← 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) |
|---|---|---|---|---|---|
| UNION PAC CORP | COM | 907818108 | — | 27,560 shares | $7,496,430 |
| J P MORGAN EXCHANGE TRADED F | EQUITY FOCUS ETF | 46654Q781 | — | 91,930 shares | $7,384,747 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 36,858 shares | $7,374,917 |
| BANK OF AMER CORP | COM | 060505104 | — | 129,349 shares | $7,370,299 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | — | 78,313 shares | $7,355,196 |
| SPDR SERIES TRUST | ST STR SP SEMI | 78464A862 | — | 11,759 shares | $7,334,133 |
| PHILLIPS 66 | COM | 718546104 | — | 43,343 shares | $7,327,107 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 57,037 shares | $7,289,912 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 18,322 shares | $7,286,293 |
| SPDR SERIES TRUST | ST STR SP AERO | 78464A631 | — | 25,340 shares | $7,191,356 |
| SPDR INDEX SHS FDS | ST STR SP GLBDIV | 78463X459 | — | 89,910 shares | $7,184,528 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 66,258 shares | $7,130,658 |
| J P MORGAN EXCHANGE TRADED F | DIVERSFED RTRN | 46641Q886 | — | 57,272 shares | $7,114,013 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 20,822 shares | $7,100,718 |
| ISHARES TR | MSCI ACWI EXUS | 46435G847 | — | 152,559 shares | $7,093,963 |
| SURO CAPITAL CORP | COM NEW | 86887Q109 | — | 564,301 shares | $7,076,335 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 97,867 shares | $7,041,509 |
| QUALCOMM INC | COM | 747525103 | — | 38,004 shares | $7,022,825 |
| INVESCO EXCHANGE TRADED FD T | BLOO AN RATI ETF | 46137V522 | — | 85,550 shares | $7,009,394 |
| PROSHARES TR | SP500 EX TECH | 74347B557 | — | 64,703 shares | $7,004,533 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | — | 130,555 shares | $6,984,718 |
| FLEXSHARES TR | INTL QLTDV IDX | 33939L837 | — | 202,013 shares | $6,981,569 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 32,707 shares | $6,959,083 |
| AT&T INC | COM | 00206R102 | — | 335,770 shares | $6,950,442 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 81,087 shares | $6,932,128 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 | — | 125,592 shares | $6,861,091 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | — | 136,174 shares | $6,856,339 |
| SPDR SERIES TRUST | ST STR SP600SM C | 78464A300 | — | 62,404 shares | $6,808,895 |
| AMGEN INC | COM | 031162100 | — | 18,729 shares | $6,782,164 |
| SPDR INDEX SHS FDS | ST STR MSCI EAFE | 78470E106 | — | 125,048 shares | $6,767,748 |
| VICTORY PORTFOLIOS II | VICSHS DV AC ETF | 92647N667 | — | 115,701 shares | $6,731,126 |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN DIVER | 46641Q407 | — | 47,805 shares | $6,703,676 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 115,390 shares | $6,674,130 |
| FIRST TR EXCHANGE-TRADED FD | LNG DUR OPRTUN | 33738D606 | — | 311,802 shares | $6,672,563 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LAD | 33740U729 | — | 238,562 shares | $6,663,037 |
| ISHARES TR | CORE MSCI INTL | 46435G326 | — | 74,497 shares | $6,630,978 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | — | 42,843 shares | $6,610,246 |
| BROADCOM INC | COM | 11135F101 | — | 17,418 shares | $6,579,650 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 29,366 shares | $6,576,453 |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | 922040845 | — | 86,773 shares | $6,566,973 |
| SPDR INDEX SHS FDS | ST MAR DIVID ETF | 78463X533 | — | 159,447 shares | $6,530,551 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | — | 66,216 shares | $6,502,411 |
| NETFLIX INC. | COM | 64110L106 | — | 90,463 shares | $6,459,058 |
| QUANTA SVCS INC | COM | 74762E102 | — | 8,922 shares | $6,423,841 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 21,005 shares | $6,367,062 |
| J P MORGAN EXCHANGE TRADED F | DIV RTN INT EQ | 46641Q209 | — | 87,773 shares | $6,346,866 |
| CALAMOS ETF TR | AUTOC INCOM ETF | 12811T571 | — | 233,064 shares | $6,341,671 |
| CAPITAL GROUP GROWTH ETF | SHS CREAT UNIT | 14020G101 | — | 133,747 shares | $6,312,848 |
| TARGA RES CORP | COM | 87612G101 | — | 23,490 shares | $6,298,614 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | — | 201,590 shares | $6,269,450 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 187,725 shares | $6,249,365 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 147,499 shares | $6,245,092 |
