CIK: 0001791965
Total reported value
$7.3B
Reporting period: 2026-03-31 · Number of holdings: 1486
Kingsview Wealth Management, LLC disclosed 1486 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $7.3B and a quarterly turnover rate of 31.6%.
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Kingsview Wealth Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.008 — mathematically equivalent to about 127 equally-sized positions, well below its 1486 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.06), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 38% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add AVGO
+157.2% $53.5M
Add AMD
+827.8% $50.9M
Trim BKNG
-89.4% -$45.6M
Trim XLU
-94.1% -$45.3M
Add PLTR
+432.2% $47.7M
Trim COF
-75.6% -$44.4M
Showing top 200 holdings (of 1486 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MPRO | Monarch Procap Index ETF | ETF-Large Cap & Growth | 3.14% | -0.02% | +3.12% | |
| 2 | AAPL | Apple INC | Stock-Tech | 2.64% | — | +6.63% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.58% | -0.02% | +12.27% | |
| 4 | MAMB | Monarch Ambass INC Indx ETF | ETF-Other | 2.32% | +0.16% | +12.30% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.26% | +0.41% | +29.46% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.15% | — | +6.67% | |
| 7 | MVFG | Monarch Vf Glb Uncon ETF | ETF-Other | 1.91% | +0.15% | +10.30% | |
| 8 | MBCE | Monarch Blue Chips Elite Ind | ETF-Other | 1.82% | +0.02% | +14.38% | |
| 9 | MSSS | Monarch Select Subsec In ETF | ETF-Other | 1.57% | — | +1.67% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.34% | +0.10% | +19.63% | |
| 11 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.33% | — | +1.57% | |
| 12 | MVFD | Monarch Vol Fact Dvd Ti ETF | ETF-Other | 1.31% | +0.13% | +12.87% | |
| 13 | AVGO | Broadcom INC | Stock-Tech | 1.29% | +0.70% | +157.19% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.27% | -0.34% | +8.94% | |
| 15 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.22% | — | +11.34% | |
| 16 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 1.05% | — | +14.89% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.95% | — | +6.89% | |
| 18 | WMT | Walmart INC | Stock-Consumer Staples | 0.94% | — | +1.24% | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.94% | — | +8.59% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.86% | — | +4.51% | |
| 21 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.84% | +0.64% | +432.24% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.83% | +0.08% | +26.22% | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 0.78% | +0.69% | +827.81% | |
| 24 | NFLX | Netflix INC | Stock-Comm Services | 0.77% | — | +14.09% | |
| 25 | MDPL | Monarch Dividend Plus Index | ETF-Large Cap & Growth | 0.77% | — | +6.41% | |
| 26 | GE | General Electric | Stock-Industrials | 0.76% | -0.21% | -9.94% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | — | +16.69% | |
| 28 | MA | Mastercard INC - A | Stock-Financials | 0.67% | — | +1.36% | |
| 29 | JAJL | Innovator Edp ETF - 6m Ja/jy | ETF-Other | 0.63% | — | -0.01% | |
| 30 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.63% | +0.59% | +2183.80% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | — | +11.05% | |
| 32 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.62% | +0.58% | +1866.21% | |
| 33 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.58% | +0.13% | +43.98% | |
| 34 | NKE | Nike INC -cl B | Stock-Consumer Disc | 0.57% | — | +4.53% | |
| 35 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.53% | — | +14.74% | |
| 36 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.50% | — | +7.32% | |
| 37 | MBB | Ishares Mbs ETF | ETF-Other | 0.50% | +0.19% | +72.72% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | — | -0.59% | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.46% | +0.19% | +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% | — | +9.77% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | — | +3.93% | |
| 43 | IAU | Ishares Gold Trust | ETF-Commodities | 0.41% | — | -23.20% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | +0.12% | +5.42% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.39% | +0.14% | +19.91% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | — | +5.64% | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.38% | — | -20.66% | |
| 48 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.35% | — | +1.11% | |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.35% | — | +26.66% | |
| 50 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.35% | — | -4.20% |
Performance for Q3 2026
+1.4%
Performance Last 4 Quarters
+13.5%
Based on 74% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 1486 | $7.3B | 32 | |
| 2025-12-31 | 1367 | $6.9B | 26 | |
| 2025-09-30 | 1329 | $6.5B | 45 | |
| 2025-06-30 | 1303 | $5.9B | 0 | |
| 2025-03-31 | 1206 | $5.3B | 100 | |
| 2024-12-31 | 1241 | $5.1B | 0 | |
| 2024-09-30 | 1221 | $4.8B | 0 | |
| 2024-06-30 | 1178 | $4.2B | 0 | |
| 2024-03-31 | 1153 | $4.0B | 0 | |
| 2023-12-31 | 987 | $3.3B | 0 | |
