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Kingsview Wealth Management 13F Portfolio

Portfolio Manager
Kingsview Wealth Management LLC
Performance
+9.98% (2026 Q2)
AUM (13F)
$8.25B
# of Holdings
1409
Performance Rank
Allocation (Top 20)
32.87%
Latest filing
Q2 2026

Kingsview Wealth Management LLC Holdings Map

Top 50 Kingsview Wealth Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MPRO
NORTHERN LTS FD TR IV
2.93%7.41M$242.0M
+0.69%(+51.13K)
2025-Q2: 8.14M shares2025-Q3: 6.59M shares2025-Q4: 7.14M shares2026-Q1: 7.36M shares2026-Q2: 7.41M shares
$27.81(+17.74%)
2026-06-30
NVDA
NVIDIA CORPORATION
2.71%1.12M$223.5M
+2.90%(+31.53K)
2025-Q2: 963.1K shares2025-Q3: 955.7K shares2025-Q4: 967.0K shares2026-Q1: 1.09M shares2026-Q2: 1.12M shares
$55.95(+291.99%)
2026-06-30
SPYG
SPDR SERIES TRUST
2.32%1.61M$191.4M
+0.05%(+825)
2025-Q2: 1.35M shares2025-Q3: 1.39M shares2025-Q4: 1.51M shares2026-Q1: 1.61M shares2026-Q2: 1.61M shares
$80.63(+50.01%)
2026-06-30
MAMB
NORTHERN LTS FD TR IV
2.19%7.52M$180.9M
+6.67%(+470.06K)
2025-Q2: 5.53M shares2025-Q3: 5.99M shares2025-Q4: 6.28M shares2026-Q1: 7.05M shares2026-Q2: 7.52M shares
$23.11(+3.82%)
2026-06-30
MBCC
NORTHERN LTS FD TR IV
2.13%4.23M$175.8M
+9.51%(+366.91K)
2025-Q2: 2.87M shares2025-Q3: 3.14M shares2025-Q4: 3.37M shares2026-Q1: 3.86M shares2026-Q2: 4.23M shares
$30.69(+19.79%)
2026-06-30
AGG
ISHARES TR
2.1%1.75M$173.6M
+5.09%(+84.95K)
2025-Q2: 1.59M shares2025-Q3: 1.19M shares2025-Q4: 1.29M shares2026-Q1: 1.67M shares2026-Q2: 1.75M shares
$99.49(-1.78%)
2026-06-30
AAPL
APPLE INC
2.08%592.6K$171.5M
-22.38%(-170.82K)
2025-Q2: 551.9K shares2025-Q3: 548.8K shares2025-Q4: 715.9K shares2026-Q1: 763.4K shares2026-Q2: 592.6K shares
$165.48(+91.31%)
2026-06-30
MVFG
NORTHERN LTS FD TR IV
2%4.75M$164.7M
+9.12%(+396.55K)
2025-Q2: 3.47M shares2025-Q3: 3.81M shares2025-Q4: 3.94M shares2026-Q1: 4.35M shares2026-Q2: 4.75M shares
$27.43(+30.32%)
2026-06-30
MSSS
NORTHERN LTS FD TR IV
1.68%3.88M$138.8M
+0.97%(+37.31K)
2025-Q2: 3.06M shares2025-Q3: 3.85M shares2025-Q4: 3.78M shares2026-Q1: 3.84M shares2026-Q2: 3.88M shares
$27.59(+33.79%)
2026-06-30
VOO
VANGUARD INDEX FDS
1.3%156.5K$107.5M
-4.54%(-7.45K)
2025-Q2: 106.0K shares2025-Q3: 122.2K shares2025-Q4: 137.1K shares2026-Q1: 164.0K shares2026-Q2: 156.5K shares
$499.13(+41.95%)
2026-06-30

About Kingsview Wealth Management LLCโ€™s portfolio

Kingsview Wealth Management LLC reports $8.25B in US-listed equity holdings across 1,409 positions in its most recent 13F filing. Its largest disclosed positions are MPRO (2.9%), NVDA (2.7%) and SPYG (2.3%). The top 20 holdings account for 32.87% of reported assets. Its disclosed equity book has returned +56.90% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
MPRO โ€” 5.8% ($242.03M)NVDA โ€” 5.4% ($223.52M)SPYG โ€” 4.6% ($191.42M)MAMB โ€” 4.4% ($180.86M)MBCC โ€” 4.2% ($175.83M)AGG โ€” 4.2% ($173.58M)AAPL โ€” 4.1% ($171.48M)MVFG โ€” 4.0% ($164.65M)MSSS โ€” 3.3% ($138.76M)VOO โ€” 2.6% ($107.50M)Other โ€” 57.3% ($2.38B)
43%in top 10
  • MPRO5.8%
  • NVDA5.4%
  • SPYG4.6%
  • MAMB4.4%
  • MBCC4.2%
  • AGG4.2%
  • AAPL4.1%
  • MVFG4.0%
  • MSSS3.3%
  • VOO2.6%
  • Other57.3%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
37
AMATAPPLIED MATLS INC+568.2%
LRCXLAM RESEARCH CORP+295.6%
MUMICRON TECHNOLOGY INC+695.8%
TXNTEXAS INSTRS INC+165.2%
+33 more
Trimmed
13
AMDADVANCED MICRO DEVICES INC-47.8%
AAPLAPPLE INC-22.4%
AVGOBROADCOM INC-13.7%
AMZNAMAZON COM INC-8.6%
+9 more

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Source filings

Holdings on this page are parsed from Kingsview Wealth Management LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1791965). View Kingsview Wealth Management LLCโ€™s 13F filings on SEC

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