Q2 2026 13F · SEC CIK 1791965
Kingsview Wealth Management, LLC
Wealth managerFiled 2026-08-19 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $8.2B
- Reported positions
- 1,409
- Top holdings a year, 3 yrs
- +16.4%
- Assets under management
- $9.0B
Kingsview Wealth Management, LLC is a wealth manager that reported 1,409 positions worth $8.2B in its Q2 2026 13F, filed 2026-08-19. Its largest holdings were Northern Lts Fd Tr IV (MPRO, 2.9%), Nvidia Corporation (NVDA, 2.7%), State Street Spdr Portfolio S&p 500 Grow (SPYG, 2.3%). A portfolio copying its top holdings returned 16.4% a year over the last 3 years, against 20.4% for the S&P 500.
Kingsview Wealth Management, LLC holdings largest 50 of 1,409 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Kingsview Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- VUG Vanguard Index Fds+486.2% shares
- ISRG Intuitive Surgical Inc+32.6% shares
- NFLX Netflix Inc.+27.3% shares
- BALT Innovator Etfs Trust+19.9% shares
- SPYV State Street Spdr Portfolio S&p 500 Valu+15.6% shares
- SFLR Innovator Etfs Trust+10.9% shares
- IEF Ishares Tr+10.7% shares
- MBCE Northern Lts Fd Tr IV+9.5% shares
Reduced
- AMD Advanced Micro Devices Inc-47.8% shares
- AAPL Apple Inc-22.4% shares
- SPY State Str Spdr S&p 500 ETF T-14.4% shares
- AVGO Broadcom Inc-13.7% shares
- AMZN Amazon Com Inc-8.6% shares
- XLK Select Sector Spdr Tr-5.5% shares
Left the top 50
- WMT Walmart Incwas 0.9%
- MA Mastercard Incorporatedwas 0.7%
- NKE Nike Incwas 0.6%
- META Meta Platforms Incwas 0.4%
- IAU Ishares Gold Trwas 0.4%
- XOM Exxon Mobil Corpwas 0.4%
- CVX Chevron Corporationwas 0.4%
- FTSM First Tr Exchange-Traded Fdwas 0.3%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +10.9% /yr
- S&P 500 +20.1%
- 3 years
- +16.4% /yr
- S&P 500 +20.4%
- 5 years
- +10.6% /yr
- S&P 500 +14.0%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $8.2B | 1,409 |
| Q1 2026 | $7.3B | 1,312 |
| Q4 2025 | $6.9B | 1,229 |
| Q3 2025 | $6.5B | 1,191 |
| Q2 2025 | $5.9B | 1,160 |
| Q1 2025 | $5.3B | 1,086 |
| Q4 2024 | $5.1B | 1,098 |
| Q3 2024 | $4.8B | 1,082 |
| Q2 2024 | $4.2B | 1,032 |
| Q1 2024 | $4.0B | 1,008 |
| Q4 2023 | $3.3B | 943 |
| Q3 2023 | $2.8B | 927 |
Questions about Kingsview Wealth Management, LLC's portfolio
What stocks does Kingsview Wealth Management, LLC own?
Kingsview Wealth Management, LLC's latest 13F, for Q2 2026 and filed Aug 19, 2026, lists 1,409 positions worth $8.2B. The largest are Northern Lts Fd Tr IV (MPRO) at 2.9%, Nvidia Corporation (NVDA) at 2.7%, State Street Spdr Portfolio S&p 500 Grow (SPYG) at 2.3%, Northern Lts Fd Tr IV (MAMB) at 2.2% and Northern Lts Fd Tr IV (MBCE) at 2.1%.
What did Kingsview Wealth Management, LLC buy last quarter?
In Q2 2026, Kingsview Wealth Management, LLC added Vanguard Index Fds (VUG) (+486.2% shares), Intuitive Surgical Inc (ISRG) (+32.6% shares) and Netflix Inc. (NFLX) (+27.3% shares), compared with its Q1 2026 filing.
What did Kingsview Wealth Management, LLC sell last quarter?
In Q2 2026, Kingsview Wealth Management, LLC cut from its top 50 Walmart Inc (WMT), cut from its top 50 Mastercard Incorporated (MA), cut from its top 50 Nike Inc (NKE), cut from its top 50 Meta Platforms Inc (META), cut from its top 50 Ishares Gold Tr (IAU), Advanced Micro Devices Inc (AMD) (-47.8% shares), Apple Inc (AAPL) (-22.4% shares) and State Str Spdr S&p 500 ETF T (SPY) (-14.4% shares), compared with its Q1 2026 filing.
How has Kingsview Wealth Management, LLC's portfolio performed?
A portfolio copying Kingsview Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.9% against +20.1%. Over 5 years: +10.6% a year against +14.0%.
When is Kingsview Wealth Management, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Kingsview Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Kingsview Wealth Management, LLC manage?
Kingsview Wealth Management, LLC reported $9.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $8.2B.