Kingsview Wealth Management, LLC

CIK

1791965

Location

GRANTS PASS, OR

Portfolio Value

Mid $3,061,130,788

Diversification

Diversified

Filing Date

Global Rank

#919 / 8,622 ▲ 20 · as of Mar 2026

Top Industry

Semiconductors 14.0%

3Y Alpha vs SPY

-4.1%

Period ended 4 months ago

Filed May 12, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+57.9%

SPY

+67.9%

Annualised alpha

-2.4%

Max drawdown

−17.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

666 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.3%

−0.2 pts

Top 5

21.6%

−0.1 pts

Top 10

32.0%

+0.2 pts

HHI

166

Diversified−3

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.6%	$937,862,957	87
Financial Services	13.8%	$421,959,105	142
Consumer Cyclical	10.0%	$306,782,312	67
Healthcare	9.2%	$282,602,517	59
Industrials	8.6%	$264,328,428	90
Unclassified	6.1%	$186,379,660	22
Consumer Defensive	5.9%	$179,799,864	36
Communication Services	5.8%	$177,210,129	23
Energy	5.7%	$174,014,734	52
Utilities	1.8%	$55,524,091	29
Basic Materials	1.3%	$39,477,920	39
Real Estate	1.1%	$35,189,071	20

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PLTR	Palantir Technologies Inc.	+342,965	422,311	$61,775,652
PSLV	Sprott Physical Silver Trust	+299,516	942,093	$22,977,648
AMD	Advanced Micro Devices Inc	+251,637	282,035	$57,374,379
PHYS	Sprott Physical Gold Trust	+198,014	536,503	$19,013,666
AVGO	Broadcom Inc.	+187,076	306,087	$94,736,986
FTF	Franklin Ltd Duration Income Trust	+127,605	252,998	$1,474,978
NVDA	Nvidia Corp	+118,607	1,085,563	$189,322,187
HAL	Halliburton Co	+115,198	125,561	$4,895,622
RF	Regions Financial Corp	+102,958	122,896	$3,210,043
ISRG	Intuitive Surgical Inc	+96,000	100,396	$46,281,551
JHG	Janus Henderson Group Ltd.	+92,365	103,329	$5,308,009
BRO	Brown & Brown, Inc.	+92,031	95,689	$6,239,879
FNF	Fidelity National Financial, Inc.	+84,385	94,755	$4,394,736
DD	DuPont de Nemours, Inc.	+83,733	97,376	$4,459,820
WEN	Wendy's Co	+80,688	148,026	$1,028,780
TAP-A	Molson Coors Beverage Co	+77,716	86,136	$3,709,016
GPK	Graphic Packaging Holding Co	+74,067	566,526	$5,631,267
NFLX	Netflix Inc	+72,747	588,957	$56,628,214
BMY	Bristol Myers Squibb Co	+69,258	115,068	$6,978,874
APO	Apollo Global Management, Inc.	+61,604	64,922	$7,233,609
SF	Stifel Financial Corp	+59,425	88,001	$6,505,033
BRSL	Brightstar Lottery PLC	+51,606	217,856	$2,775,485
HRB	H&R Block Inc	+51,129	216,560	$6,873,613
AAPL	Apple Inc.	+47,497	763,437	$193,752,675
GM	General Motors Co	+45,747	51,883	$3,865,283
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DHT	DHT Holdings, Inc.	−333,371	24,611	$449,642
TXN	Texas Instruments Inc	−234,924	85,490	$16,597,028
COF	Capital One Financial Corp	−169,688	54,800	$9,997,163
IAU	Ishares Gold Trust	−103,710	343,318	$30,266,914
BG	Bunge Global SA	−83,110	6,082	$773,630
TGT	Target Corp	−79,708	16,521	$2,002,345
CRC	California Resources Corp	−75,403	4,070	$281,725
OVV	Ovintiv Inc.	−75,345	146,889	$8,719,330
GPC	Genuine Parts Co	−68,050	5,147	$544,295
TOL	Toll Brothers, Inc.	−61,239	7,609	$1,038,400
