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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) |
|---|---|---|---|---|---|
| ISHARES TR | U.S. MED DVC ETF | 464288810 | — | 277,116 shares | $13,692,302 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 73,781 shares | $13,666,455 |
| SPDR SERIES TRUST | ST STR SW SERV | 78464A599 | — | 78,800 shares | $13,538,455 |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | 46138E222 | — | 224,057 shares | $13,508,418 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 153,377 shares | $13,461,925 |
| SPDR SERIES TRUST | ST STR SP SEMI | 78464A862 | — | 21,446 shares | $13,375,870 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 249,037 shares | $13,350,874 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 170,859 shares | $13,174,928 |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | 81369Y308 | — | 158,426 shares | $13,160,448 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 110,841 shares | $12,999,432 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 79,009 shares | $12,978,740 |
| SELECT SECTOR SPDR TR | ST STR REAL ETF | 81369Y860 | — | 292,730 shares | $12,888,902 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 67,284 shares | $12,818,948 |
| COCA COLA CO | COM | 191216100 | — | 157,475 shares | $12,797,958 |
| APPLIED MATLS INC | COM | 038222105 | — | 17,289 shares | $12,499,947 |
| MCDONALDS CORP | COM | 580135101 | — | 45,557 shares | $12,314,539 |
| VANECK ETF TRUST | IG FLOA RATE ETF | 92189F486 | — | 480,200 shares | $12,297,914 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 | — | 103,165 shares | $12,079,590 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 | — | 137,216 shares | $11,858,207 |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | 46138G805 | — | 438,090 shares | $11,758,336 |
| SPDR SERIES TRUST | ST STR CONV ETF | 78464A359 | — | 106,987 shares | $11,535,338 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | — | 232,306 shares | $11,510,763 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 94,321 shares | $11,273,269 |
| LOWES COS INC | COM | 548661107 | — | 50,545 shares | $11,144,735 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 17,070 shares | $10,937,990 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 112,103 shares | $10,826,872 |
| GE VERNOVA INC | COM | 36828A101 | — | 9,097 shares | $10,688,161 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 24,457 shares | $10,597,952 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 85,213 shares | $10,580,925 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 37,490 shares | $10,542,525 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 139,203 shares | $10,511,219 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | — | 106,205 shares | $10,429,305 |
| MERCK & CO INC | COM | 58933Y105 | — | 80,440 shares | $10,336,581 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 140,788 shares | $10,335,227 |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 47804J206 | — | 136,734 shares | $10,249,566 |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | 81369Y852 | — | 94,507 shares | $10,124,488 |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | 092528603 | — | 191,881 shares | $10,043,077 |
| FIRST TR EXCH TRD ALPHDX FD | DEV MRK EX US | 33737J174 | — | 105,456 shares | $9,984,270 |
| MARATHON PETE CORP | COM | 56585A102 | — | 38,898 shares | $9,944,948 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | 33737A108 | — | 51,767 shares | $9,926,253 |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | 46137V498 | — | 105,608 shares | $9,888,082 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 19,101 shares | $9,731,143 |
| KLA CORP | COM NEW | 482480100 | — | 32,203 shares | $9,716,068 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 12,635 shares | $9,642,274 |
| INTEL CORP | COM | 458140100 | — | 69,034 shares | $9,639,286 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 | — | 154,238 shares | $9,593,604 |
| INVESCO ACTIVELY MANAGED EXC | AAA CLO FLTNG RT | 46090A721 | — | 374,166 shares | $9,571,173 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 74,137 shares | $9,384,205 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 19,599 shares | $9,359,724 |
