KW

Kingsview Wealth Management, LLC

Diversified strategyMomentum follower

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%.

Personality snowflake

Concentration
3.15
Portfolio Stability
31.62
Momentum/Contrarian
100
Sector conviction
51.47
Diversification
100
Sizing Uniformity
69.42

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 1312 holdings (of 1486 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1MPROMonarch Procap Index ETFETF-Large Cap & Growth3.14%-0.02%+3.12%
2AAPLApple INCStock-Tech2.64%—+6.63%
3NVDANvidia CORPStock-Tech2.58%-0.02%+12.27%
4MAMBMonarch Ambass INC Indx ETFETF-Other2.32%+0.16%+12.30%
5AGGIshares Core U.s. AggregateETF-Other2.26%+0.41%+29.46%
6SPYGSs Spdr P S&p 500 Growth ETFETF-Large Cap & Growth2.15%—+6.67%
7MVFGMonarch Vf Glb Uncon ETFETF-Other1.91%+0.15%+10.30%
8MBCEMonarch Blue Chips Elite IndETF-Other1.82%+0.02%+14.38%
9MSSSMonarch Select Subsec In ETFETF-Other1.57%—+1.67%
10VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.34%+0.10%+19.63%
11SPTISs Spdr P Int Term Tsy ETFETF-Other1.33%—+1.57%
12MVFDMonarch Vol Fact Dvd Ti ETFETF-Other1.31%+0.13%+12.87%
13AVGOBroadcom INCStock-Tech1.29%+0.70%+157.19%
14MSFTMicrosoft CORPStock-Tech1.27%-0.34%+8.94%
15AMZNAmazon.com INCStock-Consumer Disc1.22%—+11.34%
16SFLRInnovator Eqty Mgd Floor ETFETF-Other1.05%—+14.89%
17LLYEli Lilly & CoStock-Healthcare0.95%—+6.89%
18WMTWalmart INCStock-Consumer Staples0.94%—+1.24%
19SPABSs Spdr P Agg Bond ETFETF-Other0.94%—+8.59%
20QQQInvesco Qqq Trust Series 1ETF-Tech0.86%—+4.51%
21PLTRPalantir Technologies Inc-aStock-Tech0.84%+0.64%+432.24%
22XLKSs Technology Select SectorETF-Tech0.83%+0.08%+26.22%
23AMDAdvanced Micro DevicesStock-Tech0.78%+0.69%+827.81%
24NFLXNetflix INCStock-Comm Services0.77%—+14.09%
25MDPLMonarch Dividend Plus IndexETF-Large Cap & Growth0.77%—+6.41%
26GEGeneral ElectricStock-Industrials0.76%-0.21%-9.94%
27GOOGLAlphabet Inc-cl AStock-Comm Services0.72%—+16.69%
28MAMastercard INC - AStock-Financials0.67%—+1.36%
29JAJLInnovator Edp ETF - 6m Ja/jyETF-Other0.63%—-0.01%
30ISRGIntuitive Surgical INCStock-Healthcare0.63%+0.59%+2183.80%
31JPMJpmorgan Chase & CoStock-Financials0.62%—+11.05%
32XLCSs Comm Select Sector SpdrETF-Other0.62%+0.58%+1866.21%
33QQQMInvesco Nasdaq 100 ETFETF-Tech0.58%+0.13%+43.98%
34NKENike INC -cl BStock-Consumer Disc0.57%—+4.53%
35BALTInn Defined Wealth ShieldETF-Other0.53%—+14.74%
36SPTMSs Spdr P S&p 1500 Comp ETFETF-Other0.50%—+7.32%
37MBBIshares Mbs ETFETF-Other0.50%+0.19%+72.72%
38SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.47%—-0.59%
39LQDIshr Ibx Usd Invgd Cb Etf-uiETF-Corp Bonds0.46%+0.19%+80.15%
40XLVSs Health Care Select SectorETF-Other0.44%—-2.07%
41METAMeta Platforms Inc-class AStock-Comm Services0.44%—+9.77%
42VUGVanguard Growth ETFETF-Other0.43%—+3.93%
43IAUIshares Gold TrustETF-Commodities0.41%—-23.20%
44XOMExxon Mobil CORPStock-Energy0.41%+0.12%+5.42%
45CVXChevron CORPStock-Energy0.39%+0.14%+19.91%
46GOOGAlphabet Inc-cl CStock-Comm Services0.38%—+5.64%
47IEFIshares 7-10 Year Treasury BETF-Gov Bonds0.38%—-20.66%
48BUFFInnovator Laddered AllocatioETF-Other0.35%—+1.11%
49SPYVSs Spdr P S&p 500 Value ETFETF-Large Cap & Growth0.35%—+26.66%
50FTSMFirst Trust Enh Short Mat FdETF-Other0.35%—-4.20%
1–50 of 1,312

Holding changes this quarter

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).

