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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
  1. NORTHERN LTS FD TR IV · MONA PROC IN ETF · 66538H245 · shares: $242,028,347
  2. NVIDIA CORPORATION · COM · 67066G104 · shares: $223,518,749
  3. SPDR SERIES TRUST · ST STR P500GRW · 78464A409 · shares: $191,415,437
  4. NORTHERN LTS FD TR IV · MONA AM INCO ETF · 66538H260 · shares: $180,855,208
  5. NORTHERN LTS FD TR IV · MONARCH BLUE ELI · 66538H252 · shares: $175,834,055
  6. ISHARES TR · CORE US AGGBD ET · 464287226 · shares: $173,580,842
  7. APPLE INC · COM · 037833100 · shares: $171,479,262
  8. NORTHERN LTS FD TR IV · MONARCH VOL FACT · 66537J812 · shares: $164,653,419
  9. NORTHERN LTS FD TR IV · MONARCH SEL SUBS · 66537J838 · shares: $138,764,372
  10. VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $107,498,662

Reported holdings

1,574 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
ISHARES TRU.S. TECH ETF464287721 — 3,619 shares $912,893
XPO INCCOM983793100 — 4,443 shares $912,103
NUVEEN AMT FREE QLTY MUN INCCOM670657105 — 77,651 shares $911,619
ARTISAN PARTNERS ASSET MGMTCL A04316A108 — 26,325 shares $909,002
INVESCO DB COMMDY INDX TRCKUNIT46138B103 — 33,860 shares $902,713
ONEMAIN HLDGS INCCOM68268W103 — 14,752 shares $899,429
FRANKLIN LTD DURATION INCOMECOM35472T101 — 155,207 shares $898,649
KONTOOR BRANDS INCCOM50050N103 — 10,763 shares $897,007
COHERENT CORPCOM19247G107 — 2,269 shares $895,052
ISHARES TRTRUST ISHARE 0-1464288679 — 8,098 shares $893,575
RANGE RES CORPCOM75281A109 — 23,992 shares $892,280
ADOBE INCCOM00724F101 — 4,340 shares $889,807
DIMENSIONAL ETF TRUSTUS HIGH PROF ETF25434V831 — 21,301 shares $888,895
PACCAR INCCOM693718108 — 7,398 shares $888,644
ISHARES TRESG AWR MSCI USA46435G425 — 5,428 shares $888,353
INTERDIGITAL INCCOM45867G101 — 3,133 shares $887,172
ROSS STORES INCCOM778296103 — 4,154 shares $884,090
FIRST TR EXCHANGE TRADED FDSM CAP BUYWRITE33738R589 — 43,941 shares $879,910
SCHWAB STRATEGIC TRSHT TM US TRES808524862 — 36,438 shares $879,610
SCHWAB STRATEGIC TREMRG MKTEQ ETF808524706 — 24,190 shares $877,131
NEOS ETF TRUSTBITC HIG INC ETF78433H642 — 32,575 shares $874,965
CHECK POINT SOFTWARE TECH LTORDM22465104 — 6,655 shares $874,667
SENSATA TECHNOLOGIES HLDG PLSHSG8060N102 — 18,087 shares $863,473
AB ACTIVE ETFS INCUS HIG DIVID ETF00039J400 — 9,711 shares $860,282
AMERICAN EAGLE OUTFITTERS INCOM02553E106 — 49,872 shares $857,806
AGNC INVT CORPCOM00123Q104 — 78,526 shares $855,933
ARCHER DANIELS MIDLAND COCOM039483102 — 11,182 shares $854,328
LIBERTY ENERGY INCCOM CL A53115L104 — 32,129 shares $841,459
AMEREN CORPCOM023608102 — 7,421 shares $838,914
GLOBAL PARTNERS LPCOM UNITS37946R109 — 18,000 shares $838,620
INVESCO EXCH TRADED FD TR II500 QVM MULTI46138G581 — 18,988 shares $838,130
FREEPORT MCMORAN INCCL B35671D857 — 13,317 shares $837,513
CONSTELLIUM SECL A SHSF21107101 — 26,098 shares $831,743
SYSCO CORPCOM871829107 — 9,915 shares $828,679
ROUNDHILL ETF TRUSTROUNDHILL S&P50077926X858 — 15,373 shares $821,533
VANGUARD WORLD FDINDUSTRIAL ETF92204A603 — 2,279 shares $821,206
ALLISON TRANSMISSION HLDGS ICOM01973R101 — 7,266 shares $819,150
VANECK ETF TRUSTURANI NUCLE ETF92189F601 — 7,056 shares $818,351
THE CAMPBELLS COMPANYCOM134429109 — 36,578 shares $814,585
GSK PLCSPONSORED ADR37733W204 — 15,451 shares $809,917
SCHWAB STRATEGIC TRUS REIT ETF808524847 — 34,142 shares $808,483
INNOVATOR ETFS TRUSTUS EQTY PWR BUF45782C417 — 18,759 shares $807,763
XCEL ENERGY INCCOM98389B100 — 9,939 shares $798,125