| SPDR SERIES TRUST | ST SHOR CORP ETF | 78464A474 | — | 310,654 shares | $9,322,735 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 58,373 shares | $9,261,516 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 8,013 shares | $9,249,326 |
| DBX ETF TR | XTRA RU 1000 ETF | 233051481 | — | 141,339 shares | $9,229,507 |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | 33740F755 | — | 251,333 shares | $9,181,194 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 61,697 shares | $9,150,235 |
| RTX CORPORATION | COM | 75513E101 | — | 48,082 shares | $9,122,583 |
| CISCO SYS INC | COM | 17275R102 | — | 76,860 shares | $9,027,993 |
| GE AEROSPACE | COM NEW | 369604301 | — | 24,036 shares | $8,982,974 |
| SPDR SERIES TRUST | ST SHO TREAS ETF | 78468R101 | — | 309,625 shares | $8,982,216 |
| AB ACTIVE ETFS INC | ULTRA SHORT INCM | 00039J103 | — | 178,264 shares | $8,973,788 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 125,658 shares | $8,953,152 |
| EATON CORP PLC | SHS | G29183103 | — | 20,956 shares | $8,929,605 |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 | — | 323,447 shares | $8,839,805 |
| BLACKROCK INC | COM | 09290D101 | — | 9,112 shares | $8,761,394 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 15,075 shares | $8,757,218 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 163,086 shares | $8,743,066 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 28,997 shares | $8,712,192 |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | — | 53,599 shares | $8,658,399 |
| DEERE & CO | COM | 244199105 | — | 13,591 shares | $8,621,162 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 172,620 shares | $8,599,942 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33734K109 | — | 61,448 shares | $8,594,919 |
| FIRST TR EXCHANGE-TRADED FD | INTER GOVT ETF | 33738D838 | — | 425,545 shares | $8,591,237 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | — | 169,836 shares | $8,575,014 |
| FIRST TR EXCHANGE-TRADED ALP | SML CAP VAL ALPH | 33737M409 | — | 122,159 shares | $8,528,373 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 35,076 shares | $8,503,454 |
| MORGAN STANLEY ETF TRUST | EATO VANC BD ETF | 61774R841 | — | 166,963 shares | $8,466,698 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 | — | 85,761 shares | $8,455,221 |
| ELI LILLY & CO | COM | 532457108 | — | 7,042 shares | $8,446,386 |
| COLUMBIA ETF TR II | EM CORE EX ETF | 19762B202 | — | 158,269 shares | $8,369,265 |
| FIRST TR EXCHNG TRADED FD VI | ACTV FCTR LGCP | 33740F821 | — | 191,726 shares | $8,324,743 |
| TJX COS INC NEW | COM | 872540109 | — | 54,790 shares | $8,300,745 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | — | 27,064 shares | $8,289,823 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 24,455 shares | $8,272,016 |
| NEOS ETF TRUST | NASDAQ 100 HIGH | 78433H675 | — | 145,322 shares | $8,252,827 |
| WELLS FARGO & CO | COM | 949746101 | — | 99,304 shares | $8,206,504 |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | — | 311,252 shares | $8,148,586 |
| PGIM ETF TR | AAA CLO ETF | 69344A834 | — | 158,472 shares | $8,124,885 |
| ENBRIDGE INC | COM | 29250N105 | — | 149,699 shares | $8,115,179 |
| WILLIAMS COS INC | COM | 969457100 | — | 108,059 shares | $8,033,069 |
| SPDR SERIES TRUST | ST LON TREAS ETF | 78464A664 | — | 304,364 shares | $7,983,476 |
| PEPSICO INC | COM | 713448108 | — | 58,557 shares | $7,928,625 |
| ISHARES U S ETF TR | SHOR DURA BD ETF | 46431W507 | — | 156,446 shares | $7,925,535 |
| AMERICAN CENTY ETF TR | QUALITY DIVRSFED | 025072406 | — | 113,943 shares | $7,910,971 |
| BNY MELLON ETF TRUST | US MDCP CORE EQT | 09661T206 | — | 62,573 shares | $7,752,469 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 15,025 shares | $7,717,092 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 84,779 shares | $7,692,878 |
| TEXAS INSTRS INC | COM | 882508104 | — | 25,456 shares | $7,587,670 |
| SPDR INDEX SHS FDS | ST STR ACWI ETF | 78463X848 | — | 186,267 shares | $7,575,479 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 27,800 shares | $7,519,124 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 141,338 shares | $7,506,449 |