REFR	Research Frontiers Inc	−58,110	44,950	$41,354
DINO	HF Sinclair Corp	−57,941	3,404	$212,375
OMF	OneMain Holdings, Inc.	−56,836	21,765	$1,164,209
EMR	Emerson Electric Co	−56,743	26,907	$3,525,355
FANG	Diamondback Energy, Inc.	−54,697	2,994	$592,183
SYF	Synchrony Financial	−52,340	102,879	$6,997,829
COST	Costco Wholesale Corp /New	−49,464	16,818	$16,757,959
PM	Philip Morris International Inc.	−43,698	26,231	$4,337,033
NXST	Nexstar Media Group, Inc.	−41,818	3,178	$574,677
CMCSA	Comcast Corp	−38,332	277,199	$7,958,382
PAYX	Paychex Inc	−32,402	29,945	$2,758,533
SCHW	Schwab Charles Corp	−31,584	6,661	$626,000
LW	Lamb Weston Holdings, Inc.	−30,857	149,784	$6,329,871
ACHR	Archer Aviation Inc.	−27,843	20,992	$108,528
APA	APA Corp	−27,687	168,341	$7,144,391
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
YOU	Clear Secure, Inc.	103,598	$5,015,178
ENS	EnerSys	25,546	$4,437,850
RUSHA	Rush Enterprises Inc Tx	59,412	$3,927,727
EXPD	Expeditors International Of Washington Inc	27,189	$3,894,279
WINA	Winmark Corp	8,588	$3,671,798
THG	Hanover Insurance Group, Inc.	19,441	$3,370,096
FELE	Franklin Electric Co Inc	34,853	$3,212,400
GHC	Graham Holdings Co	2,985	$3,155,920
BKE	Buckle Inc	61,470	$3,095,628
HNI	Hni Corp	91,874	$3,067,672
NSLR	Neostellar Capital Corp.	265,258	$2,840,913
WGO	Winnebago Industries Inc	90,432	$2,802,486
AEO	American Eagle Outfitters Inc	158,534	$2,647,517
STEP	StepStone Group Inc.	54,337	$2,592,961
OUNZ	VanEck Merk Gold ETF	30,112	$1,356,545
AZN	Astrazeneca PLC	5,687	$1,121,590
BTU	Peabody Energy Corp	33,794	$1,113,512
AME	Ametek Inc/	4,916	$1,053,793
KEYS	Keysight Technologies, Inc.	3,246	$916,573
SNDK	Sandisk Corp	1,342	$852,626
KTOS	Kratos Defense & Security Solutions, Inc.	11,695	$824,614
QNC	Quantum eMotion Corp	331,025	$758,047
KTB	Kontoor Brands, Inc.	10,152	$713,584
ETR	Entergy Corp /De/	6,204	$697,081
FTNT	Fortinet, Inc.	8,174	$667,979
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HII	Huntington Ingalls Industries, Inc.	13,144	$4,469,879
SHOO	Steven Madden, Ltd.	100,891	$4,201,100
AMKR	Amkor Technology, Inc.	103,407	$4,082,507
IVZ	Invesco Ltd.	147,946	$3,886,540
FLS	Flowserve Corp	51,011	$3,539,142
PSMT	Pricesmart Inc	27,940	$3,427,399
TKR	Timken Co	37,424	$3,148,480
MUR	Murphy Oil Corp	96,998	$3,031,187
SIG	Signet Jewelers Ltd	36,386	$3,015,671
ZWS	Zurn Elkay Water Solutions Corp	61,723	$2,869,501
VMI	Valmont Industries Inc	7,086	$2,850,838
ALLE	Allegion plc	17,795	$2,833,319
LAZ	Lazard, Inc.	58,059	$2,819,344
ASO	Academy Sports & Outdoors, Inc.	53,247	$2,660,219
MGY	Magnolia Oil & Gas Corp	117,782	$2,578,247
ACM	Aecom	21,582	$2,057,411
BKSY	BlackSky Technology Inc.	39,189	$734,793
VAC	MARRIOTT VACATIONS WORLDWIDE Corp	12,331	$711,375
OXM	Oxford Industries Inc	20,398	$697,611
PATH	UiPath, Inc.	34,086	$558,669
XYZ	Block, Inc.	8,375	$545,128
AES	Aes Corp	37,264	$534,365
CGAU	Centerra Gold Inc.	30,862	$443,486
SE	Sea Ltd	3,439	$438,713
KALU	Kaiser Aluminum Corp	3,550	$407,753
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

