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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$926M
$5.75 Million 0.11% of portfolio
206,385
Q2 2025 Reduced 13.03%
$1.79B
$3.36 Million 0.06% of portfolio
309,815
Q2 2025 Reduced 10.53%
$1.21B
$3.09 Million 0.06% of portfolio
521,048
Q2 2025 New
$605M
$2.11 Million 0.04% of portfolio
89,014
Q2 2025 New
$597M
$794,000 0.02% of portfolio
92,267
Q2 2025 New
$1.19B
$1.06 Million 0.02% of portfolio
18,796
Q2 2025 Reduced 1.9%
$1.69B
$949,000 0.02% of portfolio
18,000
Q3 2022 New
$651M
$330,000 0.01% of portfolio
100,060
Q4 2024 Reduced 17.88%
$438M
$608,000 0.01% of portfolio
35,099
Q2 2025 Reduced 2.77%
$949M
$412,000 0.01% of portfolio
13,699
Q2 2025 Reduced 83.0%
$1.99B
$276,000 0.01% of portfolio
11,821
Q3 2024 Added 0.25%
$2B
$286,000 0.01% of portfolio
19,568
Q2 2025 Reduced 19.96%
$577M
$281,000 0.01% of portfolio
11,284
Q2 2025 Reduced 28.51%
$1.78B
$536,000 0.01% of portfolio
12,188
Q2 2025 New
$1.06B
$384,000 0.01% of portfolio
58,727
Q2 2025 New
$976M
$519,000 0.01% of portfolio
102,638
Q2 2025 Added 502.34%
$1.6B
$208,000 0.0% of portfolio
5,670
Q2 2025 New
$1.78B
$221,000 0.0% of portfolio
8,998
Q2 2025 Reduced 7.43%
$1.51B
$81,000 0.0% of portfolio
14,181
Q1 2025 Reduced 16.0%
$603M
$179,000 0.0% of portfolio
50,000
Q4 2024 Reduced 9.09%
$814M
$208,000 0.0% of portfolio
19,823
Q2 2025 Reduced 25.9%
$1.65B
$210,000 0.0% of portfolio
14,310
Q2 2025 New
$1.64B
$212,000 0.0% of portfolio
5,711
Q2 2025 Added 0.04%
$436M
$188,000 0.0% of portfolio
19,046
Q2 2025 Reduced 3.05%
$355M
$64,000 0.0% of portfolio
39,949
Q2 2025 Added 0.64%
$466M
$43,000 0.0% of portfolio
32,525
Q2 2025 Added 85.59%
$363M
$61,000 0.0% of portfolio
25,000
Q2 2025 New
$442M
$97,000 0.0% of portfolio
24,000
Q1 2025 Added 26.32%

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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