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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)
AXSOME THERAPEUTICS INC.COM05464T104 — 2,120 shares $518,912
SOUTHWEST AIRLS COCOM844741108 — 9,977 shares $513,041
KRANESHARES TRUSTPUBLIC-PRIVATE A500767363 — 10,901 shares $511,148
NXP SEMICONDUCTORS N VCOMN6596X109 — 1,817 shares $510,762
EOG RES INCCOM26875P101 — 3,927 shares $509,462
ISHARES TRIBONDS DEC202646435GAA0 — 20,962 shares $507,909
WOODWARD INCCOM980745103 — 1,190 shares $506,445
CHENIERE ENERGY INCCOM NEW16411R208 — 2,118 shares $506,287
INNOVATOR ETFS TRUSTEQUITY DUAL NOV45784N452 — 25,128 shares $504,450
JOHN HANCOCK EXCHANGE TRADEDMULTIFACTR SML47804J842 — 10,308 shares $500,548
EQUINIX INCCOM29444U700 — 478 shares $497,836
NISOURCE INCCOM65473P105 — 10,461 shares $497,442
UBS GROUP AGSHSH42097107 — 10,019 shares $496,548
CINCINNATI FINL CORPCOM172062101 — 2,681 shares $496,382
HYCROFT MINING HOLDING CORPCL A NEW44862P208 — 21,205 shares $496,197
MAIN STR CAP CORPCOM56035L104 — 9,546 shares $495,256
FIRST TR EXCHANGE-TRADED FDMNGD FUTRS STRGY33739G103 — 9,862 shares $494,283
CINTAS CORPCOM172908105 — 2,878 shares $489,444
SCHWAB STRATEGIC TRUS LCAP VA ETF808524409 — 14,051 shares $489,122
CENCORA INCCOM03073E105 — 1,723 shares $487,644
IDEXX LABS INCCOM45168D104 — 925 shares $486,957
ARMOUR RESIDENTIAL REIT INCCOM SHS042315705 — 27,890 shares $486,681
NEWMONT CORPCOM651639106 — 5,208 shares $486,420
EATON VANCE TX ADV GLBL DIVCOM27828S101 — 20,614 shares $485,263
ISHARES U S ETF TRGSCI CMDTY STGY46431W853 — 15,924 shares $483,612
INVESCO EXCH TRADED FD TR IIS&P MDCP 400 REV46138G672 — 3,304 shares $483,169
ALBEMARLE CORPCOM012653101 — 3,565 shares $481,387
SCHWAB STRATEGIC TRFUNDAMENTAL INTL808524755 — 9,114 shares $480,859
SIMPLIFY EXCHANGE TRADED FUNBARRIER INCOME82889N335 — 18,771 shares $480,538
LYONDELLBASELL INDUSTRIES NVSHS - A -N53745100 — 9,097 shares $478,971
ELLINGTON FINANCIAL INCCOM28852N109 — 35,131 shares $478,133
ADVISORSHARES TRHVAC INDUS ETF00768Y271 — 11,276 shares $477,651
ENVELA CORPCOM29402E102 — 16,525 shares $477,242
TRINITY CAP INCCOM896442308 — 26,623 shares $476,285
GENUINE PARTS COCOM372460105 — 4,032 shares $475,709
INVESCO EXCH TRADED FD TR IIS&P500 HDL VOL46138E362 — 9,354 shares $475,554
SPDR INDEX SHS FDSST STR EU 50 ETF78463X202 — 6,896 shares $473,617
MASTEC INCCOM576323109 — 1,135 shares $472,228
DIMENSIONAL ETF TRUSTWORLD EX US CORE25434V880 — 12,782 shares $470,907
DIAMONDBACK ENERGY INCCOM25278X109 — 2,675 shares $470,244
TAYLOR MORRISON HOME CORPCOM87724P106 — 6,545 shares $469,538
T ROWE PRICE EXCHANGE-TRADEDULTRA SHRT TRM87283Q701 — 9,397 shares $467,681
KRATOS DEFENSE & SEC SOLUTIOCOM NEW50077B207 — 9,371 shares $467,238
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740U208 — 7,821 shares $465,662
VERISK ANALYTICS INCCOM92345Y106 — 2,589 shares $464,853
KEYCORPCOM493267108 — 20,104 shares $463,389
WISDOMTREE TRUS LARGECAP DIVD97717W307 — 4,802 shares $462,486
FIRST TR EXCHANGE-TRADED FDNASDAQ-100 SEL337344105 — 2,889 shares $461,018
NETAPP INCCOM64110D104 — 2,966 shares $459,008
