Skip to content
Shameless Cloning

Search Shameless Cloning

Search superinvestors, stocks, insiders and members of Congress

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.

Kingsview Wealth Management, LLC 13F holdings
Stock% of 13F valueShare changeReported value
MPRONorthern Lts Fd Tr IV2.9%+0.7%$242.0M
NVDANvidia Corporation2.7%+2.9%$223.5M
SPYGState Street Spdr Portfolio S&p 500 Grow2.3%+0.1%$191.4M
MAMBNorthern Lts Fd Tr IV2.2%+6.7%$180.9M
MBCENorthern Lts Fd Tr IV2.1%+9.5%$175.8M
AGGIshares Tr2.1%+5.1%$173.6M
AAPLApple Inc2.1%-22.4%$171.5M
MVFGNorthern Lts Fd Tr IV2.0%+9.1%$164.7M
MSSSNorthern Lts Fd Tr IV1.7%+1.0%$138.8M
VOOVanguard Index Fds1.3%-4.5%$107.5M
MVFDNorthern Lts Fd Tr IV1.3%+9.4%$107.3M
AVGOBroadcom Inc1.2%-13.7%$99.8M
LLYEli Lilly & Co1.2%+8.8%$98.5M
MSFTMicrosoft Corp1.2%+4.4%$97.9M
SPTISpdr Series Trust1.2%-1.1%$95.8M
AMZNAmazon Com Inc1.1%-8.6%$93.1M
SFLRInnovator Etfs Trust1.1%+10.9%$92.8M
LRCXLam Research Corp1.1%—$88.9M
AMDAdvanced Micro Devices Inc1.0%-47.8%$85.6M
QQQInvesco Qqq Tr1.0%+2.5%$82.3M
XLKSelect Sector Spdr Tr1.0%-5.5%$82.0M
AMATApplied Matls Inc1.0%—$80.7M
GEGe Aerospace1.0%+7.6%$78.8M
SPABSpdr Series Trust0.9%+2.5%$70.5M
MUMicron Technology Inc0.8%—$69.5M
TXNTexas Instrs Inc0.8%—$67.6M
GOOGLAlphabet Inc0.8%-0.4%$64.9M
QQQMInvesco Exch Traded Fd Tr II0.7%+6.4%$57.7M
NFLXNetflix Inc.0.6%+27.3%$53.5M
ISRGIntuitive Surgical Inc0.6%+32.6%$52.9M
MDPLNorthern Lts Fd Tr IV0.6%-3.0%$52.6M
PLTRPalantir Technologies Inc0.6%+2.3%$50.4M
JPMJpmorgan Chase & Co0.6%-2.4%$49.3M
JAJLInnovator Etfs Trust0.6%+0.6%$47.9M
XLCSelect Sector Spdr Tr0.6%+9.2%$47.8M
BALTInnovator Etfs Trust0.6%+19.9%$47.5M
SPTMSpdr Series Trust0.5%+6.2%$44.6M
MBBIshares Tr0.5%+7.2%$38.9M
VUGVanguard Index Fds0.4%+486.2%$36.4M
XLVSelect Sector Spdr Tr0.4%+3.5%$36.4M
LQDIshares Tr0.4%+6.6%$35.7M
GOOGAlphabet Inc0.4%-0.6%$34.4M
SPYState Str Spdr S&p 500 ETF T0.4%-14.4%$33.2M
SPYVState Street Spdr Portfolio S&p 500 Valu0.4%+15.6%$31.9M
IEFIshares Tr0.4%+10.7%$30.6M
TSLATesla Inc0.4%—$29.3M
JEPQJ P Morgan Exchange Traded F0.3%—$28.9M
BUFFInnovator Etfs Trust0.3%+2.7%$28.2M
VIGVanguard Specialized Funds0.3%—$27.6M
SMHVaneck ETF Trust0.3%—$27.2M

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.

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.

13F value by quarter
Quarter13F valuePositions
Q2 2026$8.2B1,409
Q1 2026$7.3B1,312
Q4 2025$6.9B1,229
Q3 2025$6.5B1,191
Q2 2025$5.9B1,160
Q1 2025$5.3B1,086
Q4 2024$5.1B1,098
Q3 2024$4.8B1,082
Q2 2024$4.2B1,032
Q1 2024$4.0B1,008
Q4 2023$3.3B943
Q3 2023$2.8B927

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.