.94M
BKMC icon
140
BNY Mellon US Mid Cap Core Equity ETF
BKMC
$657M
$10.2M 0.12%
+247,032
New +$9.73M
BINC icon
141
BlackRock Flexible Income ETF
BINC
$16.6B
$10M 0.12%
191,881
-92,150
-32% -$4.81M
FDT icon
142
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.36B
$9.98M 0.12%
105,456
+24,080
+30% +$2.3M
GRID
143
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.8B
$9.93M 0.12%
51,767
+6,767
+15% +$1.27M
CWI icon
144
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.92B
$9.91M 0.12%
243,680
+36,701
+18% +$1.45M
XSMO icon
145
Invesco S&P SmallCap Momentum ETF
XSMO
$3.02B
$9.89M 0.12%
105,608
+3,390
+3% +$292K
LMT icon
146
Lockheed Martin
LMT
$121B
$9.73M 0.12%
19,101
+1,291
+7% +$698K
KLAC icon
147
KLA
KLAC
$242B
$9.72M 0.12%
32,203
-3,157
-9% -$627K
CRWD icon
148
CrowdStrike
CRWD
$218B
$9.64M 0.12%
50,540
-20,172
-29% -$2.87M
INTC icon
149
Intel
INTC
$506B
$9.64M 0.12%
69,034
-8,455
-11% -$855K
COWZ icon
150
Pacer US Cash Cows 100 ETF
COWZ
$19.9B
$9.59M 0.12%
154,238
-4,947
-3% -$312K
4 5
6
7 8

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.