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Kingsview Wealth Management, LLC
Period ended Jun 30, 2026 · Latest filing Aug 19, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $8,251,981,543
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NORTHERN LTS FD TR IV · MONA PROC IN ETF · 66538H245 · shares: $242,028,347
- NVIDIA CORPORATION · COM · 67066G104 · shares: $223,518,749
- SPDR SERIES TRUST · ST STR P500GRW · 78464A409 · shares: $191,415,437
- NORTHERN LTS FD TR IV · MONA AM INCO ETF · 66538H260 · shares: $180,855,208
- NORTHERN LTS FD TR IV · MONARCH BLUE ELI · 66538H252 · shares: $175,834,055
- ISHARES TR · CORE US AGGBD ET · 464287226 · shares: $173,580,842
- APPLE INC · COM · 037833100 · shares: $171,479,262
- NORTHERN LTS FD TR IV · MONARCH VOL FACT · 66537J812 · shares: $164,653,419
- NORTHERN LTS FD TR IV · MONARCH SEL SUBS · 66537J838 · shares: $138,764,372
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $107,498,662
Reported holdings
1,574 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| OMEGA HEALTHCARE INVS INC | COM | 681936100 | — | 14,205 shares | $677,291 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 2,658 shares | $676,461 |
| WISDOMTREE TR | INTL EQUITY FD | 97717W703 | — | 9,229 shares | $675,671 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | — | 3,045 shares | $673,463 |
| V F CORP | COM | 918204108 | — | 40,354 shares | $673,097 |
| NEOS ETF TRUST | NEOS ENH INC 1-3 | 78433H501 | — | 13,401 shares | $667,504 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 22,988 shares | $665,726 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | — | 14,537 shares | $664,344 |
| FIDELITY NATL FINL INC | COM SHS | 31620R303 | — | 14,076 shares | $663,808 |
| GOLDMAN SACHS ETF TR | ACCESS INVT GR | 381430479 | — | 14,447 shares | $663,285 |
| CAMECO CORP | COM | 13321L108 | — | 6,497 shares | $661,784 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | — | 5,023 shares | $660,938 |
| ALLIENT INC | COM | 019330109 | — | 6,414 shares | $660,195 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | — | 6,101 shares | $657,568 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL IND | 46137V324 | — | 10,186 shares | $651,853 |
| PAYPAL HLDGS INC | COM | 70450Y103 | — | 15,039 shares | $649,397 |
| ISHARES INC | MSCI GBL MIN VOL | 464286525 | — | 5,399 shares | $649,109 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 | — | 3,310 shares | $647,868 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | — | 4,537 shares | $643,729 |
| T-MOBILE US INC | COM | 872590104 | — | 3,816 shares | $640,071 |
| EMCOR GROUP INC | COM | 29084Q100 | — | 771 shares | $639,896 |
| SPDR SERIES TRUST | ST STR SP REGBNK | 78464A698 | — | 8,544 shares | $639,492 |
| PGIM ROCK ETF TR | LADDE S&P 20 ETF | 69420N692 | — | 20,777 shares | $636,607 |
| UNUM GROUP | COM | 91529Y106 | — | 7,118 shares | $636,373 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INTL ETF | 33740F169 | — | 27,041 shares | $632,976 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST GOLD | 33733E856 | — | 29,999 shares | $631,779 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 | — | 6,603 shares | $626,867 |
| CURTISS WRIGHT CORP | COM | 231561101 | — | 826 shares | $625,911 |
| DIGITAL RLTY TR INC | COM | 253868103 | — | 3,478 shares | $624,664 |
| PROSHARES TR | S&P 500 DV ARIST | 74348A467 | — | 11,093 shares | $623,007 |
| ISHARES TR | CORE 60 BALA ETF | 464289867 | — | 8,919 shares | $619,869 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 1,798 shares | $619,259 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | — | 6,008 shares | $619,153 |
| IMMUNEERING CORP | CLASS A COM | 45254E107 | — | 123,000 shares | $613,770 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 12,579 shares | $609,212 |
| FLUOR CORP | COM | 343412102 | — | 11,608 shares | $608,143 |
| BLACKROCK ETF TRUST | ISHARES US LARG | 09290C863 | — | 17,772 shares | $601,231 |
| PUBLIC SVC ENTERPRISE GROUP | COM | 744573106 | — | 7,377 shares | $598,715 |
| CAPITAL GROUP CONSERVATIVE E | SHS | 14020U100 | — | 18,194 shares | $597,141 |
| DICKS SPORTING GOODS INC | COM | 253393102 | — | 2,625 shares | $595,345 |
| CALAMOS CONV & HIGH INCOME F | COM SHS | 12811P108 | — | 43,548 shares | $593,124 |
| PUBLIC STORAGE | COM | 74460D109 | — | 1,862 shares | $592,721 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 690 shares | $592,061 |