| 2023-09-30 | 969 | $2.8B | 0 | |
| 2023-06-30 | 942 | $2.5B | 0 | |
| 2023-03-31 | 919 | $2.4B | 0 | |
| 2022-12-31 | 881 | $2.3B | 0 | |
| 2022-09-30 | 856 | $2.1B | 0 | |
| 2022-06-30 | 846 | $2.1B | 0 | |
| 2022-03-31 | 898 | $2.3B | — | |
| 2021-12-31 | 1014 | $2.4B | 0 | |
| 2021-09-30 | 973 | $2.1B | 0 | |
| 2021-06-30 | 999 | $2.0B | 34 | |
| 2021-03-31 | 953 | $1.8B | 40 | |
| 2020-12-31 | 771 | $1.4B | 35 | |
| 2020-09-30 | 686 | $1.1B | 34 | |
| 2020-06-30 | 667 | $999.3M | 40 | |
| 2020-03-31 | 560 | $740.9M | 35 | |
| 2019-12-31 | 541 | $797.8M | 37 | |
| 2019-09-30 | 496 | $636.5M | 24 | |
| 2019-06-30 | 520 | $596.0M | 36 | |
| 2019-03-31 | 554 | $657.6M | 46 | |
| 2018-12-31 | 440 | $458.1M | 30 | |
| 2018-09-30 | 517 | $493.2M | 27 | |
| 2018-06-30 | 498 | $418.7M | 38 | |
| 2018-03-31 | 500 | $402.3M | 49 | |
| 2017-12-31 | 613 | $280.2M | 36 | |
| 2017-09-30 | 566 | $227.3M | 29 | |
| 2017-06-30 | 674 | $194.3M | 36 | |
| 2017-03-31 | 499 | $168.6M | — |
Kingsview Wealth Management, LLC's most significant position changes for 2026-03-31: New buy: Ss Spdr S&p Pharma ETF (XPH); New buy: Invesco Leisure & Entertainm (PEJ); Sold out: Invesco Food & Beverage ETF (PBJ); New buy: Ss Spdr S&p Soft & Serv ETF (XSW); New buy: Ss Spdr Bb Conv Sec ETF (CWB).
| # | 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 | VOO | Vanguard S&p 500 ETF | +0.1% | +19.63% | Add |
| 24 | XLK | Ss Technology Select Sector | +0.1% | +26.22% | Add |
| 25 | MBCE | Monarch Blue Chips Elite Ind | 0% | +14.38% | Add |
| 26 | MPRO | Monarch Procap Index ETF | 0% | +3.12% | Add |
| 27 | NVDA | Nvidia CORP | 0% | +12.27% | Add |
| 28 | NXST | Nexstar Media Group INC | -0.1% | -92.94% | Trim |
| 29 | GPC | Genuine Parts Co | -0.1% | -92.97% | Trim |
| 30 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -39.80% | Trim |
| 31 | ORCL | Oracle CORP | -0.1% | -4.76% | Trim |
| 32 | BAB | Invesco Taxable Municipal Bo | -0.1% | -41.46% | Trim |
| 33 | ITB | Ishares U.s. Home Constructi | -0.2% | -95.73% | Trim |
| 34 | GE | General Electric | -0.2% | -9.94% | Trim |
| 35 | XHB | Ss Spdr S&p Homebldrs ETF | -0.2% | -97.49% | Trim |
| 36 | XLP | Ss Consumer Staples Sel Sect | -0.2% | -48.29% | Trim |
| 37 | MSFT | Microsoft CORP | -0.3% | +8.94% | Add |
| 38 | XLB | Ss Materials Select Sector | -0.4% | -94.83% | Trim |
| 39 | XLRE | Ss Real Estate Select Sector | -0.5% | -67.21% | Trim |
| 40 | TXN | Texas Instruments INC | -0.6% | -73.32% | Trim |
| 41 | COST | Costco Wholesale CORP | -0.6% | -74.63% | Trim |
| 42 | COF | Capital One Financial CORP | -0.6% | -75.59% | Trim |
| 43 | BKNG | Booking Holdings INC | -0.7% | -89.42% | Trim |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.7% | -94.12% | Trim |
| 45 | XPH | Ss Spdr S&p Pharma ETF | — | NEW | New buy |
| 46 | PEJ | Invesco Leisure & Entertainm | — | NEW | New buy |
| 47 | PBJ | Invesco Food & Beverage ETF | — | EXIT | Sold out |
| 48 | XSW | Ss Spdr S&p Soft & Serv ETF | — | NEW | New buy |
| 49 | CWB | Ss Spdr Bb Conv Sec ETF | — | NEW | New buy |
| 50 | IVOG | Vanguard S&p Mid-cap 400 Gro | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-12 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-09 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-08 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-02 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-28 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-12 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-09 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-08 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-07 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-10 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-15 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-16 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2024-02-08 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-17 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-12-03 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-17 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-24 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-19 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-11 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-31 | Amendment | View on EDGAR |
| 2019-12-31 | 2020-01-30 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2020-01-29 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2020-01-29 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2020-01-29 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2020-01-29 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2020-01-29 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2020-01-29 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2020-01-29 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2020-01-29 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2020-01-29 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2020-01-29 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2020-01-29 | 13F-HR | View on EDGAR |
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