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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) |
|---|---|---|---|---|---|
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 7,880 shares | $395,821 |
| VANECK ETF TRUST | ALTE ASSE MA ETF | 92189H649 | — | 18,432 shares | $395,182 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | — | 2,702 shares | $395,005 |
| INNOVATOR ETFS TRUST | US EQTY BUF OCT | 45782C771 | — | 7,449 shares | $394,957 |
| INVESCO DB MULTI-SECTOR COMM | AGRICULTURE FD | 46140H106 | — | 14,691 shares | $391,809 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | — | 3,047 shares | $390,322 |
| WISDOMTREE TR | US MIDCAP FUND | 97717W570 | — | 5,149 shares | $390,210 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 4,061 shares | $389,813 |
| UNITED NAT FOODS INC | COM | 911163103 | — | 8,509 shares | $388,606 |
| BLACKSTONE STRATEGIC CRED 20 | COM SHS BEN IN | 09257R101 | — | 34,367 shares | $388,343 |
| PRICE T ROWE GROUP INC | COM | 74144T108 | — | 3,410 shares | $387,720 |
| ADVANCED ENERGY INDS | COM | 007973100 | — | 1,029 shares | $383,687 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 5,597 shares | $382,868 |
| PIMCO CORPORATE & INCM STRG | COM | 72200U100 | — | 32,036 shares | $382,830 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | — | 16,541 shares | $382,593 |
| EATON VANCE TAX ADVT DIV INC | COM | 27828G107 | — | 13,799 shares | $381,969 |
| ETF OPPORTUNITIES TRUST | TUTTL BLAST ETF | 26923W272 | — | 11,769 shares | $381,781 |
| ISHARES INC | MSCI STH KOR ETF | 464286772 | — | 1,877 shares | $378,966 |
| GLOBAL X FDS | GLOBAL X SILVER | 37954Y848 | — | 4,889 shares | $378,696 |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 | — | 5,628 shares | $378,458 |
| AB ACTIVE ETFS INC | TAX AWARE SHRT | 00039J202 | — | 15,000 shares | $378,300 |
| INNOVATOR ETFS TRUST | EQUI DUA 15 APRI | 45784N551 | — | 18,723 shares | $378,205 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | — | 3,511 shares | $373,229 |
| PARK NATL CORP | COM | 700658107 | — | 2,036 shares | $372,562 |
| FISERV INC | COM | 337738108 | — | 7,588 shares | $372,191 |
| ISHARES TR | US BR DEL SE ETF | 464288794 | — | 2,120 shares | $371,703 |
| MFS ACTIVE EXCHANGE TRADED F | INTERMEDITE MUNI | 55286W306 | — | 14,702 shares | $370,343 |
| RLI CORP | COM | 749607107 | — | 6,259 shares | $369,742 |
| TEXAS ROADHOUSE INC | COM | 882681109 | — | 1,907 shares | $368,493 |
| OMNICOM GROUP INC | COM | 681919106 | — | 5,056 shares | $368,242 |
| ISHARES TR | US HOME CONS ETF | 464288752 | — | 3,515 shares | $367,256 |
| PGIM ROCK ETF TR | S&P 500 MAX MAY | 69420N643 | — | 13,688 shares | $366,428 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 | — | 1,624 shares | $366,237 |
| GLOBAL X FDS | GLOBX SUPDV US | 37950E291 | — | 19,198 shares | $365,724 |
| JABIL INC | COM | 466313103 | — | 948 shares | $365,496 |
| OKLO INC | COM CL A | 02156V109 | — | 6,969 shares | $364,688 |
| ANHEUSER BUSCH INBEV SA NV | SPONSORED ADR | 03524A108 | — | 4,413 shares | $363,667 |
| ECHOSTAR CORP | CL A | 278768106 | — | 3,579 shares | $363,269 |
| MOOG INC | CL A | 615394202 | — | 856 shares | $362,654 |
| FIRST TR EXCH TRD ALPHDX FD | JAPAN ALPHADEX | 33737J158 | — | 4,741 shares | $361,846 |
| WISDOMTREE TR | EUROPE HEDGED EQ | 97717X701 | — | 6,346 shares | $361,722 |
| ROYALTY PHARMA PLC | SHS CLASS A | G7709Q104 | — | 6,377 shares | $357,558 |
| CANADIAN NATL RY CO | COM | 136375102 | — | 2,997 shares | $357,354 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 | — | 7,042 shares | $356,184 |
| PAR PAC HOLDINGS INC | COM NEW | 69888T207 | — | 6,330 shares | $354,986 |
| OLD NATL BANCORP IND | COM | 680033107 | — | 13,692 shares | $354,623 |
| WISDOMTREE TR | US SMALLCAP FUND | 97717W562 | — | 5,200 shares | $352,535 |
| PACER FDS TR | DEVELOPED MRKT | 69374H873 | — | 8,429 shares | $350,883 |
| CALAMOS ETF TR | CEF INC ARB ETF | 12811T407 | — | 11,711 shares | $350,510 |
