Holdings of Kingsview Wealth Management, LLC
1037 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 21.6 % of the equity sleeve
Sector breakdown
- Technology 15.0 %
- Funds 5.8 %
- Financials 5.0 %
- Health care 4.7 %
- Consumer discretionary 4.3 %
- Industrials 3.6 %
- Communication 3.5 %
- Consumer staples 2.8 %
- Energy 1.9 %
- Utilities 0.9 %
- Real estate 0.5 %
- Materials 0.4 %
- Unattributed 51.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.7 %
- GB 0.1 %
- TW 0.1 %
- NL 0.0 %
- AU 0.0 %
- JP 0.0 %
- BE 0.0 %
- FR 0.0 %
- MX 0.0 %
- PE 0.0 %
- DK 0.0 %
- IT 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 1,019 | 5.8B $ | 99.70 % |
| 2 | GB | 7 | 6.1M $ | 0.11 % |
| 3 | TW | 1 | 5.9M $ | 0.10 % |
| 4 | NL | 1 | 2.4M $ | 0.04 % |
| 5 | AU | 1 | 997.5K $ | 0.02 % |
| 6 | JP | 2 | 599.2K $ | 0.01 % |
| 7 | BE | 1 | 308.6K $ | 0.01 % |
| 8 | FR | 1 | 306.3K $ | 0.01 % |
| 9 | MX | 1 | 245.8K $ | 0.00 % |
| 10 | PE | 1 | 221K $ | 0.00 % |
| 11 | DK | 1 | 219.5K $ | 0.00 % |
| 12 | IT | 1 | 211.8K $ | 0.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1,001 | DoubleLine Income Solutions Fund | 14,400 | 156K $ | |
| 1,002 | PIMCO Income Strategy Fund | 18,951 | 151.6K $ | |
| 1,003 | Nuveen New York Quality Munici | 13,450 | 150K $ | |
| 1,004 | NEORT | 16,218 | 146K $ | |
| 1,005 | USA TODAY Co Inc | 20,000 | 141K $ | |
| 1,006 | Nuveen Global High Income Fund | 11,255 | 137.5K $ | |
| 1,007 | Nuveen Municipal Value Fund Inc | 14,247 | 128.1K $ | |
| 1,008 | Nuveen Municipal Credit Income | 10,426 | 127K $ | |
| 1,009 | NuScale Power Corp | 11,673 | 126.5K $ | |
| 1,010 | Guggenheim Strategic Opportunities Fund | 11,166 | 123K $ | |
| 1,011 | Prime Medicine Inc | 35,000 | 121.8K $ | |
| 1,012 | American Coastal Insurance Corp | 10,745 | 120.9K $ | |
| 1,013 | OXFORD SQUARE CAPITAL CORP | 65,425 | 115.8K $ | |
| 1,014 | Zevra Therapeutics Inc | 12,120 | 113K $ | |
| 1,015 | Blackrock Enhanced Global Dividend Trust | 10,065 | 110.3K $ | |
| 1,016 | Archer Aviation Inc | 20,992 | 108.5K $ | |
| 1,017 | United States Antimony Corp | 12,237 | 106.8K $ | |
| 1,018 | Eaton Vance T/M Gl | 11,359 | 99.7K $ | |
| 1,019 | ProShares Bitcoin ETF | 10,417 | 97K $ | |
| 1,020 | Lumen Technologies Inc | 13,939 | 96.9K $ | |
| 1,021 | CareCloud Inc | 26,000 | 94.9K $ | |
| 1,022 | QuantumScape Corp | 12,287 | 78.4K $ | |
| 1,023 | Bridger Aerospace Group Holdings Inc | 35,000 | 69.3K $ | |
| 1,024 | Medical Properties Trust Inc | 13,796 | 63.9K $ | |
| 1,025 | Xeris Biopharma Holdings Inc | 10,000 | 58K $ | |
| 1,026 | Newsmax Inc | 10,490 | 54.8K $ | |
| 1,027 | Prospect Capital Corp | 19,878 | 51.9K $ | |
| 1,028 | RAIN ENHANCEMENT TECHNOLOGIES HOLDCO INC | 20,000 | 50.8K $ | |
| 1,029 | RESEARCH FRONTIERS INC | 44,950 | 41.4K $ | |
| 1,030 | TechPrecision Corp | 12,500 | 37.6K $ | |
| 1,031 | EAGLE POINT CREDIT CO | 10,000 | 37.6K $ | |
| 1,032 | SES AI Corp | 33,505 | 32.2K $ | |
| 1,033 | American Battery Technology Co | 11,145 | 31.1K $ | |
| 1,034 | GoodRx Holdings Inc | 15,293 | 30K $ | |
| 1,035 | Pacific Biosciences of California Inc | 10,765 | 14.2K $ | |
| 1,036 | Nakamoto Inc | 56,655 | 12.5K $ | |
| 1,037 | Gabelli Equity Trust Inc. | 36,860 | 258 $ | |