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 | Open |
|---|---|---|---|---|---|
| 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 HTD
Shares Held
Position Value (USD)
12 of 12 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $331,918 | 13,400 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $312,359 | 13,202 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $322,474 | 13,003 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $300,982 | 12,868 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $303,671 | 12,690 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $274,303 | 12,457 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $285,257 | 12,285 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $244,702 | 12,108 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $234,307 | 11,918 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $222,442 | 11,726 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $260,521 | 14,669 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $286,314 | 14,035 | Shares | Sole | 2023-08-10 | |
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