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Kingsview Wealth Management, LLC
Period ended Jun 30, 2026 · Latest filing Aug 19, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $8,251,981,543
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NORTHERN LTS FD TR IV · MONA PROC IN ETF · 66538H245 · shares: $242,028,347
- NVIDIA CORPORATION · COM · 67066G104 · shares: $223,518,749
- SPDR SERIES TRUST · ST STR P500GRW · 78464A409 · shares: $191,415,437
- NORTHERN LTS FD TR IV · MONA AM INCO ETF · 66538H260 · shares: $180,855,208
- NORTHERN LTS FD TR IV · MONARCH BLUE ELI · 66538H252 · shares: $175,834,055
- ISHARES TR · CORE US AGGBD ET · 464287226 · shares: $173,580,842
- APPLE INC · COM · 037833100 · shares: $171,479,262
- NORTHERN LTS FD TR IV · MONARCH VOL FACT · 66537J812 · shares: $164,653,419
- NORTHERN LTS FD TR IV · MONARCH SEL SUBS · 66537J838 · shares: $138,764,372
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $107,498,662
Reported holdings
1,574 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NORTHERN LTS FD TR IV | MONA PROC IN ETF | 66538H245 | — | 7,413,903 shares | $242,028,347 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 1,080,233 shares | $216,143,832 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 1,608,668 shares | $191,415,437 |
| NORTHERN LTS FD TR IV | MONA AM INCO ETF | 66538H260 | — | 7,521,062 shares | $180,855,208 |
| NORTHERN LTS FD TR IV | MONARCH BLUE ELI | 66538H252 | — | 4,226,577 shares | $175,834,055 |
| APPLE INC | COM | 037833100 | — | 592,616 shares | $171,479,262 |
| NORTHERN LTS FD TR IV | MONARCH VOL FACT | 66537J812 | — | 4,745,055 shares | $164,653,419 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 1,555,207 shares | $153,934,389 |
| NORTHERN LTS FD TR IV | MONARCH SEL SUBS | 66537J838 | — | 3,878,483 shares | $138,764,372 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 156,519 shares | $107,498,662 |
| NORTHERN LTS FD TR IV | MONARCH VOL FACT | 66537J820 | — | 3,578,010 shares | $107,255,491 |
| MICROSOFT CORP | COM | 594918104 | — | 262,425 shares | $97,889,776 |
| SPDR SERIES TRUST | ST INTER ETF | 78464A672 | — | 3,373,475 shares | $95,772,956 |
| BROADCOM INC | COM | 11135F101 | — | 246,855 shares | $93,249,440 |
| AMAZON COM INC | COM | 023135106 | — | 390,605 shares | $93,096,886 |
| INNOVATOR ETFS TRUST | QUITY MANAGD FLR | 45783Y673 | — | 2,404,900 shares | $92,781,024 |
| ELI LILLY & CO | COM | 532457108 | — | 75,041 shares | $90,006,034 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 111,814 shares | $82,339,902 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 180,619 shares | $78,267,546 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 132,232 shares | $76,814,891 |
| SPDR SERIES TRUST | ST STR AGGRE ETF | 78464A649 | — | 2,763,710 shares | $70,529,875 |
| GE AEROSPACE | COM NEW | 369604301 | — | 186,894 shares | $69,848,055 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 363,168 shares | $69,190,840 |
| APPLIED MATLS INC | COM | 038222105 | — | 94,299 shares | $68,177,865 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 181,566 shares | $64,886,275 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 52,160 shares | $60,208,149 |
| TEXAS INSTRS INC | COM | 882508104 | — | 201,278 shares | $59,995,047 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | — | 190,470 shares | $57,706,802 |
| NORTHERN LTS FD TR IV | MONA DI PLUS ETF | 66537J846 | — | 2,126,098 shares | $52,642,180 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 150,478 shares | $49,255,812 |
| INNOVATOR ETFS TRUST | EQUIT DEFIN JUL | 45783Y244 | — | 1,602,395 shares | $47,927,634 |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 | — | 1,385,648 shares | $47,486,157 |
| NETFLIX INC. | COM | 64110L106 | — | 659,049 shares | $47,056,099 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 114,798 shares | $45,652,869 |
| SPDR SERIES TRUST | ST STR PR SP1500 | 78464A805 | — | 491,233 shares | $44,599,039 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 382,186 shares | $44,589,641 |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | 81369Y852 | — | 351,990 shares | $37,708,689 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 423,135 shares | $36,448,826 |
| ISHARES TR | MBS ETF | 464288588 | — | 373,595 shares | $35,312,199 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 97,430 shares | $34,424,900 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 44,450 shares | $33,193,754 |
| SPDR SERIES TRUST | ST STR P500VAL | 78464A508 | — | 525,435 shares | $31,941,169 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | — | 280,235 shares | $30,565,231 |
| TESLA INC | COM | 88160R101 | — | 69,564 shares | $29,258,562 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | — | 469,715 shares | $28,868,695 |
