Kingsview Wealth Management, LLC
CIK 0001791965 · GRANTS PASS, OR · Quarter end: 2026-06-30 · Filed on: 2026-08-19 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$8.25B
2026 Q2
Positions
1,432
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
21.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
MPRO
NORTHERN LTS FD TR IV
2.9%
NVDA
NVIDIA CORPORATION
2.7%
SPYG
SPDR SERIES TRUST
2.3%
MAMB
NORTHERN LTS FD TR IV
2.2%
MBCE
NORTHERN LTS FD TR IV
2.1%
AGG
ISHARES TR
2.1%
AAPL
APPLE INC
2.1%
MVFG
NORTHERN LTS FD TR IV
2.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.