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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) |
|---|---|---|---|---|---|
| BLACKSTONE INC | COM | 09260D107 | — | 23,303 shares | $2,742,010 |
| SNAP ON INC | COM | 833034101 | — | 6,794 shares | $2,733,906 |
| FIRST TR EXCHNG TRADED FD VI | FT ENER INCO ETF | 33740F276 | — | 124,882 shares | $2,727,419 |
| EXPEDITORS INTL WASH INC | COM | 302130109 | — | 16,724 shares | $2,725,678 |
| HORMEL FOODS CORP | COM | 440452100 | — | 109,539 shares | $2,718,758 |
| STARBUCKS CORP | COM | 855244109 | — | 26,574 shares | $2,715,548 |
| AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | — | 157,306 shares | $2,705,663 |
| CITIGROUP INC | COM NEW | 172967424 | — | 19,297 shares | $2,700,870 |
| SIMPLIFY EXCHANGE TRADED FUN | HIGH YIELD ETF | 82889N830 | — | 127,672 shares | $2,696,439 |
| LISTED FDS TR | SPEAR ALPHA ETF | 53656F383 | — | 46,500 shares | $2,696,070 |
| INGREDION INC | COM | 457187102 | — | 28,150 shares | $2,666,087 |
| ANGLOGOLD ASHANTI PLC | COM SHS | G0378L100 | — | 32,950 shares | $2,665,351 |
| INNOVATOR ETFS TRUST | LADDERED ALC BFR | 45783Y756 | — | 67,742 shares | $2,662,938 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | — | 10,926 shares | $2,654,835 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 8,428 shares | $2,651,424 |
| SPDR SERIES TRUST | ST STR BACKE ETF | 78464A383 | — | 118,481 shares | $2,643,321 |
| PATTERSON-UTI ENERGY INC | COM | 703481101 | — | 287,718 shares | $2,641,251 |
| SPDR SERIES TRUST | ST STR SP600 SML | 78468R853 | — | 45,704 shares | $2,635,737 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 | — | 52,886 shares | $2,632,688 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 45,093 shares | $2,598,272 |
| STIFEL FINL CORP | COM | 860630102 | — | 37,130 shares | $2,590,537 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 17,895 shares | $2,587,734 |
| NOV INC | COM | 62955J103 | — | 139,316 shares | $2,584,312 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | — | 18,580 shares | $2,584,292 |
| FIRST TR EXCHANGE TRADED FD | BUYWRIT INCM ETF | 33738R308 | — | 108,088 shares | $2,577,897 |
| COLUMBIA ETF TR II | EM CORE EX ETF | 19762B202 | — | 48,745 shares | $2,577,636 |
| BLACKROCK ETF TRUST | ISHA SYST AL ETF | 09290C665 | — | 91,390 shares | $2,563,490 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | — | 50,194 shares | $2,562,404 |
| ISHARES TR | CORE INTL AGGR | 46435G672 | — | 50,583 shares | $2,559,506 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | — | 31,123 shares | $2,555,480 |
| ASTERA LABS INC | COM | 04626A103 | — | 5,285 shares | $2,552,761 |
| INVESCO EXCHANGE TRADED FD T | INTL DIVI ACHI | 46137V548 | — | 114,748 shares | $2,547,405 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 | — | 46,325 shares | $2,530,740 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 | — | 18,948 shares | $2,524,838 |
| AMERICAN CENTY ETF TR | QUALITY DIVRSFED | 025072406 | — | 36,313 shares | $2,521,183 |
| SSGA ACTIVE ETF TR | ST STR BL LN ETF | 78467V608 | — | 62,466 shares | $2,516,774 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST DEEP ETF | 33740U703 | — | 84,171 shares | $2,501,562 |
| SLB LIMITED | COM STK | 806857108 | — | 53,780 shares | $2,500,232 |
| RBB FD INC | F/M US TREASURY | 74933W452 | — | 50,140 shares | $2,499,964 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 46641Q167 | — | 31,177 shares | $2,475,737 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 | — | 59,530 shares | $2,466,330 |
| CME GROUP INC | COM | 12572Q105 | — | 11,117 shares | $2,454,989 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 14,421 shares | $2,449,839 |
| BNY MELLON ETF TRUST | US MDCP CORE EQT | 09661T206 | — | 19,771 shares | $2,449,524 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 24,413 shares | $2,448,136 |
| MORGAN STANLEY ETF TRUST | EAT INC OPP ETF | 61774R817 | — | 48,923 shares | $2,445,659 |
| KBR INC | COM | 48242W106 | — | 70,608 shares | $2,438,109 |
| OSHKOSH CORP | COM | 688239201 | — | 15,831 shares | $2,429,742 |
| INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | 46090A804 | — | 51,816 shares | $2,428,630 |
