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CIK: 0001791965
Total reported value
$8.3B
$8.3B
1230 檔
11.0%
At the close of Q4 2025, Kingsview Wealth Management, LLC disclosed equity holdings valued at approximately $8.3B, spread across 1230 reported holdings.
In Q4 2025, Kingsview Wealth Management, LLC displayed an active expansion posture, initiating 33 new positions and adding to 91 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1230 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MPRO | Monarch Procap Index ETF | ETF-Large Cap & Growth | 3.16% | -0.21% | +8.40% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.80% | -0.56% | +30.45% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.60% | +0.13% | +1.17% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.32% | +0.17% | +8.71% | |
| 5 | MAMB | Monarch Ambass Inc Indx ETF | ETF-Other | 2.16% | -0.13% | +4.78% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.85% | -0.16% | +8.05% | |
| 7 | MBCE | Monarch Blue Chips Elite Ind | ETF-Other | 1.79% | +0.31% | +7.59% | |
| 8 | MVFG | Monarch Vf Glb Uncon ETF | ETF-Other | 1.76% | +0.09% | +3.49% | |
| 9 | MSSS | Monarch Select Subsec In ETF | ETF-Other | 1.65% | +0.11% | -1.87% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.61% | -0.08% | -21.02% | |
| 11 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.40% | -0.17% | +11.34% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | -0.09% | +5.04% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | -0.04% | +12.14% | |
| 14 | MVFD | Monarch Vol Fact Dvd Ti ETF | ETF-Other | 1.18% | -0.01% | +4.93% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.09% | +0.24% | -15.34% | |
| 16 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 1.00% | +0.07% | +7.17% | |
| 17 | GE | General Electric | Stock-Industrials | 0.97% | +0.20% | +2.84% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.92% | +0.14% | +1.99% | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.92% | -0.09% | +7.34% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.88% | -0.71% | +377.49% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | -0.05% | +9.13% | |
| 22 | TXN | Texas Instruments Inc | Stock-Tech | 0.80% | +0.59% | +15.38% | |
| 23 | MDPL | Monarch Dividend Plus Index | ETF-Large Cap & Growth | 0.80% | -0.13% | +0.43% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.80% | -0.58% | +8.97% | |
| 25 | COF | Capital One Financial CORP | Stock-Financials | 0.78% | -0.09% | +1872.48% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.75% | +0.16% | +99.10% | |
| 27 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.72% | -0.02% | +12.77% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.07% | +6.22% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.70% | -0.12% | +1019.49% | |
| 30 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.70% | -0.55% | +2559.24% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.70% | — | +99.21% | |
| 32 | JAJL | Innovator Edp ETF - 6m Ja/jy | ETF-Other | 0.67% | -0.05% | +2.04% | |
| 33 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.67% | -0.01% | +4.39% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | -0.02% | +4.80% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | -0.08% | +3.89% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | -0.07% | +39.76% | |
| 37 | IAU | Ishares Gold Trust | ETF-Commodities | 0.52% | -0.10% | -8.71% | |
| 38 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.51% | +0.04% | +12.07% | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.51% | -0.01% | +10.55% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-Other | 0.50% | — | -3.10% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.49% | +0.01% | +31.64% | |
| 42 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.49% | +0.05% | +19.08% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.14% | -47.43% | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.47% | -0.01% | +8.60% | |
| 45 | XLB | Ss Materials Select Sector | ETF-Other | 0.46% | — | +114.61% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.45% | -0.04% | -51.72% | |
| 47 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.45% | +0.12% | -0.62% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.04% | +7.64% | |
