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CIK: 0001791965
Total reported value
$8.3B
$8.3B
1161 檔
9.8%
The Q2 2025 SEC filing reveals that Kingsview Wealth Management, LLC held a total portfolio value of $8.3B, covering 1161 public equity positions.
During Q2 2025, Kingsview Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MPRO, AGG, NVDA) accounted for 9.8% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 1161 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MPRO | Monarch Procap Index ETF | ETF-Large Cap & Growth | 4.10% | -0.21% | +34.32% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.68% | -0.16% | +25.01% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.58% | +0.13% | -2.44% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.19% | +0.17% | +5.83% | |
| 5 | MAMB | Monarch Ambass Inc Indx ETF | ETF-Other | 2.16% | -0.13% | +2.82% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.92% | -0.56% | -22.94% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.80% | -0.08% | -0.58% | |
| 8 | MBCE | Monarch Blue Chips Elite Ind | ETF-Other | 1.77% | +0.31% | +2.30% | |
| 9 | MVFG | Monarch Vf Glb Uncon ETF | ETF-Other | 1.65% | +0.09% | +6.85% | |
| 10 | MSSS | Monarch Select Subsec In ETF | ETF-Other | 1.53% | +0.11% | -19.85% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.41% | -0.04% | -0.22% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.39% | -0.09% | -29.13% | |
| 13 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.34% | -0.17% | +1.06% | |
| 14 | MVFD | Monarch Vol Fact Dvd Ti ETF | ETF-Other | 1.17% | -0.01% | +0.27% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | -0.04% | +9.57% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.01% | +0.16% | +8.23% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.99% | +0.14% | +7.16% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 0.97% | -0.12% | -18.35% | |
| 19 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 0.96% | +0.07% | +7.86% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.95% | +0.24% | +4.09% | |
| 21 | MDPL | Monarch Dividend Plus Index | ETF-Large Cap & Growth | 0.94% | -0.13% | +0.79% | |
| 22 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.90% | -0.09% | +1.38% | |
| 23 | GE | General Electric | Stock-Industrials | 0.90% | +0.20% | -17.53% | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 0.89% | +0.59% | +240.10% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | -0.05% | +145.40% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.83% | -0.71% | +411.27% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.77% | -0.58% | -5.56% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.76% | -0.10% | +8.54% | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.76% | -0.04% | +8.25% | |
| 30 | JAJL | Innovator Edp ETF - 6m Ja/jy | ETF-Other | 0.75% | -0.05% | +15.98% | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 0.70% | -0.11% | +0.30% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 0.67% | — | +372.65% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-Other | 0.63% | — | +51.52% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | -0.02% | +0.71% | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.58% | +0.12% | +67.89% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | -0.08% | +0.62% | |
| 37 | MBB | Ishares Mbs ETF | ETF-Other | 0.47% | -0.03% | +3.83% | |
| 38 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.47% | +0.04% | +9.76% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | -0.07% | +2.24% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.44% | -0.03% | +3.14% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.14% | -63.07% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | +0.07% | -1.41% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.40% | -0.07% | +16.03% | |
| 44 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.40% | -0.04% | -4.58% | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.40% | — | +52.32% | |
| 46 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.40% | -0.01% | -8.27% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | -0.01% | -3.00% | |
| 48 | IAU | Ishares Gold Trust | ETF-Commodities | 0.37% | -0.10% | -3.63% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.35% | -0.01% | -5.20% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.05% | +0.10% |
According to official SEC Form 13F filings, Kingsview Wealth Management, LLC reported a total U.S. public equity portfolio value of $8.3B across 1161 disclosed positions in Q2 2025.
During Q2 2025, Kingsview Wealth Management, LLC's top holdings by market value included MPRO (4.1%)、AGG (2.7%)、NVDA (2.6%). The largest single position, MPRO, represented 4.1% of total portfolio value.
In Q2 2025, Kingsview Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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