Kingsview Wealth Management, LLC
13F Reported Value
ⓘ$8.3B
incl. option notional
Equity Holdings
ⓘ$8.2B
Option Notional
ⓘ$5.2M
$452,846 puts / $4.7M calls
Holdings
1,432
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Stable
$NVDASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
NORTHERN LTS FD TR IV - MONA PROC IN ETF
—Quality
$242.0M7,413,903 sh- 85.9#5
Quality
$223.5M1,117,091 sh SPDR SERIES TRUST - ST STR P500GRW
—Quality
$191.4M1,608,668 shNORTHERN LTS FD TR IV - MONA AM INCO ETF
—Quality
$180.9M7,521,062 shNORTHERN LTS FD TR IV - MONARCH BLUE ELI
—Quality
$175.8M4,226,577 shISHARES TR - CORE US AGGBD ET
—Quality
$173.6M1,753,696 sh- 76.4
Quality
$171.5M592,616 sh NORTHERN LTS FD TR IV - MONARCH VOL FACT
—Quality
$164.7M4,745,055 shNORTHERN LTS FD TR IV - MONARCH SEL SUBS
—Quality
$138.8M3,878,483 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$107.5M156,519 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NORTHERN LTS FD TR IV - MONA PROC IN ETF | — | $242.0M | 7,413,903 |
| NVIDIA CORP$NVDA | 85.9#5 | $223.5M | 1,117,091 |
| SPDR SERIES TRUST - ST STR P500GRW | — | $191.4M | 1,608,668 |
| NORTHERN LTS FD TR IV - MONA AM INCO ETF | — | $180.9M | 7,521,062 |
| NORTHERN LTS FD TR IV - MONARCH BLUE ELI | — | $175.8M | 4,226,577 |
| ISHARES TR - CORE US AGGBD ET | — | $173.6M | 1,753,696 |
 Apple Inc.$AAPL | 76.4 | $171.5M | 592,616 |
| NORTHERN LTS FD TR IV - MONARCH VOL FACT | — | $164.7M | 4,745,055 |
| NORTHERN LTS FD TR IV - MONARCH SEL SUBS | — | $138.8M | 3,878,483 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $107.5M | 156,519 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Kingsview Wealth Management, LLC's 1,432 positions.
Showing top 10 of 1,432 holdings.
Sector Allocation
Other
$4.7B
Technology
$1.4B
Financials
$657.6M
Industrials
$342.6M
Healthcare
$298.2M
Consumer Discretionary
$241.4M
Energy
$179.7M
Consumer Staples
$115.0M
Top Holdings — Kingsview Wealth Management, LLC (Q2 2026)
Top 150 of 1,432 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | NORTHERN LTS FD TR IV - MONA PROC IN ETF | $242.0M | 2.9% | +1% | — |
| 2 | $NVDA | NVIDIA CORP | $223.5M | 2.7% | +3% | 85.9 |
| 3 | — | SPDR SERIES TRUST - ST STR P500GRW | $191.4M | 2.3% | +0% | — |
| 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 | $AAPL | Apple Inc. | $171.5M | 2.1% | -22% | 76.4 |
| 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% | — |
| 10 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $107.5M | 1.3% | -5% | — |
| 11 | — | NORTHERN LTS FD TR IV - MONARCH VOL FACT | $107.3M | 1.3% | +9% | — |
| 12 |  $AVGO | Broadcom Inc. | $99.8M | 1.2% | -14% | 84.5 |
| 13 |  $LLY | ELI LILLY & Co | $98.5M | 1.2% | +9% | 87.5 |
| 14 |  $MSFT | MICROSOFT CORP | $97.9M | 1.2% | +4% | 79.8 |
| 15 | — | SPDR SERIES TRUST - ST INTER ETF | $95.8M | 1.2% | -1% | — |
| 16 |  $AMZN | AMAZON COM INC | $93.1M | 1.1% | -9% | 68.7 |
| 17 | — | INNOVATOR ETFS TRUST - QUITY MANAGD FLR | $92.8M | 1.1% | +11% | — |
| 18 |  $LRCX | LAM RESEARCH CORP | $88.9M | 1.1% | +296% | 79.4 |
| 19 |  $AMD | ADVANCED MICRO DEVICES INC | $85.6M | 1.0% | -48% | 79.8 |
| 20 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $82.3M | 1.0% | +2% | — |
| 21 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $82.0M | 1.0% | -5% | — |
