Kingsview Wealth Management, LLC

CIK: 0001791965Latest portfolio: $6.9B · Q4 2025

Holdings

1,230

Total Value

$6.9B

New Positions

149

Closed Positions

113

#StockSharesValue% PortfolioChangeType
1
MPRONORTHERN LTS FD TR IV
7,140,337$218.0M3.14%+554K
2
AAPLAPPLE INC
715,940$193.0M2.78%+167K
3
NVDANVIDIA CORPORATION
966,956$180.0M2.59%+11K
4
SPYGSPDR SERIES TRUST
1,507,349$160.0M2.31%+121K
5
MAMBNORTHERN LTS FD TR IV
6,278,529$150.0M2.16%+286K
6
AGGISHARES TR
1,288,980$127.0M1.83%+96K
7
MBCCNORTHERN LTS FD TR IV
3,374,521$124.0M1.79%+238K
8
MVFGNORTHERN LTS FD TR IV
3,942,453$122.0M1.76%+133K
9
MDPLNORTHERN LTS FD TR IV
3,778,191$114.0M1.64%-72,015
10
MSFTMICROSOFT CORP
230,733$110.0M1.59%-61,412
11
SPTISPDR SERIES TRUST
3,358,644$96.0M1.38%+342K
12
AMZNAMAZON COM INC
386,101$88.0M1.27%+19K
13
VOOVANGUARD INDEX FDS
137,067$85.0M1.22%+15K
14
MVFDNORTHERN LTS FD TR IV
2,897,902$81.0M1.17%+136K
15
LLYELI LILLY & CO
70,603$75.0M1.08%-12,792
16
SFLRINNOVATOR ETFS TRUST
1,886,697$69.0M0.99%+126K
17
GEGE AEROSPACE
217,752$67.0M0.97%+6K
18
NDQINVESCO QQQ TR
104,397$64.0M0.92%+2K
19
SPABSPDR SERIES TRUST
2,482,110$63.0M0.91%+170K
20
WMTWALMART INC
549,008$60.0M0.86%+434K
21
COSTCOSTCO WHSL CORP NEW
66,282$56.0M0.81%+6K
22
MAMASTERCARD INCORPORATED
96,807$55.0M0.79%+8K
23
TXNTEXAS INSTRS INC
320,414$55.0M0.79%+43K
24
MDPLNORTHERN LTS FD TR IV
2,059,198$55.0M0.79%+9K
25
COFCAPITAL ONE FINL CORP
224,488$53.0M0.76%+213K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
NKE759K+730K
MPRO7.1M+554K
NFLX516K+470K
WMT549K+434K
XLB703K+376K
SPTI3.4M+342K
TOUS575K+325K
MAMB6.3M+286K
SPTL291K+262K
MBCC3.4M+238K

Decreased Positions

NameSharesChange
SPMB125K-242325
DFAX13K-181759
ORCL161K-172961
DDFL11K-146884
JEPI234K-123104
OVV222K-112807
SCHR17K-78275
MDPL3.8M-72015
SCZ25K-70520
OC5K-64622

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.9300018000011e+270T)
Unknown0.0% ($1.2200011400081e+223T)
Industrials0.0% ($6.700012000100009e+196T)
Consumer Cyclical0.0% ($8.800049000470002e+136T)
Healthcare0.0% ($7.5000220001600015e+118T)
Energy0.0% ($2.00001700070007e+113T)
Consumer Defensive0.0% ($6.000056000130009e+75T)
Utilities0.0% ($1.2000700050005e+52T)
Communication Services0.0% ($4.800048000320003e+45T)
Basic Materials0.0% ($5.000300020001e+38T)
Real Estate0.0% ($8.000700060002e+22T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 9, 2026$6.9B1,367
Q3 2025Nov 12, 2025$6.5T1,329
Q2 2025Aug 8, 2025$5.9T1,303
Q1 2025May 2, 2025$5.3T1,206
Q4 2024Jan 28, 2025$5133.8T1,241
Q3 2024Nov 12, 2024$4754.9T1,221
Q2 2024Aug 14, 2024$4232.5T1,178
Q1 2024May 9, 2024$3986.0T1,153
Q4 2023Feb 8, 2024$2271.7T898
Q4 2023Feb 8, 2024$3349.0T987
Q3 2023Nov 7, 2023$2783.1T969
Q2 2023Aug 10, 2023$2549.8T942
Q1 2023May 15, 2023$2381.8T919
Q4 2022Feb 13, 2023$2302.7T881
Q3 2022Nov 15, 2022$2.1T856
Q2 2022Aug 16, 2022$2.1T846
Q4 2021Feb 17, 2022$2.4T1,014
Q3 2021Dec 3, 2021$2.1T973
Q2 2021Aug 17, 2021$2.0T999
Q1 2021May 24, 2021$1.8T953
Q4 2020Feb 16, 2021$1.4T771
Q3 2020Nov 19, 2020$1.1T686
Q2 2020Aug 14, 2020$999.3B667
Q1 2020May 11, 2020$740.9B560
Q4 2019Jan 30, 2020$280.2B613
Q4 2019Jan 29, 2020$168.6B499
Q4 2019Jan 29, 2020$194.3B674
Q4 2019Jan 29, 2020$227.3B566
Q4 2019Jan 29, 2020$280.2B613
Q4 2019Jan 29, 2020$402.3B500
Q4 2019Jan 29, 2020$418.7B498
Q4 2019Jan 29, 2020$493.2B517
Q4 2019Jan 29, 2020$458.1B440
Q4 2019Jan 29, 2020$657.6B554
Q4 2019Jan 29, 2020$596.0B520
Q4 2019Jan 29, 2020$636.5B496

Fund Information

CIK0001791965
Most Recent FilingFeb 9, 2026
Number of Filings36

Kingsview Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $6.9B across 1,230 holdings. The largest position is NORTHERN LTS FD TR IV (MPRO), representing 3.1% of the portfolio. Compared to the previous quarter, the fund opened 151 new positions and closed 114 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.