Kingsview Wealth Management, LLC

Est. AUM

$5.66B

13F long equity, this entity only

Positions

1,320

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NORTHERN LTS FD TR IV	MONARCH PROCAP I	$230.0M	7362775	4.07%	SOLE
2	NORTHERN LTS FD TR IV	MONARCH AMBASSAD	$170.0M	7050997	3.00%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$157.4M	1607843	2.78%	SOLE
4	ISHARES TR	CORE US AGGBD ET	$145.4M	1465058	2.57%	DFND
5	NORTHERN LTS FD TR IV	MONARCH VOL FACT	$140.0M	4348501	2.47%	SOLE
6	NORTHERN LTS FD TR IV	MONARCH BLUE CH	$133.1M	3859663	2.35%	SOLE
7	NORTHERN LTS FD TR IV	MONARCH SEL SUBS	$114.8M	3841170	2.03%	SOLE
8	VANGUARD INDEX FDS	S&P 500 ETF SHS	$98.0M	163970	1.73%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$97.8M	3411524	1.73%	SOLE
10	NORTHERN LTS FD TR IV	MONARCH VOL FACT	$95.9M	3270747	1.69%	SOLE
11	BROADCOM INC	COM	$88.3M	285252	1.56%	SOLE
12	INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$76.8M	2167558	1.36%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$69.1M	2695425	1.22%	SOLE
14	INVESCO QQQ TR	UNIT SER 1	$63.0M	109102	1.11%	SOLE
15	WALMART INC	COM	$62.6M	503784	1.11%	SOLE
16	NORTHERN LTS FD TR IV	MONARCH DIVID PL	$56.2M	2191126	0.99%	SOLE
17	ALPHABET INC	CAP STK CL A	$52.4M	182248	0.93%	SOLE
18	INNOVATOR ETFS TRUST	EQUITY DEFINED P	$46.3M	1592565	0.82%	SOLE
19	JPMORGAN CHASE & CO	COM	$45.3M	154138	0.80%	SOLE
20	MASTERCARD INCORPORATED	CL A	$42.6M	85244	0.75%	SOLE
21	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$42.5M	179046	0.75%	SOLE
22	INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$38.7M	1155711	0.68%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$36.6M	462465	0.65%	SOLE
24	SELECT SECTOR SPDR TR	STATE STREET COM	$35.0M	315493	0.62%	DFND
25	STATE STR SPDR S&P 500 ETF T	TR UNIT	$33.8M	51906	0.60%	SOLE
26	ISHARES TR	MBS ETF	$33.1M	348577	0.58%	DFND
27	VANGUARD INDEX FDS	GROWTH ETF	$31.5M	72181	0.56%	SOLE
28	EXXON MOBIL CORP	COM	$29.9M	176048	0.53%	SOLE
29	CHEVRON CORPORATION	COM	$28.3M	136952	0.50%	SOLE
30	ALPHABET INC	CAP STK CL C	$28.1M	98035	0.50%	SOLE
31	META PLATFORMS INC	CL A	$26.1M	45534	0.46%	SOLE
32	SPDR SERIES TRUST	STATE STREET SPD	$25.7M	454428	0.45%	SOLE
33	INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$25.7M	520381	0.45%	SOLE
34	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$25.3M	422999	0.45%	SOLE
35	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$24.6M	114424	0.43%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$24.2M	264568	0.43%	SOLE
37	JOHNSON & JOHNSON	COM	$24.2M	98946	0.43%	SOLE
38	SPDR GOLD TR	GOLD SHS	$24.0M	55883	0.42%	SOLE
39	SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$23.0M	942093	0.41%	SOLE
40	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$22.7M	47431	0.40%	SOLE
41	ORACLE CORP	COM	$22.6M	153770	0.40%	SOLE
42	TESLA INC	COM	$22.4M	60183	0.40%	SOLE
43	HOME DEPOT INC	COM	$22.0M	66826	0.39%	SOLE
44	ISHARES TR	CORE DIV GRWTH	$21.2M	302168	0.37%	SOLE
45	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$21.2M	381007	0.37%	SOLE
46	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$20.8M	488054	0.37%	SOLE
47	VANGUARD INDEX FDS	VALUE ETF	$20.5M	104465	0.36%	SOLE
48	ISHARES TR	CORE S&P500 ETF	$20.1M	30704	0.35%	SOLE
49	FIRST TR EXCHANGE-TRADED FD	SHS	$20.0M	394636	0.35%	SOLE
50	ISHARES GOLD TR	ISHARES NEW	$20.0M	227008	0.35%	SOLE

1–50 of 1,320

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.