| INNOVATOR ETFS TRUST | INDE AUT INC ETF | 45784N585 | — | 13,692 shares | $348,461 |
| MITSUBISHI UFJ FINANCIAL GRO | SPONSORED ADS | 606822104 | — | 17,512 shares | $348,308 |
| NOVO-NORDISK A S | ADR | 670100205 | — | 7,265 shares | $348,274 |
| EASTERN BANKSHARES INC | COM | 27627N105 | — | 15,610 shares | $347,166 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 33740U844 | — | 7,812 shares | $347,087 |
| SCOTTS MIRACLE-GRO CO | CL A | 810186106 | — | 5,087 shares | $346,470 |
| THE TRADE DESK INC | COM CL A | 88339J105 | — | 19,120 shares | $345,690 |
| PROGRESSIVE CORP | COM | 743315103 | — | 1,579 shares | $345,007 |
| CAPITAL GRP FIXED INCM ETF T | MUN HIGH ETF | 14020Y805 | — | 13,335 shares | $344,722 |
| DIREXION SHARES ETF TRUST | NASDAQ 100 EQ WT | 25459Y207 | — | 2,817 shares | $343,714 |
| SPINNAKER ETF SERIES | SELE STO EUR ETF | 84858T772 | — | 8,121 shares | $342,561 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | — | 3,826 shares | $342,350 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F862 | — | 6,031 shares | $340,782 |
| FIRST MERCHANTS CORP | COM | 320817109 | — | 7,770 shares | $339,471 |
| VENTAS INC | COM | 92276F100 | — | 3,818 shares | $339,054 |
| WW GRAINGER INC | COM | 384802104 | — | 249 shares | $338,244 |
| SSR MINING IN | COM | 784730103 | — | 11,960 shares | $338,229 |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 33739P301 | — | 6,949 shares | $336,941 |
| ASP ISOTOPES INC | COM | 00218A105 | — | 54,102 shares | $336,514 |
| GRIFFON CORP | COM | 398433102 | — | 3,448 shares | $336,324 |
| FIRST TR EXCH TRD ALPHDX FD | EUROPE ALPHADEX | 33737J117 | — | 5,852 shares | $333,874 |
| D R HORTON INC | COM | 23331A109 | — | 2,042 shares | $332,677 |
| RBB FD INC | US TREASRY 12 MT | 74933W478 | — | 6,655 shares | $332,584 |
| NATIONAL BANKSHARES INC VA | COM | 634865109 | — | 9,151 shares | $332,472 |
| GENERAC HLDGS INC | COM | 368736104 | — | 1,129 shares | $330,582 |
| SOUTHERN COPPER CORP | COM | 84265V105 | — | 1,896 shares | $330,415 |
| NATWEST GROUP PLC | SPONS ADR | 639057207 | — | 18,702 shares | $329,720 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U885 | — | 7,036 shares | $328,863 |
| CORGI ETF TR I | LITHOGRAPHY SEMI | 218946663 | — | 10,268 shares | $328,371 |
| FABRINET | SHS | G3323L100 | — | 583 shares | $327,693 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | — | 3,186 shares | $327,526 |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | 74316P579 | — | 6,153 shares | $327,278 |
| BUNGE GLOBAL SA | COM SHS | H11356104 | — | 3,059 shares | $326,472 |
| OKTA INC | CL A | 679295105 | — | 2,392 shares | $326,388 |
| ROYAL GOLD INC | COM | 780287108 | — | 1,625 shares | $324,390 |
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | 003264108 | — | 5,764 shares | $324,052 |
| FLEX LTD | ORD | Y2573F102 | — | 1,990 shares | $322,519 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | — | 5,890 shares | $322,124 |
| MORGAN STANLEY ETF TRUST | EATO VA ULTR ETF | 61774R700 | — | 6,329 shares | $321,513 |
| WILLIAMS SONOMA INC | COM | 969904101 | — | 1,379 shares | $321,369 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 | — | 6,628 shares | $319,817 |
| WISDOMTREE TR | BLMBG US BULL | 97717W471 | — | 11,912 shares | $318,646 |
| ISHARES TR | GLOBAL TECH ETF | 464287291 | — | 2,200 shares | $317,856 |
| WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 | — | 5,878 shares | $316,178 |
| FORTIS INC | COM | 349553107 | — | 5,515 shares | $315,610 |
| FIRST TR EXCHANGE-TRADED FD | TECH ALPHADEX | 33734X176 | — | 1,449 shares | $314,752 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 1,561 shares | $314,678 |
| INVESCO EXCH TRADED FD TR II | S&P SMLCAP QTY | 46138G300 | — | 6,503 shares | $314,447 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | — | 3,440 shares | $313,723 |
| BLACKROCK ETF TRUST II | ISHAR INTER ETF | 092528207 | — | 12,930 shares | $313,553 |
| TORONTO DOMINION BK ONT | COM NEW | 891160509 | — | 2,576 shares | $312,804 |