| 22 |  $AMAT | APPLIED MATERIALS INC /DE | $80.7M | 1.0% | +568% | 72.3 |
| 23 |  $GE | GENERAL ELECTRIC CO | $78.8M | 1.0% | +8% | 73.8 |
| 24 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $70.5M | 0.9% | +3% | — |
| 25 |  $MU | MICRON TECHNOLOGY INC | $69.5M | 0.8% | +696% | 86.2 |
| 26 |  $TXN | TEXAS INSTRUMENTS INC | $67.6M | 0.8% | +165% | 73.4 |
| 27 |  $GOOG | Alphabet Inc. | $64.9M | 0.8% | -0% | 78.2 |
| 28 |  $IVZ | Invesco Ltd. | $57.7M | 0.7% | +6% | — |
| 29 |  $NFLX | NETFLIX INC | $53.5M | 0.7% | +27% | 78.8 |
| 30 |  $ISRG | INTUITIVE SURGICAL INC | $52.9M | 0.6% | +33% | 79.9 |
| 31 | — | NORTHERN LTS FD TR IV - MONA DI PLUS ETF | $52.6M | 0.6% | -3% | — |
| 32 |  $PLTR | Palantir Technologies Inc. | $50.4M | 0.6% | +2% | 84.6 |
| 33 |  $JPM | JPMORGAN CHASE & CO | $49.3M | 0.6% | -2% | 70.7 |
| 34 | — | INNOVATOR ETFS TRUST - EQUIT DEFIN JUL | $47.9M | 0.6% | +1% | — |
| 35 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $47.8M | 0.6% | +9% | — |
| 36 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $47.5M | 0.6% | +20% | — |
| 37 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $44.6M | 0.5% | +6% | — |
| 38 | — | ISHARES TR - MBS ETF | $38.9M | 0.5% | +7% | — |
| 39 | — | VANGUARD INDEX FDS - GROWTH ETF | $36.4M | 0.4% | +486% | — |
| 40 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $36.4M | 0.4% | +3% | — |
| 41 | — | ISHARES TR - IBOXX INV CP ETF | $35.7M | 0.4% | +7% | — |
| 42 |  $GOOGL | Alphabet Inc. | $34.4M | 0.4% | -1% | 78.2 |
| 43 |  $SPY | SPDR S&P 500 ETF TRUST | $33.2M | 0.4% | -14% | — |
| 44 | — | SPDR SERIES TRUST - ST STR P500VAL | $31.9M | 0.4% | +16% | — |
| 45 | — | ISHARES TR - 7-10 YR TRSY BD | $30.6M | 0.4% | +11% | — |
| 46 |  $TSLA | Tesla, Inc. | $29.3M | 0.3% | +16% | 53.9 |
| 47 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $28.9M | 0.3% | +23% | — |
| 48 | — | INNOVATOR ETFS TRUST - LADERD ALCTN PWR | $28.2M | 0.3% | +3% | — |
| 49 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $27.6M | 0.3% | +2% | — |
| 50 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $27.2M | 0.3% | +4% | — |
| 51 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | $25.6M | 0.3% | +1% | — |
| 52 |  $IAU | ISHARES GOLD TRUST | $25.3M | 0.3% | -2% | — |
| 53 | — | ISHARES TR - CORE DIV GRWTH | $25.1M | 0.3% | +10% | — |
| 54 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $24.8M | 0.3% | +3% | — |
| 55 | — | VANGUARD INDEX FDS - VALUE ETF | $24.7M | 0.3% | +8% | — |
| 56 |  $META | Meta Platforms, Inc. | $24.6M | 0.3% | -22% | 79.6 |
| 57 |  $JNJ | JOHNSON & JOHNSON | $23.9M | 0.3% | -5% | 69 |
| 58 |  $HD | HOME DEPOT, INC. | $23.8M | 0.3% | +1% | 60.3 |
| 59 | — | ISHARES TR - 1 3 YR TREAS BD | $23.7M | 0.3% | +6% | — |
| 60 | — | ISHARES TR - CORE S&P500 ETF | $23.2M | 0.3% | +1% | — |
| 61 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $22.9M | 0.3% | +3% | — |
| 62 |  $ORCL | ORACLE CORP | $22.3M | 0.3% | -1% | 66.2 |
| 63 |  $CVX | CHEVRON CORP | $22.2M | 0.3% | -2% | 62.8 |
| 64 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $22.1M | 0.3% | +3% | — |
| 65 |  $XOM.R34088 | EXXON MOBIL CORP | $22.1M | 0.3% | -8% | 57.9 |
| 66 | — | SPDR SERIES TRUST - ST STR P500ETF | $22.0M | 0.3% | +23% | — |
