Kingsview Wealth Management, LLC
Q3 2025 13F Holdings
- Locationgrants pass, OR
- Num holdings
1,194
- Value ($000)
$6,548,043
- Date Filed 11/12/2025
- Form type13F-HR
- CIK 0001791965
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
M NORTHERN LTS FD TR IV | MONARCH PROCAP I | 66538H245 | $200.96M | 3 % | 6,586,811 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $178.32M | 3 % | 955,736 | ||
M MICROSOFT CORP | COM | 594918104 | $151.32M | 2 % | 292,145 | ||
K SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $144.92M | 2 % | 1,386,615 | ||
M NORTHERN LTS FD TR IV | MONARCH AMBASSAD | 66538H260 | $142.05M | 2 % | 5,992,210 | ||
A APPLE INC | COM | 037833100 | $139.74M | 2 % | 548,810 | ||
A ISHARES TR | CORE US AGGBD ET | 464287226 | $119.60M | 2 % | 1,192,992 | ||
M NORTHERN LTS FD TR IV | MONARCH VOL FACT | 66537J812 | $119.25M | 2 % | 3,809,675 | ||
M NORTHERN LTS FD TR IV | MONARCH SEL SUBS | 66537J838 | $118.32M | 2 % | 3,850,206 | ||
M NORTHERN LTS FD TR IV | MONARCH BLUE CH | 66538H252 | $115.56M | 2 % | 3,136,438 |
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