Back to funds
View filing
Kingsview Wealth Management, LLC
hedge fundUpdated 22 days agoManaged by Kingsview Wealth Management, Llc • Latest filing Q2 2026
Portfolio value
$8.3B
Q2 2026
Filings
15
Quarterly 13F history
Top-10 concentration
99.9%
Weight of largest holdings
Annualized return
45.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 15 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2022 | $2.3B |
| Q1 2023 | $2.4B |
| Q2 2023 | $2.5B |
| Q3 2023 | $2.8B |
| Q4 2023 | $3.3B |
| Q1 2024 | $4B |
| Q2 2024 | $4.2B |
| Q3 2024 | $4.8B |
| Q4 2024 | $5.1B |
| Q1 2025 | $5.3B |
| Q2 2025 | $5.9B |
| Q3 2025 | $6.5B |
| Q4 2025 | $6.9B |
| Q1 2026 | $7.3B |
| Q2 2026 | $8.3B |
Top holdings
1,574 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A NORTHERN LTS FD TR IV | $242M | 7.41M | 2.93% | — |
| 2 | N NVDA NVIDIA CORPORATION | $216.1M | 1.08M | 2.62% | — |
| 3 | S STT-PG SPDR SERIES TRUST | $191.4M | 1.61M | 2.32% | — |
| 4 | ? N/A NORTHERN LTS FD TR IV | $180.9M | 7.52M | 2.19% | — |
| 5 | ? N/A NORTHERN LTS FD TR IV | $175.8M | 4.23M | 2.13% | — |
| 6 | A AAPL APPLE INC | $171.5M | 592.6K | 2.08% | — |
| 7 | ? N/A NORTHERN LTS FD TR IV | $164.7M | 4.75M | 2.00% | — |
| 8 | E ETHA ISHARES TR | $153.9M | 1.56M | 1.87% | — |
| 9 | ? N/A NORTHERN LTS FD TR IV | $138.8M | 3.88M | 1.68% | — |
| 10 | V VGES VANGUARD INDEX FDS | $107.5M | 156.5K | 1.30% | — |
| 11 | ? N/A NORTHERN LTS FD TR IV | $107.3M | 3.58M | 1.30% | — |
| 12 | M MSFT MICROSOFT CORP | $97.9M | 262.4K | 1.19% | — |
| 13 | S STT-PG SPDR SERIES TRUST | $95.8M | 3.37M | 1.16% | — |
| 14 | A AVGO BROADCOM INC | $93.2M | 246.9K | 1.13% | — |
| 15 | A AMZN AMAZON COM INC | $93.1M | 390.6K | 1.13% | — |
| 16 | ? N/A INNOVATOR ETFS TRUST | $92.8M | 2.40M | 1.12% | — |
| 17 | L LLY ELI LILLY & CO | $90M | 75.0K | 1.09% | — |
| 18 | Q QQQ INVESCO QQQ TR | $82.3M | 111.8K | 1.00% | — |
| 19 | L LRCX LAM RESEARCH CORP | $78.3M | 180.6K | 0.95% | — |
| 20 | A AMD ADVANCED MICRO DEVICES INC | $76.8M | 132.2K | 0.93% | — |