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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.5 Million 0.33% of portfolio
173,840
Q2 2025 Reduced 86.46%
$0
$17.4 Million 0.33% of portfolio
420,328
Q2 2025 Added 19.61%
$0
$17.1 Million 0.32% of portfolio
533,353
Q2 2025 Added 51.76%
$0
$16.6 Million 0.32% of portfolio
200,866
Q2 2025 Added 2.52%
$226B
$16.9 Million 0.32% of portfolio
57,922
Q2 2025 Reduced 3.83%
$493B
$15.9 Million 0.3% of portfolio
147,223
Q2 2025 Added 3.45%
$0
$15.7 Million 0.3% of portfolio
199,588
Q2 2025 Reduced 1.85%
$1.41T
$15.7 Million 0.3% of portfolio
49,526
Q2 2025 Added 4.19%
$1.78T
$15.2 Million 0.29% of portfolio
85,674
Q2 2025 Reduced 0.13%
$0
$15.5 Million 0.29% of portfolio
24,950
Q2 2025 Added 9.55%
$0
$15.4 Million 0.29% of portfolio
104,500
Q2 2025 Added 21.06%
$131B
$15.1 Million 0.29% of portfolio
49,466
Q2 2025 Added 1.05%
$0
$15.4 Million 0.29% of portfolio
84,423
Q2 2025 Reduced 0.97%
$493B
$14.6 Million 0.28% of portfolio
95,885
Q2 2025 Added 26.2%
$0
$14 Million 0.27% of portfolio
103,856
Q2 2025 Reduced 4.73%
$0
$14 Million 0.27% of portfolio
302,553
Q2 2025 Added 23.09%
$0
$14.2 Million 0.27% of portfolio
536,291
Q2 2025 Added 9.06%
$220B
$13.7 Million 0.26% of portfolio
172,515
Q2 2025 Reduced 15.21%
$0
$13.6 Million 0.26% of portfolio
260,687
Q2 2025 Added 0.45%
$0
$13.8 Million 0.26% of portfolio
31,377
Q2 2025 Added 1.61%
$387B
$13 Million 0.25% of portfolio
70,123
Q2 2025 Added 2.09%
$345B
$13.3 Million 0.25% of portfolio
83,716
Q2 2025 Added 2.4%
$0
$13.4 Million 0.25% of portfolio
442,884
Q2 2025 Added 0.37%
$0
$13.2 Million 0.25% of portfolio
62,720
Q2 2025 Reduced 19.07%
$21.6B
$13.3 Million 0.25% of portfolio
161,149
Q2 2025 Added 33.31%
$41.8B
$12.6 Million 0.24% of portfolio
127,851
Q2 2025 Added 21.06%
$301B
$12.5 Million 0.24% of portfolio
39,919
Q2 2025 Added 329.14%
$7.37B
$12.2 Million 0.23% of portfolio
70,635
Q2 2025 Added 20.43%
$0
$12.2 Million 0.23% of portfolio
47,618
Q2 2025 Reduced 18.89%
$78.8B
$11.8 Million 0.22% of portfolio
35,552
Q2 2025 Reduced 2.58%
$0
$11.5 Million 0.22% of portfolio
86,286
Q2 2025 Added 27.21%
$0
$11.8 Million 0.22% of portfolio
32,209
Q2 2025 Added 8.04%
$220B
$11.1 Million 0.21% of portfolio
81,780
Q2 2025 Added 0.14%
$173B
$11.2 Million 0.21% of portfolio
40,251
Q2 2025 Reduced 3.21%
$76.9B
$10.9 Million 0.21% of portfolio
81,976
Q2 2025 Added 205.2%
$120B
$10.6 Million 0.2% of portfolio
44,622
Q2 2025 Added 0.33%
$119B
$10.7 Million 0.2% of portfolio
300,580
Q2 2025 Reduced 0.03%
$22.6B
$10.5 Million 0.2% of portfolio
92,186
Q2 2025 Reduced 26.37%
$0
$10.5 Million 0.2% of portfolio
153,279
Q2 2025 Reduced 4.39%
$0
$10.8 Million 0.2% of portfolio
432,123
Q2 2025 Reduced 0.86%
$0
$10.6 Million 0.2% of portfolio
182,632
Q2 2025 Added 207.5%
$0
$10.4 Million 0.2% of portfolio
182,877
Q2 2025 Reduced 19.14%
$167B
$10.3 Million 0.2% of portfolio
149,014
Q2 2025 Added 2.53%
$30.8B
$9.93 Million 0.19% of portfolio
188,150
Q2 2025 Reduced 0.85%
$11.6B
$10.2 Million 0.19% of portfolio
97,779
Q2 2025 Added 1,111.94%
$17.7B
$9.93 Million 0.19% of portfolio
81,863
Q2 2025 Added 1.43%
$0
$10.1 Million 0.19% of portfolio
161,199
Q2 2025 Reduced 15.47%
$0
$10.1 Million 0.19% of portfolio
207,002
Q2 2025 Reduced 7.64%
$0
$9.97 Million 0.19% of portfolio
113,001
Q2 2025 Added 5.45%

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
Track This Portfolio

Track Kingsview Wealth Management, LLC Portfolio

Follow Kingsview Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email