← Back to Discover
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) |
|---|---|---|---|---|---|
| AGNICO EAGLE MINES LTD | COM | 008474108 | — | 1,168 shares | $181,136 |
| NUVEEN MUN CR OPPORTUNITIES | COM | 670663103 | — | 16,438 shares | $179,010 |
| COMPUGEN LTD | ORD | M25722105 | — | 83,179 shares | $178,003 |
| PIMCO CORPORATE & INCOME OPP | COM | 72201B101 | — | 14,029 shares | $168,772 |
| TESLA INC | COM | 88160R101 | CALL | 400 shares | $168,240 |
| STAR GROUP LP | UNIT LTD PARTNR | 85512C105 | — | 12,408 shares | $159,319 |
| DOUBLELINE INCOME SOLUTIONS | COM | 258622109 | — | 14,400 shares | $159,264 |
| EATON VANCE TAX-MANAGED BUY- | COM | 27828Y108 | — | 10,678 shares | $158,889 |
| NUVEEN NY DIVI ADV | COM | 67066X107 | — | 13,450 shares | $157,769 |
| EATON VANCE MUN INCOME TR | SH BEN INT | 27826U108 | — | 13,834 shares | $155,771 |
| GUGGENHEIM STRATEGIC OPPORTU | COM SBI | 40167F101 | — | 14,121 shares | $154,201 |
| FERMI INC | COM | 314911108 | — | 16,503 shares | $151,167 |
| VIEMED HEALTHCARE INC | COM | 92663R105 | — | 12,779 shares | $145,681 |
| CLEVELAND-CLIFFS INC NEW | COM | 185899101 | — | 15,390 shares | $144,512 |
| NUVEEN GLOBAL HIGH INCOME FD | SHS | 67075G103 | — | 11,255 shares | $143,276 |
| SPDR SERIES TRUST | SP O&G EXPL PRO | 78468R556 | — | 878 shares | $135,389 |
| KEARNY FINL CORP MD | COM | 48716P108 | — | 13,753 shares | $130,103 |
| BLACKROCK ENHANCED GLOBAL | COM | 092501105 | — | 10,065 shares | $121,686 |
| NUVEEN MUN VALUE FD INC | COM | 670928100 | — | 12,541 shares | $115,628 |
| HALEON PLC | SPON ADS | 405552100 | — | 12,302 shares | $114,780 |
| EATON VANCE TAX-MANAGED GLOB | COM | 27829C105 | — | 11,359 shares | $109,501 |
| LOCKHEED MARTIN CORP | COM | 539830109 | CALL | 200 shares | $101,892 |
| LUMEN TECHNOLOGIES INC | COM | 550241103 | — | 13,205 shares | $101,412 |
| NEWSMAX INC | COM SHS CLASS B | 65250K105 | — | 11,853 shares | $98,143 |
| BIT DIGITAL INC | SHS | G1144A105 | — | 52,407 shares | $94,333 |
| UNITED STATES ANTIMONY CORP | COM | 911549103 | — | 12,855 shares | $93,327 |
| ARCHER AVIATION INC | COM CL A | 03945R102 | — | 19,510 shares | $92,282 |
| CORNERSTONE STRATEGIC INVEST | COM | 21924B302 | — | 11,128 shares | $84,128 |
| TESLA INC | COM | 88160R101 | CALL | 200 shares | $84,120 |
| TESLA INC | COM | 88160R101 | CALL | 200 shares | $84,120 |
| TESLA INC | COM | 88160R101 | CALL | 200 shares | $84,120 |
| TESLA INC | COM | 88160R101 | CALL | 200 shares | $84,120 |
| TESLA INC | COM | 88160R101 | CALL | 200 shares | $84,120 |
| PROSHARES TR | BITCOIN ETF | 74347G440 | — | 10,431 shares | $83,243 |
| XERIS BIOPHARMA HOLDINGS INC | COM | 98422E103 | — | 10,000 shares | $79,200 |
| AMPLITUDE INC | COM CL A | 03213A104 | — | 10,185 shares | $77,915 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | CALL | 109 shares | $76,680 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | CALL | 500 shares | $62,220 |
| CARECLOUD INC | COM | 14167R100 | — | 26,000 shares | $55,120 |
| PROSPECT CAP CORP | COM | 74348T102 | — | 21,001 shares | $48,513 |
| ENCORE ENERGY CORP | COM NEW | 29259W700 | — | 35,000 shares | $45,850 |
| TESLA INC | COM | 88160R101 | CALL | 100 shares | $42,060 |
| TESLA INC | COM | 88160R101 | CALL | 100 shares | $42,060 |
| TESLA INC | COM | 88160R101 | CALL | 100 shares | $42,060 |
| VIZSLA SILVER CORP | COM NEW | 92859G608 | — | 12,379 shares | $40,851 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | CALL | 300 shares | $37,332 |
| EAGLE POINT CR CO | COM | 269808101 | — | 10,000 shares | $37,200 |
| PRIME MEDICINE INC | COM | 74168J101 | — | 10,000 shares | $36,900 |
| BANCO BRADESCO S A | SP ADR PFD NEW | 059460303 | — | 10,259 shares | $35,599 |
| AMERICAN BATTERY TECHNOLOGY | COM NEW | 02451V309 | — | 11,035 shares | $31,229 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | CALL | 200 shares | $31,026 |
| SES AI CORPORATION | CL A COM | 78397Q109 | — | 31,755 shares | $30,491 |
| ROSS STORES INC | COM | 778296103 | CALL | 100 shares | $21,285 |
| PAN AMERN SILVER CORP | COM | 697900108 | — | 467 shares | $20,905 |
| PACIFIC BIOSCIENCES CALIF IN | COM | 69404D108 | — | 10,765 shares | $18,085 |
| NANO DIMENSION LTD | SPONSORD ADS NEW | 63008G203 | — | 10,271 shares | $14,893 |
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | CALL | 200 shares | $13,560 |
| GILEAD SCIENCES INC | COM | 375558103 | CALL | 100 shares | $12,634 |
| NIKE INC | CL B | 654106103 | CALL | 300 shares | $12,315 |
| SHAKE SHACK INC | CL A | 819047101 | CALL | 200 shares | $11,204 |
| EBAY INC. | COM | 278642103 | CALL | 100 shares | $11,175 |
| ONCOLYTICS BIOTECH INC | COM NEW | 68237V103 | — | 11,210 shares | $10,648 |
| SERVICENOW INC | COM | 81762P102 | CALL | 100 shares | $9,928 |
| RESEARCH FRONTIERS INC | COM | 760911107 | — | 17,150 shares | $8,918 |
| INFLEQTION INC | COM SHS | 45676K103 | CALL | 400 shares | $5,328 |
| ENPHASE ENERGY INC | COM | 29355A107 | CALL | 100 shares | $4,924 |
| SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | CALL | 100 shares | $4,774 |
| SLB LIMITED | COM STK | 806857108 | CALL | 100 shares | $4,649 |
| BLUE GOLD LTD | COM CL A | G1331C104 | — | 15,747 shares | $4,384 |
| BITMINE IMMERSION TECHS INC | COM NEW | 09175A206 | CALL | 300 shares | $3,993 |
| REDCLOUD HLDGS PLC | SHS | G71115102 | — | 11,230 shares | $3,305 |
| PEABODY ENGR CORP | COM | 704551100 | CALL | 100 shares | $2,312 |
| ENERGY FUELS INC | COM NEW | 292671708 | CALL | 100 shares | $1,450 |
| INFLEQTION INC | COM SHS | 45676K103 | CALL | 100 shares | $1,332 |