Kingsview Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Grants Pass, OR
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
1,470
Total value ($000)
$8,469,808
Net value change ($000)
+217,826 (2.6%)
New positions
127
Sold out positions
107
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/18/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AMZN 51,139 54.9%
AMGN 49,430 728.8%
CAT 49,178 260.2%
TSLA 48,141 164.5%
MSFT 37,422 38.2%
NVDA 28,083 12.6%
XOM 24,531 NEW
AAPL 22,289 13.0%
PLTR 21,704 43.1%
IVV 19,074 82.3%
Top Reduces (Value $000, Stocks/ETFs)
LLY -62,646 -63.6%
MU -56,789 -81.8%
ISRG -48,662 -91.9%
NFLX -47,181 -88.2%
XOM -22,089 -100.0%
LRCX -17,497 -19.7%
MPRO -16,701 -6.9%
GE -15,555 -19.7%
AMAT -12,900 -16.0%
XCEM -10,947 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 9,538 (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