Kingsview Wealth Management, LLC Portfolio Holdings
Kingsview Wealth Management, LLC
- $5.76 Billion
- Q3 2025
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 1,329
- Current Value $5.76 Billion
- Prior Value $5.28 Billion
- Filing
- Period Q3 2025
- Filing Date November 12, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 148 stocks
- Additional Purchases 569 stocks
- Sold out of 0 stocks
- Reduced holdings in 423 stocks