Kingsview Wealth Management, LLC
Sector Allocation
- Other57.5%$4.7B
- Technology17.5%$1.4B
- Financials8.0%$658.0M
- Healthcare3.7%$304.5M
- Industrials3.6%$298.2M
- Consumer Discretionary2.9%$235.6M
- Energy2.2%$179.7M
- Consumer Staples1.9%$153.0M
- Communication Services1.1%$89.8M
- Materials0.7%$60.1M
AUM History
13fpro.ai/research/fund/kingsview-wealth-management-llc-1791965
Conviction and streaks
Stable · top 10 = 21.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- NORTHERN$242.0M
NVDA
$223.5M- SPDR$191.4M
- NORTHERN$180.9M
- NORTHERN$175.8M
- ISHARES$173.6M
AAPL
$171.5M- NORTHERN$164.7M
- NORTHERN$138.8M
- VANGUARD$107.5M
- NORTHERN$107.3M
AVGO
$99.8MLLY
$98.5MMSFT
$97.9M- SPDR$95.8M
AMZN
$93.1M- INNOVATOR$92.8M
LRCX
$88.9MAMD
$85.6MQQQ
$82.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/kingsview-wealth-management-llc-1791965
Kingsview Wealth Management, LLC 13F holdings — Q2 2026
$8.3B portfolio (+12.7% QoQ) · 1,432 holdings · Q2 2026 13F · top 10 are 22% of the stock portfolio
Includes $5.2M of put/call options ($453K puts, $4.7M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $8.2B. Weights use the stock portfolio.
- 1
NORTHERN LTS FD TR IV - MONA PROC IN ETF
$242.0M
2.9% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— $223.5M
2.7% of stocks
+3%This quarter+0.2%Since filed10+ qtrsHeld- 3
SPDR SERIES TRUST - ST STR P500GRW
$191.4M
2.3% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
NORTHERN LTS FD TR IV - MONA AM INCO ETF
$180.9M
2.2% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
NORTHERN LTS FD TR IV - MONARCH BLUE ELI
$175.8M
2.1% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - CORE US AGGBD ET
$173.6M
2.1% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $171.5M
2.1% of stocks
-22%This quarter+9.6%Since filed10+ qtrsHeld- 8
NORTHERN LTS FD TR IV - MONARCH VOL FACT
$164.7M
2.0% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
NORTHERN LTS FD TR IV - MONARCH SEL SUBS
$138.8M
1.7% of stocks
+1.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD INDEX FDS - S&P 500 ETF SHS
$107.5M
1.3% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NORTHERN LTS FD TR IV - MONA PROC IN ETF | $242.0M | 2.9% | +0.7% | — | — | — | — | |
| 2 | $223.5M | 2.7% | +3% | +0.2% | 10+ qtrsAdded 3 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | SPDR SERIES TRUST - ST STR P500GRW | $191.4M | 2.3% | +0.1% | — | — | — | — | |
| 4 | NORTHERN LTS FD TR IV - MONA AM INCO ETF | $180.9M | 2.2% | +7% | — | — | — | — | |
| 5 | NORTHERN LTS FD TR IV - MONARCH BLUE ELI | $175.8M | 2.1% | +10% | — | — | — | — | |
| 6 | ISHARES TR - CORE US AGGBD ET | $173.6M | 2.1% | +5% | — | — | — | — | |
| 7 | $171.5M | 2.1% | -22% | +9.6% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | NORTHERN LTS FD TR IV - MONARCH VOL FACT | $164.7M | 2.0% | +9% | — | — | — | — | |
| 9 | NORTHERN LTS FD TR IV - MONARCH SEL SUBS | $138.8M | 1.7% | +1.0% | — | — | — | — | |
| 10 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $107.5M | 1.3% | -5% | — | — | — | — |
All holdings — Kingsview Wealth Management, LLC (Q2 2026)
1,432 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | NORTHERN LTS FD TR IV - MONARCH VOL FACT | — | $107.3M | 1.3% | 3.58M | +9% | — | — | 13F |
| 12 | Broadcom Inc. | Technology | $99.8M | 1.2% | 264K | -14% | 10+ qtrs | 84.5 | 13F | |
| 13 | ELI LILLY & Co | Healthcare | $98.5M | 1.2% | 82K | +9% | 10+ qtrsAdded 2 qtrs in a row | 85.7 | 13F | |
| 14 | MICROSOFT CORP | Technology | $97.9M | 1.2% | 262K | +4% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | SPDR SERIES TRUST - ST INTER ETFetf/fund | — | $95.8M | 1.2% | 3.37M | -1% | — | — | 13F |
