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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
JHEM icon
1476
John Hancock Multifactor Emerging Markets ETF
JHEM
$1.06B
– –
-224,387
Closed -$7.69M
JHML icon
1477
John Hancock Multifactor Large Cap ETF
JHML
$1.17B
– –
-95,339
Closed -$7.46M
JMHI icon
1478
JPMorgan High Yield Municipal ETF
JMHI
$291M
– –
-14,919
Closed -$743K
JXN icon
1479
Jackson Financial
JXN
$9.52B
– –
-30,415
Closed -$3.22M
KO icon
1480
CALL
Coca-Cola
KO
$379B
– –
-100
Closed -$7.61K
KVUE icon
1481
Kenvue
KVUE
$36B
– –
-11,649
Closed -$201K
LASR icon
1482
nLIGHT
LASR
$2.31B
– –
-6,100
Closed -$348K
LMND icon
1483
Lemonade
LMND
$4.13B
– –
-3,393
Closed -$213K
LNG icon
1484
CALL
Cheniere Energy
LNG
$60.3B
– –
-100
Closed -$28.4K
M icon
1485
Macy's
M
$6.06B
– –
-176,709
Closed -$3.2M
MLI icon
1486
Mueller Industries
MLI
$14.1B
– –
-68,584
Closed -$3.8M
MPT
1487
Medical Properties Trust
MPT
$2.39B
– –
-13,796
Closed -$63.9K
MSFT icon
1488
CALL
Microsoft
MSFT
$3.71T
– –
-100
Closed -$37K
MVV icon
1489
ProShares Ultra MidCap400
MVV
$152M
– –
-2,904
Closed -$208K
NQP
1490
DELISTED
Nuveen Pennsylvania Quality Municipal Income Fund
NQP
– –
-98,126
Closed -$1.17M
NRT
1491
North European Oil Royalty Trust
NRT
$82.1M
– –
-16,218
Closed -$146K
NZF icon
1492
Nuveen Municipal Credit Income Fund
NZF
$2.34B
– –
-10,426
Closed -$127K
ONDS icon
1493
CALL
Ondas Inc
ONDS
$4.35B
– –
-2,000
Closed -$18.1K
ONEV icon
1494
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$303M
– –
-2,094
Closed -$281K
OXSQ icon
1495
Oxford Square Capital
OXSQ
$145M
– –
-65,425
Closed -$116K
PAA icon
1496
Plains All American Pipeline
PAA
$18.1B
– –
-9,896
Closed -$221K
PFL
1497
PIMCO Income Strategy Fund
PFL
$376M
– –
-18,951
Closed -$152K
PHK
1498
PIMCO High Income Fund
PHK
$842M
– –
-84,218
Closed -$390K
PII icon
1499
Polaris
PII
$3.56B
– –
-60,933
Closed -$3.32M
QLC icon
1500
Northern Trust US Quality Large Cap ETF
QLC
$1.06B
– –
-93,465
Closed -$7.31M
58 59
60
61 62

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.