2026 Q1 Portfolio Activity
In 2026 Q1, Kingsview Wealth Management, LLC maintained a portfolio of 1432 distinct positions. The most significant new addition was SPDR SERIES TRUST, now representing 0.22% of the total fund value. They heavily accumulated shares in BROADCOM INC, increasing the position by 157.2%. Conversely, Kingsview Wealth Management, LLC completely exited their position in MICROSOFT CORP.
Position History
hover any row below to update
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Total Positions
1432
Quarter
2026 Q1
Top Holding
MPRO (3.1%)
Top 10 Concentration
21.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1432
Kingsview Wealth Management, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MPRO
NORTHERN LTS FD...
|
ETF | 3.14% | 3.16% |
#1
Prev: #1
|
3.8 |
—
|
222,438 | 3.1% |
P
S
|
7,362,775 | $230,013,077 |
$29.18
+10.0%
|
2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
AAPL
APPLE INC
|
Technology | 2.64% | 2.80% |
#2
Prev: #2
|
4.6 |
—
|
47,497 | 6.6% |
P
S
|
763,437 | $193,752,725 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.58% | 2.60% |
#3
Prev: #3
|
4.0 |
—
|
118,607 | 12.3% |
P
S
|
1,085,563 | $189,322,178 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MAMB
NORTHERN LTS FD...
|
ETF | 2.32% | 2.16% |
#4
1
Prev: #5
|
3.4 |
—
|
772,468 | 12.3% |
P
S
|
7,050,997 | $169,957,229 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AGG
ISHARES TR
|
ETF | 2.26% | 1.85% |
#5
1
Prev: #6
|
3.9 |
—
|
379,769 | 29.5% |
P
S
|
1,668,749 | $165,656,685 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 2.15% | 2.32% |
#6
2
Prev: #4
|
2.9 |
—
|
100,494 | 6.7% |
P
S
|
1,607,843 | $157,423,865 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MVFG
NORTHERN LTS FD...
|
Unknown | 1.91% | 1.76% |
#7
1
Prev: #8
|
2.8 |
—
|
406,048 | 10.3% |
P
S
|
4,348,501 | $140,021,741 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MBCC
NORTHERN LTS FD...
|
ETF | 1.82% | 1.79% |
#8
1
Prev: #7
|
2.7 |
—
|
485,142 | 14.4% |
P
S
|
3,859,663 | $133,119,776 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MSSS
NORTHERN LTS FD...
|
Unknown | 1.57% | 1.65% |
#9
Prev: #9
|
1.1 |
—
|
62,979 | 1.7% |
P
S
|
3,841,170 | $114,845,215 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.34% | 1.24% |
#10
3
Prev: #13
|
2.5 |
—
|
26,903 | 19.6% |
P
S
|
163,970 | $97,980,021 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPTI
SPDR SERIES TRU...
|
ETF | 1.33% | 1.40% |
#11
Prev: #11
|
1.0 |
—
|
52,880 | 1.6% |
P
S
|
3,411,524 | $97,774,282 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MVFD
NORTHERN LTS FD...
|
Unknown | 1.31% | 1.18% |
#12
2
Prev: #14
|
2.5 |
—
|
372,845 | 12.9% |
P
S
|
3,270,747 | $95,865,590 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.29% | 0.59% |
#13
22
Prev: #35
|
3.5 |
—
|
187,076 | 157.2% |
P
S
|
306,087 | $94,736,994 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.27% | 1.61% |
#14
4
Prev: #10
|
2.5 |
—
|
20,524 | 8.9% |
P
S
|
251,257 | $93,007,843 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.21% | 1.28% |
#15
3
Prev: #12
|
2.5 |
—
|
41,191 | 10.7% |
P
S
|
427,292 | $88,992,184 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SFLR
INNOVATOR ETFS ...
|
ETF | 1.05% | 1.00% |
#16
Prev: #16
|
2.4 |
—
|
280,861 | 14.9% |
P
S
|
2,167,558 | $76,753,214 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.95% | 1.09% |
#17
2
Prev: #15
|
2.4 |
—
|
4,868 | 6.9% |
P
S
|
75,471 | $69,415,619 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.94% | 0.88% |
#18
2
Prev: #20
|
0.9 |
—
|
6,824 | 1.2% |
P
S
|
555,832 | $69,078,812 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPAB
SPDR SERIES TRU...
|
ETF | 0.94% | 0.92% |
#19
Prev: #19
|
2.4 |
—
|
213,315 | 8.6% |
P
S
|
2,695,425 | $69,056,780 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.86% | 0.92% |
#20
2
Prev: #18
|
0.8 |
—
|
4,705 | 4.5% |
P
S
|
109,102 | $62,971,238 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.84% | 0.20% |
#21
77
Prev: #98
|
3.3 |
—
|
342,965 | 432.2% |
P
S
|
422,311 | $61,775,653 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.83% | 0.75% |
#22
4
Prev: #26
|
2.8 |
—
|
94,581 | 26.2% |
P
S
|
455,331 | $60,513,434 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.78% | 0.09% |
#23
202
Prev: #225
|
3.3 |
—
|
251,637 | 827.8% |
P
S
|
282,035 | $57,374,380 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NFLX
NETFLIX INC.