| INNOVATOR ETFS TRUST | LADERD ALCTN PWR | 45783Y814 | — | 534,402 shares | $28,152,297 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 116,580 shares | $27,585,117 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 41,438 shares | $27,178,853 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 170,926 shares | $27,119,119 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | — | 274,230 shares | $25,933,931 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 | — | 427,797 shares | $25,552,329 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 331,194 shares | $25,101,231 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREAT UNIT | 14020W106 | — | 502,557 shares | $24,765,989 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | — | 113,253 shares | $24,681,184 |
| META PLATFORMS INC | CL A | 30303M102 | — | 43,708 shares | $24,620,443 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 94,143 shares | $23,909,440 |
| HOME DEPOT INC | COM | 437076102 | — | 67,560 shares | $23,827,092 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 30,945 shares | $23,174,300 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | — | 337,355 shares | $22,943,490 |
| ORACLE CORP | COM | 68389X105 | — | 151,984 shares | $22,273,295 |
| CHEVRON CORPORATION | COM | 166764100 | — | 133,708 shares | $22,163,389 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 161,564 shares | $22,089,021 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 250,451 shares | $22,009,636 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | — | 236,443 shares | $21,667,671 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 42,838 shares | $21,435,707 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | — | 257,439 shares | $21,138,316 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | — | 239,584 shares | $21,061,857 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | — | 254,845 shares | $20,657,733 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 336917109 | — | 422,375 shares | $20,552,764 |
| ANALOG DEVICES INC | COM | 032654105 | — | 51,506 shares | $20,456,709 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 200,752 shares | $20,209,746 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 54,020 shares | $19,899,888 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 198,489 shares | $19,646,453 |
| T ROWE PRICE EXCHANGE-TRADED | INTL EQUITY ETF | 87283Q834 | — | 507,460 shares | $19,471,240 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 120,747 shares | $19,081,680 |
| WALMART INC | COM | 931142103 | — | 167,885 shares | $19,014,704 |
| CATERPILLAR INC | COM | 149123101 | — | 17,751 shares | $18,902,662 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | 85207K107 | — | 972,794 shares | $18,356,623 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33735K108 | — | 94,357 shares | $18,283,477 |
| ABBVIE INC | COM | 00287Y109 | — | 71,689 shares | $18,039,703 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33735J101 | — | 183,956 shares | $17,806,640 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 | — | 578,626 shares | $17,457,146 |
| ISHARES TR | MORNINGSTAR VALU | 464288109 | — | 171,059 shares | $17,317,981 |
| VISA INC | COM CL A | 92826C839 | — | 49,600 shares | $17,017,290 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | — | 203,335 shares | $16,382,685 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | — | 179,573 shares | $16,179,519 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 506,762 shares | $16,069,435 |
| SPDR SERIES TRUST | ST STR SP PHARMA | 78464A722 | — | 238,720 shares | $15,819,974 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 42,075 shares | $15,569,440 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 105,718 shares | $15,502,553 |
| SPDR SERIES TRUST | ST STR SP INS | 78464A789 | — | 250,088 shares | $15,252,867 |
| INVESCO EXCH TRADED FD TR II | KBW PPTY CASUT | 46138E586 | — | 118,528 shares | $15,025,202 |
| ISHARES TR | US HLTHCR PR ETF | 464288828 | — | 267,928 shares | $14,824,456 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 196,248 shares | $14,818,686 |
| INVESCO EXCHANGE TRADED FD T | LEISU ENTMT ETF | 46137V720 | — | 220,196 shares | $14,658,448 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 432,416 shares | $14,632,973 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 15,501 shares | $14,501,135 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | — | 285,947 shares | $14,408,872 |
| SPDR SERIES TRUST | ST STR SP AERO | 78464A631 | — | 49,278 shares | $13,984,604 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 247,393 shares | $13,972,773 |