Kingsview Wealth Management, LLC
CIK 1791965 · Holdings on Jun 30, 2026 · First reported Aug 19, 2026
Top ten holdings
Q2 2026- MPRO2.93%
- NVDA2.71%
- SPYG2.32%
- MAMB2.19%
- MBCE2.13%
- AGG2.10%
- AAPL2.08%
- MVFG2.00%
- MSSS1.68%
- VOO1.30%
Share classes counted separately21.44%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LRCXWeight increased · +0.93 pp0.15% → 1.08%Shares +153.24K (+295.63%)
- AMATWeight increased · +0.90 pp0.08% → 0.98%Shares +94.89K (+568.23%)
- MUWeight increased · +0.81 pp0.03% → 0.84%Shares +52.61K (+695.83%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MPROMONARCH PROCAP INDEX ETFMONA PROC IN ETF View history and evidence | $242.03M | 2.93% | 7.41M shares | 3.14% → 2.93%-0.21 pp +51.13K (+0.69%) | Added | ▾ |
| 02 | NVDANVIDIA CORP View history and evidence | $223.52M | 2.71% | 1.12M shares | 2.59% → 2.71%+0.12 pp +31.53K (+2.90%) | Added | ▾ |
| 03 | SPYGSS SPDR P S&P 500 GROWTH ETFST STR P500GRW View history and evidence | $191.42M | 2.32% | 1.61M shares | 2.15% → 2.32%+0.17 pp +825 (+0.05%) | Added | ▾ |
| 04 | MAMBMONARCH AMBASS INC INDX ETFMONA AM INCO ETF View history and evidence | $180.86M | 2.19% | 7.52M shares | 2.32% → 2.19%-0.13 pp +470.06K (+6.67%) | Added | ▾ |
| 05 | MBCEMONARCH BLUE CHIPS ELITE INDMONARCH BLUE ELI View history and evidence | $175.83M | 2.13% | 4.23M shares | 1.82% → 2.13%+0.31 pp +366.91K (+9.51%) | Added | ▾ |
| 06 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $173.58M | 2.10% | 1.75M shares | 2.26% → 2.10%-0.16 pp +84.95K (+5.09%) | Added | ▾ |
| 07 | AAPLAPPLE INC View history and evidence | $171.48M | 2.08% | 592.62K shares | 2.65% → 2.08%-0.57 pp -170.82K (-22.38%) | Reduced | ▾ |
| 08 | MVFGMONARCH VF GLB UNCON ETFMONARCH VOL FACT View history and evidence | $164.65M | 2.00% | 4.75M shares | 1.91% → 2.00%+0.09 pp +396.55K (+9.12%) | Added | ▾ |
| 09 | MSSSMONARCH SELECT SUBSEC IN ETFMONARCH SEL SUBS View history and evidence | $138.76M | 1.68% | 3.88M shares | 1.57% → 1.68%+0.11 pp +37.31K (+0.97%) | Added | ▾ |
| 10 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $107.50M | 1.30% | 156.52K shares | 1.34% → 1.30%-0.04 pp -7.45K (-4.54%) | Reduced | ▾ |
Options overlay 23
$5.18M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
PAASPAN AMERICAN SILVER CORP View history and evidence | Call | 46.00K | $2.06M | -7.20K (-13.53%) | ▾ |
XOPSS SPDR S&P OG EXP & PRODSP O&G EXPL PRO View history and evidence | Call | 5.00K | $771.30K | 0 (0.00%) | ▾ |
IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | Call | 1.00K | $748.89K | +1.00K | ▾ |
3 / 23 options · preview only
Exited positions 113
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| JHEM JOHN HANCOCK MULTI EM MRK ET | Non-derivative | -224,387 | -$7.69M | SEC filing ↗ | SEC filing ↗ |
| FIVA FIDELITY INTL VAL FACT ETF | Non-derivative | -217,862 | -$7.58M | SEC filing ↗ | SEC filing ↗ |
| IFV FIRST TRUST DW FOCUS 5 INTL | Non-derivative | -299,475 | -$7.57M | SEC filing ↗ | SEC filing ↗ |
3 / 113 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1791965 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-19
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 8251981543
}Research all 1,432 reported holdings.
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