Kingsview Wealth Management, LLC
SEC Form 13F institutional filer · CIK 0001791965
13F-HR · 383 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$3.72B
Top-10 concentration
34.5%
Kingsview Wealth Management, LLC — $3.72B AUM allocation strategy
Kingsview Wealth Management, LLC files SEC Form 13F and reports $3.72B of long US equity value across 383 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.6%, followed by Financials 5.2% and Communication Services 3.0%.
The top 10 holdings account for 34% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Kingsview Wealth Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$3.72B
total across 383 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
34% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$XLC +388K sh · +$42.9M+$PLTR +343K sh · +$47.7M+$XLF +301K sh · +$14.3M
Biggest trims (shares)
−$XLU −1.07M sh · −$45.3M−$XLRE −770K sh · −$30.9M−$XLB −667K sh · −$30.1M
Exited to nil (held last quarter, gone now)
$HII ($4.47M last qtr)$AKAM ($4.08M last qtr)$ALLE ($2.83M last qtr)$XYZ ($545K last qtr)$AES ($534K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors9.2%—
- Technology Hardware, Storage & Peripherals5.2%—
- Asset Management & Custody Banks2.6%—
- Systems Software2.5%—
- Broadline Retail2.4%—
- Pharmaceuticals1.9%—
- Consumer Staples Merchandise Retail1.9%—
- Application Software1.7%—
- Other holdings72.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 763K | $194M | +47.5K | 5.2% |
| $NVDA | NVIDIA Corporation | 1.09M | $189M | +119K | 5.1% |
| $IVZ | Invesco Ltd | 1.87M | $97.2M | -624K | 2.6% |
| $AVGO | Broadcom Inc | 306K | $94.7M | +187K | 2.5% |
| $MSFT | Microsoft Corporation | 251K | $93M | +20.5K | 2.5% |
| $AMZN | Amazon.com Inc | 427K | $89M | +41.2K | 2.4% |
| $LLY | Eli Lilly and Company | 75.5K | $69.4M | +4.87K | 1.9% |
| $WMT | Walmart Inc | 556K | $69.1M | +6.82K | 1.9% |
…and 375 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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