Kingsview Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Grants Pass, OR
Holdings as of
6/30/2026
Date filed
8/18/2026
Form type
13F-HR
Num holdings
1,432
Total value ($000)
$8,251,982
Net value change ($000)
+926,387 (12.6%)
New positions
198
Sold out positions
99
Turnover %
5.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
LRCX 77,790 702.4%
AMAT 74,970 1313.4%
MU 66,903 2619.5%
TXN 50,986 307.2%
MBCC 42,714 32.1%
NVDA 34,197 18.1%
SPYG 33,991 21.6%
LLY 29,036 41.8%
AMD 28,198 49.1%
MVFG 24,631 17.6%
Top Reduces (Value $000, Stocks/ETFs)
WMT -50,064 -72.5%
MA -41,310 -84.3%
NKE -40,414 -96.5%
AAPL -22,274 -11.5%
PLTR -11,386 -18.4%
MCD -9,444 -43.4%
DHR -7,921 -78.1%
XOM -7,779 -26.0%
JHEM -7,687 -100.0%
FIVA -7,584 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 5,179 (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