| 67 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $21.7M | 0.3% | -11% | — |
| 68 |  $BRK.B | BERKSHIRE HATHAWAY INC | $21.4M | 0.3% | -10% | 73.8 |
| 69 | — | SPDR SERIES TRUST - ST STR SP AERO | $21.2M | 0.3% | +11% | — |
| 70 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $21.1M | 0.3% | +408% | — |
| 71 | — | SPDR SERIES TRUST - ST STR SP PHARMA | $20.9M | 0.3% | +7% | — |
| 72 | — | SPDR SERIES TRUST - ST STR SP SEMI | $20.7M | 0.3% | -38% | — |
| 73 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $20.7M | 0.3% | -5% | — |
| 74 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $20.6M | 0.3% | +7% | — |
| 75 |  $ADI | ANALOG DEVICES INC | $20.5M | 0.3% | -1% | 79.2 |
| 76 | — | ISHARES TR - 0-3 MTH TREASURY | $20.2M | 0.3% | +4% | — |
| 77 | — | SPDR SERIES TRUST - ST STR SP INS | $20.1M | 0.2% | +15% | — |
| 78 |  $GLD | SPDR GOLD TRUST | $19.9M | 0.2% | -3% | — |
| 79 | — | ISHARES TR - US HLTHCR PR ETF | $19.8M | 0.2% | -0% | — |
| 80 | $IVZ | Invesco Ltd. | $19.8M | 0.2% | +18% | — |
| 81 | $IVZ | Invesco Ltd. | $19.5M | 0.2% | +8% | — |
| 82 | — | T ROWE PRICE EXCHANGE-TRADED - INTL EQUITY ETF | $19.5M | 0.2% | +8% | — |
| 83 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $19.4M | 0.2% | +0% | — |
| 84 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $19.1M | 0.2% | +11% | — |
| 85 |  $WMT | Walmart Inc. | $19.0M | 0.2% | -70% | 60.2 |
| 86 |  $CAT | CATERPILLAR INC | $18.9M | 0.2% | +39% | 66.5 |
| 87 | — | SPDR SERIES TRUST - ST STR SW SERV | $18.7M | 0.2% | +2% | — |
| 88 | — | ISHARES TR - U.S. MED DVC ETF | $18.6M | 0.2% | +31% | — |
| 89 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $18.6M | 0.2% | +3% | — |
| 90 |  $PSLV | Sprott Physical Silver Trust | $18.4M | 0.2% | +3% | — |
| 91 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $18.3M | 0.2% | -2% | — |
| 92 |  $ABBV | AbbVie Inc. | $18.0M | 0.2% | +0% | 72.6 |
| 93 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $17.8M | 0.2% | +4% | — |
| 94 |  $PHYS | Sprott Physical Gold Trust | $17.5M | 0.2% | +8% | — |
| 95 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $17.5M | 0.2% | +2% | — |
| 96 | — | ISHARES TR - MORNINGSTAR VALU | $17.3M | 0.2% | +209% | — |
| 97 |  $V | VISA INC. | $17.0M | 0.2% | -27% | 82.9 |
| 98 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $16.9M | 0.2% | +127% | — |
| 99 |  $STT | STATE STREET CORP | $16.4M | 0.2% | -1% | 71.5 |
| 100 | — | VANGUARD INDEX FDS - MID CAP ETF | $16.4M | 0.2% | +381% | — |
| 101 | $IVZ | Invesco Ltd. | $16.2M | 0.2% | +10% | — |
| 102 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $16.1M | 0.2% | +14% | — |
| 103 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $15.6M | 0.2% | -4% | — |
| 104 |  $PG | PROCTER & GAMBLE Co | $15.5M | 0.2% | +4% | 64.6 |
| 105 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $14.6M | 0.2% | -3% | — |
| 106 |  $COST | COSTCO WHOLESALE CORP /NEW | $14.5M | 0.2% | -8% | 66.2 |
| 107 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $14.4M | 0.2% | +19% | — |
| 108 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $14.0M | 0.2% | -4% | — |
| 109 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $14.0M | 0.2% | +1% | — |
| 110 | — | ISHARES TR - 20 YR TR BD ETF | $13.8M | 0.2% | +11% | — |
