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
$132B
$5.56 Million 0.11% of portfolio
24,163
Q2 2025 Reduced 0.41%
$87.3B
$5.2 Million 0.1% of portfolio
34,169
Q2 2025 Added 2.68%
$119B
$5.2 Million 0.1% of portfolio
88,641
Q2 2025 Added 4.49%
$273B
$5.29 Million 0.1% of portfolio
76,268
Q2 2025 Added 5.74%
$211B
$5.08 Million 0.1% of portfolio
40,988
Q2 2025 Added 1.92%
$80.9B
$5.02 Million 0.1% of portfolio
20,286
Q2 2025 Added 0.39%
$62.9B
$5.08 Million 0.1% of portfolio
42,584
Q2 2025 Reduced 7.16%
$229B
$5.27 Million 0.1% of portfolio
36,090
Q2 2025 Reduced 20.63%
$10.2B
$4.72 Million 0.09% of portfolio
20,289
Q2 2025 Added 102.06%
$99.4B
$4.92 Million 0.09% of portfolio
108,646
Q2 2025 Added 8.86%
$144B
$4.59 Million 0.09% of portfolio
41,379
Q2 2025 Reduced 4.33%
$88.6B
$4.61 Million 0.09% of portfolio
9,226
Q2 2025 Added 7.84%
$34.9B
$4.96 Million 0.09% of portfolio
47,638
Q2 2025 Added 0.28%
$129B
$4.29 Million 0.08% of portfolio
20,465
Q2 2025 Reduced 5.09%
$228B
$4.33 Million 0.08% of portfolio
11,159
Q2 2025 Added 0.78%
$93.7B
$4.34 Million 0.08% of portfolio
8,531
Q2 2025 Added 6.58%
$42.2B
$4.05 Million 0.08% of portfolio
31,920
Q2 2025 Reduced 40.87%
$58.7B
$4.41 Million 0.08% of portfolio
21,565
Q2 2025 Added 2.09%
$134B
$4.04 Million 0.08% of portfolio
166,651
Q2 2025 Reduced 8.37%
$257B
$4.21 Million 0.08% of portfolio
23,089
Q2 2025 Added 14.49%
$25.8B
$4.19 Million 0.08% of portfolio
47,685
Q2 2025 Added 8.88%
$37.7B
$4.01 Million 0.08% of portfolio
23,054
Q2 2025 Reduced 6.62%
$217B
$3.65 Million 0.07% of portfolio
630
Q2 2025 Reduced 4.11%
$266B
$3.55 Million 0.07% of portfolio
5,011
Q2 2025 Added 12.99%
$137B
$3.72 Million 0.07% of portfolio
4,157
Q2 2025 Reduced 1.26%
$89.9B
$3.92 Million 0.07% of portfolio
23,569
Q2 2025 Reduced 3.47%
$80.4B
$3.83 Million 0.07% of portfolio
9,115
Q2 2025 Added 0.26%
$54.7B
$3.43 Million 0.07% of portfolio
9,075
Q2 2025 Added 1.45%
$11.7B
$3.46 Million 0.07% of portfolio
38,452
Q2 2025 Added 1.33%
$26.4B
$3.49 Million 0.07% of portfolio
46,108
Q2 2025 Reduced 0.59%
$171B
$3.74 Million 0.07% of portfolio
32,427
Q2 2025 Added 1.87%
$65.4B
$3.7 Million 0.07% of portfolio
13,830
Q2 2025 Added 0.17%
$61.5B
$3.9 Million 0.07% of portfolio
38,685
Q2 2025 Added 20.12%
$256B
$3.31 Million 0.06% of portfolio
23,313
Q2 2025 Added 15.39%
$54.2B
$3.33 Million 0.06% of portfolio
16,528
Q2 2025 Added 183.16%
$60B
$2.97 Million 0.06% of portfolio
34,729
Q2 2025 Added 422.71%
$144B
$3.04 Million 0.06% of portfolio
16,623
Q2 2025 Added 12.21%
$1.53B
$3.36 Million 0.06% of portfolio
309,815
Q2 2025 Reduced 10.53%
$2.66B
$3.25 Million 0.06% of portfolio
85,681
Q2 2025 New
$6.21B
$2.91 Million 0.06% of portfolio
96,996
Q2 2025 New
$129B
$3.09 Million 0.06% of portfolio
20,691
Q2 2025 Added 1.2%
$9.05B
$3.26 Million 0.06% of portfolio
41,692
Q2 2025 New
$4B
$3.42 Million 0.06% of portfolio
74,906
Q2 2025 New
$118B
$2.91 Million 0.06% of portfolio
32,432
Q2 2025 Added 8.89%
$20.3B
$3.01 Million 0.06% of portfolio
53,700
Q2 2025 New
$4.83B
$3.05 Million 0.06% of portfolio
73,014
Q2 2025 Reduced 7.74%
$17.8B
$3 Million 0.06% of portfolio
53,495
Q2 2025 Added 8.71%
$89.5B
$2.91 Million 0.06% of portfolio
9,966
Q2 2025 Added 1.53%
$13.9B
$3.03 Million 0.06% of portfolio
24,355
Q2 2025 Added 14.21%

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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