EdgeMarket › What Kingsview Wealth Management, Llc reported owning
What Kingsview Wealth Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
7.3BPositions
1,334Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MPRO Monarch ProCap Index ETF | 230.0M | 3.1% | 7.4M | 32.63 | +8.3% |
| AAPL Apple Inc. | 193.8M | 2.6% | 763.4K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 189.3M | 2.6% | 1.1M | 214.72 | +22.4% |
| MAMB Monarch Ambassador Income Index ETF | 170.0M | 2.3% | 7.1M | 23.97 | +3.3% |
| AGG iShares Core U.S. Aggregate Bond ETF | 165.7M | 2.3% | 1.7M | 97.35 | -1.7% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 157.4M | 2.1% | 1.6M | 120.21 | +22.2% |
| MVFG Monarch Volume Factor Global Unconstrained Ind | 140.0M | 1.9% | 4.3M | 35.61 | +21.5% |
| MBCE Monarch Blue Chips Elite Index ETF | 133.1M | 1.8% | 3.9M | 38.43 | +4.5% |
| MSSS Monarch Select Subsector Index ETF | 114.8M | 1.6% | 3.8M | 36.55 | +22.1% |
| VOO Vanguard S&P 500 ETF | 98.0M | 1.3% | 164.0K | 703.71 | +20.0% |
| SPTI State Street SPDR Portfolio Intermediate Term | 97.8M | 1.3% | 3.4M | 28.07 | -2.3% |
| MVFD Monarch Volume Factor Dividend Tree Index ETF | 95.9M | 1.3% | 3.3M | 31.76 | +18.9% |
| AVGO Broadcom Inc. | 94.7M | 1.3% | 306.1K | 368.45 | +26.5% |
| MSFT MICROSOFT CORP | 93.0M | 1.3% | 251.3K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 89.0M | 1.2% | 427.3K | 258.63 | +15.6% |
| SFLR Innovator Equity Managed Floor ETF | 76.8M | 1.0% | 2.2M | 38.83 | +11.7% |
| LLY ELI LILLY & Co | 69.4M | 0.9% | 75.5K | 1,255.40 | +78.0% |
| WMT Walmart Inc. | 69.1M | 0.9% | 555.8K | 103.70 | +1.1% |
| SPAB State Street SPDR Portfolio Aggregate Bond ETF | 69.1M | 0.9% | 2.7M | 25.09 | -1.8% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 63.0M | 0.9% | 109.1K | 713.44 | +26.1% |
| PLTR Palantir Technologies Inc. | 61.8M | 0.8% | 422.3K | 179.94 | +15.3% |
| XLK State Street Technology Select Sector SPDR ETF | 60.5M | 0.8% | 455.3K | 183.31 | +41.1% |
| AMD ADVANCED MICRO DEVICES INC | 57.4M | 0.8% | 282.0K | 473.25 | +186.5% |
| NFLX NETFLIX INC | 56.6M | 0.8% | 589.0K | 79.59 | -34.4% |
| MDPL Monarch Dividend Plus Index ETF | 56.2M | 0.8% | 2.2M | 30.95 | +15.0% |
| GE GENERAL ELECTRIC CO | 55.7M | 0.8% | 196.1K | 348.37 | +30.7% |
| GOOGL Alphabet Inc. | 52.4M | 0.7% | 182.2K | 344.82 | +73.0% |
| MA Mastercard Inc | 49.0M | 0.7% | 98.1K | 580.63 | -2.0% |
| JAJL Innovator Equity Defined Protection ETF - 6mo | 46.3M | 0.6% | 1.6M | 30.22 | +6.4% |
| ISRG INTUITIVE SURGICAL INC | 46.3M | 0.6% | 100.4K | 378.81 | -21.2% |
| JPM JPMORGAN CHASE & CO | 45.3M | 0.6% | 154.1K | 351.58 | +20.3% |
| XLC State Street Communication Services Select Sec | 45.3M | 0.6% | 409.0K | 111.40 | +1.4% |
| QQQM Invesco NASDAQ 100 ETF | 42.5M | 0.6% | 179.0K | 293.76 | +26.1% |
| NKE NIKE, Inc. | 41.9M | 0.6% | 792.8K | 40.76 | -46.6% |
| BALT Innovator Defined Wealth Shield ETF | 38.7M | 0.5% | 1.2M | 34.70 | +6.8% |
| SPTM State Street SPDR Portfolio S&P 1500 Composite | 36.6M | 0.5% | 462.5K | 92.94 | +20.2% |
| MBB iShares MBS ETF | 36.5M | 0.5% | 384.2K | 93.12 | -0.6% |
| SPY SPDR S&P 500 ETF TRUST | 33.8M | 0.5% | 51.9K | 765.72 | +20.0% |
| LQD iShares iBoxx $ Investment Grade Corporate Bon | 33.5M | 0.5% | 306.9K | 105.92 | -3.5% |
| XLV State Street Health Care Select Sector SPDR ET | 32.5M | 0.4% | 221.6K | 174.62 | +27.0% |
| META Meta Platforms, Inc. | 31.9M | 0.4% | 55.8K | 549.90 | -26.5% |
| VUG Vanguard Morningstar Growth ETF | 31.5M | 0.4% | 72.2K | 87.50 | +15.9% |
| IAU ISHARES GOLD TRUST | 30.3M | 0.4% | 343.3K | 86.79 | +37.5% |
| XOM ExxonMobil Holdings Corp | 29.9M | 0.4% | 176.0K | 165.11 | +52.1% |
| CVX CHEVRON CORP | 28.3M | 0.4% | 137.0K | 205.27 | +34.0% |
| GOOG Alphabet Inc. | 28.1M | 0.4% | 98.0K | 341.75 | +70.7% |
| IEF iShares 7-10 Year Treasury Bond ETF | 27.9M | 0.4% | 292.0K | 92.82 | -2.8% |
| BUFF Innovator Laddered Allocation Power Buffer ETF | 25.7M | 0.4% | 520.4K | 53.60 | +11.8% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 25.7M | 0.4% | 454.4K | 63.51 | +17.5% |
| FTSM First Trust Enhanced Short Maturity ETF | 25.3M | 0.3% | 423.0K | 59.87 | -0.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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