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Kingsview Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1791965 · latest 13F-HR filed 2026-05-12

Backtest portfolio

Kingsview Wealth Management, LLC manages $7.33B in 13F-reported U.S. long-equity assets across 1,486 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MPRO (3.14%), AAPL (2.56%), NVDA (2.49%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 181 new positions, exited 98, added to 494, and trimmed 336.

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.

Loading holdings…
AUM

$7.33B

Long-equity book

Holdings

1,486

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+181 / −98 / ↑494 / ↓336

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BROADCOM INC$53.5M +130.0%
  • ADVANCED MICRO DEVICES INC$50.9M +781.3%
  • PALANTIR TECHNOLOGIES INC$47.7M +338.0%
  • INTUITIVE SURGICAL INC$43.8M +1758.9%
  • SELECT SECTOR SPDR TR$42.9M +1751.6%
Show all 494 →

Top Trims

  • BOOKING HOLDINGS INC-$45.6M -91.7%
  • SELECT SECTOR SPDR TR-$45.3M -93.7%
  • CAPITAL ONE FINL CORP-$44.5M -81.8%
  • COSTCO WHOLESALE CORPORATION-$40.4M -70.7%
  • TEXAS INSTRS INC-$39.0M -70.1%
Show all 336 →

New Positions

  • SPDR SERIES TRUST$16.0M
  • INVESCO EXCHANGE TRADED FD T$15.8M
  • SPDR SERIES TRUST$15.3M
  • SPDR SERIES TRUST$11.9M
  • VANGUARD ADMIRAL FDS INC$10.2M
Show all 181 →

Exited Positions

  • INVESCO EXCHANGE TRADED FD T$15.3M
  • AMPLIFY ETF TR$7.4M
  • GLOBAL X FDS$7.4M
  • INVESCO EXCHANGE TRADED FD T$7.2M
  • SPROTT FDS TR$6.6M
Show all 98 →
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 $230.0M 3.14% 7,362,775 SH
2 APPLE INC AAPL 037833100 $187.4M 2.56% 738,235 SH
3 NVIDIA CORPORATION NVDA 67066G104 $182.8M 2.49% 1,047,978 SH
4 NORTHERN LTS FD TR IV MAMB 66538H260 $170.0M 2.32% 7,050,997 SH
5 SPDR SERIES TRUST SPYG 78464A409 $157.4M 2.15% 1,607,843 SH
6 ISHARES TR AGG 464287226 $145.4M 1.99% 1,465,058 SH
7 NORTHERN LTS FD TR IV MVFG 66537J812 $140.0M 1.91% 4,348,501 SH
8 NORTHERN LTS FD TR IV MBCC 66538H252 $133.1M 1.82% 3,859,663 SH
9 NORTHERN LTS FD TR IV MSSS 66537J838 $114.8M 1.57% 3,841,170 SH
10 VANGUARD INDEX FDS VOO 922908363 $98.0M 1.34% 163,970 SH
11 SPDR SERIES TRUST SPTI 78464A672 $97.8M 1.33% 3,411,524 SH
12 NORTHERN LTS FD TR IV MVFD 66537J820 $95.9M 1.31% 3,270,747 SH
13 BROADCOM INC AVGO 11135F101 $88.3M 1.21% 285,252 SH
14 MICROSOFT CORP MSFT 594918104 $86.7M 1.18% 234,304 SH
15 AMAZON COM INC AMZN 023135106 $82.4M 1.12% 395,582 SH
16 INNOVATOR ETFS TRUST SFLR 45783Y673 $76.8M 1.05% 2,167,558 SH
17 SPDR SERIES TRUST SPAB 78464A649 $69.1M 0.94% 2,695,425 SH
18 ELI LILLY & CO LLY 532457108 $63.6M 0.87% 69,143 SH
19 INVESCO QQQ TR QQQ 46090E103 $63.0M 0.86% 109,102 SH
20 WALMART INC WMT 931142103 $62.6M 0.85% 503,784 SH
21 NORTHERN LTS FD TR IV MDPL 66537J846 $56.2M 0.77% 2,191,126 SH
22 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $54.7M 0.75% 373,776 SH
23 ALPHABET INC GOOGL 02079K305 $52.4M 0.72% 182,248 SH
24 ADVANCED MICRO DEVICES INC AMD 007903107 $50.6M 0.69% 248,773 SH
25 GE AEROSPACE GE 369604301 $50.1M 0.68% 176,660 SH
26 NETFLIX INC. NFLX 64110L106 $50.0M 0.68% 519,764 SH
27 SELECT SECTOR SPDR TR XLK 81369Y803 $48.7M 0.66% 366,421 SH
28 INNOVATOR ETFS TRUST JAJL 45783Y244 $46.3M 0.63% 1,592,565 SH
29 JPMORGAN CHASE & CO JPM 46625H100 $45.3M 0.62% 154,138 SH
30 MASTERCARD INCORPORATED MA 57636Q104 $42.6M 0.58% 85,244 SH
31 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $42.5M 0.58% 179,046 SH
32 INTUITIVE SURGICAL INC ISRG 46120E602 $40.2M 0.55% 87,170 SH
33 INNOVATOR ETFS TRUST BALT 45783Y855 $38.7M 0.53% 1,155,711 SH
34 SPDR SERIES TRUST SPTM 78464A805 $36.6M 0.50% 462,465 SH
35 NIKE INC NKE 654106103 $36.2M 0.49% 685,699 SH
36 SELECT SECTOR SPDR TR XLC 81369Y852 $35.0M 0.48% 315,493 SH
37 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $33.8M 0.46% 51,906 SH
38 ISHARES TR MBB 464288588 $33.1M 0.45% 348,577 SH
39 VANGUARD INDEX FDS VUG 922908736 $31.5M 0.43% 72,181 SH
40 EXXON MOBIL CORP XOM 30231G102 $29.9M 0.41% 176,048 SH
41 ISHARES TR LQD 464287242 $28.5M 0.39% 261,353 SH
42 CHEVRON CORPORATION CVX 166764100 $28.3M 0.39% 136,952 SH
43 ALPHABET INC GOOG 02079K107 $28.1M 0.38% 98,035 SH
44 META PLATFORMS INC META 30303M102 $26.1M 0.36% 45,534 SH
45 INNOVATOR ETFS TRUST BUFF 45783Y814 $25.7M 0.35% 520,381 SH
46 SPDR SERIES TRUST SPYV 78464A508 $25.7M 0.35% 454,428 SH
47 FIRST TR EXCHANGE-TRADED FD FTSM 33739Q408 $25.3M 0.35% 422,999 SH
48 VANGUARD SPECIALIZED FUNDS VIG 921908844 $24.6M 0.34% 114,424 SH
49 SPDR SERIES TRUST BIL 78468R663 $24.2M 0.33% 264,568 SH
50 JOHNSON & JOHNSON JNJ 478160104 $24.2M 0.33% 98,946 SH
Filing History
Period Filed AUM Holdings Accession
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