| 16 | AMAZON COM INC | Consumer Discretionary | $93.1M | 1.1% | 391K | -9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | INNOVATOR ETFS TRUST - QUITY MANAGD FLR | — | $92.8M | 1.1% | 2.40M | +11% | — | — | 13F |
| 18 | LAM RESEARCH CORP | Technology | $88.9M | 1.1% | 205K | +296% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ADVANCED MICRO DEVICES INC | Technology | $85.6M | 1.0% | 147K | -48% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $82.3M | 1.0% | 112K | +2% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $82.0M | 1.0% | 430K | -5% | — | — | 13F |
| 22 | APPLIED MATERIALS INC /DE | Technology | $80.7M | 1.0% | 112K | +568% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | GENERAL ELECTRIC CO | Industrials | $78.8M | 1.0% | 211K | +8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | SPDR SERIES TRUST - ST STR AGGRE ETFetf/fund | — | $70.5M | 0.9% | 2.76M | +3% | — | — | 13F |
| 25 | MICRON TECHNOLOGY INC | Technology | $69.5M | 0.8% | 60K | +696% | 10+ qtrsAdded 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $TXN | TEXAS INSTRUMENTS INC | Technology | $67.6M | 0.8% | 227K | +165% | |||
| 27 | $GOOGL | Alphabet Inc. | Technology | $64.9M | 0.8% | 182K | -0.4% | |||
| 28 | $IVZ | Invesco Ltd. | Financials | $57.7M | 0.7% | 190K | +6% | |||
| 29 | $NFLX | NETFLIX INC | Communication Services | $53.5M | 0.7% | 750K | +27% | |||
| 30 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $52.9M | 0.6% | 133K | +33% | |||
| 31 | — | NORTHERN LTS FD TR IV - MONA DI PLUS ETF | — | $52.6M | 0.6% | 2.13M | -3% | |||
| 32 | $PLTR | Palantir Technologies Inc. | Technology | $50.4M | 0.6% | 432K | +2% | |||
| 33 | $JPM | JPMORGAN CHASE & CO | Financials | $49.3M | 0.6% | 150K | -2% | |||
| 34 | — | INNOVATOR ETFS TRUST - EQUIT DEFIN JUL | — | $47.9M | 0.6% | 1.60M | +0.6% | |||
| 35 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $47.8M | 0.6% | 446K | +9% | |||
| 36 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | — | $47.5M | 0.6% | 1.39M | +20% | |||
| 37 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $44.6M | 0.5% | 491K | +6% | |||
| 38 | — | ISHARES TR - MBS ETF | — | $38.9M | 0.5% | 412K | +7% | |||
| 39 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $36.4M | 0.4% | 423K | +486% | |||
| 40 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $36.4M | 0.4% | 229K | +3% | |||
| 41 | — | ISHARES TR - IBOXX INV CP ETF | — | $35.7M | 0.4% | 327K | +7% | |||
| 42 | $GOOG | Alphabet Inc. | Technology | $34.4M | 0.4% | 97K | -0.6% | |||
| 43 | $SPY | SPDR S&P 500 ETF TRUST | — | $33.2M | 0.4% | 44K | -14% | |||
| 44 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $31.9M | 0.4% | 525K | +16% | |||
| 45 | — | ISHARES TR - 7-10 YR TRSY BD | — | $30.6M | 0.4% | 323K | +11% | |||
| 46 | $TSLA | Tesla, Inc. | Consumer Discretionary | $29.3M | 0.3% | 70K | +16% | |||
| 47 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $28.9M | 0.3% | 470K | +23% | |||
| 48 | — | INNOVATOR ETFS TRUST - LADERD ALCTN PWR | — | $28.2M | 0.3% | 534K | +3% | |||
| 49 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $27.6M | 0.3% | 117K | +2% | |||
| 50 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $27.2M | 0.3% | 41K | +4% | |||
| 51 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | — | $25.6M | 0.3% | 428K | +1% | |||
| 52 | $IAU | ISHARES GOLD TRUST | Financials | $25.3M | 0.3% | 335K | -2% | |||
| 53 | — | ISHARES TR - CORE DIV GRWTH | — | $25.1M | 0.3% | 331K | +10% | |||
| 54 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $24.8M | 0.3% | 503K | +3% | |||
| 55 | — | VANGUARD INDEX FDS - VALUE ETF | — | $24.7M | 0.3% | 113K | +8% | |||
