Kingsview Wealth Management, LLC holds a diversified book of 1312 stocks worth $7.3B as of Q1 2026 (disclosed May 12, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR S&P Pharma ETF and trimmed General Electric. Their largest long position is Monarch Procap Index ETF at 3% of the equity book. They also disclosed $1.1M in put options (a bearish bet) and $5.2M in call options (bullish), shown separately below and excluded from the equity book.
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Use Arkolith to show Kingsview Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
40% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Northern LTS FD TR IV MONARCH PROCAP I | $230.0M | 7.36M | 3.1% | ▲+3.1% Added · +222K sh | |
| 2 | Apple Inc COM | $193.8M | 763.4K | 2.6% | ▲+6.6% Added · +47K sh | |
| 3 | Nvidia Corporation COM | $189.3M | 1.09M | 2.6% | ▲+12% Added · +119K sh | |
| 4 | Northern LTS FD TR IV MONARCH AMBASSAD | $170.0M | 7.05M | 2.3% | ▲+12% Added · +772K sh | |
| 5 | Ishares TR CORE US AGGBD ET | $165.7M | 1.67M | 2.3% | ▲+29% Added · +380K sh | |
| 6 | SPDR Series Trust STATE STREET SPD | $157.4M | 1.61M | 2.2% | ▲+6.7% Added · +100K sh | |
| 7 | Northern LTS FD TR IV MONARCH VOL FACT | $140.0M | 4.35M | 1.9% | ▲+10% Added · +406K sh | |
| 8 | Northern LTS FD TR IV MONARCH BLUE CH | $133.1M | 3.86M | 1.8% | ▲+14% Added · +485K sh | |
| 9 | Northern LTS FD TR IV MONARCH SEL SUBS | $114.8M | 3.84M | 1.6% | ▲+1.7% Added · +63K sh | |
| 10 | Vanguard Index FDS S&P 500 ETF SHS | $98.0M | 164.0K | 1.3% | ▲+20% Added · +27K sh | |
| 11 | SPDR Series Trust STATE STREET SPD | $97.8M | 3.41M | 1.3% | ▲+1.6% Added · +53K sh | |
| 12 | Northern LTS FD TR IV MONARCH VOL FACT | $95.9M | 3.27M | 1.3% | ▲+13% Added · +373K sh | |
| 13 | Broadcom Inc COM | $94.7M | 306.1K | 1.3% | ▲+157% Added · +187K sh | |
| 14 | Microsoft Corp COM | $93.0M | 251.3K | 1.3% | ▲+8.9% Added · +21K sh | |
| 15 | Amazon Com Inc COM | $89.0M | 427.3K | 1.2% | ▲+11% Added · +41K sh | |
| 16 | Innovator Etfs Trust QUITY MANAGD FLR | $76.8M | 2.17M | 1.0% | ▲+15% Added · +281K sh | |
| 17 | Eli Lilly & Co COM | $69.4M | 75.5K | 0.9% | ▲+6.9% Added · +5K sh | |
| 18 | Walmart Inc COM | $69.1M | 555.8K | 0.9% | ▲+1.2% Added · +7K sh | |
| 19 | SPDR Series Trust STATE STREET SPD | $69.1M | 2.70M | 0.9% | ▲+8.6% Added · +213K sh | |
| 20 | Invesco QQQ TR UNIT SER 1 | $63.0M | 109.1K | 0.9% | ▲+4.5% Added · +5K sh | |
| 21 | Palantir Technologies Inc CL A | $61.8M | 422.3K | 0.8% | ▲+432% Added · +343K sh | |
| 22 | Select Sector SPDR TR STATE STREET TEC | $60.5M | 455.3K | 0.8% | ▲+26% Added · +95K sh | |
| 23 | Advanced Micro Devices Inc COM | $57.4M | 282.0K | 0.8% | ▲+828% Added · +252K sh | |
| 24 | Netflix Inc. COM | $56.6M | 589.0K | 0.8% | ▲+14% Added · +73K sh | |
| 25 | Northern LTS FD TR IV MONARCH DIVID PL | $56.2M | 2.19M | 0.8% | ▲+6.4% Added · +132K sh | |
| 26 | Ge Aerospace COM NEW | $55.7M | 196.1K | 0.8% | ▼−9.9% Reduced · −22K sh | |
| 27 | Alphabet Inc CAP STK CL A | $52.4M | 182.2K | 0.7% | ▲+17% Added · +26K sh | |
| 28 | Mastercard Incorporated CL A | $49.0M | 98.1K | 0.7% | ▲+1.4% Added · +1K sh | |
| 29 | Innovator Etfs Trust EQUITY DEFINED P | $46.3M | 1.59M | 0.6% | ▼~0% Reduced · −80 sh | |
| 30 | Intuitive Surgical Inc COM NEW | $46.3M | 100.4K | 0.6% | ▲23× Added · +96K sh | |
| 31 | JPMorgan Chase & Co COM | $45.3M | 154.1K | 0.6% | ▲+11% Added · +15K sh | |
| 32 | Select Sector SPDR TR STATE STREET COM | $45.3M | 409.0K | 0.6% | ▲20× Added · +388K sh | |
| 33 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $42.5M | 179.0K | 0.6% | ▲+44% Added · +55K sh | |
| 34 | Nike Inc CL B | $41.9M | 792.8K | 0.6% | ▲+4.5% Added · +34K sh | |
| 35 | Innovator Etfs Trust DEFINED WLT SHLD | $38.7M | 1.16M | 0.5% | ▲+15% Added · +148K sh | |
| 36 | SPDR Series Trust STATE STREET SPD | $36.6M | 462.5K | 0.5% | ▲+7.3% Added · +32K sh | |
| 37 | Ishares TR MBS ETF | $36.5M | 384.2K | 0.5% | ▲+73% Added · +162K sh | |
| 38 | State STR SPDR S&P 500 ETF T TR UNIT | $33.8M | 51.9K | 0.5% | ▼−2.6% Reduced · −1K sh | |
