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
$16.3B
$9.8 Million 0.19% of portfolio
85,851
Q2 2025 Added 2.36%
$8.51B
$9.64 Million 0.18% of portfolio
101,460
Q2 2025 Added 4.98%
$90.8B
$9.48 Million 0.18% of portfolio
42,877
Q2 2025 Reduced 9.34%
$35.8B
$9.28 Million 0.18% of portfolio
118,873
Q2 2025 Added 3.78%
$61.8B
$9.31 Million 0.18% of portfolio
72,219
Q2 2025 Added 3.47%
$24.3B
$9.39 Million 0.18% of portfolio
68,366
Q2 2025 Added 20.43%
$75.6B
$9.5 Million 0.18% of portfolio
24,423
Q2 2025 Reduced 0.44%
$169B
$9.31 Million 0.18% of portfolio
41,951
Q2 2025 Reduced 20.21%
$6.96B
$9.25 Million 0.18% of portfolio
41,402
Q2 2025 Reduced 2.32%
$10.6B
$9.34 Million 0.18% of portfolio
245,410
Q2 2025 Added 8.36%
$14.2B
$9.57 Million 0.18% of portfolio
69,583
Q2 2025 Added 1,521.98%
$31.2B
$9.42 Million 0.18% of portfolio
89,355
Q2 2025 Added 0.19%
$188B
$9.45 Million 0.18% of portfolio
23,295
Q2 2025 Added 8.17%
$150B
$9.22 Million 0.17% of portfolio
30,832
Q2 2025 Reduced 20.99%
$12.3B
$8.78 Million 0.17% of portfolio
955,672
Q2 2025 Added 4.08%
$7.8B
$9.19 Million 0.17% of portfolio
208,927
Q2 2025 Added 4.64%
$227B
$8.93 Million 0.17% of portfolio
30,302
Q2 2025 Reduced 47.11%
$9.7B
$8.79 Million 0.17% of portfolio
182,749
Q2 2025 Reduced 22.83%
$48.7B
$9.16 Million 0.17% of portfolio
62,995
Q2 2025 Reduced 0.23%
$36.8B
$9.05 Million 0.17% of portfolio
29,523
Q2 2025 Added 1.32%
$122B
$8.63 Million 0.16% of portfolio
27,997
Q2 2025 Reduced 0.14%
$290B
$8.54 Million 0.16% of portfolio
120,657
Q2 2025 Added 64.99%
$6.36B
$8.31 Million 0.16% of portfolio
394,633
Q2 2025 Added 15.65%
$10.3B
$8.45 Million 0.16% of portfolio
345,060
Q2 2025 Reduced 22.01%
$62B
$8.45 Million 0.16% of portfolio
287,536
Q2 2025 Added 394.4%
$243B
$7.79 Million 0.15% of portfolio
24,417
Q2 2025 Added 0.93%
$211B
$7.85 Million 0.15% of portfolio
271,419
Q2 2025 Added 4.37%
$124B
$8.14 Million 0.15% of portfolio
17,569
Q2 2025 Reduced 5.64%
$84.9B
$7.76 Million 0.15% of portfolio
114,999
Q2 2025 Reduced 0.13%
$59.7B
$7.23 Million 0.14% of portfolio
44,945
Q2 2025 Reduced 79.68%
$146B
$7.11 Million 0.13% of portfolio
19,917
Q2 2025 Reduced 10.39%
$198B
$7.12 Million 0.13% of portfolio
53,901
Q2 2025 Reduced 34.42%
$0
$6.71 Million 0.13% of portfolio
548,152
Q2 2025 Added 10.59%
$69B
$6.98 Million 0.13% of portfolio
4,588
Q2 2025 Reduced 2.07%
$60B
$6.91 Million 0.13% of portfolio
160,767
Q2 2025 Added 4.03%
$0
$6.17 Million 0.12% of portfolio
243,409
Q2 2025 Added 25.31%
$162B
$6.18 Million 0.12% of portfolio
50,018
Q2 2025 Added 0.68%
$185B
$6.1 Million 0.12% of portfolio
140,903
Q2 2025 Added 6.39%
$309B
$6.34 Million 0.12% of portfolio
79,124
Q2 2025 Reduced 0.24%
$71.7B
$6.38 Million 0.12% of portfolio
101,640
Q2 2025 Reduced 2.27%
$64.9B
$6.03 Million 0.11% of portfolio
21,391
Q2 2025 Reduced 0.12%
$406B
$5.62 Million 0.11% of portfolio
118,761
Q2 2025 Added 2.33%
$952M
$5.75 Million 0.11% of portfolio
206,385
Q2 2025 Reduced 13.03%
$93.9B
$5.93 Million 0.11% of portfolio
50,253
Q2 2025 Added 14.53%
$337B
$5.6 Million 0.11% of portfolio
41,073
Q2 2025 Reduced 26.19%
$182B
$5.84 Million 0.11% of portfolio
36,662
Q2 2025 Added 1.44%
$37.3B
$6 Million 0.11% of portfolio
104,233
Q2 2025 Added 9.78%
$177B
$6.05 Million 0.11% of portfolio
11,470
Q2 2025 Reduced 44.41%
$145B
$5.67 Million 0.11% of portfolio
14,335
Q2 2025 Added 0.15%

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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