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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$443B
$152 Million 2.88% of portfolio
963,146
Q2 2025 Reduced 2.44%
$3.76T
$113 Million 2.15% of portfolio
551,862
Q2 2025 Reduced 22.94%
$3.8T
$106 Million 2.02% of portfolio
213,848
Q2 2025 Reduced 0.58%
$788B
$83 Million 1.57% of portfolio
379,648
Q2 2025 Reduced 0.22%
$2.32T
$81.9 Million 1.55% of portfolio
373,233
Q2 2025 Reduced 29.13%
$529B
$57.5 Million 1.09% of portfolio
42,972
Q2 2025 Reduced 18.35%
$718B
$56.3 Million 1.07% of portfolio
72,284
Q2 2025 Added 4.09%
$308B
$53.1 Million 1.01% of portfolio
206,343
Q2 2025 Reduced 17.53%
$428B
$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%
$281B
$49 Million 0.93% of portfolio
501,237
Q2 2025 Added 411.27%
$554B
$45.2 Million 0.86% of portfolio
80,453
Q2 2025 Reduced 5.56%
$243B
$45.1 Million 0.86% of portfolio
165,489
Q2 2025 Added 8.54%
$138B
$41.3 Million 0.78% of portfolio
208,986
Q2 2025 Added 0.3%
$162B
$39.6 Million 0.75% of portfolio
102,423
Q2 2025 Added 372.65%
$900B
$36.3 Million 0.69% of portfolio
125,058
Q2 2025 Added 0.71%
$1.69T
$25.7 Million 0.49% of portfolio
34,887
Q2 2025 Reduced 63.07%
$1.44T
$24.3 Million 0.46% of portfolio
138,106
Q2 2025 Reduced 1.41%
$433B
$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%
$644B
$20.8 Million 0.39% of portfolio
42,868
Q2 2025 Added 0.1%
$555B
$19.9 Million 0.38% of portfolio
56,082
Q2 2025 Reduced 6.92%
$308B
$17.4 Million 0.33% of portfolio
121,273
Q2 2025 Added 17.12%
$225B
$16.9 Million 0.32% of portfolio
57,922
Q2 2025 Reduced 3.83%
$467B
$15.9 Million 0.3% of portfolio
147,223
Q2 2025 Added 3.45%
$1.25T
$15.7 Million 0.3% of portfolio
49,526
Q2 2025 Added 4.19%
$1.47T
$15.2 Million 0.29% of portfolio
85,674
Q2 2025 Reduced 0.13%
$466B
$14.6 Million 0.28% of portfolio
95,885
Q2 2025 Added 26.2%
$210B
$13.7 Million 0.26% of portfolio
172,515
Q2 2025 Reduced 15.21%
$386B
$13 Million 0.25% of portfolio
70,123
Q2 2025 Added 2.09%
$374B
$13.3 Million 0.25% of portfolio
83,716
Q2 2025 Added 2.4%
$22.8B
$13.3 Million 0.25% of portfolio
161,149
Q2 2025 Added 33.31%
$41.4B
$12.6 Million 0.24% of portfolio
127,851
Q2 2025 Added 21.06%
$330B
$12.5 Million 0.24% of portfolio
39,919
Q2 2025 Added 329.14%
$8.03B
$12.2 Million 0.23% of portfolio
70,635
Q2 2025 Added 20.43%
$92.4B
$11.8 Million 0.22% of portfolio
35,552
Q2 2025 Reduced 2.58%
$234B
$11.1 Million 0.21% of portfolio
81,780
Q2 2025 Added 0.14%
$148B
$11.2 Million 0.21% of portfolio
40,251
Q2 2025 Reduced 3.21%
$79.9B
$10.9 Million 0.21% of portfolio
81,976
Q2 2025 Added 205.2%
$126B
$10.6 Million 0.2% of portfolio
44,622
Q2 2025 Added 0.33%
$146B
$10.7 Million 0.2% of portfolio
300,580
Q2 2025 Reduced 0.03%
$23.5B
$10.5 Million 0.2% of portfolio
92,186
Q2 2025 Reduced 26.37%
$141B
$10.3 Million 0.2% of portfolio
149,014
Q2 2025 Added 2.53%
$33.8B
$9.93 Million 0.19% of portfolio
188,150
Q2 2025 Reduced 0.85%
$13.8B
$10.2 Million 0.19% of portfolio
97,779
Q2 2025 Added 1,111.94%
$19.9B
$9.93 Million 0.19% of portfolio
81,863
Q2 2025 Added 1.43%
$12.4B
$9.77 Million 0.19% of portfolio
54,928
Q2 2025 Reduced 17.76%
$100B
$9.94 Million 0.19% of portfolio
108,226
Q2 2025 Added 199.85%
$34B
$9.8 Million 0.19% of portfolio
146,860
Q2 2025 Added 2,246.01%

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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