Kingsview Wealth Management, LLC Portfolio Holdings

Kingsview Wealth Management, LLC

  • $5.28 Billion
  • Q2 2025

Kingsview Wealth Management, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.28 Billion distributed in 1303 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Northern Lts Fd Tr Iv Monarch with a value of $242M, Ishares Core U.S. Aggregate Bo with a value of $158M, Nvidia Corp with a value of $152M, Spdr Portfolio with a value of $129M, and Northern Lts Fd Tr Iv Monarch with a value of $128M.

Examining the 13F form we can see an increase of $548M in the current position value, from $4.73B to 5.28B.

Kingsview Wealth Management, LLC is based out at Grants Pass, OR

Below you can find more details about Kingsview Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $5.28 Billion
ETFs: $2.25 Billion
Technology: $769 Million
Financial Services: $315 Million
Consumer Cyclical: $272 Million
Healthcare: $246 Million
Industrials: $231 Million
Consumer Defensive: $230 Million
Communication Services: $188 Million
Other: $251 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$242 Million 4.59% of portfolio
8,139,056
Q2 2025 Added 34.32%
$0
$158 Million 3.0% of portfolio
1,594,509
Q2 2025 Added 25.01%
$496B
$152 Million 2.88% of portfolio
963,146
Q2 2025 Reduced 2.44%
$0
$129 Million 2.45% of portfolio
1,354,081
Q2 2025 Added 5.83%
$0
$128 Million 2.42% of portfolio
5,529,997
Q2 2025 Added 2.82%
$4.33T
$113 Million 2.15% of portfolio
551,862
Q2 2025 Reduced 22.94%
$3.77T
$106 Million 2.02% of portfolio
213,848
Q2 2025 Reduced 0.58%
$0
$105 Million 1.98% of portfolio
2,868,616
Q2 2025 Added 2.3%
$649B
$83 Million 1.57% of portfolio
379,648
Q2 2025 Reduced 0.22%
$2.53T
$81.9 Million 1.55% of portfolio
373,233
Q2 2025 Reduced 29.13%
$0
$79.1 Million 1.5% of portfolio
2,750,028
Q2 2025 Added 1.06%
$0
$60.2 Million 1.14% of portfolio
106,019
Q2 2025 Added 9.57%
$0
$59.5 Million 1.13% of portfolio
235,142
Q2 2025 Added 8.23%
$0
$58.4 Million 1.11% of portfolio
105,819
Q2 2025 Added 7.16%
$498B
$57.5 Million 1.09% of portfolio
42,972
Q2 2025 Reduced 18.35%
$918B
$56.3 Million 1.07% of portfolio
72,284
Q2 2025 Added 4.09%
$0
$53.3 Million 1.01% of portfolio
2,082,333
Q2 2025 Added 1.38%
$405B
$50.9 Million 0.96% of portfolio
51,373
Q2 2025 Added 145.4%
$177B
$49.2 Million 0.93% of portfolio
252,713
Q2 2025 Added 240.1%
$278B
$49 Million 0.93% of portfolio
501,237
Q2 2025 Added 411.27%
$527B
$45.2 Million 0.86% of portfolio
80,453
Q2 2025 Reduced 5.56%
$242B
$45.1 Million 0.86% of portfolio
165,489
Q2 2025 Added 8.54%
$0
$44.6 Million 0.85% of portfolio
411,261
Q2 2025 Added 8.25%
$154B
$41.3 Million 0.78% of portfolio
208,986
Q2 2025 Added 0.3%
$153B
$39.6 Million 0.75% of portfolio
102,423
Q2 2025 Added 372.65%
$0
$37.5 Million 0.71% of portfolio
278,183
Q2 2025 Added 51.52%
$930B
$36.3 Million 0.69% of portfolio
125,058
Q2 2025 Added 0.71%
$0
$34.5 Million 0.65% of portfolio
152,084
Q2 2025 Added 67.89%
$145B
$31.5 Million 0.6% of portfolio
114,236
Q2 2025 Added 0.62%
$0
$27.9 Million 0.53% of portfolio
297,557
Q2 2025 Added 3.83%
$0
$27.8 Million 0.53% of portfolio
371,844
Q2 2025 Added 9.76%
$0
$26.3 Million 0.5% of portfolio
42,522
Q2 2025 Added 2.24%
$0
$25.9 Million 0.49% of portfolio
236,571
Q2 2025 Added 3.14%
$1.4T
$25.7 Million 0.49% of portfolio
34,887
Q2 2025 Reduced 63.07%
$1.67T
$24.3 Million 0.46% of portfolio
138,106
Q2 2025 Reduced 1.41%
$0
$23.6 Million 0.45% of portfolio
394,678
Q2 2025 Reduced 4.58%
$0
$23.7 Million 0.45% of portfolio
258,350
Q2 2025 Added 16.03%
$379B
$23.3 Million 0.44% of portfolio
63,677
Q2 2025 Reduced 3.0%
$0
$23.4 Million 0.44% of portfolio
497,538
Q2 2025 Reduced 8.27%
$0
$23.4 Million 0.44% of portfolio
446,796
Q2 2025 Added 52.32%
$65.7B
$21.7 Million 0.41% of portfolio
347,422
Q2 2025 Reduced 3.63%
$0
$20.9 Million 0.4% of portfolio
218,069
Q2 2025 Reduced 5.2%
$649B
$20.8 Million 0.39% of portfolio
42,868
Q2 2025 Added 0.1%
$0
$20.3 Million 0.38% of portfolio
356,626
Q2 2025 Added 18.17%
$547B
$19.9 Million 0.38% of portfolio
56,082
Q2 2025 Reduced 6.92%
$0
$18.8 Million 0.36% of portfolio
86,546
Q2 2025 Added 15.44%
$0
$18.2 Million 0.34% of portfolio
238,902
Q2 2025 Added 17.12%
$305B
$17.4 Million 0.33% of portfolio
121,273
Q2 2025 Added 17.12%
$0
$17.5 Million 0.33% of portfolio
116,224
Q2 2025 Reduced 3.0%

Summary

  • Portfolio
  • No. of Stocks 1,303
  • Current Value $5.28 Billion
  • Prior Value $4.73 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 150 stocks
  • Additional Purchases 516 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 427 stocks
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