Kingsview Wealth Management, LLC holds a diversified book of 1409 stocks worth $8.2B as of Q2 2026 (disclosed Aug 19, 2026, a ~50-day 13F lag). This quarter they opened American Century Qlty Diver and trimmed Apple Inc. Their largest long position is Monarch Procap Index ETF at 3% of the equity book. They also disclosed $453K in put options (a bearish bet) and $4.7M in call options (bullish), shown separately below and excluded from the equity book.
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.
39% 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
Other tracked managers holding the same core names as Kingsview Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 78 / 80 | $117.4B |
| MORGAN STANLEY | 76 / 80 | $580.1B |
| AE Wealth Management LLC | 76 / 80 | $6.0B |
| ROYAL BANK OF CANADA | 75 / 80 | $161.5B |
| ENVESTNET ASSET MANAGEMENT INC | 74 / 80 | $105.2B |
| OSAIC HOLDINGS, INC. | 74 / 80 | $21.6B |
| RAYMOND JAMES FINANCIAL INC | 73 / 80 | $114.1B |
| Cetera Investment Advisers | 73 / 80 | $28.4B |
Ranked by the share of each fund's own book sitting in the names it shares with Kingsview Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 MONA PROC IN ETF | $242.0M | 7.41M | 2.9% | ▲+0.7% Added · +51K sh | |
| 2 | Nvidia Corporation COM | $223.5M | 1.12M | 2.7% | ▲+2.9% Added · +32K sh | |
| 3 | SPDR Series Trust ST STR P500GRW | $191.4M | 1.61M | 2.3% | ▲+0.1% Added · +825 sh | |
| 4 | Northern LTS FD TR IV MONA AM INCO ETF | $180.9M | 7.52M | 2.2% | ▲+6.7% Added · +470K sh | |
| 5 | Northern LTS FD TR IV MONARCH BLUE ELI | $175.8M | 4.23M | 2.1% | ▲+9.5% Added · +367K sh | |
| 6 | Ishares TR CORE US AGGBD ET | $173.6M | 1.75M | 2.1% | ▲+5.1% Added · +85K sh | |
| 7 | Apple Inc COM | $171.5M | 592.6K | 2.1% | ▼−22% Reduced · −171K sh | |
| 8 | Northern LTS FD TR IV MONARCH VOL FACT | $164.7M | 4.75M | 2.0% | ▲+9.1% Added · +397K sh | |
| 9 | Northern LTS FD TR IV MONARCH SEL SUBS | $138.8M | 3.88M | 1.7% | ▲+1.0% Added · +37K sh | |
| 10 | Vanguard Index FDS S&P 500 ETF SHS | $107.5M | 156.5K | 1.3% | ▼−4.5% Reduced · −7K sh | |
| 11 | Northern LTS FD TR IV MONARCH VOL FACT | $107.3M | 3.58M | 1.3% | ▲+9.4% Added · +307K sh | |
| 12 | Broadcom Inc COM | $99.8M | 264.3K | 1.2% | ▼−14% Reduced · −42K sh | |
| 13 | Eli Lilly & Co COM | $98.5M | 82.1K | 1.2% | ▲+8.8% Added · +7K sh | |
| 14 | Microsoft Corp COM | $97.9M | 262.4K | 1.2% | ▲+4.4% Added · +11K sh | |
| 15 | SPDR Series Trust ST INTER ETF | $95.8M | 3.37M | 1.2% | ▼−1.1% Reduced · −38K sh | |
| 16 | Amazon Com Inc COM | $93.1M | 390.6K | 1.1% | ▼−8.6% Reduced · −37K sh | |
| 17 | Innovator Etfs Trust QUITY MANAGD FLR | $92.8M | 2.40M | 1.1% | ▲+11% Added · +237K sh | |
| 18 | Lam Research Corp COM NEW | $88.9M | 205.1K | 1.1% | ▲+296% Added · +153K sh | |
| 19 | Advanced Micro Devices Inc COM | $85.6M | 147.3K | 1.0% | ▼−48% Reduced · −135K sh | |
| 20 | Invesco QQQ TR UNIT SER 1 | $82.3M | 111.8K | 1.0% | ▲+2.5% Added · +3K sh | |
| 21 | Select Sector SPDR TR ST STR TECHN ETF | $82.0M | 430.5K | 1.0% | ▼−5.5% Reduced · −25K sh | |
| 22 | Applied Matls Inc COM | $80.7M | 111.6K | 1.0% | ▲+568% Added · +95K sh | |
| 23 | Ge Aerospace COM NEW | $78.8M | 210.9K | 1.0% | ▲+7.5% Added · +15K sh | |
| 24 | SPDR Series Trust ST STR AGGRE ETF | $70.5M | 2.76M | 0.9% | ▲+2.5% Added · +68K sh | |
| 25 | Micron Technology Inc COM | $69.5M | 60.2K | 0.8% | ▲+696% Added · +53K sh | |
| 26 | Texas Instrs Inc COM | $67.6M | 226.7K | 0.8% | ▲+165% Added · +141K sh | |
| 27 | Alphabet Inc CAP STK CL A | $64.9M | 181.6K | 0.8% | ▼−0.4% Reduced · −682 sh | |
| 28 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $57.7M | 190.5K | 0.7% | ▲+6.4% Added · +11K sh | |
