1y return+14.5%S&P 500 +20.9%
3y return+44.9%S&P 500 +68.5%
5y return+38.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2017: $227 against $317 in the S&P 500.2
Kingsview Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MPRONorthern Lts Fd Tr Iv | $242.0M | 2.9% | |
| NVDANvidia Corporation | $223.5M | 2.7% | +2.9% |
| SPYGSpdr Series Trust | $191.4M | 2.3% | |
| MAMBNorthern Lts Fd Tr Iv | $180.9M | 2.2% | +6.7% |
| MBCENorthern Lts Fd Tr Iv | $175.8M | 2.1% | +9.5% |
| AGGIshares Tr | $173.6M | 2.1% | +5.1% |
| AAPLApple Inc | $171.5M | 2.1% | −22.4% |
| MVFGNorthern Lts Fd Tr Iv | $164.7M | 2.0% | +9.1% |
| MSSSNorthern Lts Fd Tr Iv | $138.8M | 1.7% | |
| VOOVanguard Index Fds | $107.5M | 1.3% | −4.5% |
| MVFDNorthern Lts Fd Tr Iv | $107.3M | 1.3% | +9.4% |
| AVGOBroadcom Inc | $99.8M | 1.2% | −13.7% |
| LLYEli Lilly & Co | $98.5M | 1.2% | +8.8% |
| MSFTMicrosoft Corp | $97.9M | 1.2% | +4.4% |
| SPTISpdr Series Trust | $95.8M | 1.2% | −1.1% |
| AMZNAmazon Com Inc | $93.1M | 1.1% | −8.6% |
| SFLRInnovator Etfs Trust | $92.8M | 1.1% | +10.9% |
| LRCXLam Research Corp | $88.9M | 1.1% | +295.6% |
| AMDAdvanced Micro Devices Inc | $85.6M | 1.0% | −47.8% |
| QQQInvesco Qqq Tr | $82.3M | 1.0% | +2.5% |
| XLKSelect Sector Spdr Tr | $82.0M | 1.0% | −5.5% |
| AMATApplied Matls Inc | $80.7M | 1.0% | +568.2% |
| GEGe Aerospace | $78.8M | 1.0% | +7.6% |
| SPABSpdr Series Trust | $70.5M | 0.9% | +2.5% |
| MUMicron Technology Inc | $69.5M | 0.8% | +695.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $223.5M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $99.8M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $80.7M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $85.6M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $98.5M |
| PLTRPalantir Technologies Inc | December 31, 2023 | +579.5% | $50.4M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $88.9M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $64.9M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $82.0M |
| GEGe Aerospace | September 30, 2021 | +262.7% | $78.8M |
Sold off last quarter
- JHEMJohn Hancock Exchange Traded was $7.7M
- FIVAFidelity Covington Trust was $7.6M
- IFVFirst Tr Exchange Traded Fd was $7.6M
- QUSSpdr Series Trust was $7.5M
- JHMLJohn Hancock Exchange Traded was $7.5M
- VALQAmerican Centy Etf Tr was $7.4M
- FLQLFranklin Templeton Etf Tr was $7.4M
- QLCFlexshares Tr was $7.3M
- VTHRVanguard Scottsdale Fds was $7.3M
- VTWGVanguard Scottsdale Fds was $7.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.0% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +0.7% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +7.1% | +10.5% |
| March 31, 2025 | −1.8% | −4.6% |
| December 31, 2024 | −0.7% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +7.7% | +10.0% |
| December 31, 2023 | +9.7% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +4.8% | +8.3% |
| March 31, 2023 | +5.1% | +7.0% |
| December 31, 2022 | +6.2% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −14.0% | −16.5% |
| March 31, 2022 | −5.4% | −4.9% |
| December 31, 2021 | +6.9% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Kingsview Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1791965&type=13F-HR&dateb=&owner=include&count=40CIK 1791965
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1791965/000179196526000005/Filed August 19, 2026 · accession 0001791965-26-000005