Kingsview Wealth Management, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $5.76 Billion distributed in 1329 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 $201M, Nvidia Corp with a value of $178M, Microsoft Corp with a value of $151M, Spdr Portfolio with a value of $145M, and Northern Lts Fd Tr Iv Monarch with a value of $142M.
Examining the 13F form we can see an increase of $485M in the current position value, from $5.28B to 5.76B.
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
$5.76 Billion
ETFs: $2.5 Billion
Technology: $907 Million
Financial Services: $323 Million
Consumer Cyclical: $311 Million
Industrials: $265 Million
Healthcare: $249 Million
Communication Services: $238 Million
Consumer Defensive: $204 Million
Other: $256 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
