Kingsview Wealth Management, LLC

CIK

1791965

Location

GRANTS PASS, OR

Portfolio Value

Mid $3,022,037,634

Diversification

Diversified

Filing Date

Global Rank

#919 / 8,605 ▲ 22 · as of Mar 2026

Top Industry

Semiconductors 14.2%

3Y Alpha vs SPY

-4.8%

Period ended 3 months ago

Filed May 12, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.4%

SPY

+76.5%

Annualised alpha

-4.3%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

6.4%

−0.3 pts

Top 5

21.9%

−0.5 pts

Top 10

32.5%

−0.3 pts

HHI

169

Diversified−6

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.7%	$928,000,909	87
Financial Services	14.0%	$422,173,203	142
Consumer Cyclical	10.0%	$301,636,874	67
Healthcare	9.4%	$282,627,057	59
Industrials	8.6%	$261,180,067	90
Unclassified	6.2%	$186,155,571	22
Consumer Defensive	5.9%	$179,799,864	36
Communication Services	5.9%	$177,210,129	23
Energy	4.8%	$144,146,431	51
Utilities	1.8%	$55,524,091	29
Basic Materials	1.6%	$48,394,367	39
Real Estate	1.2%	$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	$13,379,461
WEN	Wendy's Co	+80,688	148,026	$1,028,780
TAP	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	Suro 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

665 positions · $3,022,037,634 total · 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 665 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%	6.41%
NVDA	Nvidia Corp Technology	Added	1,085,563	+118,607	$189,322,187	+5.0%	6.26%
AVGO	Broadcom Inc. Technology	Added	306,087	+187,076	$94,736,986	+130.0%	3.13%
MSFT	Microsoft Corp Technology	Added	251,357	+20,624	$93,044,820	−16.6%	3.08%
AMZN	Amazon Com Inc Consumer Cyclical	Added	429,892	+43,791	$89,533,606	+0.5%	2.96%
LLY	ELI LILLY & Co Healthcare	Added	75,471	+4,868	$69,415,961	−8.5%	2.30%
WMT	Walmart Inc. Consumer Defensive	Added	555,832	+6,824	$69,078,800	+12.9%	2.29%
QQQ	Invesco Qqq Trust, Series 1	Added	109,102	+4,705	$62,971,492	−1.8%	2.08%
PLTR	Palantir Technologies Inc. Technology	Added	422,311	+342,965	$61,775,652	+338.0%	2.04%
AMD	Advanced Micro Devices Inc Technology	Added	282,035	+251,637	$57,374,379	+781.3%	1.90%
NFLX	Netflix Inc Communication Services	Added	588,957	+72,747	$56,628,214	+17.0%	1.87%
GE	General Electric Co Industrials	Reduced	196,112	-21,640	$55,650,702	−17.0%	1.84%
GOOGL	Alphabet Inc. Communication Services	Added	182,248	+26,071	$52,407,234	+7.2%	1.73%
MA	Mastercard Inc Financial Services	Added	98,120	+1,313	$49,026,639	−11.3%	1.62%
ISRG	Intuitive Surgical Inc Healthcare	Added	100,396	+96,000	$46,281,551	+1758.9%	1.53%
JPM	Jpmorgan Chase & Co Financial Services	Added	154,138	+15,332	$45,341,234	+1.4%	1.50%
NKE	NIKE, Inc. Consumer Cyclical	Added	793,097	+34,390	$41,891,383	−13.3%	1.39%
SPY	Spdr S&P 500 ETF Trust	Reduced	53,006	-312	$34,471,922	−5.2%	1.14%
META	Meta Platforms, Inc. Communication Services	Added	55,808	+4,965	$31,929,430	−4.9%	1.06%
IAU	Ishares Gold Trust	Reduced	343,318	-103,710	$30,266,914	−16.6%	1.00%
CVX	Chevron Corp Energy	Added	136,952	+22,737	$28,335,368	+62.8%	0.94%
JNJ	Johnson & Johnson Healthcare	Reduced	98,946	-7,901	$24,186,360	+9.4%	0.80%
GLD	Spdr Gold Trust	Reduced	55,883	-207	$24,045,896	+8.2%	0.80%
PSLV	Sprott Physical Silver Trust Financial Services	Added	942,093	+299,516	$22,977,648	+51.2%	0.76%
TSLA	Tesla, Inc. Consumer Cyclical	Added	61,483	+8,769	$22,856,305	−3.6%	0.76%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	47,431	+3,095	$22,728,935	+2.0%	0.75%
ORCL	Oracle Corp Technology	Reduced	153,770	-7,690	$22,621,104	−28.1%	0.75%
HD	Home Depot, Inc. Consumer Cyclical	Added	66,826	+1,297	$21,978,403	−2.5%	0.73%
MCD	Mcdonalds Corp Consumer Cyclical	Added	70,013	+5,702	$21,759,339	+10.7%	0.72%
V	Visa Inc. Financial Services	Added	67,954	+8,007	$20,538,416	−2.3%	0.68%
PHYS	Sprott Physical Gold Trust Financial Services	Added	536,503	+198,014	$19,013,666	+70.1%	0.63%
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%	0.55%
ADI	Analog Devices Inc Technology	Added	52,089	+2,557	$16,571,594	+23.4%	0.55%
MRK	Merck & Co., Inc. Healthcare	Reduced	134,751	-22,205	$16,209,197	−1.9%	0.54%
ABBV	AbbVie Inc. Healthcare	Reduced	71,619	-211	$15,576,416	−5.1%	0.52%
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%	0.46%
DD	DuPont de Nemours, Inc. Basic Materials	Added	97,376	+83,733	$13,379,461	+713.2%	0.44%
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%	0.37%
QCOM	Qualcomm Inc/De Technology	Reduced	85,912	-857	$11,063,746	−25.5%	0.37%
KO	Coca Cola Co 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%	0.36%
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%	0.34%
COF	Capital One Financial Corp Financial Services	Reduced	54,800	-169,688	$9,997,163	−81.6%	0.33%