| 56 | $META | Meta Platforms, Inc. | Technology | $24.6M | 0.3% | 44K | -22% | |||
| 57 | $JNJ | JOHNSON & JOHNSON | Healthcare | $23.9M | 0.3% | 94K | -5% | |||
| 58 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $23.8M | 0.3% | 68K | +1% | |||
| 59 | — | ISHARES TR - 1 3 YR TREAS BD | — | $23.7M | 0.3% | 289K | +6% | |||
| 60 | — | ISHARES TR - CORE S&P500 ETF | — | $23.2M | 0.3% | 31K | +0.8% | |||
| 61 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $22.9M | 0.3% | 337K | +3% | |||
| 62 | $ORCL | ORACLE CORP | Technology | $22.3M | 0.3% | 152K | -1% | |||
| 63 | $CVX | CHEVRON CORP | Energy | $22.2M | 0.3% | 134K | -2% | |||
| 64 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $22.1M | 0.3% | 412K | +3% | |||
| 65 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $22.1M | 0.3% | 162K | -8% | |||
| 66 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $22.0M | 0.3% | 250K | +23% | |||
| 67 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $21.7M | 0.3% | 236K | -11% | |||
| 68 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $21.4M | 0.3% | 43K | -10% | |||
| 69 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $21.2M | 0.3% | 75K | +11% | |||
| 70 | — | VANGUARD WORLD FD - MEGA GRWTH IND | — | $21.1M | 0.3% | 240K | +408% | |||
| 71 | — | SPDR SERIES TRUST - ST STR SP PHARMA | — | $20.9M | 0.3% | 315K | +7% | |||
| 72 | — | SPDR SERIES TRUST - ST STR SP SEMI | — | $20.7M | 0.3% | 33K | -38% | |||
| 73 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $20.7M | 0.3% | 255K | -5% | |||
| 74 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $20.6M | 0.3% | 422K | +7% | |||
| 75 | $ADI | ANALOG DEVICES INC | Technology | $20.5M | 0.3% | 52K | -1% | |||
| 76 | — | ISHARES TR - 0-3 MTH TREASURY | — | $20.2M | 0.3% | 201K | +4% | |||
| 77 | — | SPDR SERIES TRUST - ST STR SP INS | — | $20.1M | 0.2% | 330K | +15% | |||
| 78 | $GLD | SPDR GOLD TRUST | Financials | $19.9M | 0.2% | 54K | -3% | |||
| 79 | — | ISHARES TR - US HLTHCR PR ETF | — | $19.8M | 0.2% | 358K | -0.5% | |||
| 80 | $IVZ | Invesco Ltd. | Financials | $19.8M | 0.2% | 156K | +18% | |||
| 81 | $IVZ | Invesco Ltd. | Financials | $19.5M | 0.2% | 294K | +8% | |||
| 82 | — | T ROWE PRICE EXCHANGE-TRADED - INTL EQUITY ETF | — | $19.5M | 0.2% | 507K | +8% | |||
| 83 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $19.4M | 0.2% | 105K | +0.1% | |||
| 84 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $19.1M | 0.2% | 121K | +11% | |||
| 85 | $WMT | Walmart Inc. | Consumer Staples | $19.0M | 0.2% | 168K | -70% | |||
| 86 | $CAT | CATERPILLAR INC | Industrials | $18.9M | 0.2% | 18K | +39% | |||
| 87 | — | SPDR SERIES TRUST - ST STR SW SERV | — | $18.7M | 0.2% | 109K | +2% | |||
| 88 | — | ISHARES TR - U.S. MED DVC ETF | — | $18.6M | 0.2% | 376K | +31% | |||
| 89 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $18.6M | 0.2% | 224K | +3% | |||
| 90 | $PSLV | Sprott Physical Silver Trust | Financials | $18.4M | 0.2% | 973K | +3% | |||
| 91 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $18.3M | 0.2% | 94K | -2% | |||
| 92 | $ABBV | AbbVie Inc. | Healthcare | $18.0M | 0.2% | 72K | +0.1% | |||
| 93 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $17.8M | 0.2% | 184K | +4% | |||
| 94 | $PHYS | Sprott Physical Gold Trust | Financials | $17.5M | 0.2% | 579K | +8% | |||
| 95 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $17.5M | 0.2% | 149K | +2% | |||
| 96 | — | ISHARES TR - MORNINGSTAR VALU | — | $17.3M | 0.2% | 171K | +209% | |||
| 97 | $V | VISA INC. | Financials | $17.0M | 0.2% | 50K | -27% | |||
| 98 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $16.9M | 0.2% | 172K | +127% | |||