Position changes disclosed by Kingsview Wealth Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AVGOBroadcom INC+0.7%+157.19%Add
2AMDAdvanced Micro Devices+0.7%+827.81%Add
3PLTRPalantir Technologies Inc-a+0.6%+432.24%Add
4ISRGIntuitive Surgical INC+0.6%+2183.80%Add
5XLCSs Comm Select Sector Spdr+0.6%+1866.21%Add
6AGGIshares Core U.s. Aggregate+0.4%+29.46%Add
7FDLFirst Trust Morn Dvd Lead In+0.2%+471.41%Add
8XLYSs Consumer Disc Select Sect+0.2%+1282.41%Add
9MBBIshares Mbs ETF+0.2%+72.72%Add
10LQDIshr Ibx Usd Invgd Cb Etf-ui+0.2%+80.15%Add
11XLFSs Financial Select Sector+0.2%+300.65%Add
12XLISs Industrial Select Sector+0.2%+474.48%Add
13SHYIshares 1-3 Year Treasury Bo+0.2%+150.97%Add
14MAMBMonarch Ambass INC Indx ETF+0.2%+12.30%Add
15MVFGMonarch Vf Glb Uncon ETF+0.2%+10.30%Add
16CVXChevron CORP+0.1%+19.91%Add
17MPCMarathon Petroleum CORP+0.1%+145.18%Add
18MVFDMonarch Vol Fact Dvd Ti ETF+0.1%+12.87%Add
19QQQMInvesco Nasdaq 100 ETF+0.1%+43.98%Add
20ROUSHartford Multifact US Eqty+0.1%+972.77%Add
21XSDSs Spdr S&p Semiconductor+0.1%+116.68%Add
22XOMExxon Mobil CORP+0.1%+5.42%Add
23VOOVanguard S&p 500 ETF+0.1%+19.63%Add
24XLKSs Technology Select Sector+0.1%+26.22%Add
25MBCEMonarch Blue Chips Elite Ind0%+14.38%Add
26MPROMonarch Procap Index ETF0%+3.12%Add
27NVDANvidia CORP0%+12.27%Add
28NXSTNexstar Media Group INC-0.1%-92.94%Trim
29GPCGenuine Parts Co-0.1%-92.97%Trim
30TLTIshares 20+ Year Treasury Bd-0.1%-39.80%Trim
31ORCLOracle CORP-0.1%-4.76%Trim
32BABInvesco Taxable Municipal Bo-0.1%-41.46%Trim
33ITBIshares U.s. Home Constructi-0.2%-95.73%Trim
34GEGeneral Electric-0.2%-9.94%Trim
35XHBSs Spdr S&p Homebldrs ETF-0.2%-97.49%Trim
36XLPSs Consumer Staples Sel Sect-0.2%-48.29%Trim
37MSFTMicrosoft CORP-0.3%+8.94%Add
38XLBSs Materials Select Sector-0.4%-94.83%Trim
39XLRESs Real Estate Select Sector-0.5%-67.21%Trim
40TXNTexas Instruments INC-0.6%-73.32%Trim
41COSTCostco Wholesale CORP-0.6%-74.63%Trim
42COFCapital One Financial CORP-0.6%-75.59%Trim
43BKNGBooking Holdings INC-0.7%-89.42%Trim
44XLUSt Sr Utl Sl Se Spdr Etf-usd-0.7%-94.12%Trim
45XPHSs Spdr S&p Pharma ETF—NEWNew buy
46PEJInvesco Leisure & Entertainm—NEWNew buy
47PBJInvesco Food & Beverage ETF—EXITSold out
48XSWSs Spdr S&p Soft & Serv ETF—NEWNew buy
49CWBSs Spdr Bb Conv Sec ETF—NEWNew buy
50IVOGVanguard S&p Mid-cap 400 Gro—NEWNew buy

FAQ

What is Kingsview Wealth Management, LLC and what type of investor is it?
Kingsview Wealth Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $7.3B, spread across 1486 disclosed positions.
What are Kingsview Wealth Management, LLC's largest equity positions?
Based on the latest 13F filing, Kingsview Wealth Management, LLC's top holdings by market value are: 1. Monarch Procap Index ETF (MPRO) — $230.0M (3.1%) 2. Apple INC (AAPL) — $193.8M (2.6%) 3. Nvidia CORP (NVDA) — $189.3M (2.6%) 4. Monarch Ambass INC Indx ETF (MAMB) — $170.0M (2.3%) 5. Ishares Core U.s. Aggregate (AGG) — $165.7M (2.3%)
What changes did Kingsview Wealth Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Kingsview Wealth Management, LLC made 50 notable position adjustments: 5 new positions were initiated, 28 existing holdings were added to, 16 positions were partially reduced, and 1 were completely exited. The largest of these moves: 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)
What sectors does Kingsview Wealth Management, LLC focus on?
Kingsview Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 33.5% • Financials: 12.7% • Consumer Discretionary: 10.6% • Health Care: 10.1% • Industrials: 9.5% • Communication Services: 7.3%