Kingsview Wealth Management, LLC
Q2 2025 13F Holdings
- Locationgrants pass, OR
- Num holdings
1,162
- Value ($000)
$5,906,756
- Date Filed08/08/2025
- Form type13F-HR
- CIK0001791965
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MPRO NORTHERN LTS FD TR IV | MONARCH PROCAP I | 66538H245 | $242.34M | 4 % | 8,139,056 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $158.18M | 3 % | 1,594,509 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $152.17M | 3 % | 963,146 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $129.07M | 2 % | 1,354,081 | ||
MAMB NORTHERN LTS FD TR IV | MONARCH AMBASSAD | 66538H260 | $127.60M | 2 % | 5,529,997 | ||
AAPL APPLE INC | COM | 037833100 | $113.23M | 2 % | 551,862 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $106.37M | 2 % | 213,848 | ||
MBCC NORTHERN LTS FD TR IV | MONARCH BLUE CH | 66538H252 | $104.68M | 2 % | 2,868,616 | ||
MVFG NORTHERN LTS FD TR IV | MONARCH VOL FACT | 66537J812 | $97.29M | 2 % | 3,471,118 | ||
MSSS NORTHERN LTS FD TR IV | MONARCH SEL SUBS | 66537J838 | $90.20M | 2 % | 3,055,184 |
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