| 29 | Netflix Inc. COM | $53.5M | 749.5K | 0.6% | ▲+27% Added · +161K sh | |
| 30 | Intuitive Surgical Inc COM NEW | $52.9M | 133.1K | 0.6% | ▲+33% Added · +33K sh | |
| 31 | Northern LTS FD TR IV MONA DI PLUS ETF | $52.6M | 2.13M | 0.6% | ▼−3.0% Reduced · −65K sh | |
| 32 | Palantir Technologies Inc CL A | $50.4M | 431.9K | 0.6% | ▲+2.3% Added · +10K sh | |
| 33 | JPMorgan Chase & Co COM | $49.3M | 150.5K | 0.6% | ▼−2.4% Reduced · −4K sh | |
| 34 | Innovator Etfs Trust EQUIT DEFIN JUL | $47.9M | 1.60M | 0.6% | ▲+0.6% Added · +10K sh | |
| 35 | Select Sector SPDR TR ST STR SVC ETF | $47.8M | 446.5K | 0.6% | ▲+9.2% Added · +38K sh | |
| 36 | Innovator Etfs Trust DEFINED WLT SHLD | $47.5M | 1.39M | 0.6% | ▲+20% Added · +230K sh | |
| 37 | SPDR Series Trust ST STR PR SP1500 | $44.6M | 491.2K | 0.5% | ▲+6.2% Added · +29K sh | |
| 38 | Ishares TR MBS ETF | $38.9M | 411.9K | 0.5% | ▲+7.2% Added · +28K sh | |
| 39 | Vanguard Index FDS GROWTH ETF | $36.4M | 423.1K | 0.4% | ▲+486% Added · +351K sh | |
| 40 | Select Sector SPDR TR ST STR CARE ETF | $36.4M | 229.3K | 0.4% | ▲+3.5% Added · +8K sh | |
| 41 | Ishares TR IBOXX INV CP ETF | $35.7M | 327.3K | 0.4% | ▲+6.6% Added · +20K sh | |
| 42 | Alphabet Inc CAP STK CL C | $34.4M | 97.4K | 0.4% | ▼−0.6% Reduced · −605 sh | |
| 43 | State STR SPDR S&P 500 ETF T TR UNIT | $33.2M | 44.5K | 0.4% | ▼−14% Reduced · −7K sh | |
| 44 | SPDR Series Trust ST STR P500VAL | $31.9M | 525.4K | 0.4% | ▲+16% Added · +71K sh | |
| 45 | Ishares TR 7-10 YR TRSY BD | $30.6M | 323.3K | 0.4% | ▲+11% Added · +31K sh | |
| 46 | Tesla Inc COM | $29.3M | 69.6K | 0.4% | ▲+16% Added · +9K sh | |
| 47 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $28.9M | 469.7K | 0.4% | ▲+23% Added · +89K sh | |
| 48 | Innovator Etfs Trust LADERD ALCTN PWR | $28.2M | 534.4K | 0.3% | ▲+2.7% Added · +14K sh | |
| 49 | Vanguard Specialized Funds DIV APP ETF | $27.6M | 116.6K | 0.3% | ▲+1.9% Added · +2K sh | |
| 50 | Vaneck ETF Trust SEMICONDUCTR ETF | $27.2M | 41.4K | 0.3% | ▲+4.5% Added · +2K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1791965/holdings"
Use Arkolith to show Kingsview Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | PAN AMERICAN SILVER CORPPAAS | $2.1M | 46K |
| CALL · bullish | SS SPDR S&P OG EXP & PRODXOP | $771K | 5K |
| CALL · bullish | ISHARES CORE S&P 500 ETFIVV | $749K | 1K |
| CALL · bullish | TESLA INCTSLA | $715K | 2K |
| PUT · bearish | AMAZON.COM INCAMZN | $453K | 2K |
| CALL · bullish | LOCKHEED MARTIN CORPLMT | $102K | 200 |
| CALL · bullish | ACCENTURE PLC-CL AACN | $100K | 800 |
| CALL · bullish | STATE STREET SPDR S&P MIDCAPMDY | $77K | 109 |
| CALL · bullish | AGNICO EAGLE MINES LTDAEM | $31K | 200 |
| CALL · bullish | ROSS STORES INCROST | $21K | 100 |
| CALL · bullish | SKYWORKS SOLUTIONS INCSWKS | $14K | 200 |
| CALL · bullish | GILEAD SCIENCES INCGILD | $13K | 100 |
| CALL · bullish | NIKE INC -CL BNKE | $12K | 300 |
| CALL · bullish | SHAKE SHACK INC - CLASS ASHAK | $11K | 200 |
| CALL · bullish | EBAY INCEBAY | $11K | 100 |
| CALL · bullish | SERVICENOW INCNOW | $10K | 100 |
| CALL · bullish | INFLEQTION INC | $7K | 500 |
| CALL · bullish | ENPHASE ENERGY INCENPH | $5K | 100 |
| CALL · bullish | SENSATA TECHNOLOGIES HOLDINGST | $5K | 100 |
| CALL · bullish | SLB LTDSLB | $5K | 100 |
| CALL · bullish | BITMINE IMMERSION TECHNOLOGIBMNR | $4K | 300 |
| CALL · bullish | PEABODY ENERGY CORPBTU | $2K | 100 |
| CALL · bullish | ENERGY FUELS INCUUUU | $1K | 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 |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 19, 2026 | 1,574 | $8.3B | 13F-HR |
| 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 |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.