| LIBERTY ENERGY INC | COM CL A | 53115L104 | — | 91,541 shares | $2,397,459 |
| ISHARES TR | EAFE SML CP ETF | 464288273 | — | 29,095 shares | $2,393,687 |
| NEXSTAR MEDIA GROUP INC | COMMON STOCK | 65336K103 | — | 13,390 shares | $2,391,320 |
| ENTREPRENEURSHARES SERIES TR | ERSH PRI PUB ETF | 293828877 | — | 113,437 shares | $2,387,858 |
| MOLSON COORS BEVERAGE CO | CL B | 60871R209 | — | 61,133 shares | $2,381,742 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | — | 39,198 shares | $2,363,263 |
| HALLIBURTON CO | COM | 406216101 | — | 69,391 shares | $2,355,824 |
| RANGE RES CORP | COM | 75281A109 | — | 62,970 shares | $2,341,854 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | — | 18,816 shares | $2,341,139 |
| AST SPACEMOBILE INC | COM CL A | 00217D100 | — | 26,328 shares | $2,339,506 |
| SPDR INDEX SHS FDS | ST STR ACWI ETF | 78463X848 | — | 57,413 shares | $2,334,987 |
| DELTA AIR LINES INC | COM NEW | 247361702 | — | 24,783 shares | $2,321,160 |
| ISHARES TR | US AER DEF ETF | 464288760 | — | 9,567 shares | $2,319,253 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 25,253 shares | $2,315,174 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 25,093 shares | $2,310,814 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 3,283 shares | $2,308,803 |
| PPG INDS INC | COM | 693506107 | — | 18,943 shares | $2,297,555 |
| AVERY DENNISON CORP | COM | 053611109 | — | 14,149 shares | $2,297,090 |
| SPDR INDEX SHS FDS | ST STR SP GLBDIV | 78463X459 | — | 28,730 shares | $2,295,757 |
| J P MORGAN EXCHANGE TRADED F | DIVERSFED RTRN | 46641Q886 | — | 18,466 shares | $2,293,745 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 | — | 52,593 shares | $2,287,794 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 10,064 shares | $2,285,203 |
| LEIDOS HOLDINGS INC | COM | 525327102 | — | 22,189 shares | $2,284,836 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 82,395 shares | $2,282,347 |
| ISHARES TR | MSCI ACWI EXUS | 46435G847 | — | 49,059 shares | $2,281,234 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 17,845 shares | $2,254,499 |
| INTERPARFUMS INC | COM | 458334109 | — | 20,057 shares | $2,243,576 |
| SNAP ON INC | COM | 833034101 | — | 5,566 shares | $2,239,715 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 4,550 shares | $2,234,686 |
| INVESCO EXCHANGE TRADED FD T | BLOO AN RATI ETF | 46137V522 | — | 27,239 shares | $2,231,781 |
| FLEXSHARES TR | INTL QLTDV IDX | 33939L837 | — | 64,473 shares | $2,228,187 |
| MFS ACTIVE EXCHANGE TRADED F | VALUE ETF | 55286W504 | — | 77,906 shares | $2,225,766 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | — | 23,138 shares | $2,224,025 |
| DANAHER CORP DEL | COM | 235851102 | — | 11,665 shares | $2,221,918 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 24,532 shares | $2,219,129 |
| GENPACT LIMITED | SHS | G3922B107 | — | 80,544 shares | $2,214,973 |
| SM ENERGY COMPANY | COM | 78454L100 | — | 84,725 shares | $2,211,323 |
| HAMILTON LANE INC | CL A | 407497106 | — | 28,006 shares | $2,207,713 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | — | 98,291 shares | $2,190,906 |
| KBR INC | COM | 48242W106 | — | 63,389 shares | $2,188,822 |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN DIVER | 46641Q407 | — | 15,581 shares | $2,184,917 |
| BROWN & BROWN INC | COM | 115236101 | — | 33,855 shares | $2,171,798 |
| MFS ACTIVE EXCHANGE TRADED F | GROWTH ETF | 55286W207 | — | 71,494 shares | $2,163,959 |
| SPDR INDEX SHS FDS | ST STR MSCI EAFE | 78470E106 | — | 39,928 shares | $2,160,951 |
| ISHARES TR | SYSTEMATIC BD ET | 46435U796 | — | 24,327 shares | $2,158,194 |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 46137V266 | — | 33,741 shares | $2,154,377 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 6,283 shares | $2,154,021 |
| APA CORPORATION | COM | 03743Q108 | — | 66,106 shares | $2,153,072 |
| MATADOR RES CO | COM | 576485205 | — | 43,196 shares | $2,150,287 |
| VICTORY PORTFOLIOS II | VICSHS DV AC ETF | 92647N667 | — | 36,873 shares | $2,145,157 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 2,213 shares | $2,135,590 |