ETFIS SER TR IVIRTUS INFRCAP26923G822 — 38,613 shares $794,265
INVESCO EXCHANGE TRADED FD TDORSEY WRGT ENRG46137V878 — 14,295 shares $787,090
INVESCO EXCH TRD SLF IDX FDINTL DEV DYNAMIC46138J437 — 22,833 shares $784,085
AB ACTIVE ETFS INCINTL LOW VOLATLT00039J822 — 17,227 shares $783,139
SCHWAB STRATEGIC TRINTL SCEQT ETF808524888 — 16,274 shares $783,086
ISHARES TRSELECT DIVID ETF464287168 — 5,002 shares $781,812
FUELCELL ENERGY INCCOM NEW35952H700 — 21,681 shares $780,733
CARDINAL HEALTH INCCOM14149Y108 — 3,284 shares $780,098
PIMCO ETF TR0-5 HIGH YIELD72201R783 — 8,330 shares $779,064
STARWOOD PPTY TR INCCOM85571B105 — 47,381 shares $776,103
J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPL46641Q654 — 15,196 shares $775,016
INVESCO EXCH TRD SLF IDX FDINVSCO 30 CORP46138J460 — 46,447 shares $773,111
FIRST TR EXCHNG TRADED FD VIFT VEST NASD ETF33740U752 — 19,669 shares $772,402
VANGUARD INDEX FDSEXTEND MKT ETF922908652 — 3,135 shares $771,771
SPDR SERIES TRUSTSP O&G EXPL PRO78468R556 CALL 5,000 shares $771,300
PGIM ETF TRACTV HY BD ETF69344A206 — 22,085 shares $770,325
GENERAL MTRS COCOM37045V100 — 9,986 shares $769,691
ETFIS SER TR IVIRTUS REAVES UT26923G806 — 9,356 shares $764,759
DEVON ENERGY CORP NEWCOM25179M103 — 18,485 shares $763,787
DIMENSIONAL ETF TRUSTINTL SMALL CAP E25434V773 — 21,747 shares $761,797
VANGUARD ADMIRAL FDS INC500 VAL IDX FD921932703 — 3,473 shares $761,404
NUCOR CORPCOM670346105 — 3,377 shares $752,190
ISHARES TRCORE S&P500 ETF464287200 CALL 1,000 shares $748,890
INVESCO EXCH TRD SLF IDX FDINVSCO BLSH 2846138J643 — 36,666 shares $746,703
INVESCO EXCH TRD SLF IDX FDBULETSHS 202946138J577 — 40,190 shares $746,529
MAGNOLIA OIL & GAS CORPCL A559663109 — 29,100 shares $744,378
METLIFE INCCOM59156R108 — 8,794 shares $744,069
DOW HLDGS INCCOM260557103 — 27,001 shares $738,741
ENTERGY CORP NEWCOM29364G103 — 6,431 shares $738,660
HCA HEALTHCARE INCCOM40412C101 — 1,891 shares $737,235
VISTRA CORPCOM92840M102 — 4,626 shares $733,833
J P MORGAN EXCHANGE TRADED FJPMORGAN INTL VL46654Q757 — 7,976 shares $733,428
ROYAL BK CDACOM780087102 — 3,541 shares $732,884
ISHARES TRISHARES BIOTECH464287556 — 3,833 shares $728,916
HEWLETT PACKARD ENTERPRISE CCOM42824C109 — 16,084 shares $725,562
SYNCHRONY FINANCIALCOM87165B103 — 9,539 shares $725,428
HOWMET AEROSPACE INCCOM443201108 — 2,682 shares $721,172
ISHARES TRGLOB HLTHCRE ETF464287325 — 7,317 shares $719,846
CHIPOTLE MEXICAN GRILL INCCOM169656105 — 21,147 shares $718,998
MOELIS & COCL A60786M105 — 10,973 shares $717,842
ABRDN HEALTHCARE OPPORTUNITISHS879105104 — 38,295 shares $717,273
ABRDN LIFE SCIENCES INVESTORSH BEN INT87911K100 — 35,716 shares $714,676
ROCKWELL AUTOMATION INCCOM773903109 — 1,442 shares $713,689
FIRST TR EXCHANGE-TRADED FDHLTH CARE ALPH33734X143 — 5,795 shares $709,335
DUPONT DE NEMOURS INCCOMMON STOCK26614N201 — 5,172 shares $701,530
STRATEGY INCCL A NEW594972408 — 8,067 shares $701,264
APPLOVIN CORPCOM CL A03831W108 — 1,341 shares $690,923
FIREFLY AEROSPACE INCCOM31816X106 — 23,478 shares $690,253
KROGER COCOM501044101 — 12,425 shares $689,957
FIRST TR EXCHNG TRADED FD VIVEST LAD CAP ETF33740F243 — 27,478 shares $689,423
INNOVATOR ETFS TRUSTEQUTY DUL DIRCT45784N395 — 34,545 shares $689,415
JACOBS SOLUTIONS INCCOM46982L108 — 5,443 shares $685,828
LINCOLN NATL CORP INDCOM534187109 — 19,340 shares $683,660
ISHARES TRHIGH YLD SYSTM B46435G250 — 14,569 shares $681,405
CONAGRA BRANDS INCCOM205887102 — 50,576 shares $680,752
DARDEN RESTAURANTS INCCOM237194105 — 3,303 shares $680,518
ISHARES TRCORE 80 20 ETF464289859 — 6,945 shares $677,794