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Kingsview Wealth Management, LLC

CIK
1791965
City
GRANTS PASS
State / Country
OR

Top Portfolio Positions

664 positions · $3,060,884,979 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in PFL

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Shares Held

Position Value (USD)

22 quarters on record
Report Date Value (USD) Shares
2026-03-31 $151,608 18,951
2025-12-31 $155,213 18,412
2025-09-30 $250,871 29,445
2025-06-30 $272,609 32,687
2025-03-31 $273,050 31,750
2024-12-31 $258,506 30,848
2024-09-30 $256,928 29,980
2024-06-30 $237,238 29,109
2024-03-31 $239,772 28,275
2023-12-31 $231,872 27,473
2023-09-30 $204,098 26,610
2023-06-30 $211,506 25,825
2023-03-31 $203,680 25,053
2022-12-31 $197,413 24,342
2022-09-30 $188,386 23,637
2022-06-30 $206,904 23,015
2022-03-31 $917,163 89,918
2021-12-31 $982,330 89,547
2021-09-30 $1,065,879 91,728
2021-06-30 $1,134,507 88,981
2021-03-31 $849,383 70,723
2020-12-31 $283,014 24,739