| INVESCO EXCHANGE TRADED FD T | INTL DIVI ACHI | 46137V548 | — | 280,084 shares | $6,217,865 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 | — | 105,470 shares | $6,214,271 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 44,762 shares | $6,156,149 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 55,749 shares | $6,150,282 |
| ALPS ETF TR | INTL SEC DV DOG | 00162Q718 | — | 149,261 shares | $6,146,568 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 38,955 shares | $6,113,940 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 80,168 shares | $6,048,645 |
| CORNING INC | COM | 219350105 | — | 23,578 shares | $6,022,420 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 20,285 shares | $5,947,240 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | 33738D879 | — | 202,280 shares | $5,947,040 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 70,428 shares | $5,898,322 |
| FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | 33737M300 | — | 46,302 shares | $5,896,111 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 61,102 shares | $5,892,024 |
| REALTY INCOME CORP | COM | 756109104 | — | 94,972 shares | $5,884,459 |
| PACER FDS TR | GLOBL CASH ETF | 69374H709 | — | 135,798 shares | $5,880,053 |
| STRYKER CORPORATION | COM | 863667101 | — | 18,669 shares | $5,877,779 |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | 46090A887 | — | 117,125 shares | $5,873,842 |
| THE CIGNA GROUP | COM | 125523100 | — | 21,170 shares | $5,836,229 |
| ETF SER SOLUTIONS | DEFIA QUANT ETF | 26922A420 | — | 35,216 shares | $5,824,017 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 49,713 shares | $5,800,016 |
| J P MORGAN EXCHANGE TRADED F | US MOMENTUM | 46641Q779 | — | 67,756 shares | $5,790,443 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 | — | 111,427 shares | $5,777,497 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 30,854 shares | $5,715,138 |
| J P MORGAN EXCHANGE TRADED F | SMALL & MID CAP | 46641Q118 | — | 72,790 shares | $5,679,804 |
| NEOS ETF TRUST | NEOS S&P 500 HI | 78433H303 | — | 106,382 shares | $5,647,824 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 5,533 shares | $5,596,069 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 | — | 62,270 shares | $5,594,923 |
| KULICKE & SOFFA INDS INC | COM | 501242101 | — | 41,825 shares | $5,594,512 |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | 14021L109 | — | 148,943 shares | $5,586,866 |
| WEC ENERGY GROUP INC | COM | 92939U106 | — | 47,739 shares | $5,574,508 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 46137V464 | — | 32,639 shares | $5,553,210 |
| SPDR SERIES TRUST | ST STR R1K YLD | 78468R770 | — | 43,300 shares | $5,546,747 |
| WISDOMTREE TR | US QUALITY GROW | 97717Y477 | — | 83,917 shares | $5,541,040 |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | — | 88,860 shares | $5,519,095 |
| BOEING CO | COM | 097023105 | — | 25,275 shares | $5,471,380 |
| CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | — | 143,350 shares | $5,441,562 |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | 81369Y308 | — | 65,345 shares | $5,428,190 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | — | 59,450 shares | $5,422,471 |
| ISHARES TR | U S EQUITY FACTR | 46434V282 | — | 71,199 shares | $5,384,780 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 | — | 18,307 shares | $5,320,424 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | — | 15,430 shares | $5,306,462 |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | 33741X102 | — | 122,499 shares | $5,284,608 |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | 52468L505 | — | 129,721 shares | $5,264,731 |
| SPDR SERIES TRUST | ST STR SW SERV | 78464A599 | — | 30,097 shares | $5,170,899 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 | — | 188,590 shares | $5,169,265 |
| ALLSPRING EXCHANGE TRADED FU | SMID CORE ETF | 01989A704 | — | 147,286 shares | $5,168,281 |
| AMPHENOL CORP | CL A | 032095101 | — | 29,208 shares | $5,149,891 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | — | 47,015 shares | $5,127,973 |