| 111 | $IVZ | Invesco Ltd. | $13.5M | 0.2% | +19% | — |
| 112 |  $NEE | NEXTERA ENERGY INC | $13.5M | 0.2% | +2% | 64.6 |
| 113 | — | ISHARES TR - CORE S&P MCP ETF | $13.2M | 0.2% | +6% | — |
| 114 | — | ISHARES TR - CORE S&P TTL STK | $13.0M | 0.2% | -17% | — |
| 115 | $IVZ | Invesco Ltd. | $12.9M | 0.2% | +8% | — |
| 116 |  $KO | COCA COLA CO | $12.8M | 0.2% | +10% | 69.5 |
| 117 | — | SPDR SERIES TRUST - ST STR CONV ETF | $12.7M | 0.1% | -10% | — |
| 118 | — | DBX ETF TR - XTRA RU 1000 ETF | $12.4M | 0.1% | +43% | — |
| 119 |  $MCD | MCDONALDS CORP | $12.3M | 0.1% | -35% | 69 |
| 120 | — | VANECK ETF TRUST - IG FLOA RATE ETF | $12.3M | 0.1% | +9% | — |
| 121 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $12.1M | 0.1% | +7% | — |
| 122 |  $MPC | Marathon Petroleum Corp | $11.9M | 0.1% | -18% | 61 |
| 123 | — | PGIM ETF TR - PGIM ULTRA SH BD | $11.5M | 0.1% | -22% | — |
| 124 | — | VANGUARD WORLD FD - INF TECH ETF | $11.3M | 0.1% | +679% | — |
| 125 |  $LOW | LOWES COMPANIES INC | $11.1M | 0.1% | +0% | 60.8 |
| 126 | — | COLUMBIA ETF TR II - EM CORE EX ETF | $10.9M | 0.1% | +8% | — |
| 127 | — | ISHARES TR - ISHARES SEMICDTR | $10.9M | 0.1% | +2% | — |
| 128 | — | ISHARES TR - CORE MSCI EAFE | $10.8M | 0.1% | +50% | — |
| 129 |  $GEV | GE Vernova Inc. | $10.7M | 0.1% | -10% | 81.1 |
| 130 | — | ISHARES TR - RUS 1000 GRW ETF | $10.6M | 0.1% | +348% | — |
| 131 | — | VANGUARD STAR FDS - VG TL INTL STK F | $10.6M | 0.1% | +1009% | — |
| 132 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $10.5M | 0.1% | +5% | 70 |
| 133 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $10.5M | 0.1% | +7% | — |
| 134 | — | AMERICAN CENTY ETF TR - QUALITY DIVRSFED | $10.4M | 0.1% | NEW | — |
| 135 |  $MRK | Merck & Co., Inc. | $10.3M | 0.1% | -40% | 59.9 |
| 136 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $10.3M | 0.1% | +33% | — |
| 137 |  $CI | Cigna Group | $10.3M | 0.1% | +15% | 66.2 |
| 138 | — | SPDR INDEX SHS FDS - ST MAR DIVID ETF | $10.3M | 0.1% | +564% | — |
| 139 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | $10.2M | 0.1% | +42% | — |
| 140 | — | BNY MELLON ETF TRUST - US MDCP CORE EQT | $10.2M | 0.1% | NEW | — |
| 141 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $10.0M | 0.1% | -32% | — |
| 142 | — | FIRST TR EXCH TRD ALPHDX FD - DEV MRK EX US | $10.0M | 0.1% | +30% | — |
| 143 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $9.9M | 0.1% | +15% | — |
| 144 | $STT | STATE STREET CORP | $9.9M | 0.1% | +18% | 71.5 |
| 145 | $IVZ | Invesco Ltd. | $9.9M | 0.1% | +3% | — |
| 146 |  $LMT | LOCKHEED MARTIN CORP | $9.7M | 0.1% | +7% | 65.6 |
| 147 |  $KLAC | KLA CORP | $9.7M | 0.1% | +811% | 78.6 |
| 148 |  $CRWD | CrowdStrike Holdings, Inc. | $9.6M | 0.1% | -29% | 67.7 |
| 149 |  $INTC | INTEL CORP | $9.6M | 0.1% | -11% | 45.6 |
| 150 | — | PACER FDS TR - US CASH COWS 100 | $9.6M | 0.1% | -3% | — |
New Positions (200)
$IPAR INTERPARFUMS INC$5.5M
$ASH ASHLAND INC.$5.0M
$JBHT HUNT J B TRANSPORT SERVICES INC$4.9M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$4.7MExited Positions (107)
$GPK GRAPHIC PACKAGING HOLDING CO
$YOU Clear Secure, Inc.
$INSW International Seaways, Inc.Browse Top Institutional Investors
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