Titelia

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

  • USD 100.0 %

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.

RankCountryLinesValueShare
1US1,0195.8B $99.70 %
2GB76.1M $0.11 %
3TW15.9M $0.10 %
4NL12.4M $0.04 %
5AU1997.5K $0.02 %
6JP2599.2K $0.01 %
7BE1308.6K $0.01 %
8FR1306.3K $0.01 %
9MX1245.8K $0.00 %
10PE1221K $0.00 %
11DK1219.5K $0.00 %
12IT1211.8K $0.00 %

Positions

RankCompanySharesValueWeight
201Crowdstrike Holdings Inc 17,6786.9M $
202State Street SPDR Bloomberg Short Term High Yield Bond ETF 276,0066.9M $
203WisdomTree Trust 136,8416.9M $
204H&R Block Inc 216,5606.9M $
205Vanguard 0-3 Month Treasury Bi 90,6426.9M $
206iShares Russell 2000 ETF 27,5946.8M $
207FT Vest Laddered Buffer ETF 201,2076.8M $
208iShares Core MSCI EAFE ETF 74,6646.8M $
209iShares National Muni Bond ETF 63,2136.7M $
210Mondelez International Inc 115,6686.7M $
211iShares Core S&P Small-Cap ETF 53,2076.6M $
212JPMorgan Active Growth ETF 78,2126.6M $
213Union Pacific Corp 27,1986.6M $
214FactSet Research Systems Inc 30,1906.6M $
215SPDR SERIES TRUST 68,9306.5M $
216Stifel Financial Corp 88,0016.5M $
217Honeywell International Inc 28,7586.5M $
218JOHN HANCOCK MULTI-FACTOR MID JOHN HANCOCK MULTI FACT MID 95,9706.4M $
219iShares Silver Trust 94,3906.4M $
220SS&C Technologies Holdings Inc 95,0656.4M $
221First Trust Exchange-Traded Fund IV 296,6646.4M $
222Lamb Weston Holdings Inc 149,7846.3M $
223Oshkosh Corp 42,9886.3M $
224First Trust Exchange-Traded Fund III 89,9086.3M $
225Booz Allen Hamilton Holding Corp 80,8206.3M $
226Vanguard Mid-Cap Growth ETF 24,4806.3M $
227Vanguard Russell 1000 Growth ETF 57,2026.3M $
228Bank of America Corp 128,3256.3M $
229Brown & Brown Inc 95,6896.2M $
230Cognizant Technology Solutions Corp. 101,3506.2M $
231Pfizer Inc 221,2636.2M $
232Vanguard FTSE Developed Markets ETF 96,8496.2M $
233General Mills, Inc. 163,6316.1M $
234Invesco S&P 500 Equal Weight ETF 31,6466.1M $
235Cisco Systems, Inc. 77,9546M $
236Automatic Data Processing Inc 29,6776M $
237Realty Income Corp 98,3166M $
238Targa Resources Corp 23,7906M $
239PGIM ETF Trust 116,0525.9M $
240Taiwan Semiconductor Manufacturing Co Ltd 17,4795.9M $
241J P Morgan Exchange Traded Fund Trust 109,8365.9M $
242Air Products and Chemicals Inc 20,2995.9M $
243iShares Trust 127,2145.9M $
244KBR Inc 157,6545.8M $
245Applied Materials Inc 16,6995.7M $
246Vanguard Total World Stock ETF 41,1065.7M $
247Schwab Fundamental U.S. Large Company ETF 203,7985.7M $
248Graphic Packaging Holding Co 566,5265.6M $
249Kulicke & Soffa Industries Inc 83,7145.5M $
250WEC Energy Group Inc 47,4055.5M $
251iShares Trust 16,6865.5M $
252Allstate Corp/The 26,1545.4M $
253ALPS ETF Trust 101,2195.3M $
254Snap-on Inc 14,6455.3M $
2553M Co 36,4925.3M $
256KLA Corp 3,5365.2M $
257Global X US Infrastructure Development ETF 102,2885.2M $
258iShares Trust 55,2925.1M $
259Vanguard FTSE All-World ex-US ETF 68,3095.1M $
260McKesson Corp 5,9145.1M $
261S&P Global Inc 11,9555.1M $
262Clear Secure Inc 103,5985M $
263Goldman Sachs Group Inc/The 5,9035M $
264CAPITAL GROUP CORE EQUITY ETF 129,7155M $
265JPMorgan Ultra-Short Income ETF 97,7354.9M $
266Halliburton Co 125,5614.9M $
267Invesco S&P 500 Momentum ETF 43,5364.9M $
268Stryker Corp 14,7414.8M $
269Quanta Services Inc 8,7624.8M $
270iShares U.S. Equity Factor ETF 72,5884.8M $
271ConocoPhillips 36,1774.8M $
272iShares Trust 42,1444.8M $
273Dell Technologies Inc 29,0004.8M $
274iShares 5-10 Year Investment Grade Corporate Bond ETF 88,3984.7M $
275Northrop Grumman Corp 6,8414.7M $
276Dorchester Minerals LP 171,3054.6M $
277Vanguard Large-Cap ETF 15,4604.6M $
278First Trust Exchange-Traded Fund III 258,1594.6M $
279Sempra 47,1224.6M $
280Vanguard Small-Cap ETF 17,3834.6M $
281iShares Russell Top 200 Growth 18,2454.5M $
282TransDigm Group Inc 3,9054.5M $
283iShares Trust 21,1524.5M $
284iShares Trust 46,3744.5M $
285ARK ETF Trust 66,2324.5M $
286Motorola Solutions Inc 10,2804.5M $
287DuPont de Nemours Inc 97,3764.5M $
288Capital Group Growth ETF 110,8294.5M $
289EnerSys 25,5464.4M $
290Boeing Co/The 22,2274.4M $
291Avantis US Large Cap Value ETF 54,6734.4M $
292Fidelity National Financial Inc 94,7554.4M $
293Hartford Insurance Group Inc/The 32,3584.4M $
294Philip Morris International Inc. 26,2314.3M $
295iShares Core High Dividend ETF 31,9174.3M $
296First Trust SMID Cap Rising Dividend Achievers ETF 109,6634.3M $
297Valero Energy Corp 17,1774.2M $
298Brown-Forman Corp 158,8934.2M $
299Invesco S&P MidCap Momentum ET 28,9184.2M $
300InterDigital Inc 13,7284.1M $