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Kingsview Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1791965 · latest 13F-HR filed 2026-08-19

Backtest portfolio

Kingsview Wealth Management, LLC manages $8.25B in 13F-reported U.S. long-equity assets across 1,574 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MPRO (2.93%), NVDA (2.62%), SPYG (2.32%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 198 new positions, exited 101, added to 710, and trimmed 305.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
509 SE 7TH ST
2ND FLOOR
GRANTS PASS, OR 97526
Phone
(312) 870-6701
Filing Manager
Kingsview Wealth Management, LLC
GRANTS PASS, OR
Signatory
Matthew Stolen
CCO
Loading holdings…
AUM

$8.25B

Long-equity book

Holdings

1,574

Distinct positions

Period

2026-06-30

Filed 2026-08-19

Q/Q Activity

+198 / −101 / ↑710 / ↓305

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • LAM RESEARCH CORP$77.8M +702.4%
  • APPLIED MATLS INC$75.0M +1313.5%
  • MICRON TECHNOLOGY INC$66.9M +2619.2%
  • TEXAS INSTRS INC$51.0M +307.2%
  • NORTHERN LTS FD TR IV$42.7M +32.1%
Show all 710 →

Top Trims

  • WALMART INC-$50.1M -72.5%
  • MASTERCARD INCORPORATED-$41.3M -84.3%
  • NIKE INC-$40.4M -96.5%
  • APPLE INC-$22.3M -11.5%
  • PALANTIR TECHNOLOGIES INC-$11.4M -18.4%
Show all 305 →

New Positions

  • AMERICAN CENTY ETF TR$10.4M
  • BNY MELLON ETF TRUST$10.2M
  • SPDR INDEX SHS FDS$9.5M
  • J P MORGAN EXCHANGE TRADED F$9.4M
  • INVESCO EXCHANGE TRADED FD T$9.2M
Show all 198 →

Exited Positions

  • JOHN HANCOCK EXCHANGE TRADED$7.7M
  • FIDELITY COVINGTON TRUST$7.6M
  • FIRST TR EXCHANGE TRADED FD$7.6M
  • SPDR SERIES TRUST$7.5M
  • JOHN HANCOCK EXCHANGE TRADED$7.5M
Show all 101 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NORTHERN LTS FD TR IV MPRO 66538H245 $242.0M 2.93% 7,413,903 SH
2 NVIDIA CORPORATION NVDA 67066G104 $216.1M 2.62% 1,080,233 SH
3 SPDR SERIES TRUST SPYG 78464A409 $191.4M 2.32% 1,608,668 SH
4 NORTHERN LTS FD TR IV MAMB 66538H260 $180.9M 2.19% 7,521,062 SH
5 NORTHERN LTS FD TR IV MBCE 66538H252 $175.8M 2.13% 4,226,577 SH
6 APPLE INC AAPL 037833100 $171.5M 2.08% 592,616 SH
7 NORTHERN LTS FD TR IV MVFG 66537J812 $164.7M 2.00% 4,745,055 SH
8 ISHARES TR AGG 464287226 $153.9M 1.87% 1,555,207 SH
9 NORTHERN LTS FD TR IV MSSS 66537J838 $138.8M 1.68% 3,878,483 SH
10 VANGUARD INDEX FDS VOO 922908363 $107.5M 1.30% 156,519 SH
11 NORTHERN LTS FD TR IV MVFD 66537J820 $107.3M 1.30% 3,578,010 SH
12 MICROSOFT CORP MSFT 594918104 $97.9M 1.19% 262,425 SH
13 SPDR SERIES TRUST SPTI 78464A672 $95.8M 1.16% 3,373,475 SH
14 BROADCOM INC AVGO 11135F101 $93.2M 1.13% 246,855 SH
15 AMAZON COM INC AMZN 023135106 $93.1M 1.13% 390,605 SH
16 INNOVATOR ETFS TRUST SFLR 45783Y673 $92.8M 1.12% 2,404,900 SH
17 ELI LILLY & CO LLY 532457108 $90.0M 1.09% 75,041 SH
18 INVESCO QQQ TR QQQ 46090E103 $82.3M 1.00% 111,814 SH
19 LAM RESEARCH CORP LRCX 512807306 $78.3M 0.95% 180,619 SH
20 ADVANCED MICRO DEVICES INC AMD 007903107 $76.8M 0.93% 132,232 SH
21 SPDR SERIES TRUST SPAB 78464A649 $70.5M 0.85% 2,763,710 SH
22 GE AEROSPACE GE 369604301 $69.8M 0.85% 186,894 SH
23 SELECT SECTOR SPDR TR XLK 81369Y803 $69.2M 0.84% 363,168 SH
24 APPLIED MATLS INC AMAT 038222105 $68.2M 0.83% 94,299 SH
25 ALPHABET INC GOOGL 02079K305 $64.9M 0.79% 181,566 SH
26 MICRON TECHNOLOGY INC MU 595112103 $60.2M 0.73% 52,160 SH
27 TEXAS INSTRS INC TXN 882508104 $60.0M 0.73% 201,278 SH
28 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $57.7M 0.70% 190,470 SH
29 NORTHERN LTS FD TR IV MDPL 66537J846 $52.6M 0.64% 2,126,098 SH
30 JPMORGAN CHASE & CO JPM 46625H100 $49.3M 0.60% 150,478 SH
31 INNOVATOR ETFS TRUST JAJL 45783Y244 $47.9M 0.58% 1,602,395 SH
32 INNOVATOR ETFS TRUST BALT 45783Y855 $47.5M 0.58% 1,385,648 SH
33 NETFLIX INC. NFLX 64110L106 $47.1M 0.57% 659,049 SH
34 INTUITIVE SURGICAL INC ISRG 46120E602 $45.7M 0.55% 114,798 SH
35 SPDR SERIES TRUST SPTM 78464A805 $44.6M 0.54% 491,233 SH
36 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $44.6M 0.54% 382,186 SH
37 SELECT SECTOR SPDR TR XLC 81369Y852 $37.7M 0.46% 351,990 SH
38 VANGUARD INDEX FDS VUG 922908736 $36.4M 0.44% 423,135 SH
39 ISHARES TR MBB 464288588 $35.3M 0.43% 373,595 SH
40 ALPHABET INC GOOG 02079K107 $34.4M 0.42% 97,430 SH
41 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $33.2M 0.40% 44,450 SH
42 SPDR SERIES TRUST SPYV 78464A508 $31.9M 0.39% 525,435 SH
43 ISHARES TR LQD 464287242 $30.6M 0.37% 280,235 SH
44 TESLA INC TSLA 88160R101 $29.3M 0.35% 69,564 SH
45 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $28.9M 0.35% 469,715 SH
46 INNOVATOR ETFS TRUST BUFF 45783Y814 $28.2M 0.34% 534,402 SH
47 VANGUARD SPECIALIZED FUNDS VIG 921908844 $27.6M 0.33% 116,580 SH
48 VANECK ETF TRUST SMH 92189F676 $27.2M 0.33% 41,438 SH
49 SELECT SECTOR SPDR TR XLV 81369Y209 $27.1M 0.33% 170,926 SH
50 ISHARES TR IEF 464287440 $25.9M 0.31% 274,230 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-19 $8.25B 1,574 0001791965-26-000005
2026-03-31 2026-05-12 $7.33B 1,486 0001791965-26-000003
2025-12-31 2026-02-09 $6.94B 1,367 0001791965-26-000001
2025-09-30 2025-11-12 $6.55B 1,329 0001791965-25-000007