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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) |
|---|---|---|---|---|---|
| PACER FDS TR | US LRG CP CASH | 69374H360 | — | 127,435 shares | $5,116,037 |
| FIRST TR EXCHANGE-TRADED ALP | MID CP GR ALPH | 33737M102 | — | 46,077 shares | $5,107,763 |
| PFIZER INC | COM | 717081103 | — | 212,065 shares | $5,106,529 |
| FIRST TR EXCHNG TRADED FD VI | SMITH OPPORT FXD | 33740F805 | — | 116,154 shares | $5,065,472 |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | — | 99,192 shares | $5,053,822 |
| SPDR SERIES TRUST | ST STR SP PHARMA | 78464A722 | — | 76,174 shares | $5,048,051 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 | — | 279,968 shares | $5,005,831 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 | — | 93,852 shares | $4,990,118 |
| ISHARES TR | US HLTHCR PR ETF | 464288828 | — | 90,165 shares | $4,988,841 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 20,241 shares | $4,983,797 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 29,680 shares | $4,946,755 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 3,695 shares | $4,922,015 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 | — | 99,377 shares | $4,910,193 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 91,812 shares | $4,909,188 |
| S&P GLOBAL INC | COM | 78409V104 | — | 12,023 shares | $4,896,433 |
| SPDR SERIES TRUST | ST STR SP INS | 78464A789 | — | 80,264 shares | $4,895,328 |
| INVESCO EXCHANGE TRADED FD T | LEISU ENTMT ETF | 46137V720 | — | 73,472 shares | $4,891,031 |
| ISHARES TR | CORE S&P US GWT | 464287671 | — | 25,818 shares | $4,856,122 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 18,643 shares | $4,855,397 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | — | 32,854 shares | $4,810,175 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 26,563 shares | $4,805,577 |
| INVESCO EXCH TRADED FD TR II | KBW PPTY CASUT | 46138E586 | — | 37,671 shares | $4,775,404 |
| YORKVILLE AMER INVTS TR | TRUTH SOCIAL GOD | 89844T885 | — | 112,290 shares | $4,756,997 |
| VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 | — | 161,698 shares | $4,728,044 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREAT UNIT | 14020V108 | — | 106,175 shares | $4,722,663 |
| SPDR SERIES TRUST | ST SHOR CORP ETF | 78464A474 | — | 156,635 shares | $4,700,616 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 27,364 shares | $4,675,351 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | — | 49,068 shares | $4,640,327 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 4,734 shares | $4,630,392 |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 46138G698 | — | 35,961 shares | $4,594,376 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 13,826 shares | $4,564,402 |
| SPDR SERIES TRUST | ST STR SP600GRWO | 78464A201 | — | 38,164 shares | $4,546,459 |
| THE CIGNA GROUP | COM | 125523100 | — | 16,161 shares | $4,455,264 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 37,979 shares | $4,454,230 |
| J P MORGAN EXCHANGE TRADED F | DIVERSFD EQT ETF | 46641Q845 | — | 73,986 shares | $4,451,353 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 12,538 shares | $4,441,354 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 GRTH | 921932869 | — | 30,322 shares | $4,436,081 |
| SEMPRA | COM | 816851109 | — | 47,268 shares | $4,382,196 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | — | 52,884 shares | $4,369,308 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 52,497 shares | $4,348,867 |
| GOLDMAN SACHS ETF TR | S&P 500 PREMIUM | 38149W622 | — | 78,162 shares | $4,343,460 |
| TIDAL TRUST III | MRP SYNTHEQUITY | 45259A548 | — | 145,634 shares | $4,329,686 |
| CAPITAL GRP FIXED INCM ETF T | ULTRA SHORT ETF | 14020Y888 | — | 171,231 shares | $4,328,720 |
| MCKESSON CORP | COM | 58155Q103 | — | 5,728 shares | $4,327,854 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 176,212 shares | $4,326,007 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | — | 93,820 shares | $4,320,409 |
| VICTORY PORTFOLIOS II | SHORT TRM BD ETF | 92647N535 | — | 85,198 shares | $4,312,730 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 21,478 shares | $4,308,885 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | — | 52,065 shares | $4,294,825 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 10,320 shares | $4,285,898 |