| CANADIAN NAT RES LTD MED TER | COM | 136385101 | — | 14,844 shares | $586,332 |
| IONQ INC | COM | 46222L108 | — | 10,953 shares | $583,357 |
| MFS INTER INCOME TR | SH BEN INT | 55273C107 | — | 235,530 shares | $581,758 |
| GLOBAL X FDS | 1 3 MO T BI ET | 37960A438 | — | 5,788 shares | $580,768 |
| FIRST TR EXCHANGE-TRADED FD | WTR ETF | 33733B100 | — | 5,299 shares | $580,299 |
| TTM TECHNOLOGIES INC | COM | 87305R109 | — | 3,092 shares | $578,266 |
| EDISON INTL | COM | 281020107 | — | 7,753 shares | $577,197 |
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | 45782C532 | — | 13,806 shares | $575,435 |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 316092113 | — | 13,695 shares | $573,939 |
| CARNIVAL CORP LTD | COMMON SHARES | G2004J103 | — | 20,046 shares | $572,700 |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | — | 14,589 shares | $571,072 |
| EVERGY INC | COM | 30034W106 | — | 6,595 shares | $569,992 |
| ATLANTIC UN BANKSHARES CORP | COM | 04911A107 | — | 13,406 shares | $567,187 |
| UNITED RENTALS INC | COM | 911363109 | — | 499 shares | $564,989 |
| ENERGY FUELS INC | COM NEW | 292671708 | — | 38,623 shares | $560,034 |
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 5,048 shares | $558,476 |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | 035710839 | — | 24,953 shares | $557,945 |
| MOODYS CORP | COM | 615369105 | — | 1,231 shares | $557,551 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | — | 1,756 shares | $557,520 |
| ROBERT HALF INC. | COM | 770323103 | — | 18,150 shares | $557,205 |
| HF SINCLAIR CORP | COM | 403949100 | — | 7,996 shares | $556,894 |
| GRANITE CONSTR INC | COM | 387328107 | — | 3,509 shares | $554,703 |
| MORGAN STANLEY ETF TRUST | CALVERT ULT SHR | 61774R601 | — | 10,928 shares | $553,394 |
| AURORA INNOVATION INC | CLASS A COM | 051774107 | — | 81,028 shares | $552,611 |
| INNOVATOR ETFS TRUST | EQUI DEFI 1 DECE | 45784N858 | — | 20,908 shares | $552,389 |
| ISHARES TR | DOW JONES US ETF | 464287846 | — | 3,029 shares | $552,184 |
| INNOVATOR ETFS TRUST | US SMALL CAP MNG | 45784N502 | — | 16,796 shares | $550,598 |
| ALPS ETF TR | OSHARES US QUALT | 00162Q387 | — | 9,424 shares | $549,694 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 | — | 30,651 shares | $549,572 |
| AIRBNB INC | COM CL A | 009066101 | — | 3,832 shares | $548,359 |
| INNOVATOR ETFS TRUST | INNOV PRM INC 30 | 45783Y376 | — | 22,101 shares | $546,005 |
| EXCHANGE TRADED CONCEPTS TRU | RANG NUCL RE ETF | 301505475 | — | 7,955 shares | $542,220 |
| DOVER CORP | COM | 260003108 | — | 2,414 shares | $541,384 |
| FIRST TR EXCHANGE-TRADED FD | NY ARCA BIOTECH | 33733E203 | — | 2,182 shares | $540,995 |
| SUNOCO LP/SUNOCO FIN CORP | COM UT REP LP | 86765K109 | — | 8,004 shares | $540,286 |
| BARRICK MNG CORP | COM SHS | 06849F108 | — | 14,700 shares | $539,945 |
| IRON MTN INC DEL | COM | 46284V101 | — | 4,265 shares | $538,721 |
| PUTNAM ETF TRUST | FRANKLIN MUNI | 746729797 | — | 67,754 shares | $537,289 |
| INNOVATOR ETFS TRUST | NASDAQ 100 MANA | 45783Y681 | — | 14,708 shares | $536,548 |
| SYNOPSYS INC | COM | 871607107 | — | 1,203 shares | $536,444 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | — | 7,193 shares | $536,091 |
| PEABODY ENGR CORP | COM | 704551100 | — | 23,153 shares | $535,304 |
| J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | 46641Q266 | — | 8,377 shares | $535,123 |
| KRAFT HEINZ CO | COM | 500754106 | — | 22,611 shares | $534,073 |
| COEUR MNG INC | COM NEW | 192108504 | — | 32,707 shares | $533,778 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 1,609 shares | $531,750 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | — | 5,960 shares | $531,602 |
| DT MIDSTREAM INC | COMMON STOCK | 23345M107 | — | 3,613 shares | $530,242 |
| EQT CORP | COM | 26884L109 | — | 9,967 shares | $529,944 |
| CRH PLC | ORD | G25508105 | — | 4,939 shares | $528,424 |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | 45782C680 | — | 11,468 shares | $523,400 |
| CLOROX CO DEL | COM | 189054109 | — | 5,478 shares | $522,852 |
| REDWIRE CORPORATION | COM | 75776W103 | — | 42,626 shares | $521,316 |
| UNILEVER PLC | SPON ADR NEW | 904767803 | — | 8,668 shares | $521,126 |
| CARPENTER TECHNOLOGY CORP | COM | 144285103 | — | 844 shares | $520,621 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | — | 19,488 shares | $519,541 |
| INNOVATOR ETFS TRUST | EQUI DEFI 1 JULY | 45783Y251 | — | 17,328 shares | $519,320 |