| 99 | $STT | STATE STREET CORP | Financials | $16.4M | 0.2% | 373K | -0.6% | |||
| 100 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $16.4M | 0.2% | 203K | +381% | |||
| 101 | $IVZ | Invesco Ltd. | Financials | $16.2M | 0.2% | 180K | +10% | |||
| 102 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $16.1M | 0.2% | 507K | +14% | |||
| 103 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $15.6M | 0.2% | 42K | -4% | |||
| 104 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $15.5M | 0.2% | 106K | +4% | |||
| 105 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $14.6M | 0.2% | 432K | -3% | |||
| 106 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $14.5M | 0.2% | 16K | -8% | |||
| 107 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $14.4M | 0.2% | 286K | +19% | |||
| 108 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | — | $14.0M | 0.2% | 467K | -4% | |||
| 109 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $14.0M | 0.2% | 247K | +0.7% | |||
| 110 | — | ISHARES TR - 20 YR TR BD ETF | — | $13.8M | 0.2% | 159K | +11% | |||
| 111 | $IVZ | Invesco Ltd. | Financials | $13.5M | 0.2% | 224K | +19% | |||
| 112 | $NEE | NEXTERA ENERGY INC | Utilities | $13.5M | 0.2% | 153K | +2% | |||
| 113 | — | ISHARES TR - CORE S&P MCP ETF | — | $13.2M | 0.2% | 171K | +6% | |||
| 114 | — | ISHARES TR - CORE S&P TTL STK | — | $13.0M | 0.2% | 79K | -17% | |||
| 115 | $IVZ | Invesco Ltd. | Financials | $12.9M | 0.2% | 481K | +8% | |||
| 116 | $KO | COCA COLA CO | Consumer Staples | $12.8M | 0.2% | 157K | +10% | |||
| 117 | — | SPDR SERIES TRUST - ST STR CONV ETF | — | $12.7M | 0.1% | 118K | -10% | |||
| 118 | — | DBX ETF TR - XTRA RU 1000 ETF | — | $12.4M | 0.1% | 189K | +43% | |||
| 119 | $MCD | MCDONALDS CORP | Consumer Discretionary | $12.3M | 0.1% | 46K | -35% | |||
| 120 | — | VANECK ETF TRUST - IG FLOA RATE ETF | — | $12.3M | 0.1% | 480K | +9% | |||
| 121 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | — | $12.1M | 0.1% | 103K | +7% | |||
| 122 | $MPC | Marathon Petroleum Corp | Energy | $11.9M | 0.1% | 46K | -18% | |||
| 123 | — | PGIM ETF TR - PGIM ULTRA SH BD | — | $11.5M | 0.1% | 232K | -22% | |||
| 124 | — | VANGUARD WORLD FD - INF TECH ETF | — | $11.3M | 0.1% | 94K | +679% | |||
| 125 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $11.1M | 0.1% | 51K | +0.1% | |||
| 126 | — | COLUMBIA ETF TR II - EM CORE EX ETF | — | $10.9M | 0.1% | 207K | +8% | |||
| 127 | — | ISHARES TR - ISHARES SEMICDTR | — | $10.9M | 0.1% | 17K | +2% | |||
| 128 | — | ISHARES TR - CORE MSCI EAFE | — | $10.8M | 0.1% | 112K | +50% | |||
| 129 | $GEV | GE Vernova Inc. | Industrials | $10.7M | 0.1% | 9,097 | -10% | |||
| 130 | — | ISHARES TR - RUS 1000 GRW ETF | — | $10.6M | 0.1% | 85K | +348% | |||
| 131 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $10.6M | 0.1% | 124K | +1009% | |||
| 132 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $10.5M | 0.1% | 37K | +5% | |||
| 133 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $10.5M | 0.1% | 68K | +7% | |||
| 134 | — | AMERICAN CENTY ETF TR - QUALITY DIVRSFED | — | $10.4M | 0.1% | 150K | New | |||
| 135 | $MRK | Merck & Co., Inc. | Healthcare | $10.3M | 0.1% | 80K | -40% | |||
| 136 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $10.3M | 0.1% | 141K | +33% | |||
| 137 | $CI | Cigna Group | Healthcare | $10.3M | 0.1% | 37K | +15% | |||
| 138 | — | SPDR INDEX SHS FDS - ST MAR DIVID ETF | — | $10.3M | 0.1% | 251K | +564% | |||
| 139 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | — | $10.2M | 0.1% | 137K | +42% | |||
| 140 | — | BNY MELLON ETF TRUST - US MDCP CORE EQT | — | $10.2M | 0.1% | 82K | New | |||
