Institutional Fund
Kingsview Wealth Management, LLC
Grants Pass, ORCIK 17919655 filings on record
Portfolio Value
$7.32B
Q1 2026
Holdings
1,312
Reported positions
New Buys
181
Opened this quarter
QoQ Change
+5.5%
from $6.94B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Northern Lts Fd Tr IV3.1%
- Apple Inc2.6%
- Nvidia Corporation2.6%
- Northern Lts Fd Tr IV2.3%
- Ishares Tr2.3%
- Spdr Series Trust2.2%
- Other84.9%
Portfolio Holdings
1,312 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Northern Lts Fd Tr IV | 7.36M | $230.01M | 3.1% | +222.4K | Added |
| 2 | Apple Inc | 763.4K | $193.75M | 2.6% | +47.5K | Added |
| 3 | Nvidia Corporation | 1.09M | $189.32M | 2.6% | +118.6K | Added |
| 4 | Northern Lts Fd Tr IV | 7.05M | $169.96M | 2.3% | +772.5K | Added |
| 5 | Ishares Tr | 1.67M | $165.66M | 2.3% | +379.8K | Added |
| 6 | Spdr Series Trust | 1.61M | $157.42M | 2.2% | +100.5K | Added |
| 7 | Northern Lts Fd Tr IV | 4.35M | $140.02M | 1.9% | +406.0K | Added |
| 8 | Northern Lts Fd Tr IV | 3.86M | $133.12M | 1.8% | +485.1K | Added |
| 9 | Northern Lts Fd Tr IV | 3.84M | $114.85M | 1.6% | +63.0K | Added |
| 10 | Vanguard Index Fds | 164.0K | $97.98M | 1.3% | +26.9K | Added |
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