DOSSIER · 13F-HR · Q3 2026

Kingsview Wealth Management, LLC

$8.5B in tracked AUM across 1,616 positions as of Q3 2026.

KW
CIK 0001791965 · last filed Sep 30, 2026
Total AUM
$8.5B
as of Q3 2026
Holdings
1,616
+35 QoQ
positions
Whale Score
56
56
tracked
Activity
1487
+142 new, −107 sold
changes this Q
AI Analysis · Q3 2026

Kingsview Wealth Management, LLC filed its latest 13F-HR for Q3 2026. 1487 position changes this quarter — 142 new, 107 exited, 710 added, 528 trimmed.

Quarter at a glance — Q3 2026

1487 material changes this filing.

TRIM
LLYELI LILLY & CO
-51K sh
$-63M
0.4%
TRIM
MUMICRON TECHNOLOGY INC
-48K sh
$-57M
0.1%
ADD
AMZNAMAZON COM INC
+188K sh
+$51M
1.7%
ADD
AMGNAMGEN INC
+115K sh
+$49M
0.7%
ADD
CATCATERPILLAR INC
+66K sh
+$49M
0.8%
TRIM
ISRGINTUITIVE SURGICAL INC
-123K sh
$-49M
0.1%
ADD
TSLATESLA INC
+149K sh
+$48M
0.9%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$252M1.1M3.0%
02
MPRO
NORTHERN LTS FD TR IV
$225M7.2M2.7%
03
SPYG
SPDR SERIES TRUST
$196M1.6M2.3%
04
AAPL
APPLE INC
$194M582K2.3%
05
MAMB
NORTHERN LTS FD TR IV
$186M8.1M2.2%
06
MBCC
NORTHERN LTS FD TR IV
$178M4.5M2.1%
07
MVFG
NORTHERN LTS FD TR IV
$175M5.2M2.1%
08
AGG
ISHARES TR
$169M1.8M2.0%
09
AMZN
AMAZON COM INC
$145M581K1.7%
10
MSSS
NORTHERN LTS FD TR IV
$138M4.0M1.6%

Filing history

2026Q3Sep 30
$8.5B▲ 2.6%
1,616 positionsView →
2026Q2Jun 30
$8.3B▲ 12.6%
1,574 positionsView →
2026Q1Mar 31
$7.3B▲ 5.5%
1,486 positionsView →
2025Q4Dec 31
$6.9B▲ 6.0%
1,367 positionsView →
2025Q3Sep 30
$6.5B▲ 10.9%
1,329 positionsLocked
2025Q2Jun 30
$5.9B▲ 11.3%
1,303 positionsLocked
2025Q1Mar 31
$5.3B▲ 3.4%
1,206 positionsLocked
2024Q4Dec 31
$5.1B▲ 8.0%
1,241 positionsLocked
2024Q3Sep 30
$4.8B▲ 12.3%
1,221 positionsLocked
2024Q2Jun 30
$4.2B▲ 6.2%
1,178 positionsLocked
2024Q1Mar 31
$4.0B▲ 19.0%
1,153 positionsLocked
2023Q4Dec 31
$3.3B▲ 20.3%
987 positionsLocked
Showing 12 of 39