|
ETF | 0.77% | 0.70% |
#24
5
Prev: #29
|
2.3 |
—
|
72,747 | 14.1% |
P
S
|
588,957 | $56,628,216 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MDPL
NORTHERN LTS FD...
|
Unknown | 0.77% | 0.80% |
#25
2
Prev: #23
|
2.3 |
—
|
131,928 | 6.4% |
P
S
|
2,191,126 | $56,240,743 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.76% | 0.97% |
#26
9
Prev: #17
|
0.8 |
—
|
-21,640 | -9.9% |
P
S
|
196,112 | $55,650,654 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.72% | 0.70% |
#27
1
Prev: #28
|
2.3 |
—
|
26,071 | 16.7% |
P
S
|
182,248 | $52,407,375 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.67% | 0.80% |
#28
4
Prev: #24
|
0.8 |
—
|
1,313 | 1.4% |
P
S
|
98,120 | $49,026,638 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JAJL
INNOVATOR ETFS ...
|
ETF | 0.63% | 0.67% |
#29
3
Prev: #32
|
0.8 |
—
|
-80 | -0.0% |
P
S
|
1,592,565 | $46,295,865 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.63% | 0.04% |
#30
406
Prev: #436
|
3.3 |
—
|
96,000 | 2183.8% |
P
S
|
100,396 | $46,281,552 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.62% | 0.64% |
#31
3
Prev: #34
|
2.2 |
—
|
15,332 | 11.0% |
P
S
|
154,138 | $45,341,379 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
XLC
SELECT SECTOR S...
|
ETF | 0.62% | 0.04% |
#32
411
Prev: #443
|
3.2 |
—
|
388,153 | 1866.2% |
P
S
|
408,952 | $45,336,461 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 0.58% | 0.45% |
#33
14
Prev: #47
|
2.7 |
—
|
54,688 | 44.0% |
P
S
|
179,046 | $42,544,905 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NKE
NIKE INC
|
Consumer Cyclical | 0.57% | 0.70% |
#34
4
Prev: #30
|
0.7 |
—
|
34,090 | 4.5% |
P
S
|
792,797 | $41,875,528 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BALT
INNOVATOR ETFS ...
|
ETF | 0.53% | 0.49% |
#35
7
Prev: #42
|
2.2 |
—
|
148,488 | 14.7% |
P
S
|
1,155,711 | $38,675,873 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 0.50% | 0.51% |
#36
2
Prev: #38
|
2.2 |
—
|
31,550 | 7.3% |
P
S
|
462,465 | $36,562,501 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MBB
ISHARES TR
|
ETF | 0.50% | 0.31% |
#37
22
Prev: #59
|
3.2 |
—
|
161,776 | 72.7% |
P
S
|
384,249 | $36,484,416 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.46% | 0.52% |
#38
2
Prev: #36
|
0.7 |
—
|
-1,412 | -2.6% |
P
S
|
51,906 | $33,756,345 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
LQD
ISHARES TR
|
ETF | 0.46% | 0.27% |
#39
33
Prev: #72
|
3.2 |
—
|
136,557 | 80.1% |
P
S
|
306,942 | $33,453,596 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 0.44% | 0.50% |
#40
Prev: #40
|
0.7 |
—
|
-4,683 | -2.1% |
P
S
|
221,599 | $32,488,630 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.44% | 0.48% |
#41
2
Prev: #43
|
2.2 |
—
|
4,965 | 9.8% |
P
S
|
55,808 | $31,929,651 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.43% | 0.49% |
#42
1
Prev: #41
|
0.7 |
—
|
2,727 | 3.9% |
P
S
|
72,181 | $31,527,728 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.41% | 0.52% |
#43
6
Prev: #37
|
0.2 |
—
|
-103,710 | -23.2% |
P
S
|
343,318 | $30,266,915 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.41% | 0.29% |
#44
21
Prev: #65
|
2.2 |
—
|
9,053 | 5.4% |
P
S
|
176,048 | $29,868,237 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.39% | 0.25% |
#45
32
Prev: #77
|
2.2 |
—
|
22,737 | 19.9% |
P
S
|
136,952 | $28,335,304 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.38% | 0.42% |
#46
2
Prev: #48
|
2.2 |
—
|
5,237 | 5.6% |
P
S
|
98,035 | $28,122,358 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IEF
ISHARES TR
|
ETF | 0.38% | 0.51% |
#47
8
Prev: #39
|
0.2 |
—
|
-76,022 | -20.7% |
P
S
|
292,002 | $27,868,640 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BUFF
INNOVATOR ETFS ...
|
ETF | 0.35% | 0.37% |
#48
2
Prev: #50
|
0.6 |
—
|
5,705 | 1.1% |
P
S
|
520,381 | $25,712,025 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 0.35% | 0.29% |
#49
15
Prev: #64
|
2.6 |
—
|
95,645 | 26.7% |
P
S
|
454,428 | $25,711,524 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
FTSM
FIRST TR EXCHAN...
|
ETF | 0.35% | 0.38% |
#50
1
Prev: #49
|
0.6 |
—
|
-18,536 | -4.2% |
P
S
|
422,999 | $25,286,894 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-50 of 1432 holdings