666 tracked positions · $3,061,130,788 total · filing declares 1,486 positions · $7,325,594,683 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 666 positions by value · page 1 of 14

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	763,437	+47,497	$193,752,675	−0.5%	6.33%
NVDA	Nvidia Corp Technology	Added	1,085,563	+118,607	$189,322,187	+5.0%	6.18%
AVGO	Broadcom Inc. Technology	Added	306,087	+187,076	$94,736,986	+130.0%	3.09%
MSFT	Microsoft Corp CALL + SHARES Technology	Added	251,357	+20,624	$93,044,820	−16.6%	3.04%
AMZN	Amazon Com Inc PUT CALL + SHARES Consumer Cyclical	Added	429,892	+43,791	$89,533,606	+0.5%	2.92%
LLY	ELI LILLY & Co Healthcare	Added	75,471	+4,868	$69,415,961	−8.5%	2.27%
WMT	Walmart Inc. Consumer Defensive	Added	555,832	+6,824	$69,078,800	+12.9%	2.26%
QQQ	Invesco Qqq Trust, Series 1	Added	109,102	+4,705	$62,971,492	−1.8%	2.06%
PLTR	Palantir Technologies Inc. Technology	Added	422,311	+342,965	$61,775,652	+338.0%	2.02%
AMD	Advanced Micro Devices Inc Technology	Added	282,035	+251,637	$57,374,379	+781.3%	1.87%
NFLX	Netflix Inc Communication Services	Added	588,957	+72,747	$56,628,214	+17.0%	1.85%
GE	General Electric Co Industrials	Reduced	196,112	-21,640	$55,650,702	−17.0%	1.82%
GOOGL	Alphabet Inc. Communication Services	Added	182,248	+26,071	$52,407,234	+7.2%	1.71%
MA	Mastercard Inc Financial Services	Added	98,120	+1,313	$49,026,639	−11.3%	1.60%
ISRG	Intuitive Surgical Inc Healthcare	Added	100,396	+96,000	$46,281,551	+1758.9%	1.51%
JPM	Jpmorgan Chase & Co Financial Services	Added	154,138	+15,332	$45,341,234	+1.4%	1.48%
NKE	NIKE, Inc. CALL + SHARES Consumer Cyclical	Added	793,097	+34,390	$41,891,383	−13.3%	1.37%
SPY	Spdr S&P 500 ETF Trust PUT CALL + SHARES	Reduced	53,006	-312	$34,471,922	−5.2%	1.13%
META	Meta Platforms, Inc. Communication Services	Added	55,808	+4,965	$31,929,430	−4.9%	1.04%
IAU	Ishares Gold Trust	Reduced	343,318	-103,710	$30,266,914	−16.6%	0.99%
XOM	ExxonMobil Holdings Corp Energy	Added	176,048	+9,053	$29,868,303	+48.6%	0.98%
CVX	Chevron Corp Energy	Added	136,952	+22,737	$28,335,368	+62.8%	0.93%
JNJ	Johnson & Johnson Healthcare	Reduced	98,946	-7,901	$24,186,360	+9.4%	0.79%
GLD	Spdr Gold Trust	Reduced	55,883	-207	$24,045,896	+8.2%	0.79%
PSLV	Sprott Physical Silver Trust Financial Services	Added	942,093	+299,516	$22,977,648	+51.2%	0.75%
TSLA	Tesla, Inc. CALL + SHARES Consumer Cyclical	Added	61,483	+8,769	$22,856,305	−3.6%	0.75%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	47,431	+3,095	$22,728,935	+2.0%	0.74%
ORCL	Oracle Corp Technology	Reduced	153,770	-7,690	$22,621,104	−28.1%	0.74%
HD	Home Depot, Inc. Consumer Cyclical	Added	66,826	+1,297	$21,978,403	−2.5%	0.72%
MCD	Mcdonalds Corp Consumer Cyclical	Added	70,013	+5,702	$21,759,339	+10.7%	0.71%
V	Visa Inc. Financial Services	Added	67,954	+8,007	$20,538,416	−2.3%	0.67%
PHYS	Sprott Physical Gold Trust Financial Services	Added	536,503	+198,014	$19,013,666	+70.1%	0.62%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	16,818	-49,464	$16,757,959	−70.7%	0.55%
TXN	Texas Instruments Inc Technology	Reduced	85,490	-234,924	$16,597,028	−70.1%	0.54%
ADI	Analog Devices Inc Technology	Added	52,089	+2,557	$16,571,594	+23.4%	0.54%
MRK	Merck & Co., Inc. Healthcare	Reduced	134,751	-22,205	$16,209,197	−1.9%	0.53%
ABBV	AbbVie Inc. Healthcare	Reduced	71,619	-211	$15,576,416	−5.1%	0.51%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	101,344	+8,023	$14,638,127	+9.5%	0.48%
NEE	Nextera Energy Inc Utilities	Added	151,039	+926	$14,028,502	+16.4%	0.46%
MPC	Marathon Petroleum Corp Energy	Added	56,737	+33,596	$13,854,039	+268.1%	0.45%
AMGN	Amgen Inc Healthcare	Reduced	36,365	-1,447	$12,795,025	+3.4%	0.42%
LOW	Lowes Companies Inc Consumer Cyclical	Added	50,472	+7,573	$11,925,524	+15.3%	0.39%
CRM	Salesforce, Inc. Technology	Added	60,281	+9,041	$11,252,653	−17.1%	0.37%
LRCX	Lam Research Corp Technology	Added	51,835	+757	$11,075,066	+26.7%	0.36%
QCOM	Qualcomm Inc/De Technology	Reduced	85,912	-857	$11,063,746	−25.5%	0.36%
KO	Coca Cola Co CALL + SHARES Consumer Defensive	Added	143,516	+2,605	$10,914,391	+10.8%	0.36%
LMT	Lockheed Martin Corp Industrials	Added	17,810	+228	$10,764,185	+26.6%	0.35%
WTW	Willis Towers Watson PLC Financial Services	Added	36,676	+9,914	$10,661,712	+21.2%	0.35%
DHR	Danaher Corp /De/ Healthcare	Added	53,498	+5,494	$10,143,220	−7.7%	0.33%
COF	Capital One Financial Corp CALL + SHARES Financial Services	Reduced	54,800	-169,688	$9,997,163	−81.6%	0.33%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.