| 141 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $10.0M | 0.1% | 192K | -32% | |||
| 142 | — | FIRST TR EXCH TRD ALPHDX FD - DEV MRK EX US | — | $10.0M | 0.1% | 105K | +30% | |||
| 143 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $9.9M | 0.1% | 52K | +15% | |||
| 144 | $STT | STATE STREET CORP | Financials | $9.9M | 0.1% | 244K | +18% | |||
| 145 | $IVZ | Invesco Ltd. | Financials | $9.9M | 0.1% | 106K | +3% | |||
| 146 | $LMT | LOCKHEED MARTIN CORP | Industrials | $9.7M | 0.1% | 19K | +7% | |||
| 147 | $KLAC | KLA CORP | Technology | $9.7M | 0.1% | 32K | +811% | |||
| 148 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $9.6M | 0.1% | 13K | -29% | |||
| 149 | $INTC | INTEL CORP | Technology | $9.6M | 0.1% | 69K | -11% | |||
| 150 | — | PACER FDS TR - US CASH COWS 100 | — | $9.6M | 0.1% | 154K | -3% |
What changed in Q2 2026
Against the previous quarter's 13F: 200 new, 678 added to, 498 trimmed, 107 sold out. Share-count changes; largest moves by dollar size first.
New positions (200)
- AMERICAN CENTY ETF TR - QUALITY DIVRSFED$10.4M
first bought this quarter
- BNY MELLON ETF TRUST - US MDCP CORE EQT$10.2M
first bought this quarter
- SPDR INDEX SHS FDS - ST STR SP GLBDIV$9.5M
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN$9.4M
first bought this quarter
- INVESCO EXCHANGE TRADED FD T - BLOO AN RATI ETF$9.2M
first bought this quarter
- SPDR INDEX SHS FDS - ST STR MSCI EAFE$8.9M
first bought this quarter
+194 more in the Excel export
Added to (678)
$AMATAPPLIED MATERIALS INC /DE+568%
now $80.7M · held 10+ qtrs
now $88.9M · held 10+ qtrs, 2 adds in a row
$MUMICRON TECHNOLOGY INC+696%
now $69.5M · held 10+ qtrs, 7 adds in a row
$TXNTEXAS INSTRUMENTS INC+165%
now $67.6M · held 10+ qtrs
- VANGUARD INDEX FDS - GROWTH ETF+486%
now $36.4M
- VANGUARD WORLD FD - MEGA GRWTH IND+408%
now $21.1M
+672 more in the Excel export
Trimmed (498)
now $85.6M · held 10+ qtrs
now $171.5M · held 10+ qtrs
$WMTWalmart Inc.-70%
now $19.0M · held 10+ qtrs
$MAMastercard Inc-85%
now $7.7M · held 10+ qtrs
$NKENIKE, Inc.-96%
now $1.5M
now $99.8M · held 10+ qtrs
+492 more in the Excel export
Sold out (107)
- JOHN HANCOCK EXCHANGE TRADEDwas $7.7M
- FIDELITY COVINGTON TRUSTwas $7.6M
- FIRST TR EXCHANGE TRADED FDwas $7.6M
- SPDR SERIES TRUSTwas $7.5M
- JOHN HANCOCK EXCHANGE TRADEDwas $7.5M
- AMERICAN CENTY ETF TRwas $7.4M
+101 more in the Excel export
Holdings by quarter
Every 13F Kingsview Wealth Management, LLC has filed, 37 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 19, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Kingsview Wealth Management's top 20 holdings: 80/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-1.0%
Value-weighted move of the 10 largest stock positions
Turnover
11%
Last quarter; 45% over the last 4
Top 10 weight
22%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Kingsview Wealth Management, LLC disclosed 1,432 positions worth $8.3B in its Form 13F-HR for Q2 2026 — $8.2B in common stock plus $5.2M of put/call option positions (reported at underlying notional value, not premium at risk), followed by $NVDA. During the quarter the fund opened 200 new positions and exited 107. The portfolio is most concentrated in Other (57.5% of disclosed assets). All figures are sourced directly from Kingsview Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1791965.
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AI-Powered Hedge Fund Analysis: Kingsview Wealth Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Kingsview Wealth Management, LLC (SEC CIK: 1791965), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Kingsview Wealth Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.