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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
  1. NORTHERN LTS FD TR IV · MONA PROC IN ETF · 66538H245 · shares: $242,028,347
  2. NVIDIA CORPORATION · COM · 67066G104 · shares: $223,518,749
  3. SPDR SERIES TRUST · ST STR P500GRW · 78464A409 · shares: $191,415,437
  4. NORTHERN LTS FD TR IV · MONA AM INCO ETF · 66538H260 · shares: $180,855,208
  5. NORTHERN LTS FD TR IV · MONARCH BLUE ELI · 66538H252 · shares: $175,834,055
  6. ISHARES TR · CORE US AGGBD ET · 464287226 · shares: $173,580,842
  7. APPLE INC · COM · 037833100 · shares: $171,479,262
  8. NORTHERN LTS FD TR IV · MONARCH VOL FACT · 66537J812 · shares: $164,653,419
  9. NORTHERN LTS FD TR IV · MONARCH SEL SUBS · 66537J838 · shares: $138,764,372
  10. VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $107,498,662

Reported holdings

1,574 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
ARGAN INCCOM04010E109 — 391 shares $311,972
GILDAN ACTIVEWEAR INCCOM375916103 — 6,034 shares $311,361
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740F748 — 5,525 shares $310,505
ISHARES TRIBDS DEC28 ETF46435U515 — 12,266 shares $309,717
INNOVATOR ETFS TRUSTEQUIT DAILY ETF45784N403 — 10,956 shares $309,288
VANGUARD WORLD FDMATERIALS ETF92204A801 — 1,350 shares $308,971
NORDSON CORPCOM655663102 — 1,024 shares $308,952
KINROSS GOLD CORPCOM496902404 — 13,074 shares $308,808
FIRST TR EXCHNG TRADED FD VIFT VE US EQ EQUA33740U489 — 13,147 shares $308,767
INVESCO DB MULTI-SECTOR COMMBASE METALS FD46140H700 — 12,793 shares $308,311
OWENS CORNING NEWCOM690742101 — 1,938 shares $308,002
NORTHERN TR CORPCOM665859104 — 1,768 shares $307,354
INVESCO EXCH TRD SLF IDX FDRAFI STRATGIC US46138J742 — 4,652 shares $305,108
PGIM ROCK ETF TRS&P 500 MAX MAR69420N668 — 11,275 shares $305,105
TORO COCOM891092108 — 3,122 shares $304,182
FIRST TR EXCHANGE-TRADED ALPCOM SHS33735B108 — 2,078 shares $304,090
COLUMBIA ETF TR IRESH ENHNC COR19761L706 — 7,010 shares $303,393
FIRST TR EXCHANGE-TRADED FDFT VEST SMID33738D820 — 13,093 shares $302,319
TOYOTA MOTOR CORPADS892331307 — 1,790 shares $301,549
EBAY INC.COM278642103 — 2,698 shares $301,511
FIRSTENERGY CORPCOM337932107 — 6,341 shares $301,442
OTIS WORLDWIDE CORPCOM68902V107 — 4,205 shares $301,071
ZSCALER INCCOM98980G102 — 2,132 shares $300,932
GLOBAL X FDSAI SEMI QUAN ETF37960A230 — 2,826 shares $300,432
AMERICAN CENTY ETF TRAVANTIS CORE FI025072562 — 7,229 shares $299,353
VANGUARD WORLD FDFINANCIALS ETF92204A405 — 2,274 shares $299,253
FIRST TR EXCHANGE TRADED FDNASDAQ BK ETF33738R860 — 7,227 shares $298,686
BROOKFIELD INFRASTRUCTURE PALP INT UNITG16252101 — 8,180 shares $298,488
MFS ACTIVE EXCHANGE TRADED FMID CAP ETF55286W603 — 11,299 shares $298,217
STONEX GROUP INCCOM861896108 — 2,517 shares $298,205
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740U679 — 7,457 shares $296,821
INNOVATOR ETFS TRUSTEQUITY 1YR JANUA45784N817 — 10,594 shares $296,575
TREVI THERAPEUTICS INCCOM89532M101 — 15,895 shares $296,442
FIRST TR EXCHANGE TRADED FDNASDQ ARTFCIAL33738R720 — 5,266 shares $296,269
NUVEEN NY AMT FREECOM670656107 — 27,328 shares $292,958
TIDAL TRUST IIIVISTASHARES TRGT45259A514 — 15,885 shares $292,919
INNOVATOR ETFS TRUSTEQUI DUAL 15 DEC45784N437 — 14,579 shares $291,252
AMERICAN SUPERCONDUCTOR CORPSHS NEW030111207 — 6,995 shares $290,362
YUM CHINA HLDGS INCCOM98850P109 — 7,100 shares $290,161
VANECK ETF TRUSTINTRMDT MUNI ETF92189H201 — 6,151 shares $289,035
ZIMMER BIOMET HOLDINGS INCCOM98956P102 — 3,355 shares $288,812
BETA TECHNOLOGIES INCCOM SHS CL A086921103 — 17,170 shares $287,598
