Kingsview Wealth Management, LLC

CIK

0001791965

City

GRANTS PASS

State / Country

Stock

Top Portfolio Positions

593 positions · $2,889,577,193 total · as of Dec 31, 2025

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	715,940	$194,635,448	6.74%
NVDA	Nvidia Corp Technology	966,956	$180,337,293	6.24%
MSFT	Microsoft Corp Technology	230,733	$111,587,092	3.86%
AMZN	Amazon Com Inc Consumer Cyclical	386,101	$89,119,832	3.08%
LLY	ELI LILLY & Co Healthcare	70,603	$75,875,639	2.63%
GE	General Electric Co Industrials	217,752	$67,074,148	2.32%
QQQ	Invesco Qqq Trust, Series 1	104,397	$64,132,121	2.22%
WMT	Walmart Inc. Consumer Defensive	549,008	$61,164,980	2.12%
COST	Costco Wholesale Corp /New Consumer Defensive	66,282	$57,157,619	1.98%
TXN	Texas Instruments Inc Technology	320,414	$55,588,624	1.92%

24 quarters · across all stocks

24 of 24 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$525,646	21,802	-5.3%	Shares	Sole	2026-02-09
2025-09-30	$570,747	23,014	-2.0%	Shares	Sole	2025-11-12
2025-06-30	$632,705	23,477	-0.6%	Shares	Sole	2025-08-08
2025-03-31	$603,465	23,619	-0.1%	Shares	Sole	2025-05-02
2024-12-31	$568,209	23,636	-6.9%	Shares	Sole	2025-01-28
2024-09-30	$660,745	25,384	-0.8%	Shares	Sole	2024-11-12
2024-06-30	$574,993	25,578	+0.5%	Shares	Sole	2024-08-14
2024-03-31	$599,809	25,448	+0.4%	Shares	Sole	2024-05-09
2023-12-31	$538,285	25,343	-3.5%	Shares	Sole	2024-02-08
2023-09-30	$514,072	26,255	-6.0%	Shares	Sole	2023-11-07
2023-06-30	$659,682	27,929	+8.8%	Shares	Sole	2023-08-10
2023-03-31	$626,592	25,680	+12.7%	Shares	Sole	2023-05-15
2022-12-31	$546,876	22,796	+4.6%	Shares	Sole	2023-02-13
2022-09-30	$506,329	21,787	-0.7%	Shares	Sole	2022-11-15
2022-06-30	$555,554	21,950	+0.4%	Shares	Sole	2022-08-16
2022-03-31	$632,818	21,859	+15.4%	Shares	Sole	2024-02-08
2021-12-31	$539,875	18,943	+0.8%	Shares	Sole	2022-02-17
2021-09-30	$509,344	18,795	+3.9%	Shares	Sole	2021-12-03
2021-06-30	$519,202	18,097	+1.3%	Shares	Sole	2021-08-17
2021-03-31	$499,109	17,870	+0.2%	Shares	Sole	2021-05-24
2020-12-31	$460,654	17,841	+0.2%	Shares	Sole	2021-02-16
2020-09-30	$395,916	17,810	+3.3%	Shares	Sole	2020-11-19
2020-06-30	$380,230	17,244	-7.7%	Shares	Sole	2020-08-14
2020-03-31	$352,136	18,681	—	Shares	Sole	2020-05-11
No quarters match your search.