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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) |
|---|---|---|---|---|---|
| NEW YORK TIMES CO MTN BE | CL A | 650111107 | — | 30,515 shares | $2,135,440 |
| ISHARES TR | CORE MSCI INTL | 46435G326 | — | 23,952 shares | $2,131,960 |
| MAGNOLIA OIL & GAS CORP | CL A | 559663109 | — | 83,227 shares | $2,128,947 |
| PROSHARES TR | SP500 EX TECH | 74347B557 | — | 19,636 shares | $2,125,729 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 5,178 shares | $2,120,438 |
| ISHARES TR | S&P MC 400VL ETF | 464287705 | — | 14,347 shares | $2,119,422 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 | — | 12,789 shares | $2,105,032 |
| ISHARES INC | EMNG MKTS EQT | 46434G889 | — | 28,452 shares | $2,084,394 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 13,243 shares | $2,075,370 |
| YUM BRANDS INC | COM | 988498101 | — | 12,979 shares | $2,074,790 |
| SHELL PLC | SPON ADS | 780259305 | — | 26,675 shares | $2,068,417 |
| CALIFORNIA RES CORP | COM STOCK | 13057Q305 | — | 39,103 shares | $2,067,376 |
| FACTSET RESH SYS INC | COM | 303075105 | — | 8,963 shares | $2,062,207 |
| PAN AMERN SILVER CORP | COM | 697900108 | CALL | 46,000 shares | $2,060,340 |
| ALLSTATE CORP | COM | 020002101 | — | 8,651 shares | $2,058,513 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 69,869 shares | $2,056,232 |
| GOLDMAN SACHS ETF TR | NASDA 100 ETF | 38149W630 | — | 34,622 shares | $2,053,435 |
| ALPS ETF TR | INTL SEC DV DOG | 00162Q718 | — | 49,840 shares | $2,052,423 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | — | 52,973 shares | $2,051,658 |
| AMDOCS LTD | SHS | G02602103 | — | 40,370 shares | $2,040,284 |
| J P MORGAN EXCHANGE TRADED F | DIV RTN INT EQ | 46641Q209 | — | 28,204 shares | $2,039,461 |
| COMFORT SYS USA INC | COM | 199908104 | — | 1,028 shares | $2,037,926 |
| BLACKROCK ETF TRUST | ISHA I IN TE ETF | 09290C780 | — | 38,639 shares | $2,037,033 |
| ISHARES TR | FALN ANGLS USD | 46435G474 | — | 74,491 shares | $2,029,125 |
| T ROWE PRICE EXCHANGE-TRADED | CAP APPRECIATION | 87283Q867 | — | 49,156 shares | $2,020,312 |
| ISHARES TR | CORE DIVID ETF | 46435U861 | — | 32,691 shares | $2,013,780 |
| GENERAL MILLS INC | COM | 370334104 | — | 57,759 shares | $2,010,013 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 13,282 shares | $2,009,965 |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | — | 7,672 shares | $2,005,231 |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | — | 33,014 shares | $2,002,959 |
| WELLTOWER INC | COM | 95040Q104 | — | 8,824 shares | $2,002,865 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 6,888 shares | $2,001,568 |
| FIRST TR EXCHANGE-TRADED FD | INTL EQUITY OPP | 33734X853 | — | 23,847 shares | $1,996,951 |
| PROSHARES TR | NASDAQ 100 HIGH | 74347G234 | — | 39,226 shares | $1,992,729 |
| INNOVATOR ETFS TRUST | NASD 100 10 BUFF | 45783Y160 | — | 64,523 shares | $1,985,121 |
| OVINTIV INC | COM | 69047Q102 | — | 37,679 shares | $1,983,795 |
| CLEARBRIDGE ENERGY MIDSTREAM | COM | 18469P209 | — | 39,564 shares | $1,982,158 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 61,905 shares | $1,979,090 |
| STATE STR CORP | COM | 857477103 | — | 11,637 shares | $1,973,594 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 11,836 shares | $1,972,706 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 9,400 shares | $1,965,029 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 8,928 shares | $1,959,022 |
| MANULIFE FINL CORP | COM | 56501R106 | — | 48,354 shares | $1,958,840 |
| BLOCK H & R INC | COM | 093671105 | — | 51,152 shares | $1,947,868 |
| TARGET CORP | COM | 87612E106 | — | 14,867 shares | $1,941,819 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | — | 20,992 shares | $1,935,706 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 20,968 shares | $1,934,717 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | — | 72,790 shares | $1,928,922 |
| ISHARES TR | FUTU EXPO TE ETF | 46434V381 | — | 23,314 shares | $1,926,458 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 | — | 22,193 shares | $1,917,930 |
