# Kingsview Wealth Management, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1791965. Source: https://holderbook.com/funds/1791965-kingsview-wealth-management-llc/

- Reported value: $8.3B
- Positions: 1,409
- Weight of the ten largest: 21.4%
- Filed: 2026-08-19

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NORTHERN LTS FD TR IV | [MPRO](https://holderbook.com/stocks/MPRO/) | $242.0M | 7,413,903 | 2.9% | 22 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $223.5M | 1,117,091 | 2.7% | 38 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $191.4M | 1,608,668 | 2.3% | 38 |
| NORTHERN LTS FD TR IV | [MAMB](https://holderbook.com/stocks/MAMB/) | $180.9M | 7,521,062 | 2.2% | 22 |
| NORTHERN LTS FD TR IV | [MBCE](https://holderbook.com/stocks/MBCE/) | $175.8M | 4,226,577 | 2.1% | 22 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $173.6M | 1,753,696 | 2.1% | 38 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $171.5M | 592,616 | 2.1% | 38 |
| NORTHERN LTS FD TR IV | [MVFG](https://holderbook.com/stocks/MVFG/) | $164.7M | 4,745,055 | 2.0% | 10 |
| NORTHERN LTS FD TR IV | [MSSS](https://holderbook.com/stocks/MSSS/) | $138.8M | 3,878,483 | 1.7% | 10 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $107.5M | 156,519 | 1.3% | 38 |
| NORTHERN LTS FD TR IV | [MVFD](https://holderbook.com/stocks/MVFD/) | $107.3M | 3,578,010 | 1.3% | 10 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $99.8M | 264,273 | 1.2% | 33 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $98.5M | 82,083 | 1.2% | 32 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $97.9M | 262,425 | 1.2% | 38 |
| SPDR SERIES TRUST | [SPTI](https://holderbook.com/stocks/SPTI/) | $95.8M | 3,373,475 | 1.2% | 26 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $93.5M | 390,605 | 1.1% | 38 |
| INNOVATOR ETFS TRUST | [SFLR](https://holderbook.com/stocks/SFLR/) | $92.8M | 2,404,900 | 1.1% | 11 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $88.9M | 205,076 | 1.1% | 7 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $85.6M | 147,307 | 1.0% | 27 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $82.3M | 111,814 | 1.0% | 33 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $82.0M | 430,452 | 1.0% | 38 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $80.7M | 111,588 | 1.0% | 26 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $78.8M | 210,930 | 1.0% | 20 |
| SPDR SERIES TRUST | [SPAB](https://holderbook.com/stocks/SPAB/) | $70.5M | 2,763,710 | 0.9% | 7 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $69.5M | 60,173 | 0.8% | 13 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $67.6M | 226,734 | 0.8% | 38 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $64.9M | 181,566 | 0.8% | 38 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $57.7M | 190,470 | 0.7% | 10 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $53.5M | 749,512 | 0.6% | 36 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $52.9M | 133,120 | 0.6% | 15 |
| NORTHERN LTS FD TR IV | [MDPL](https://holderbook.com/stocks/MDPL/) | $52.6M | 2,126,098 | 0.6% | 10 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $50.4M | 431,899 | 0.6% | 11 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $49.3M | 150,478 | 0.6% | 38 |
| INNOVATOR ETFS TRUST | [JAJL](https://holderbook.com/stocks/JAJL/) | $47.9M | 1,602,395 | 0.6% | 8 |
