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
$106B
$2.18 Million 0.04% of portfolio
20,728
Q2 2025 Reduced 0.56%
$6.73B
$2.24 Million 0.04% of portfolio
42,370
Q2 2025 Added 1.49%
$16B
$2.33 Million 0.04% of portfolio
41,575
Q2 2025 Added 706.5%
$38.8B
$2.26 Million 0.04% of portfolio
7,862
Q2 2025 Reduced 1.13%
$69B
$1.37 Million 0.03% of portfolio
13,024
Q2 2025 Reduced 66.81%
$53B
$1.55 Million 0.03% of portfolio
2,895
Q2 2025 Added 0.66%
$323B
$1.5 Million 0.03% of portfolio
1,877
Q2 2025 Added 18.35%
$86.1B
$1.52 Million 0.03% of portfolio
16,671
Q2 2025 Reduced 3.08%
$98.2B
$1.43 Million 0.03% of portfolio
30,914
Q2 2025 Reduced 66.06%
$30.6B
$1.55 Million 0.03% of portfolio
4,611
Q2 2025 Added 1.16%
$115B
$1.47 Million 0.03% of portfolio
5,070
Q2 2025 Reduced 1.17%
$68.3B
$1.68 Million 0.03% of portfolio
51,610
Q2 2025 Added 0.47%
$57.8B
$1.39 Million 0.03% of portfolio
4,235
Q2 2025 Reduced 3.99%
$98.4B
$1.73 Million 0.03% of portfolio
25,092
Q2 2025 Reduced 8.09%
$38.4B
$1.37 Million 0.03% of portfolio
27,784
Q2 2025 Added 4.46%
$0
$1.47 Million 0.03% of portfolio
149,956
Q2 2025 Added 33.05%
$43.2B
$1.52 Million 0.03% of portfolio
11,828
Q2 2025 Reduced 3.37%
$48.9B
$1.52 Million 0.03% of portfolio
21,247
Q2 2025 Reduced 87.0%
$57.4B
$1.61 Million 0.03% of portfolio
20,767
Q2 2025 Added 71.61%
$125B
$1.39 Million 0.03% of portfolio
15,962
Q2 2025 Reduced 7.37%
$34.1B
$1.35 Million 0.03% of portfolio
21,612
Q1 2025 Reduced 2.48%
$77.4B
$1.38 Million 0.03% of portfolio
18,573
Q2 2025 Reduced 0.12%
$10.3B
$1.59 Million 0.03% of portfolio
5,824
Q2 2025 Added 0.24%
$92.9B
$1.84 Million 0.03% of portfolio
4,196
Q2 2025 Reduced 2.89%
$26.4B
$1.48 Million 0.03% of portfolio
3,154
Q2 2025 Reduced 3.55%
$60.4B
$1.38 Million 0.03% of portfolio
10,246
Q2 2025 Reduced 3.01%
$42.5B
$1.66 Million 0.03% of portfolio
11,182
Q2 2025 Reduced 1.57%
$69.4B
$1.45 Million 0.03% of portfolio
9,269
Q2 2025 Added 0.71%
$11.8B
$817,000 0.02% of portfolio
7,118
Q2 2025 Added 3.78%
$247B
$872,000 0.02% of portfolio
12,491
Q2 2025 Added 3.42%
$0
$933,000 0.02% of portfolio
24,453
Q1 2025 Reduced 1.56%
$605M
$794,000 0.02% of portfolio
92,267
Q2 2025 New
$104B
$1.24 Million 0.02% of portfolio
41,537
Q2 2025 Reduced 0.47%
$51.6B
$1.25 Million 0.02% of portfolio
17,110
Q2 2025 Added 0.97%
$1.07B
$1.06 Million 0.02% of portfolio
18,796
Q2 2025 Reduced 1.9%
$94.3B
$843,000 0.02% of portfolio
3,059
Q2 2025 Reduced 0.26%
$45.8B
$1.08 Million 0.02% of portfolio
3,077
Q2 2025 Added 79.1%
$69.5B
$1.27 Million 0.02% of portfolio
13,981
Q2 2025 Added 2.67%
$0
$893,000 0.02% of portfolio
29,367
Q2 2025 Added 4.28%
$65.2B
$902,000 0.02% of portfolio
17,159
Q2 2025 Reduced 11.68%
$53.4B
$1.04 Million 0.02% of portfolio
13,989
Q2 2025 Added 34.21%
$39.7B
$1.02 Million 0.02% of portfolio
7,613
Q2 2025 Reduced 32.36%
$38.7B
$851,000 0.02% of portfolio
12,420
Q2 2025 Reduced 5.44%
$0
$1.19 Million 0.02% of portfolio
77,215
Q2 2025 Added 30.88%
$69.1B
$1.05 Million 0.02% of portfolio
33,902
Q2 2025 Added 2.61%
$43.1B
$964,000 0.02% of portfolio
22,221
Q2 2025 Added 1.24%
$13.8B
$1.19 Million 0.02% of portfolio
2,659
Q2 2025 Reduced 1.7%
$5.14B
$962,000 0.02% of portfolio
26,738
Q2 2025 Reduced 0.1%
$79.5B
$805,000 0.02% of portfolio
6,431
Q2 2025 Added 3.43%

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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