| CSX CORP | COM | 126408103 | — | 88,257 shares | $4,194,854 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 | — | 31,642 shares | $4,193,194 |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 33739P103 | — | 56,432 shares | $4,164,694 |
| SPDR SERIES TRUST | ST TERM HIGH ETF | 78468R408 | — | 165,681 shares | $4,146,992 |
| AMERIPRISE FINL INC | COM | 03076C106 | — | 9,039 shares | $4,146,807 |
| INNOVATOR ETFS TRUST | EQTY DUL DIRCT15 | 45784N197 | — | 213,653 shares | $4,142,732 |
| PGIM ETF TR | TOTA RETU BD ETF | 69344A800 | — | 99,284 shares | $4,116,322 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | — | 79,217 shares | $4,101,835 |
| LINDE PLC | SHS | G54950103 | — | 7,883 shares | $4,090,800 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 10,568 shares | $4,087,056 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | — | 76,940 shares | $4,047,044 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR TA HIYL | 33738D408 | — | 99,442 shares | $4,042,314 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 9,715 shares | $4,037,867 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | — | 79,780 shares | $4,034,455 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 46137V472 | — | 35,671 shares | $4,026,582 |
| ISHARES TR | MSCI USA MIN ETF | 46429B697 | — | 41,728 shares | $4,025,072 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREAT UNIT | 14020X104 | — | 94,998 shares | $4,021,254 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 79,291 shares | $4,010,545 |
| SOUTHERN CO | COM | 842587107 | — | 41,582 shares | $3,979,859 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | — | 25,477 shares | $3,930,920 |
| FIRST TR EXCHANGE-TRADED ALP | MID CAP VAL FD | 33737M201 | — | 64,005 shares | $3,924,237 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 | — | 128,662 shares | $3,885,592 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 7,741 shares | $3,880,873 |
| TIDAL TRUST III | VIST ARTI IN ETF | 45259A845 | — | 45,262 shares | $3,861,301 |
| EMERSON ELEC CO | COM | 291011104 | — | 26,957 shares | $3,858,844 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 30,871 shares | $3,851,476 |
| SANDISK CORP | COM | 80004C200 | — | 1,691 shares | $3,844,877 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | — | 199,171 shares | $3,808,140 |
| SALESFORCE INC | COM | 79466L302 | — | 24,179 shares | $3,787,933 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 39,019 shares | $3,764,915 |
| PROLOGIS INC. | COM | 74340W103 | — | 27,772 shares | $3,762,307 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 45,609 shares | $3,755,430 |
| RBB FUND TRUST | FIRST EAGLE GBL | 75526L886 | — | 76,739 shares | $3,754,058 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 36,110 shares | $3,754,016 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 | — | 79,875 shares | $3,748,125 |
| SPDR INDEX SHS FDS | ST MAR DIVID ETF | 78463X533 | — | 91,440 shares | $3,745,145 |
| 3M CO | COM | 88579Y101 | — | 23,028 shares | $3,728,444 |
| RPM INTL INC | COM | 749685103 | — | 33,495 shares | $3,722,982 |
| ISHARES TR | FUTU AI TECH ETF | 46435U556 | — | 48,870 shares | $3,721,901 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 | — | 76,277 shares | $3,675,021 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | — | 38,488 shares | $3,673,293 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | — | 18,584 shares | $3,672,164 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 42,588 shares | $3,640,884 |
| SERVICENOW INC | COM | 81762P102 | — | 36,656 shares | $3,639,168 |
| ONEOK INC NEW | COM | 682680103 | — | 41,838 shares | $3,637,429 |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 | — | 31,629 shares | $3,633,516 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 12,184 shares | $3,629,427 |
| ISHARES TR | MBS ETF | 464288588 | — | 38,355 shares | $3,625,353 |
| DBX ETF TR | XTRAC US 0 1 ETF | 23306X811 | — | 120,000 shares | $3,622,200 |
| ASHLAND INC | COM | 044186104 | — | 54,714 shares | $3,605,105 |