Kingsview Wealth Management, LLC

Q2 2025 13F-HR Holdings

Location
Grants Pass, OR
Holdings as of
6/30/2025
Date filed
8/8/2025
Form type
13F-HR
Num holdings
1,162
Total value ($000)
$5,906,756
Net value change ($000)
+599,012 (11.3%)
New positions
149
Sold out positions
76
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/2/2025 Next filing: 11/12/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MPRO 67,337 38.5%
NVDA 45,166 42.2%
WMT 40,404 469.4%
TXN 39,115 292.9%
AGG 32,006 25.4%
ADBE 31,314 376.8%
COST 31,057 156.9%
ORCL 29,805 56.0%
SPYG 26,234 25.5%
MSFT 25,629 31.7%
Top Reduces (Value $000, Stocks/ETFs)
SGOV -111,732 -86.5%
AAPL -45,852 -28.8%
SPG -29,517 -80.3%
META -28,704 -52.7%
AMZN -18,309 -18.3%
MSSS -13,169 -12.7%
SJM -9,669 -95.8%
KR -9,538 -86.2%
CAG -9,269 -95.7%
CABO -7,534 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 382 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type