QUANTUMSCAPE CORPCOM CL A74767V109 — 60,695 shares $458,854
INNOVATOR ETFS TRUSTEQUI DUAL 15 MAY45784N338 — 22,819 shares $457,065
FIRST AMERN FINL CORPCOM31847R102 — 6,654 shares $456,398
ENPHASE ENERGY INCCOM29355A107 — 9,204 shares $453,205
ROYCE MICRO-CAP TR INCCOM780915104 — 30,943 shares $453,006
AMAZON COM INCCOM023135106 PUT 1,900 shares $452,846
INNOVATOR ETFS TRUSTEQUI DUA 15 MARC45784N379 — 22,891 shares $452,084
HUT 8 CORPCOM44812J104 — 3,913 shares $451,736
GE HEALTHCARE TECHNOLOGIES ICOMMON STOCK36266G107 — 6,991 shares $447,510
WESTERN DIGITAL CORPCOM958102105 — 699 shares $446,642
MORGAN STANLEY ETF TRUSTEATO VAN MTG ETF61774R767 — 8,907 shares $445,261
USA TODAY CO INCCOM36472T109 — 51,996 shares $444,566
PACKAGING CORP AMERCOM695156109 — 1,859 shares $442,992
CAPITAL GRP FIXED INCM ETF TMUN INM ETF14020Y201 — 16,105 shares $442,400
VANECK ETF TRUSTRETAIL ETF92189F684 — 1,726 shares $441,412
VANECK ETF TRUSTHIGH YLD MUNIETF92189H409 — 8,562 shares $441,029
CASEYS GEN STORES INCCOM147528103 — 554 shares $440,665
JANUS HENDERSON GROUP PLCORD SHSG4474Y214 — 8,463 shares $439,634
RBC BEARINGS INCCOM75524B104 — 678 shares $436,673
CADENCE DESIGN SYSTEM INCCOM127387108 — 1,163 shares $436,497
FIRST TR EXCHANGE TRADED FDDORSEY WRT 5 ETF33738R605 — 5,746 shares $436,044
DHT HOLDINGS INCSHS NEWY2065G121 — 26,162 shares $432,458
AB ACTIVE ETFS INCSHOR DU YIEL ETF00039J830 — 12,106 shares $432,366
INVESCO EXCHANGE TRADED FD TDORS WRI MOM ETF46137V837 — 2,849 shares $432,279
J P MORGAN EXCHANGE TRADED FINTERNL GWT46641Q324 — 4,938 shares $430,471
FLOWERS FOODS INCCOM343498101 — 54,395 shares $429,721
UNITED AIRLS HLDGS INCCOM910047109 — 3,157 shares $429,320
VANGUARD WORLD FDHEALTH CAR ETF92204A504 — 1,435 shares $429,033
VANGUARD WORLD FDCONSUM DIS ETF92204A108 — 1,081 shares $428,800
ISHARES TRIBONDS 27 ETF46435UAA9 — 17,674 shares $428,064
SPDR SERIES TRUSTST STR SP HOME78464A888 — 3,704 shares $427,997
EZCORP INCCL A NON VTG302301106 — 12,316 shares $425,764
AXON ENTERPRISE INCCOM05464C101 — 757 shares $424,382
SPDR INDEX SHS FDSST STR MSCI GLB78463X475 — 4,953 shares $424,324
CHURCH & DWIGHT CO INCCOM171340102 — 4,372 shares $423,585
INVESCO EXCH TRADED FD TR IIPFD ETF46138E511 — 39,069 shares $423,506
MILLICOM INTL CELLULAR S ACOM STKL6388F110 — 4,642 shares $421,308
ROCKET LAB CORPCOM773121108 — 4,143 shares $421,136
REGENERON PHARMACEUTICALSCOM75886F107 — 675 shares $420,910
VOYA EMERGING MKTS HIGH DIVICOM92912P108 — 53,635 shares $418,351
BCE INCCOM NEW05534B760 — 19,372 shares $416,694
INVESCO EXCH TRADED FD TR IIDORSEY WRGT EMRG46138E867 — 12,443 shares $415,547
INTUITCOM461202103 — 1,570 shares $409,802
INVESCO ACTIVELY MANAGED EXCS&P 500 EQUA ETF46090A697 — 7,662 shares $408,780
ETF OPPORTUNITIES TRUSTAMERICAN CONSER26923N108 — 7,473 shares $407,498
AUTOZONE INCCOM053332102 — 127 shares $404,606
M & T BK CORPCOM55261F104 — 1,700 shares $404,570
WABTECCOM929740108 — 1,500 shares $404,332
FASTENAL COCOM311900104 — 8,395 shares $403,219
NEXA RES S ACOML67359106 — 32,638 shares $399,489
WORKDAY INCCL A98138H101 — 3,245 shares $397,253