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Livermore
Livermore
ZHEN

Kingsview Wealth Management, LLC

SEC CIK
0001791965
Latest filing
Aug 18, 2026

The latest 13F from Kingsview Wealth Management, LLC covers Q2 2026 (filed Aug 18, 2026): 1,409 long positions worth $8.25B. The top 10 holdings make up 21.5% of the portfolio, and the largest is Northern LTS FD Tr IV at 2.9%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
195
Est. +$281.0M
Added
671
Est. +$795.0M
Reduced
500
Est. −$704.8M
Sold out
98
Est. −$184.7M

Top 5 holdings

Share of this quarter's portfolio value

  1. Northern LTS FD Tr IV66538H245
    2.9%$242.0M
  2. NVDANVIDIA Corp
    2.7%$223.5MHistory
  3. State Street SPDR Portfolio S&P 500 Growth ETF78464A409
    2.3%$191.4M
  4. Northern LTS FD Tr IV66538H260
    2.2%$180.9M
  5. Northern LTS FD Tr IV66538H252
    2.1%$175.8M

Biggest buys

New and added positions, by estimated amount bought

  1. AMATApplied Materials Inc
    +$68.6MAddedHistory
  2. LRCXLam Research Corp
    +$66.4MAddedHistory
  3. MUMicron Technology Inc
    +$60.7MAddedHistory
  4. TXNTexas Instruments Inc
    +$42.1MAddedHistory
  5. Northern LTS FD Tr IV66538H252
    +$15.3MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. LRCXLam Research Corp
    +0.93 pp0.2% → 1.1%History
  2. AMATApplied Materials Inc
    +0.90 pp0.1% → 1.0%History
  3. MUMicron Technology Inc
    +0.81 pp<0.1% → 0.8%History
  4. TXNTexas Instruments Inc
    +0.59 pp0.2% → 0.8%History
  5. Northern LTS FD Tr IV66538H252
    +0.31 pp1.8% → 2.1%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AMDAdvanced Micro Devices Inc
    −$78.3MReducedHistory
  2. AAPLApple Inc.
    −$49.4MReducedHistory
  3. WMTWalmart Inc.
    −$43.9MReducedHistory
  4. MAMastercard Inc
    −$42.7MReducedHistory
  5. NKENIKE, Inc.
    −$31.1MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. WMTWalmart Inc.
    −0.71 pp0.9% → 0.2%History
  2. MAMastercard Inc
    −0.58 pp0.7% → 0.1%History
  3. AAPLApple Inc.
    −0.57 pp2.6% → 2.1%History
  4. NKENIKE, Inc.
    −0.55 pp0.6% → <0.1%History
  5. SPDR Series Trust78464A672
    −0.17 pp1.3% → 1.2%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$8.25B
+$927.5M (+12.7%) vs. prior quarter
Positions
1,409
+97 vs. prior quarter
Top 10 concentration
21.5%
Top 10 as share of value
Turnover
11.4%
Q2 2026, one quarter
Average holding period
17.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $8.25B (Q2 2026)

Q1 2021: $1.72BQ2 2021: $2.02BQ3 2021: $2.11BQ4 2021: $2.38BQ1 2022: $2.27BQ2 2022: $2.09BQ3 2022: $2.11BQ4 2022: $2.30BQ1 2023: $2.38BQ2 2023: $2.55BQ3 2023: $2.78BQ4 2023: $3.35BQ1 2024: $3.99BQ2 2024: $4.23BQ3 2024: $4.75BQ4 2024: $5.13BQ1 2025: $5.31BQ2 2025: $5.91BQ3 2025: $6.55BQ4 2025: $6.94BQ1 2026: $7.32BQ2 2026: $8.25B
Q1 2021Q2 2026
13F filings of Kingsview Wealth Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 18, 20261,409$8.25BNorthern LTS FD Tr IVNVDAState Street SPDR Portfolio S&P 500 Growth ETFvs. Q1 2026SEC
Q1 2026May 12, 20261,312$7.32BNorthern LTS FD Tr IVAAPLNVDAvs. Q4 2025SEC
Q4 2025Feb 9, 20261,229$6.94BNorthern LTS FD Tr IVAAPLNVDAvs. Q3 2025SEC
Q3 2025Nov 12, 20251,191$6.55BNorthern LTS FD Tr IVNVDAMSFTvs. Q2 2025SEC
Q2 2025Aug 8, 20251,160$5.91BNorthern LTS FD Tr IViShares Core U.S. Aggregate Bond ETFNVDAvs. Q1 2025SEC
Q1 2025May 2, 20251,086$5.31BNorthern LTS FD Tr IVAAPLiShares Trvs. Q4 2024SEC
Q4 2024Jan 28, 20251,098$5.13BNorthern LTS FD Tr IVAAPLiShares Core U.S. Aggregate Bond ETFvs. Q3 2024SEC
Q3 2024Nov 12, 20241,082$4.75BNorthern LTS FD Tr IViShares TrAAPLvs. Q2 2024SEC
Q2 2024Aug 14, 20241,032$4.23BNorthern LTS FD Tr IVAAPLiShares Trvs. Q1 2024SEC
Q1 2024May 9, 20241,008$3.99BNorthern LTS FD Tr IViShares TrAAPLvs. Q4 2023SEC
Q4 2023Feb 8, 2024943$3.35BAAPLNorthern LTS FD Tr IViShares Trvs. Q3 2023SEC
Q3 2023Nov 7, 2023927$2.78BAAPLNorthern LTS FD Tr IViShares Core U.S. Aggregate Bond ETFvs. Q2 2023SEC
Q2 2023Aug 10, 2023903$2.55BAAPLMSFTNorthern LTS FD Tr IVvs. Q1 2023SEC
Q1 2023May 15, 2023881$2.38BAAPLiShares Core U.S. Aggregate Bond ETFNorthern LTS FD Tr IVvs. Q4 2022SEC
Q4 2022Feb 13, 2023841$2.30BNorthern LTS FD Tr IVAAPLMSFTvs. Q3 2022SEC
Q3 2022Nov 15, 2022813$2.11BNorthern LTS FD Tr IVAAPLiShares Core U.S. Aggregate Bond ETFvs. Q2 2022SEC
Q2 2022Aug 16, 2022807$2.09BAAPLNorthern LTS FD Tr IViShares Core U.S. Aggregate Bond ETFvs. Q1 2022SEC
Q1 2022Feb 8, 2024851$2.27BAAPLMSFTNorthern LTS FD Tr IVvs. Q4 2021SEC
Q4 2021Feb 17, 2022886$2.38BAAPLMSFTNorthern LTS FD Tr IVvs. Q3 2021SEC
Q3 2021Dec 3, 2021836$2.11BAAPLMSFTNorthern LTS FD Tr IVvs. Q2 2021SEC
Q2 2021Aug 17, 2021860$2.02BAAPLMSFTiShares Core U.S. Aggregate Bond ETFvs. Q1 2021SEC
Q1 2021May 24, 2021808$1.72BAAPLMSFTNorthern LTS FD Tr IV–SEC