| 39 | Ishares TR IBOXX INV CP ETF | $33.5M | 306.9K | 0.5% | ▲+80% Added · +137K sh | |
| 40 | Select Sector SPDR TR STATE STREET HEA | $32.5M | 221.6K | 0.4% | ▼−2.1% Reduced · −5K sh | |
| 41 | Meta Platforms Inc CL A | $31.9M | 55.8K | 0.4% | ▲+9.8% Added · +5K sh | |
| 42 | Vanguard Index FDS GROWTH ETF | $31.5M | 72.2K | 0.4% | ▲+3.9% Added · +3K sh | |
| 43 | Ishares Gold TR ISHARES NEW | $30.3M | 343.3K | 0.4% | ▼−23% Reduced · −104K sh | |
| 44 | Exxon Mobil Corp COM | $29.9M | 176.0K | 0.4% | ▲+5.4% Added · +9K sh | |
| 45 | Chevron Corporation COM | $28.3M | 137.0K | 0.4% | ▲+20% Added · +23K sh | |
| 46 | Alphabet Inc CAP STK CL C | $28.1M | 98.0K | 0.4% | ▲+5.6% Added · +5K sh | |
| 47 | Ishares TR 7-10 YR TRSY BD | $27.9M | 292.0K | 0.4% | ▼−21% Reduced · −76K sh | |
| 48 | Innovator Etfs Trust LADERD ALCTN PWR | $25.7M | 520.4K | 0.4% | ▲+1.1% Added · +6K sh | |
| 49 | SPDR Series Trust STATE STREET SPD | $25.7M | 454.4K | 0.4% | ▲+27% Added · +96K sh | |
| 50 | First TR Exchange-Traded FD FIRST TR ENH NEW | $25.3M | 423.0K | 0.3% | ▼−4.2% Reduced · −19K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | PAN AMERICAN SILVER CORPPAAS | $2.9M | 53K |
| CALL · bullish | SS SPDR S&P OG EXP & PRODXOP | $909K | 5K |
| PUT · bearish | SS SPDR S&P 500 ETF TRUST-USSPY | $650K | 1K |
| CALL · bullish | TESLA INCTSLA | $483K | 1K |
| PUT · bearish | AMAZON.COM INCAMZN | $437K | 2K |
| CALL · bullish | VANECK GOLD MINERS ETFGDX | $229K | 3K |
| CALL · bullish | UNITED STATES OIL FUND LPUSO | $191K | 2K |
| CALL · bullish | AMAZON.COM INCAMZN | $104K | 500 |
| CALL · bullish | CAPITAL ONE FINANCIAL CORPCOF | $73K | 400 |
| CALL · bullish | STATE STREET SPDR S&P MIDCAPMDY | $67K | 109 |
| CALL · bullish | SS SPDR S&P 500 ETF TRUST-USSPY | $65K | 100 |
| CALL · bullish | MICROSOFT CORPMSFT | $37K | 100 |
| CALL · bullish | CARVANA COCVNA | $31K | 100 |
| CALL · bullish | UBER TECHNOLOGIES INCUBER | $29K | 400 |
| CALL · bullish | CHENIERE ENERGY INCLNG | $28K | 100 |
| PUT · bearish | UNITED STATES OIL FUND LPUSO | $25K | 200 |
| CALL · bullish | GENERAC HOLDINGS INCGNRC | $20K | 100 |
| CALL · bullish | ONDAS INCONDS | $18K | 2K |
| CALL · bullish | NIKE INC -CL BNKE | $16K | 300 |
| CALL · bullish | COCA-COLA CO/THEKO | $8K | 100 |
| CALL · bullish | BITMINE IMMERSION TECHNOLOGIBMNR | $6K | 300 |
| CALL · bullish | SLB LTDSLB | $5K | 100 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 1,486 | $7.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 1,367 | $6.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 1,329 | $6.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 1,303 | $5.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 1,206 | $5.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 1,241 | $5.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 1,221 | $4.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 1,178 | $4.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 9, 2024 | 1,153 | $4.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 8, 2024 | 987 | $3.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 7, 2023 | 969 | $2.8B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 10, 2023 | 942 | $2.5B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 919 | $2.4B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 881 | $2.3B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 15, 2022 | 856 | $2.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 16, 2022 | 846 | $2.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Feb 8, 2024 | 898 | $2.3B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 17, 2022 | 1,014 | $2.4B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Dec 3, 2021 | 973 | $2.1B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 17, 2021 | 999 | $2.0B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 24, 2021 | 953 | $1.8B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 771 | $1.4B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 19, 2020 | 686 | $1.1B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 667 | $999.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.