Kingsview Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Kingsview Wealth Management, LLC reported 1,086 stock positions worth $5.3 billion. Its top holding was Monarch Procap Index ETF (MPRO) at 3.3% of the portfolio, followed by Apple (AAPL, 3.0%) and iShares 0-3 Month Treasury B (SGOV, 2.4%). Compared with Q4 2024, it opened 106 new positions, sold out of 118, added to 454 and reduced 478. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +568%) and the biggest sale Innovator Laddered Allocatio (BUFF, shares −67%).
- Most Recent 13F
- Q2 2026
- Location
- GRANTS PASS, OR
- CIK
- 0001791965
- Portfolio Value
- $5.3B (Q1 2025)
- SEC Filing
- 0001791965-25-000004 ↗ filed May 2, 2025
Holdings Value
Holdings 1,086 stocks · $5.3B
| MPRO Monarch Procap Index ETF | 3.30% | 6,059,656 | $175.0M | Add +0.2% |
| AAPL Apple Inc. | 3.00% | 716,147 | $159.1M | Add +24.1% |
| SGOV iShares 0-3 Month Treasury B | 2.43% | 1,283,761 | $129.2M | Add +567.9% |
| AGG iShares Core U.S. Aggregate | 2.38% | 1,275,465 | $126.2M | Reduce -0.9% |
| MAMB Monarch Ambass Inc. Indx ETF | 2.31% | 5,378,106 | $122.6M | Add +9.5% |
| NVDA Nvidia Corp. | 2.02% | 987,285 | $107.0M | Add +7.3% |
| MSSS Monarch Select Subsec in ETF | 1.95% | 3,811,620 | $103.4M | Reduce -1.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.94% | 1,279,544 | $102.8M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 1.89% | 526,608 | $100.2M | Add +6.3% |
| MBCE Monarch Blue Chips Elite Ind | 1.77% | 2,803,995 | $93.8M | Reduce -7.8% |
| MVFG Monarch VF GLB Uncon ETF | 1.54% | 3,248,669 | $81.8M | Add +49.3% |
| MSFT Microsoft Corp. | 1.52% | 215,087 | $80.7M | Add +1.2% |
| SPTI SS SPDR P Int Term TSY ETF | 1.47% | 2,721,082 | $77.8M | Reduce -5.6% |
| MVFD Monarch Vol Fact DVD Ti ETF | 1.29% | 2,665,174 | $68.3M | Add +36.7% |
| LLY Eli Lilly & Co. | 1.08% | 69,445 | $57.4M | Add +8.8% |
| MDPL Monarch Dividend Plus Index | 1.05% | 2,119,674 | $55.6M | Reduce -8.0% |
| META Meta Platforms Inc. Class A | 1.03% | 94,478 | $54.5M | Add +124.8% |
| ORCL Oracle Corp. | 1.00% | 380,496 | $53.2M | Add +15.1% |
| SPAB SS SPDR P Agg Bond ETF | 0.99% | 2,054,045 | $52.5M | Reduce -6.6% |
| GE General Electric filed as GE AEROSPACE | 0.94% | 250,218 | $50.1M | Add +7.7% |
| VOO Vanguard S&P 500 ETF | 0.94% | 96,759 | $49.7M | Add +6.2% |
| NFLX Netflix Inc. | 0.92% | 52,632 | $49.1M | Add +8.1% |
| SFLR Innovator Eqty MGD Floor ETF | 0.92% | 1,561,728 | $49.0M | Add +344.3% |
| MA Mastercard Inc. Class A | 0.88% | 85,188 | $46.7M | Add +11.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.87% | 98,747 | $46.3M | Add +0.7% |
| XLK SS Technology Select Sector | 0.85% | 217,262 | $44.9M | Add +1.2% |
| DHR Danaher Corp. | 0.80% | 208,359 | $42.7M | Add +410.8% |
| CRM Salesforce Inc. | 0.77% | 152,467 | $40.9M | Add +13.7% |
| JAJL Innovator Edp ETF - 6M Ja | 0.69% | 1,356,308 | $36.9M | Add +8093.7% |
| SPG Simon Property Group Inc. | 0.69% | 221,232 | $36.7M | Add +14747.8% |
| XLC SS Comm Select Sector SPDR | 0.69% | 379,926 | $36.6M | Reduce -4.2% |
| JPM JPMorgan Chase & Co. | 0.57% | 124,173 | $30.5M | Add +1.5% |
| MBB iShares MBS ETF | 0.51% | 286,589 | $26.9M | Add +11.3% |
| XLV SS Health Care Select Sector | 0.51% | 183,595 | $26.8M | Reduce -5.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.47% | 229,376 | $24.9M | Add +8.6% |
| FTSM First Trust Enh Short Mat FD | 0.47% | 413,615 | $24.8M | Reduce -10.0% |
| HD Home Depot Inc. | 0.45% | 65,645 | $24.1M | Reduce -17.9% |
| BUFF Innovator Laddered Allocatio | 0.45% | 542,393 | $23.9M | Reduce -66.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 41,591 | $23.3M | Add +1.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.43% | 338,776 | $23.0M | Add +6.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 42,826 | $22.8M | Reduce -7.9% |
