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CIK: 0001791965
Total reported value
$8.3B
$8.3B
1312 檔
11.5%
During the Q1 2026 filing period, Kingsview Wealth Management, LLC (CIK: 0001791965) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $8.3B across 1312 reported positions.
In Q1 2026, Kingsview Wealth Management, LLC displayed an active expansion posture, initiating 37 new positions and adding to 81 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1312 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MPRO | Monarch Procap Index ETF | ETF-Large Cap & Growth | 3.14% | -0.21% | +3.12% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.64% | -0.56% | +6.63% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.58% | +0.13% | +12.27% | |
| 4 | MAMB | Monarch Ambass Inc Indx ETF | ETF-Other | 2.32% | -0.13% | +12.30% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.26% | -0.16% | +29.46% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.15% | +0.17% | +6.67% | |
| 7 | MVFG | Monarch Vf Glb Uncon ETF | ETF-Other | 1.91% | +0.09% | +10.30% | |
| 8 | MBCE | Monarch Blue Chips Elite Ind | ETF-Other | 1.82% | +0.31% | +14.38% | |
| 9 | MSSS | Monarch Select Subsec In ETF | ETF-Other | 1.57% | +0.11% | +1.67% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.34% | -0.04% | +19.63% | |
| 11 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.33% | -0.17% | +1.57% | |
| 12 | MVFD | Monarch Vol Fact Dvd Ti ETF | ETF-Other | 1.31% | -0.01% | +12.87% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.29% | -0.08% | +157.19% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.27% | -0.08% | +8.94% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | -0.09% | +11.34% | |
| 16 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 1.05% | +0.07% | +14.89% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.95% | +0.24% | +6.89% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 0.94% | -0.71% | +1.24% | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.94% | -0.09% | +8.59% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.86% | +0.14% | +4.51% | |
| 21 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.84% | -0.23% | +432.24% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.83% | +0.16% | +26.22% | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 0.78% | +0.26% | +827.81% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.77% | -0.12% | +14.09% | |
| 25 | MDPL | Monarch Dividend Plus Index | ETF-Large Cap & Growth | 0.77% | -0.13% | +6.41% | |
| 26 | GE | General Electric | Stock-Industrials | 0.76% | +0.20% | -9.94% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.07% | +16.69% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.67% | -0.58% | +1.36% | |
| 29 | JAJL | Innovator Edp ETF - 6m Ja/jy | ETF-Other | 0.63% | -0.05% | -0.01% | |
| 30 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.63% | +0.01% | +2183.80% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.02% | +11.05% | |
| 32 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.62% | -0.04% | +1866.21% | |
| 33 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.58% | +0.12% | +43.98% | |
| 34 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.57% | -0.55% | +4.53% | |
| 35 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.53% | +0.05% | +14.74% | |
| 36 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.50% | +0.04% | +7.32% | |
| 37 | MBB | Ishares Mbs ETF | ETF-Other | 0.50% | -0.03% | +72.72% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | -0.07% | -0.59% | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.46% | -0.03% | +80.15% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-Other | 0.44% | — | -2.07% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.14% | +9.77% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | +0.01% | +3.93% | |
| 43 | IAU | Ishares Gold Trust | ETF-Commodities | 0.41% | -0.10% | -23.20% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.14% | +5.42% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.12% | +19.91% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.04% | +5.64% | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.38% | -0.01% | -20.66% | |
