Kingsview Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Grants Pass, OR
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
1,194
Total value ($000)
$6,548,043
Net value change ($000)
+641,287 (10.9%)
New positions
147
Sold out positions
117
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/8/2025 Next filing: 2/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IBM 51,867 580.7%
XLU 47,216 2028.2%
META 45,269 175.8%
MSFT 44,947 42.3%
BKNG 40,780 1117.3%
XLRE 28,810 165.5%
XLB 28,236 2489.9%
MSSS 28,115 31.2%
AAPL 26,518 23.4%
NVDA 26,153 17.2%
Top Reduces (Value $000, Stocks/ETFs)
XLC -41,880 -93.8%
MPRO -41,376 -17.1%
AGG -38,578 -24.4%
WMT -37,162 -75.8%
CRM -34,005 -75.4%
DHR -31,223 -75.6%
ADBE -30,658 -77.4%
XLF -18,342 -78.4%
XLY -17,508 -93.1%
XLI -13,020 -84.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 788 (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