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
$12.3B
$9.77 Million 0.19% of portfolio
54,928
Q2 2025 Reduced 17.76%
$99.2B
$9.94 Million 0.19% of portfolio
108,226
Q2 2025 Added 199.85%
$0
$9.98 Million 0.19% of portfolio
167,026
Q2 2025 Reduced 14.24%
$0
$10.2 Million 0.19% of portfolio
53,710
Q2 2025 Reduced 21.06%
$33.5B
$9.8 Million 0.19% of portfolio
146,860
Q2 2025 Added 2,246.01%
$15.4B
$9.8 Million 0.19% of portfolio
85,851
Q2 2025 Added 2.36%
$0
$9.85 Million 0.19% of portfolio
35,331
Q2 2025 Added 0.8%
$7.97B
$9.64 Million 0.18% of portfolio
101,460
Q2 2025 Added 4.98%
$86B
$9.48 Million 0.18% of portfolio
42,877
Q2 2025 Reduced 9.34%
$0
$9.36 Million 0.18% of portfolio
253,557
Q2 2025 Added 28.59%
$37.9B
$9.28 Million 0.18% of portfolio
118,873
Q2 2025 Added 3.78%
$51.1B
$9.31 Million 0.18% of portfolio
72,219
Q2 2025 Added 3.47%
$26.3B
$9.39 Million 0.18% of portfolio
68,366
Q2 2025 Added 20.43%
$75.7B
$9.5 Million 0.18% of portfolio
24,423
Q2 2025 Reduced 0.44%
$0
$9.29 Million 0.18% of portfolio
188,581
Q2 2025 Reduced 4.86%
$0
$9.69 Million 0.18% of portfolio
78,873
Q2 2025 Reduced 18.44%
$146B
$9.31 Million 0.18% of portfolio
41,951
Q2 2025 Reduced 20.21%
$6.45B
$9.25 Million 0.18% of portfolio
41,402
Q2 2025 Reduced 2.32%
$10B
$9.34 Million 0.18% of portfolio
245,410
Q2 2025 Added 8.36%
$9.63B
$9.57 Million 0.18% of portfolio
69,583
Q2 2025 Added 1,521.98%
$27.6B
$9.42 Million 0.18% of portfolio
89,355
Q2 2025 Added 0.19%
$0
$9.62 Million 0.18% of portfolio
237,014
Q2 2025 Reduced 9.07%
$230B
$9.45 Million 0.18% of portfolio
23,295
Q2 2025 Added 8.17%
$153B
$9.22 Million 0.17% of portfolio
30,832
Q2 2025 Reduced 20.99%
$12.6B
$8.78 Million 0.17% of portfolio
955,672
Q2 2025 Added 4.08%
$8.24B
$9.19 Million 0.17% of portfolio
208,927
Q2 2025 Added 4.64%
$135B
$9.21 Million 0.17% of portfolio
39,569
Q2 2025 Added 2.74%
$281B
$8.93 Million 0.17% of portfolio
30,302
Q2 2025 Reduced 47.11%
$0
$9.04 Million 0.17% of portfolio
340,868
Q2 2025 Added 4.06%
$0
$9.19 Million 0.17% of portfolio
148,218
Q2 2025 Added 8.71%
$0
$8.76 Million 0.17% of portfolio
137,072
Q2 2025 Reduced 8.1%
$0
$8.77 Million 0.17% of portfolio
161,199
Q2 2025 Added 21.12%
$9.45B
$8.79 Million 0.17% of portfolio
182,749
Q2 2025 Reduced 22.83%
$40.2B
$9.16 Million 0.17% of portfolio
62,995
Q2 2025 Reduced 0.23%
$0
$9.16 Million 0.17% of portfolio
110,797
Q2 2025 Reduced 0.45%
$0
$9.01 Million 0.17% of portfolio
29,651
Q2 2025 Added 5.92%
$34.9B
$9.05 Million 0.17% of portfolio
29,523
Q2 2025 Added 1.32%
$106B
$8.63 Million 0.16% of portfolio
27,997
Q2 2025 Reduced 0.14%
$310B
$8.54 Million 0.16% of portfolio
120,657
Q2 2025 Added 64.99%
$0
$8.4 Million 0.16% of portfolio
31,170
Q2 2025 Added 190.98%
$4.95B
$8.31 Million 0.16% of portfolio
394,633
Q2 2025 Added 15.65%
$9.85B
$8.45 Million 0.16% of portfolio
345,060
Q2 2025 Reduced 22.01%
$0
$8.49 Million 0.16% of portfolio
19,991
Q2 2025 Reduced 2.03%
$60.6B
$8.45 Million 0.16% of portfolio
287,536
Q2 2025 Added 394.4%
$0
$8.28 Million 0.16% of portfolio
204,463
Q2 2025 Added 5.39%
$0
$8.44 Million 0.16% of portfolio
116,132
Q2 2025 Added 6.17%
$0
$8.62 Million 0.16% of portfolio
30,799
Q2 2025 Reduced 3.7%
$0
$8.61 Million 0.16% of portfolio
48,705
Q2 2025 Reduced 2.51%
$0
$8.31 Million 0.16% of portfolio
103,719
Q2 2025 Added 195.36%

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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