| 48 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.35% | -0.01% | +1.11% | |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.35% | +0.04% | +26.66% | |
| 50 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.35% | -0.04% | -4.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.7% | +157.19% | Add |
| 2 | AMD | Advanced Micro Devices | +0.7% | +827.81% | Add |
| 3 | PLTR | Palantir Technologies Inc-a | +0.6% | +432.24% | Add |
| 4 | ISRG | Intuitive Surgical Inc | +0.6% | +2183.80% | Add |
| 5 | XLC | Ss Comm Select Sector Spdr | +0.6% | +1866.21% | Add |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.4% | +29.46% | Add |
| 7 | FDL | First Trust Morn Dvd Lead In | +0.2% | +471.41% | Add |
| 8 | XLY | Ss Consumer Disc Select Sect | +0.2% | +1282.41% | Add |
| 9 | MBB | Ishares Mbs ETF | +0.2% | +72.72% | Add |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +80.15% | Add |
| 11 | XLF | Ss Financial Select Sector | +0.2% | +300.65% | Add |
| 12 | XLI | Ss Industrial Select Sector | +0.2% | +474.48% | Add |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +150.97% | Add |
| 14 | MAMB | Monarch Ambass Inc Indx ETF | +0.2% | +12.30% | Add |
| 15 | MVFG | Monarch Vf Glb Uncon ETF | +0.2% | +10.30% | Add |
| 16 | CVX | Chevron CORP | +0.1% | +19.91% | Add |
| 17 | MPC | Marathon Petroleum CORP | +0.1% | +145.18% | Add |
| 18 | MVFD | Monarch Vol Fact Dvd Ti ETF | +0.1% | +12.87% | Add |
| 19 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +43.98% | Add |
| 20 | ROUS | Hartford Multifact US Eqty | +0.1% | +972.77% | Add |
| 21 | XSD | Ss Spdr S&p Semiconductor | +0.1% | +116.68% | Add |
| 22 | XOM | Exxon Mobil CORP | +0.1% | +5.42% | Add |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | +530.15% | Add |
| 24 | VOO | Vanguard S&p 500 ETF | +0.1% | +19.63% | Add |
| 25 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +121.23% | Add |
| 26 | PHYS | Sprott Physical Gold Trust | +0.1% | +58.50% | Add |
| 27 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +333.69% | Add |
| 28 | VXF | Vanguard Extended Market ETF | +0.1% | +1192.48% | Add |
| 29 | FDVV | Fidelity High Dividend ETF | +0.1% | +312.75% | Add |
| 30 | PSLV | Sprott Physical Silver Trust | +0.1% | +46.61% | Add |
| 31 | IWO | Ishares Russell 2000 Growth | +0.1% | +721.40% | Add |
| 32 | IOO | Ishares Global 100 ETF | +0.1% | +591.05% | Add |
| 33 | APO | Apollo Global Management Inc | +0.1% | +1856.66% | Add |
| 34 | BRO | Brown & Brown Inc | +0.1% | +2515.88% | Add |
| 35 | XLK | Ss Technology Select Sector | +0.1% | +26.22% | Add |
| 36 | MRSH | Marsh & Mclennan Cos | +0.1% | +249.69% | Add |
| 37 | NFLX | Netflix Inc | +0.1% | +14.09% | Add |
| 38 | ACN | Accenture plc | +0.1% | +350.89% | Add |
| 39 | HAL | Halliburton Co | +0.1% | +1111.63% | Add |
| 40 | WMT | Walmart Inc | +0.1% | +1.24% | Add |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +26.66% | Add |
| 42 | JHG | Janus Henderson Group plc | +0.1% | +842.44% | Add |
| 43 | ILCV | Ishares Morningstar Value Et | +0.1% | +738.77% | Add |
| 44 | BMY | Bristol-myers Squibb Co | +0.1% | +151.19% | Add |
| 45 | SNA | Snap-on Inc | +0.1% | +521.08% | Add |
| 46 | ALL | Allstate CORP | +0.1% | +491.72% | Add |
| 47 | BND | Vanguard Total Bond Market | +0.1% | +137.19% | Add |
| 48 | SFLR | Innovator Eqty Mgd Floor ETF | +0.1% | +14.89% | Add |
| 49 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +33.39% | Add |
| 50 | DE | Deere & Co | +0.1% | +88.59% | 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 1312 disclosed positions in Q1 2026.
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 11.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
XPH
市值: $16.0M
Top Position Liquidated / Trimmed
PBJ
前期市值: $15.3M
During Q1 2026, Kingsview Wealth Management, LLC's top holdings by market value included MPRO (3.1%)、AAPL (2.6%)、NVDA (2.6%). The largest single position, MPRO, represented 3.1% of total portfolio value.
In Q1 2026, Kingsview Wealth Management, LLC made 200 total portfolio adjustments, initiating 37 new buys, adding to 81 positions, trimming 56 holdings, and fully liquidating 26 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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