Kingsview Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    grants pass, OR
  • Num holdings

    1,194

  • Value ($000)

    $6,548,043

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001791965
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MPRO
MPRO

NORTHERN LTS FD TR IV

MONARCH PROCAP I
66538H245
$200.96 M
3 %

6,586,811

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$178.32 M
3 %

955,736

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$151.32 M
2 %

292,145

KRE
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
78464A409
$144.92 M
2 %

1,386,615

MAMB
MAMB

NORTHERN LTS FD TR IV

MONARCH AMBASSAD
66538H260
$142.05 M
2 %

5,992,210

AAPL
AAPL

APPLE INC

COM
037833100
$139.74 M
2 %

548,810

AGG
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$119.60 M
2 %

1,192,992

MVFG
MVFG

NORTHERN LTS FD TR IV

MONARCH VOL FACT
66537J812
$119.25 M
2 %

3,809,675

MSSS
MSSS

NORTHERN LTS FD TR IV

MONARCH SEL SUBS
66537J838
$118.32 M
2 %

3,850,206

MBCC
MBCC

NORTHERN LTS FD TR IV

MONARCH BLUE CH
66538H252
$115.56 M
2 %

3,136,438

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