| FORD MTR CO | COM | 345370860 | — | 137,955 shares | $1,917,577 |
| MARATHON PETE CORP | COM | 56585A102 | — | 7,473 shares | $1,910,622 |
| SLB LIMITED | COM STK | 806857108 | — | 40,948 shares | $1,903,672 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 77,082 shares | $1,892,363 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | — | 16,978 shares | $1,889,801 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 4,856 shares | $1,877,961 |
| SPDR SERIES TRUST | ST STR P400MID | 78464A847 | — | 27,644 shares | $1,867,646 |
| LAMB WESTON HLDGS INC | COM | 513272104 | — | 43,244 shares | $1,867,276 |
| AMERIPRISE FINL INC | COM | 03076C106 | — | 4,051 shares | $1,858,437 |
| DOMINION ENERGY INC | COM | 25746U109 | — | 27,191 shares | $1,856,897 |
| CAPITAL GROUP EQUITY ETF TR | US SM MI CA ETF | 14022A102 | — | 56,101 shares | $1,849,650 |
| ZOETIS INC | CL A | 98978V103 | — | 25,675 shares | $1,845,006 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | — | 39,194 shares | $1,839,766 |
| SS&C TECH HLDGS | COM | 78467J100 | — | 29,508 shares | $1,830,971 |
| TRACTOR SUPPLY CO | COM | 892356106 | — | 57,904 shares | $1,830,359 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 22,915 shares | $1,819,909 |
| SELECT SECTOR SPDR TR | ST STR MATER ETF | 81369Y100 | — | 35,792 shares | $1,819,297 |
| MFS ACTIVE EXCHANGE TRADED F | INTERNATINL ETF | 55286W405 | — | 55,897 shares | $1,815,535 |
| GENPACT LIMITED | SHS | G3922B107 | — | 65,591 shares | $1,803,753 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 24,984 shares | $1,802,845 |
| COREWEAVE INC | COM CL A | 21873S108 | — | 18,039 shares | $1,795,602 |
| J P MORGAN EXCHANGE TRADED F | U S TEC LEA ETF | 46654Q732 | — | 16,067 shares | $1,792,300 |
| STIFEL FINL CORP | COM | 860630102 | — | 25,636 shares | $1,788,624 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 22,736 shares | $1,778,674 |
| CHUBB LIMITED | COM | H1467J104 | — | 5,183 shares | $1,766,049 |
| HAMILTON LANE INC | CL A | 407497106 | — | 22,379 shares | $1,764,137 |
| INGREDION INC | COM | 457187102 | — | 18,572 shares | $1,758,954 |
| FIRST TR EXCHNG TRADED FD VI | SMIT UNCO BD ETF | 33740F888 | — | 70,664 shares | $1,758,111 |
| FIRST TR EXCHANGE-TRADED FD | FINLS ALPHADEX | 33734X135 | — | 28,022 shares | $1,750,253 |
| NEXSTAR MEDIA GROUP INC | COMMON STOCK | 65336K103 | — | 9,796 shares | $1,749,508 |
| ISHARES TR | MSCI US GARP ETF | 46436E403 | — | 20,938 shares | $1,728,436 |
| FIRST TR EXCHNG TRADED FD VI | FT LADDE MAX ETF | 33744U105 | — | 80,521 shares | $1,723,955 |
| KINETIK HOLDINGS INC | COM NEW CL A | 02215L209 | — | 35,639 shares | $1,722,813 |
| AFLAC INC | COM | 001055102 | — | 14,616 shares | $1,713,756 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 47,423 shares | $1,713,378 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 20,673 shares | $1,708,655 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 4,809 shares | $1,705,127 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 55,475 shares | $1,691,444 |
| PRUDENTIAL FINL INC | COM | 744320102 | — | 15,499 shares | $1,672,755 |
| ANGLOGOLD ASHANTI PLC | COM SHS | G0378L100 | — | 20,658 shares | $1,671,026 |
| GLOBAL X FDS | RBTCS ARTFL INTE | 37954Y715 | — | 43,932 shares | $1,666,788 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | — | 14,079 shares | $1,665,686 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | — | 21,572 shares | $1,654,556 |
| HORMEL FOODS CORP | COM | 440452100 | — | 66,583 shares | $1,652,580 |
| ULTA BEAUTY INC | COM | 90384S303 | — | 3,651 shares | $1,646,528 |
| ISHARES TR | MORNINGSTAR GRWT | 464287119 | — | 13,952 shares | $1,632,650 |
| BP PLC | SPONSORED ADR | 055622104 | — | 44,151 shares | $1,631,372 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | 921932794 | — | 10,564 shares | $1,620,782 |
| PRIMERICA INC | COM | 74164M108 | — | 5,698 shares | $1,619,278 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 15,139 shares | $1,611,805 |