| SELECT SECTOR SPDR TR | [XLC](https://holderbook.com/stocks/XLC/) | $47.8M | 446,497 | 0.6% | 29 |
| INNOVATOR ETFS TRUST | [BALT](https://holderbook.com/stocks/BALT/) | $47.5M | 1,385,648 | 0.6% | 20 |
| SPDR SERIES TRUST | [SPTM](https://holderbook.com/stocks/SPTM/) | $44.6M | 491,233 | 0.5% | 9 |
| ISHARES TR | [MBB](https://holderbook.com/stocks/MBB/) | $38.9M | 411,950 | 0.5% | 30 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $36.4M | 423,135 | 0.4% | 38 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $36.4M | 229,299 | 0.4% | 26 |
| ISHARES TR | [LQD](https://holderbook.com/stocks/LQD/) | $35.7M | 327,250 | 0.4% | 38 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $34.4M | 97,430 | 0.4% | 38 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $33.2M | 44,450 | 0.4% | 38 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $31.9M | 525,435 | 0.4% | 27 |
| ISHARES TR | [IEF](https://holderbook.com/stocks/IEF/) | $30.6M | 323,298 | 0.4% | 24 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $30.0M | 69,564 | 0.4% | 27 |
| J P MORGAN EXCHANGE TRADED F | [JEPQ](https://holderbook.com/stocks/JEPQ/) | $28.9M | 469,715 | 0.3% | 15 |
| INNOVATOR ETFS TRUST | [BUFF](https://holderbook.com/stocks/BUFF/) | $28.2M | 534,402 | 0.3% | 19 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $27.6M | 116,580 | 0.3% | 38 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $27.2M | 41,438 | 0.3% | 10 |
| FIRST TR EXCHANGE-TRADED FD | [FTSM](https://holderbook.com/stocks/FTSM/) | $25.6M | 427,797 | 0.3% | 30 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $25.3M | 335,451 | 0.3% | 21 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $25.1M | 331,194 | 0.3% | 38 |
| CAPITAL GROUP DIVIDEND VALUE | [CGDV](https://holderbook.com/stocks/CGDV/) | $24.8M | 502,557 | 0.3% | 12 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $24.7M | 113,253 | 0.3% | 38 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $24.6M | 43,708 | 0.3% | 38 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $23.9M | 30,945 | 0.3% | 38 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $23.9M | 94,143 | 0.3% | 38 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $23.8M | 67,560 | 0.3% | 38 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $23.7M | 288,562 | 0.3% | 26 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $22.9M | 337,355 | 0.3% | 9 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $22.3M | 151,984 | 0.3% | 38 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $22.2M | 133,708 | 0.3% | 38 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $22.1M | 412,123 | 0.3% | 22 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $22.1M | 161,564 | 0.3% | 38 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $22.0M | 250,451 | 0.3% | 26 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $21.7M | 236,443 | 0.3% | 16 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $21.4M | 42,838 | 0.3% | 38 |
| SPDR SERIES TRUST | [XAR](https://holderbook.com/stocks/XAR/) | $21.2M | 74,618 | 0.3% | 21 |
| VANGUARD WORLD FD | [MGK](https://holderbook.com/stocks/MGK/) | $21.1M | 239,584 | 0.3% | 23 |
| SPDR SERIES TRUST | [XPH](https://holderbook.com/stocks/XPH/) | $20.9M | 314,894 | 0.3% | 2 |
| SPDR SERIES TRUST | [XSD](https://holderbook.com/stocks/XSD/) | $20.7M | 33,205 | 0.3% | 31 |