| 49 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.38% | -0.04% | +14.36% | |
| 50 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.37% | -0.01% | +2.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COF | Capital One Financial CORP | +0.7% | +1872.48% | Add |
| 2 | WMT | Walmart Inc | +0.7% | +377.49% | Add |
| 3 | AAPL | Apple Inc | +0.7% | +30.45% | Add |
| 4 | NKE | Nike Inc -cl B | +0.7% | +2559.24% | Add |
| 5 | TOUS | T Rowe Prc International Eq | +0.2% | +129.97% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +6.22% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +39.76% | Add |
| 8 | LLY | Eli Lilly & Co | +0.1% | -15.34% | Trim |
| 9 | AMP | Ameriprise Financial Inc | +0.1% | +573.47% | Add |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +8.71% | Add |
| 11 | DGRO | Ishares Core Dividend Growth | +0.1% | +70.08% | Add |
| 12 | RDVY | First Trust Rising Dividend | +0.1% | +81.47% | Add |
| 13 | FDS | Factset Research Systems Inc | +0.1% | +1178.31% | Add |
| 14 | SILJ | Amplify Junior Silver Miners | +0.1% | +2720.41% | Add |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | +12.14% | Add |
| 16 | VUG | Vanguard Growth ETF | +0.1% | +31.64% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +7.64% | Add |
| 18 | SMH | Vaneck Semiconductor ETF | +0.1% | +54.42% | Add |
| 19 | SOXX | Ishares Semiconductor ETF | +0.1% | +223.17% | Add |
| 20 | AFLG | First Trust Active Factor La | +0.1% | +411.64% | Add |
| 21 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.1% | +3261.29% | Add |
| 22 | SIL | Global X Silver Miners ETF | +0.1% | +963.83% | Add |
| 23 | PBW | Invesco Wilderhill Clean Ene | +0.1% | +2793.01% | Add |
| 24 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +924.00% | Add |
| 25 | ARTY | Ishares Future Ai & Tech ETF | +0.1% | +2023.63% | Add |
| 26 | IWC | Ishares Micro-cap ETF | +0.1% | +2971.41% | Add |
| 27 | MPRO | Monarch Procap Index ETF | +0.1% | +8.40% | Add |
| 28 | MAGS | Roundhill Magnificent Seven | +0.1% | +1283.03% | Add |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +64.01% | Add |
| 30 | XSD | Ss Spdr S&p Semiconductor | +0.1% | +334.85% | Add |
| 31 | URA | Global X Uranium ETF | +0.1% | +230.59% | Add |
| 32 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.1% | +1992.42% | Add |
| 33 | LGOV | First Tr Long Duration O-etf | +0.1% | +378.99% | Add |
| 34 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.1% | +11.34% | Add |
| 35 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +37.95% | Add |
| 36 | BALT | Inn Defined Wealth Shield | +0.1% | +19.08% | Add |
| 37 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +35.97% | Add |
| 38 | PSLV | Sprott Physical Silver Trust | +0.1% | +6.15% | Add |
| 39 | CGDV | Cap Group Dividend Value | +0.1% | +31.92% | Add |
| 40 | ARKF | Ark Blockchain & Fintech Inn | +0.1% | +1452.98% | Add |
| 41 | FDX | Fedex CORP | +0.1% | +32.81% | Add |
| 42 | ARKK | Ark Innovation ETF | +0.1% | +110.51% | Add |
| 43 | VBIL | Vanguard 0-3m T-bill ETF | +0.1% | +181.24% | Add |
| 44 | AMZN | Amazon.com Inc | +0.1% | +5.04% | Add |
| 45 | EVTR | Eaton Vance Total Return | +0.1% | +124.90% | Add |
| 46 | VTV | Vanguard Value ETF | +0.1% | +24.43% | Add |
| 47 | IWD | Ishares Russell 1000 Value E | +0.1% | +94.93% | Add |
| 48 | GD | General Dynamics CORP | +0.1% | +101.59% | Add |
| 49 | EVR | Evercore Inc - A | +0.1% | +1664.94% | Add |
| 50 | SCHW | Schwab (charles) CORP | +0.1% | +577.26% | Add |
According to official SEC Form 13F filings, Kingsview Wealth Management, LLC reported a total U.S. public equity portfolio value of $8.3B across 1230 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MPRO, AAPL, NVDA) accounted for 11.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
INGR
市值: $8.1M
Top Position Liquidated / Trimmed
IPG
前期市值: $9.7M
During Q4 2025, Kingsview Wealth Management, LLC's top holdings by market value included MPRO (3.2%)、AAPL (2.8%)、NVDA (2.6%). The largest single position, MPRO, represented 3.2% of total portfolio value.
In Q4 2025, Kingsview Wealth Management, LLC made 200 total portfolio adjustments, initiating 33 new buys, adding to 91 positions, trimming 47 holdings, and fully liquidating 29 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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