Kingsview Wealth Management, LLC
Long book
$7.32B
Q1 2026
Positions
1312
Top-10 weight
22%
concentration
Last quarter
+10.7%
SPY +14.8%
Turnover
20%
of book per quarter
Strategy in plain words
auto-generated from filingsKingsview Wealth Management, LLC is a wealth-management firm allocating client money, running a $7.32B US long book across 1312 positions.
The portfolio is broadly diversified across 1312 positions (top 10 only 22%). Turnover is modest: positions are typically held for years. Current anchor positions: MONARCH PROCAP INDEX ETF, APPLE INC, NVIDIA CORP, MONARCH AMBASS INC INDX ETF, ISHARES CORE U.S. AGGREGATE.
Over the last 9 quarters its long book ran on average 1.1pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.7%
Q2 2024
+6.4%
Q3 2024
-0.1%
Q4 2024
-1.4%
Q1 2025
+7.6%
Q2 2025
+6.0%
Q3 2025
+1.4%
Q4 2025
-1.5%
Q1 2026
+10.7%
Sector allocation
Technology 37%
Financials 11%
Industrials 11%
Consumer discretionary 11%
Healthcare 9%
Services media 6%
Energy 5%
Other 4%
Long book by quarter
What does Kingsview Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 763.4K | $193.8M | 2.6% | +6.6% |
| NVDA NVIDIA CORP | Technology | 1.1M | $189.3M | 2.6% | +12.3% |
| AVGO BROADCOM INC | Technology | 306.1K | $94.7M | 1.3% | +157.2% |
| MSFT MICROSOFT CORP | Technology | 251.3K | $93.0M | 1.3% | +8.9% |
| AMZN AMAZON.COM INC | Consumer discretionary | 427.3K | $89.0M | 1.2% | +10.7% |
| LLY ELI LILLY & CO | Healthcare | 75.5K | $69.4M | 0.9% | +6.9% |
| WMT WALMART INC | Consumer discretionary | 555.8K | $69.1M | 0.9% | +1.2% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 422.3K | $61.8M | 0.8% | +432.2% |
| AMD ADVANCED MICRO DEVICES | Technology | 282.0K | $57.4M | 0.8% | +827.8% |
| NFLX NETFLIX INC | Services media | 589.0K | $56.6M | 0.8% | +14.1% |
| GE GENERAL ELECTRIC | Industrials | 196.1K | $55.7M | 0.8% | -9.9% |
| GOOGL ALPHABET INC-CL A | Technology | 182.2K | $52.4M | 0.7% | +16.7% |
| MA MASTERCARD INC - A | Services media | 98.1K | $49.0M | 0.7% | +1.4% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 100.4K | $46.3M | 0.6% | +2183.8% |
| JPM JPMORGAN CHASE & CO | Financials | 154.1K | $45.3M | 0.6% | +11.0% |
| NKE NIKE INC -CL B | Other | 792.8K | $41.9M | 0.6% | +4.5% |
| META META PLATFORMS INC-CLASS A | Technology | 55.8K | $31.9M | 0.4% | +9.8% |
| XOM EXXON MOBIL CORP | Energy | 176.0K | $29.9M | 0.4% | +5.4% |
| CVX CHEVRON CORP | Energy | 137.0K | $28.3M | 0.4% | +19.9% |
| GOOG ALPHABET INC-CL C | Technology | 98.0K | $28.1M | 0.4% | +5.6% |
| JNJ JOHNSON & JOHNSON | Healthcare | 98.9K | $24.2M | 0.3% | -7.4% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 47.4K | $22.7M | 0.3% | +7.0% |
| ORCL ORACLE CORP | Technology | 153.8K | $22.6M | 0.3% | -4.8% |
| TSLA TESLA INC | Industrials | 60.2K | $22.4M | 0.3% | +14.2% |
| HD HOME DEPOT INC | Consumer discretionary | 66.8K | $22.0M | 0.3% | +2.0% |
| MCD MCDONALD'S CORP | Consumer discretionary | 70.0K | $21.8M | 0.3% | +8.9% |
| V VISA INC-CLASS A SHARES | Services media | 68.0K | $20.5M | 0.3% | +13.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 16.8K | $16.8M | 0.2% | -74.6% |
| TXN TEXAS INSTRUMENTS INC | Technology | 85.5K | $16.6M | 0.2% | -73.3% |
| ADI ANALOG DEVICES INC | Technology | 52.1K | $16.6M | 0.2% | +5.2% |
| MRK MERCK & CO. INC. | Healthcare | 134.8K | $16.2M | 0.2% | -14.1% |
| ABBV ABBVIE INC | Healthcare | 71.6K | $15.6M | 0.2% | -0.3% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 12, 2026 | 1486 | $7.33B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 9, 2026 | 1367 | $6.94B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 1329 | $6.55B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 8, 2025 | 1303 | $5.91B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 2, 2025 | 1206 | $5.31B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 28, 2025 | 1241 | $5.13B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 1221 | $4.75B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 1178 | $4.23B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 9, 2024 | 1053 | $3.99B | canonical | SEC ↗ |