| FIRST TR EXCHANGE-TRADED FD | [RDVY](https://holderbook.com/stocks/RDVY/) | $20.7M | 254,845 | 0.3% | 22 |
| FIRST TR EXCHANGE-TRADED FD | [FDL](https://holderbook.com/stocks/FDL/) | $20.6M | 422,375 | 0.2% | 15 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $20.5M | 51,506 | 0.2% | 35 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $20.2M | 200,752 | 0.2% | 17 |
| SPDR SERIES TRUST | [KIE](https://holderbook.com/stocks/KIE/) | $20.1M | 330,352 | 0.2% | 13 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $19.9M | 54,020 | 0.2% | 38 |
| ISHARES TR | [IHF](https://holderbook.com/stocks/IHF/) | $19.8M | 358,093 | 0.2% | 13 |
| INVESCO EXCH TRADED FD TR II | [KBWP](https://holderbook.com/stocks/KBWP/) | $19.8M | 156,199 | 0.2% | 13 |
| INVESCO EXCHANGE TRADED FD T | [PEJ](https://holderbook.com/stocks/PEJ/) | $19.5M | 293,668 | 0.2% | 2 |
| T ROWE PRICE EXCHANGE-TRADED | [TOUS](https://holderbook.com/stocks/TOUS/) | $19.5M | 507,460 | 0.2% | 4 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $19.4M | 104,635 | 0.2% | 23 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $19.1M | 120,747 | 0.2% | 38 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $19.0M | 167,885 | 0.2% | 35 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $18.9M | 17,751 | 0.2% | 37 |
| SPDR SERIES TRUST | [XSW](https://holderbook.com/stocks/XSW/) | $18.7M | 108,897 | 0.2% | 2 |
| ISHARES TR | [IHI](https://holderbook.com/stocks/IHI/) | $18.6M | 376,493 | 0.2% | 38 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $18.6M | 223,771 | 0.2% | 38 |
| SPROTT ASSET MANAGEMENT LP | [PSLV](https://holderbook.com/stocks/PSLV/) | $18.4M | 972,794 | 0.2% | 25 |
| FIRST TR EXCHANGE-TRADED ALP | [FTC](https://holderbook.com/stocks/FTC/) | $18.3M | 94,357 | 0.2% | 25 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $18.0M | 71,689 | 0.2% | 38 |
| FIRST TR EXCHANGE-TRADED ALP | [FTA](https://holderbook.com/stocks/FTA/) | $17.8M | 183,956 | 0.2% | 25 |
| SPROTT ASSET MANAGEMENT LP | [PHYS](https://holderbook.com/stocks/PHYS/) | $17.5M | 578,626 | 0.2% | 21 |
| SELECT SECTOR SPDR TR | [XLY](https://holderbook.com/stocks/XLY/) | $17.5M | 148,820 | 0.2% | 38 |
| ISHARES TR | [ILCV](https://holderbook.com/stocks/ILCV/) | $17.3M | 171,059 | 0.2% | 5 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $17.0M | 49,600 | 0.2% | 38 |
| VANGUARD WHITEHALL FDS | [VYMI](https://holderbook.com/stocks/VYMI/) | $16.9M | 172,421 | 0.2% | 15 |
| SELECT SECTOR SPDR TR | [XLRE](https://holderbook.com/stocks/XLRE/) | $16.4M | 373,394 | 0.2% | 24 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $16.4M | 203,335 | 0.2% | 38 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.5% | +14.8% | -4.3% | 100% |
| Q1 2026 | -2.1% | -4.6% | +2.5% | 97% |
| Q4 2025 | +0.7% | +2.4% | -1.6% | 93% |
| Q3 2025 | +5.6% | +7.8% | -2.3% | 93% |
| Q2 2025 | +7.3% | +10.5% | -3.2% | 92% |
| Q1 2025 | -2.0% | -4.6% | +2.5% | 93% |
| Q4 2024 | -0.4% | +2.1% | -2.6% | 92% |
| Q3 2024 | +5.8% | +5.4% | +0.3% | 90% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $8.3B | 1,409 |
| Q1 2026 | $7.3B | 1,312 |
| Q4 2025 | $6.9B | 1,230 |
| Q3 2025 | $6.5B | 1,193 |
| Q2 2025 | $5.9B | 1,161 |
| Q1 2025 | $5.3B | 1,086 |
| Q4 2024 | $5.1B | 1,098 |
| Q3 2024 | $4.8B | 1,082 |
| Q2 2024 | $4.2B | 1,034 |
| Q1 2024 | $4.0B | 1,009 |
| Q4 2023 | $3.3B | 944 |
| Q3 2023 | $2.8B | 927 |