Q1 2026 13F · SEC CIK 1791965
Kingsview Wealth Management, LLC
Wealth managerFiled 2026-05-12 for Q1 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $7.3B
- Reported positions
- 1,312
- Top holdings a year, 3 yrs
- +16.4%
- Assets under management
- $9.0B
Kingsview Wealth Management, LLC is a wealth manager that reported 1,312 positions worth $7.3B in its Q1 2026 13F, filed 2026-05-12. Its largest holdings were Northern Lts Fd Tr IV (MPRO, 3.1%), Apple Inc (AAPL, 2.6%), Nvidia Corporation Com (NVDA, 2.6%). A portfolio copying its top holdings returned 16.4% a year over the last 3 years, against 20.4% for the S&P 500.
Kingsview Wealth Management, LLC holdings largest 50 of 1,312 positions.
Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Kingsview Wealth Management, LLC bought and sold in Q1 2026, against Q4 2025.
New positions
Q4 2025's filing was too long to tell new positions apart.
Added to
- AVGO Broadcom Inc+157.2% shares
- QQQM Invesco Nasdaq 100 ETF+44.0% shares
- AGG Ishares Tr+29.5% shares
- XLK State Street Technology Select Sector Sp+26.2% shares
- VOO Vanguard S&p 500 ETF+19.6% shares
- GOOGL Alphabet Inc+16.7% shares
- SFLR Innovator Etfs Trust+14.9% shares
- BALT Innovator Etfs Trust+14.7% shares
Reduced
- IAU Ishares Gold Trust-23.2% shares
- IEF iShs 7-10 ys Tsy-20.7% shares
- GE Ge Aerospace-9.9% shares
Left the top 50
- COST Costco Whsl Corp Newwas 0.8%
- TXN Texas Instruments Incwas 0.8%
- COF Capital One Financial Corpwas 0.8%
- BKNG Booking Holdings Inc Comwas 0.7%
- XLU Spdrwas 0.7%
- XLRE Select Sector Spdr Trwas 0.7%
- XLP State Street Consumer Staples Select Secwas 0.5%
- XLB Select Sector Spdr Trwas 0.5%
Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +10.9% /yr
- S&P 500 +20.1%
- 3 years
- +16.4% /yr
- S&P 500 +20.4%
- 5 years
- +10.6% /yr
- S&P 500 +14.0%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q1 2026 | $7.3B | 1,312 |
| Q4 2025 | $6.9B | 1,229 |
| Q3 2025 | $6.5B | 1,191 |
| Q2 2025 | $5.9B | 1,160 |
| Q1 2025 | $5.3B | 1,086 |
| Q4 2024 | $5.1B | 1,098 |
| Q3 2024 | $4.8B | 1,082 |
| Q2 2024 | $4.2B | 1,032 |
| Q1 2024 | $4.0B | 1,008 |
| Q4 2023 | $3.3B | 943 |
| Q3 2023 | $2.8B | 927 |
| Q2 2023 | $2.5B | 903 |
Questions about Kingsview Wealth Management, LLC's portfolio
What stocks does Kingsview Wealth Management, LLC own?
Kingsview Wealth Management, LLC's latest 13F, for Q1 2026 and filed May 12, 2026, lists 1,312 positions worth $7.3B. The largest are Northern Lts Fd Tr IV (MPRO) at 3.1%, Apple Inc (AAPL) at 2.6%, Nvidia Corporation Com (NVDA) at 2.6%, Northern Lts Fd Tr IV (MAMB) at 2.3% and Ishares Tr (AGG) at 2.3%.
What did Kingsview Wealth Management, LLC buy last quarter?
In Q1 2026, Kingsview Wealth Management, LLC added Broadcom Inc (AVGO) (+157.2% shares), Invesco Nasdaq 100 ETF (QQQM) (+44.0% shares) and Ishares Tr (AGG) (+29.5% shares), compared with its Q4 2025 filing.
What did Kingsview Wealth Management, LLC sell last quarter?
In Q1 2026, Kingsview Wealth Management, LLC cut from its top 50 Costco Whsl Corp New (COST), cut from its top 50 Texas Instruments Inc (TXN), cut from its top 50 Capital One Financial Corp (COF), cut from its top 50 Booking Holdings Inc Com (BKNG), cut from its top 50 Spdr (XLU), Ishares Gold Trust (IAU) (-23.2% shares), iShs 7-10 ys Tsy (IEF) (-20.7% shares) and Ge Aerospace (GE) (-9.9% shares), compared with its Q4 2025 filing.
How has Kingsview Wealth Management, LLC's portfolio performed?
A portfolio copying Kingsview Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.9% against +20.1%. Over 5 years: +10.6% a year against +14.0%.
When is Kingsview Wealth Management, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Kingsview Wealth Management, LLC's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.
How much money does Kingsview Wealth Management, LLC manage?
Kingsview Wealth Management, LLC reported $9.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $7.3B.