EXCHANGE TRADED CONCEPTS TRUROBO GLB ETF301505707 — 3,353 shares $287,238
FIDELITY COMWLTH TRNASDAQ COMPSIT315912808 — 2,780 shares $286,956
FIRST TR EXCHNG TRADED FD VIFT VE U.S. EQ BU33740F375 — 9,364 shares $285,381
INNOVATOR ETFS TRUSTEQUI DU DI JANU45784N544 — 14,380 shares $284,293
INVESCO EXCH TRADED FD TR IIESG S&P 500 EQL46138G516 — 8,300 shares $281,453
WISDOMTREE TRUS QTLY DIV GRT97717X669 — 2,943 shares $281,397
SPDR SERIES TRUSTST PORT HIGH ETF78468R606 — 12,000 shares $281,280
FULTON FINL CORP PACOM360271100 — 11,616 shares $280,985
KKR & CO INCCOM48251W104 — 3,057 shares $280,584
CALAMOS ETF TRAUTOC GROWT ETF12811T522 — 10,097 shares $279,788
BITMINE IMMERSION TECHS INCCOM NEW09175A206 — 20,947 shares $278,805
C H ROBINSON WORLDWIDE INCOM NEW12541W209 — 1,480 shares $278,764
INVESCO EXCH TRADED FD TR IIS&P SMALLCAP 60046138G664 — 4,674 shares $278,086
MIZUHO FINANCIAL GROUP INCSPONSORED ADR60687Y109 — 28,963 shares $277,465
SERVICE CORP INTLCOM817565104 — 3,634 shares $276,007
HSBC HLDGS PLCSPON ADR NEW404280406 — 2,895 shares $275,238
FEDEX FGHT HLDG CO INCCOMMON STOCK314352105 — 1,822 shares $275,172
ROKU INCCOM CL A77543R102 — 1,989 shares $274,760
ISHARES TRESG AWRE USD ETF46435G193 — 11,800 shares $273,187
CMS ENERGY CORPCOM125896100 — 3,537 shares $270,581
VANGUARD BD INDEX FDSVANGUARD ULTRA92203C303 — 5,429 shares $270,256
INVESCO EXCHANGE TRADED FD TSEMICONDUCTORS46137V647 — 1,435 shares $269,525
INNOVATOR ETFS TRUSTUS EQT ULTRA BF45782C672 — 6,399 shares $269,301
IREN LIMITEDORDINARY SHARESQ4982L109 — 5,887 shares $269,213
NATIONAL GRID PLCSPONSORED ADR NE636274409 — 3,227 shares $267,444
RIVIAN AUTOMOTIVE INCCOM CL A76954A103 — 15,405 shares $267,277
PENTAIR PLCSHSG7S00T104 — 3,477 shares $266,540
INVESCO EXCH TRADED FD TR IIS&P SMLCP LOW46138G102 — 5,081 shares $266,298
SCHWAB STRATEGIC TRINT-TRM U.S TRES808524854 — 10,732 shares $264,663
ISHARES TRESG AWR US AGRGT46435U549 — 5,570 shares $264,082
VANECK ETF TRUSTPREFERRED SECURT92189F429 — 14,798 shares $263,999
TYSON FOODS INCCL A902494103 — 4,602 shares $263,449
PUTNAM ETF TRUSTFRANKLIN NY MUNI746729763 — 33,000 shares $263,010
INVESCO EXCH TRADED FD TR IIINTL CORP BD46138E636 — 11,329 shares $262,380
TEXAS PACIFIC LAND CORPORATICOM88262P102 — 599 shares $262,268
EVERSOURCE ENERGYCOM30040W108 — 3,628 shares $262,204
SIMPSON MFG INCCOM829073105 — 1,246 shares $260,934
TRICO BANCSHARESCOM896095106 — 4,829 shares $260,042
LAUDER ESTEE COS INCCL A518439104 — 3,286 shares $259,465
EQUITY RESIDENTIALSH BEN INT29476L107 — 3,813 shares $259,015
FIRST TR EXCHNG TRADED FD VIFT VEST U.S33740U786 — 6,039 shares $258,681
NEOS ETF TRUSTETHE HIG INC ETF78433H535 — 10,907 shares $257,405
ISHARES TRUS REGNL BKS ETF464288778 — 4,126 shares $256,704
PEMBINA PIPELINE CORPCOM706327103 — 5,550 shares $256,685
ISHARES TRSP SMCP600VL ETF464287879 — 1,875 shares $256,279
VODAFONE GROUP PLCSPONSORED ADR92857W308 — 19,272 shares $254,878
GLOBAL X FDSALTERNATIVE INCM37954Y806 — 20,513 shares $254,814
VANGUARD SCOTTSDALE FDSLG-TERM COR BD92206C813 — 3,385 shares $254,735
SANOFI SASPONSORED ADR80105N105 — 5,958 shares $254,173
WESTERN MIDSTREAM PARTNERS LCOM UNIT LP INT958669103 — 5,784 shares $253,103
BIOGEN INCCOM09062X103 — 1,171 shares $253,006
GARMIN LTDSHSH2906T109 — 1,062 shares $252,267
ETF OPPORTUNITIES TRUSTTAPPALPHA S&P26923N553 — 9,913 shares $250,997
CIENA CORPCOM NEW171779309 — 511 shares $250,676
MARTIN MARIETTA MATLS INCCOM573284106 — 434 shares $250,487
VANGUARD WORLD FDENERGY ETF92204A306 — 1,666 shares $250,146
PIMCO ETF TRULTR SH GO AC FD72201R577 — 2,474 shares $249,701
FRONTVIEW REIT INCCOM35922N100 — 12,326 shares $249,355