Kingsview Wealth Management, LLC
CIK
1791965
City
GRANTS PASS
State / Country
OR
Top Portfolio Positions
662 positions ·
$3,037,877,427 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
763,437 | $193,752,675 | 6.38% |
| NVDA |
Nvidia Corp
Technology
|
1,085,563 | $189,322,187 | 6.23% |
| AVGO |
Broadcom Inc.
Technology
|
306,087 | $94,736,986 | 3.12% |
| MSFT |
Microsoft Corp
Technology
|
251,357 | $93,044,820 | 3.06% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
429,892 | $89,533,606 | 2.95% |
| LLY |
ELI LILLY & Co
Healthcare
|
75,471 | $69,415,961 | 2.29% |
| WMT |
Walmart Inc.
Consumer Defensive
|
555,832 | $69,078,800 | 2.27% |
| QQQ |
Invesco Qqq Trust, Series 1
|
109,102 | $62,971,492 | 2.07% |
| PLTR |
Palantir Technologies Inc.
Technology
|
422,311 | $61,775,652 | 2.03% |
| AMD |
Advanced Micro Devices Inc
Technology
|
282,035 | $57,374,379 | 1.89% |
Portfolio Trend
Holdings in DBC
Shares Held
Position Value (USD)
18 of 18 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $967,885 | 33,433 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $537,579 | 24,042 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $486,355 | 21,587 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $575,107 | 26,369 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $632,610 | 28,116 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $469,098 | 21,941 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $277,461 | 12,459 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $343,780 | 14,799 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $338,669 | 14,744 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $654,235 | 29,684 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,610,618 | 64,528 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,445,309 | 63,670 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,537,639 | 64,770 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,596,580 | 64,770 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,603,213 | 67,052 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,982,255 | 74,409 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $4,614,522 | 177,073 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $265,547 | 12,779 | Shares | Sole | 2022-02-17 | |
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