Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Northern Lts FD TR IVMONA PROC IN ETF | MONA PROC IN ETF | $242M | 2.9% |
| Nvidia CorporationCOM | COM | $224M | 2.7% |
| SPDR Series TrustST STR P500GRW | ST STR P500GRW | $191M | 2.3% |
| Northern Lts FD TR IVMONA AM INCO ETF | MONA AM INCO ETF | $181M | 2.2% |
| Northern Lts FD TR IVMONARCH BLUE ELI | MONARCH BLUE ELI | $176M | 2.1% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $174M | 2.1% |
| Apple Inc.COM | COM | $171M | 2.1% |
| Northern Lts FD TR IVMONARCH VOL FACT | MONARCH VOL FACT | $165M | 2.0% |
| Northern Lts FD TR IVMONARCH SEL SUBS | MONARCH SEL SUBS | $139M | 1.7% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $107M | 1.3% |
| Northern Lts FD TR IVMONARCH VOL FACT | MONARCH VOL FACT | $107M | 1.3% |
| Broadcom Inc.COM | COM | $99.8M | 1.2% |
| Eli Lilly & COCOM | COM | $98.5M | 1.2% |
| Microsoft Corp.COM | COM | $97.9M | 1.2% |
| SPDR Series TrustST INTER ETF | ST INTER ETF | $95.8M | 1.2% |
| Amazon Com Inc.COM | COM | $93.1M | 1.1% |
| Innovator ETFS TrustQUITY MANAGD FLR | QUITY MANAGD FLR | $92.8M | 1.1% |
| Lam Research Corp.COM NEW | COM NEW | $88.9M | 1.1% |
| Advanced Micro Devices Inc.COM | COM | $85.6M | 1.0% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $82.3M | 1.0% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $82M | 1.0% |
| Applied Matls Inc.COM | COM | $80.7M | 1.0% |
| GE AerospaceCOM NEW | COM NEW | $78.8M | 1.0% |
| SPDR Series TrustST STR AGGRE ETF | ST STR AGGRE ETF | $70.5M | 0.9% |
| Micron Technology Inc.COM | COM | $69.5M | 0.8% |
| Texas Instrs Inc.COM | COM | $67.6M | 0.8% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $64.9M | 0.8% |
| Invesco Exch Traded FD TR IINASDAQ 100 ETF | NASDAQ 100 ETF | $57.7M | 0.7% |
| Netflix Inc..COM | COM | $53.5M | 0.6% |
| Intuitive Surgical Inc.COM NEW | COM NEW | $52.9M | 0.6% |
| Northern Lts FD TR IVMONA DI PLUS ETF | MONA DI PLUS ETF | $52.6M | 0.6% |
| Palantir Technologies Inc.CL A | CL A | $50.4M | 0.6% |
| JPMORGAN Chase & COCOM | COM | $49.3M | 0.6% |
| Innovator ETFS TrustEQUIT DEFIN JUL | EQUIT DEFIN JUL | $47.9M | 0.6% |
| Select Sector SPDR TRST STR SVC ETF | ST STR SVC ETF | $47.8M | 0.6% |
| Innovator ETFS TrustDEFINED WLT SHLD | DEFINED WLT SHLD | $47.5M | 0.6% |
| SPDR Series TrustST STR PR SP1500 | ST STR PR SP1500 | $44.6M | 0.5% |
| iShares TRMBS ETF | MBS ETF | $38.9M | 0.5% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $36.4M | 0.4% |
| Select Sector SPDR TRST STR CARE ETF | ST STR CARE ETF | $36.4M | 0.4% |
| iShares TRIBOXX INV CP ETF | IBOXX INV CP ETF | $35.7M | 0.4% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $34.4M | 0.4% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $33.2M | 0.4% |
| SPDR Series TrustST STR P500VAL | ST STR P500VAL | $31.9M | 0.4% |
| iShares TR7-10 YR TRSY BD | 7-10 YR TRSY BD | $30.6M | 0.4% |
| Tesla Inc.COM | COM | $29.3M | 0.4% |
| J P Morgan Exchange Traded FNASDAQ EQT PREM | NASDAQ EQT PREM | $28.9M | 0.3% |
| Innovator ETFS TrustLADERD ALCTN PWR | LADERD ALCTN PWR | $28.2M | 0.3% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $27.6M | 0.3% |
| Vaneck ETF TrustSEMICONDUCTR ETF | SEMICONDUCTR ETF | $27.2M | 0.3% |
Northern Lts FD TR IVMONA PROC IN ETF$242M
- Class
- MONA PROC IN ETF
- Share
- 2.9%
Nvidia CorporationCOM$224M
- Class
- COM
- Share
- 2.7%
SPDR Series TrustST STR P500GRW$191M
- Class
- ST STR P500GRW
- Share
- 2.3%
Northern Lts FD TR IVMONA AM INCO ETF$181M
- Class
- MONA AM INCO ETF
- Share
- 2.2%
Northern Lts FD TR IVMONARCH BLUE ELI$176M
- Class
- MONARCH BLUE ELI
- Share
- 2.1%
iShares TRCORE US AGGBD ET$174M
- Class
- CORE US AGGBD ET
- Share
- 2.1%
Apple Inc.COM$171M
- Class
- COM
- Share
- 2.1%
Northern Lts FD TR IVMONARCH VOL FACT$165M
- Class
- MONARCH VOL FACT
- Share
- 2.0%
Northern Lts FD TR IVMONARCH SEL SUBS$139M
- Class
- MONARCH SEL SUBS
- Share
- 1.7%
