Kingsview Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Grants Pass, OR
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
1,334
Total value ($000)
$7,325,595
Net value change ($000)
+384,780 (5.5%)
New positions
179
Sold out positions
98
Turnover %
6.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVGO 53,547 130.0%
AMD 50,864 781.3%
PLTR 47,672 338.0%
ISRG 43,792 1758.7%
XLC 42,887 1751.2%
AGG 36,914 28.7%
MAMB 19,837 13.2%
MVFG 17,609 14.4%
FDL 16,985 554.7%
XPH 15,971 NEW
Top Reduces (Value $000, Stocks/ETFs)
BKNG -45,565 -91.7%
XLU -45,260 -93.7%
COF -44,483 -81.8%
COST -40,400 -70.7%
TXN -38,992 -70.1%
XLRE -30,876 -66.8%
XLB -30,079 -94.3%
MSFT -18,579 -16.6%
PBJ -15,298 -100.0%
XLP -14,867 -45.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 6,337 (0.1% 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