Kingsview Wealth Management, LLC

CIK: 1791965SEC EDGAR →

Portfolio Value

$4.2T

Holdings

1,409

As of

Q2 2026

New Positions

1,375

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NORTHERN LTS FD TR IV

7,413,903$242.0B
5.72%
2

NORTHERN LTS FD TR IV

7,521,062$180.9B
4.27%
3

NORTHERN LTS FD TR IV

4,226,577$175.8B
4.16%
4

ISHARES TR

1,753,696$173.6B
4.10%
5

NORTHERN LTS FD TR IV

4,745,055$164.7B
3.89%
6

NORTHERN LTS FD TR IV

3,878,483$138.8B
3.28%
7

NORTHERN LTS FD TR IV

3,578,010$107.3B
2.53%
8

SPDR SERIES TRUST

3,373,475$95.8B
2.26%
9

INNOVATOR ETFS TRUST

2,404,900$92.8B
2.19%
10

SPDR SERIES TRUST

2,763,710$70.5B
1.67%

Sector Breakdown

Sector# HoldingsValue%
Financial Services750$3.0T70.1%
Unknown110$811.5B19.2%
Energy55$100.1B2.4%
Communication Services25$78.6B1.9%
Consumer Defensive35$64.0B1.5%
Technology137$56.9B1.3%
Consumer Cyclical60$33.3B0.8%
Healthcare52$30.9B0.7%
Utilities30$30.8B0.7%
Basic Materials50$24.6B0.6%
Industrials86$23.7B0.6%
Real Estate19$10.8B0.3%