Vanguard Index FdsS&P 500 ETF SHS$107M
- Class
- S&P 500 ETF SHS
- Share
- 1.3%
Northern Lts FD TR IVMONARCH VOL FACT$107M
- Class
- MONARCH VOL FACT
- Share
- 1.3%
Broadcom Inc.COM$99.8M
- Class
- COM
- Share
- 1.2%
Eli Lilly & COCOM$98.5M
- Class
- COM
- Share
- 1.2%
Microsoft Corp.COM$97.9M
- Class
- COM
- Share
- 1.2%
SPDR Series TrustST INTER ETF$95.8M
- Class
- ST INTER ETF
- Share
- 1.2%
Amazon Com Inc.COM$93.1M
- Class
- COM
- Share
- 1.1%
Innovator ETFS TrustQUITY MANAGD FLR$92.8M
- Class
- QUITY MANAGD FLR
- Share
- 1.1%
Lam Research Corp.COM NEW$88.9M
- Class
- COM NEW
- Share
- 1.1%
Advanced Micro Devices Inc.COM$85.6M
- Class
- COM
- Share
- 1.0%
Invesco Qqq TRUNIT SER 1$82.3M
- Class
- UNIT SER 1
- Share
- 1.0%
Select Sector SPDR TRST STR TECHN ETF$82M
- Class
- ST STR TECHN ETF
- Share
- 1.0%
Applied Matls Inc.COM$80.7M
- Class
- COM
- Share
- 1.0%
GE AerospaceCOM NEW$78.8M
- Class
- COM NEW
- Share
- 1.0%
SPDR Series TrustST STR AGGRE ETF$70.5M
- Class
- ST STR AGGRE ETF
- Share
- 0.9%
Micron Technology Inc.COM$69.5M
- Class
- COM
- Share
- 0.8%
Texas Instrs Inc.COM$67.6M
- Class
- COM
- Share
- 0.8%
Alphabet Inc.CAP STK CL A$64.9M
- Class
- CAP STK CL A
- Share
- 0.8%
Invesco Exch Traded FD TR IINASDAQ 100 ETF$57.7M
- Class
- NASDAQ 100 ETF
- Share
- 0.7%
Netflix Inc..COM$53.5M
- Class
- COM
- Share
- 0.6%
Intuitive Surgical Inc.COM NEW$52.9M
- Class
- COM NEW
- Share
- 0.6%
Northern Lts FD TR IVMONA DI PLUS ETF$52.6M
- Class
- MONA DI PLUS ETF
- Share
- 0.6%
Palantir Technologies Inc.CL A$50.4M
- Class
- CL A
- Share
- 0.6%
JPMORGAN Chase & COCOM$49.3M
- Class
- COM
- Share
- 0.6%
Innovator ETFS TrustEQUIT DEFIN JUL$47.9M
- Class
- EQUIT DEFIN JUL
- Share
- 0.6%
Select Sector SPDR TRST STR SVC ETF$47.8M
- Class
- ST STR SVC ETF
- Share
- 0.6%
Innovator ETFS TrustDEFINED WLT SHLD$47.5M
- Class
- DEFINED WLT SHLD
- Share
- 0.6%
SPDR Series TrustST STR PR SP1500$44.6M
- Class
- ST STR PR SP1500
- Share
- 0.5%
iShares TRMBS ETF$38.9M
- Class
- MBS ETF
- Share
- 0.5%
Vanguard Index FdsGROWTH ETF$36.4M
- Class
- GROWTH ETF
- Share
- 0.4%
Select Sector SPDR TRST STR CARE ETF$36.4M
- Class
- ST STR CARE ETF
- Share
- 0.4%
iShares TRIBOXX INV CP ETF$35.7M
- Class
- IBOXX INV CP ETF
- Share
- 0.4%
Alphabet Inc.CAP STK CL C$34.4M
- Class
- CAP STK CL C
- Share
- 0.4%
State Str SPDR S&P 500 ETF TTR UNIT$33.2M
- Class
- TR UNIT
- Share
- 0.4%
SPDR Series TrustST STR P500VAL$31.9M
- Class
- ST STR P500VAL
- Share
- 0.4%
iShares TR7-10 YR TRSY BD$30.6M
- Class
- 7-10 YR TRSY BD
- Share
- 0.4%
Tesla Inc.COM$29.3M
- Class
- COM
- Share
- 0.4%
J P Morgan Exchange Traded FNASDAQ EQT PREM$28.9M
- Class
- NASDAQ EQT PREM
- Share
- 0.3%
Innovator ETFS TrustLADERD ALCTN PWR$28.2M
- Class
- LADERD ALCTN PWR
- Share
- 0.3%
Vanguard Specialized FundsDIV APP ETF$27.6M
- Class
- DIV APP ETF
- Share
- 0.3%
Vaneck ETF TrustSEMICONDUCTR ETF$27.2M
- Class
- SEMICONDUCTR ETF
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 1,432 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1791965
- File number
- 028-19701
- Options
- 22 call, 1 put
- In the 25 largest
- 37.5%
- Prior quarter
- $7.33B at 31 March 2026
- Positions opened
- 213
- Positions closed
- 115
Common questions
What are Kingsview Wealth Management’s 13F holdings worth?
$8.25 billion across 1,432 positions for the quarter ended 30 June 2026.
What is Kingsview Wealth Management’s largest 13F holding?
NORTHERN LTS FD TR IV (MONA PROC IN ETF) was the largest position at $242 million, or 2.9% of reported 13F value, as of 30 June 2026.
How concentrated is Kingsview Wealth Management’s 13F portfolio?
The ten largest positions accounted for 21.4% of reported value and the twenty-five largest for 37.5%, across 1,432 positions as of 30 June 2026.
Does Form 13F show everything Kingsview Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Kingsview Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.