| IEF iShares 7-10 Year Treasury B | 0.41% | 230,036 | $21.9M | Add +16.0% |
| GOOGL Alphabet Inc. Class A | 0.41% | 140,080 | $21.7M | Add +3.2% |
| IAU iShares Gold Trust | 0.40% | 360,502 | $21.3M | Add +0.2% |
| V Visa Inc. Class A | 0.40% | 60,250 | $21.1M | Reduce -59.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.38% | 222,655 | $20.4M | Add +71.6% |
| COST Costco Wholesale Corp. | 0.37% | 20,934 | $19.8M | Reduce -61.3% |
| AVGO Broadcom Inc. | 0.36% | 113,531 | $19.0M | Add +1.6% |
| MCD McDonald's Corp. | 0.35% | 60,229 | $18.8M | Add +3.4% |
| MRK Merck & Co. Inc. | 0.34% | 203,453 | $18.3M | Add +4.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.33% | 90,583 | $17.5M | Add +168.6% |
| CVX Chevron Corp. | 0.33% | 103,544 | $17.3M | Reduce -1.5% |
| JEPI JPMorgan Equity Premium Inco | 0.32% | 301,803 | $17.2M | Add +38.4% |
| XOM Exxon Mobil Corp. | 0.32% | 142,313 | $16.9M | Reduce -1.8% |
| XLP SS Consumer Staples Sel Sect | 0.31% | 203,972 | $16.7M | Reduce -21.1% |
| VIG Vanguard Dividend Apprec ETF | 0.31% | 85,246 | $16.5M | Add +0.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.31% | 195,920 | $16.2M | Add +7.9% |
| FTC First Trust Large Cap Growth | 0.30% | 119,821 | $15.7M | Reduce -13.2% |
| FTA First Trust L C Val Alp | 0.29% | 203,354 | $15.6M | Reduce -10.3% |
| XLY SS Consumer Disc Select Sect | 0.28% | 74,972 | $14.8M | Add +0.8% |
| XLRE SS Real Estate Select Sector | 0.28% | 351,408 | $14.7M | Reduce -21.8% |
| XLF SS Financial Select Sector | 0.28% | 293,324 | $14.6M | Reduce -5.4% |
| TAP Molson Coors Beverage Co. Class B | 0.27% | 236,822 | $14.4M | Add +40.5% |
| ABBV Abbvie Inc. | 0.27% | 68,689 | $14.4M | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 57,295 | $14.2M | Add +102.6% |
| GLD SPDR Gold Shares | 0.27% | 48,950 | $14.1M | Add +26.0% |
| BLK BlackRock Inc. | 0.26% | 14,752 | $14.0M | Add +93.6% |
| PG The Procter & Gamble Co. | 0.26% | 81,753 | $13.9M | Add +1.6% |
| SCHD Schwab US DVD Equity ETF | 0.26% | 491,749 | $13.7M | Add +16.4% |
| GOOG Alphabet Inc. Class C | 0.25% | 85,788 | $13.4M | Add +1.1% |
| TXN Texas Instruments Inc. | 0.25% | 74,306 | $13.4M | Add +7.1% |
| ITOT iShares Core S&P Total U.S. | 0.25% | 109,010 | $13.3M | Reduce -16.9% |
| SPSB SS SPDR P St C Corp. ETF | 0.25% | 441,245 | $13.3M | Add +1.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.25% | 259,509 | $13.3M | Add +1.2% |
| AMGN Amgen Inc. | 0.24% | 41,585 | $13.0M | Reduce -14.4% |
| IVV iShares Core S&P 500 ETF | 0.24% | 22,774 | $12.8M | Reduce -23.2% |
| JNJ Johnson & Johnson | 0.24% | 75,976 | $12.6M | Reduce -46.6% |
| XAR SS SPDR S&P Aerospace Def | 0.23% | 77,496 | $12.5M | Add +1.7% |
| PEP Pepsico Inc. | 0.23% | 82,185 | $12.3M | Reduce -2.9% |
| TSLA Tesla Inc. | 0.23% | 47,534 | $12.3M | Reduce -3.0% |
| LOW Lowe's Cos Inc. | 0.23% | 52,574 | $12.3M | Add +24.1% |
| ACN Accenture PLC Class A | 0.23% | 39,021 | $12.2M | Add +264.5% |
| KBWP Invesco KBW Property & Casua | 0.23% | 96,703 | $12.0M | Reduce -0.4% |
| IPG Interpublic Group of Cos Inc. | 0.23% | 442,466 | $12.0M | Add +37.1% |
| CI The Cigna Group | 0.23% | 36,493 | $12.0M | Add +4.1% |
| IHF iShares U.S. Healthcare Prov | 0.22% | 224,121 | $11.8M | Reduce -2.1% |
| KIE SS SPDR S&P Insurance ETF | 0.22% | 194,753 | $11.8M | Reduce -2.3% |
| XSD SS SPDR S&P Semiconductor | 0.22% | 58,707 | $11.8M | Add +10.9% |
| SCHG Schwab US Large-Cap Growth | 0.22% | 462,769 | $11.6M | Add +9.8% |
| IHI iShares U.S. Medical Devices | 0.22% | 190,701 | $11.5M | Reduce -7.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 30,879 | $11.5M | Reduce -4.7% |
| XPH SS SPDR S&P Pharma ETF | 0.22% | 260,643 | $11.4M | Reduce -1.6% |
| JPIE JPMorgan Income ETF | 0.21% | 245,793 | $11.3M | Add +565.2% |
| XLI SS Industrial Select Sector | 0.21% | 86,321 | $11.3M | Add +1.6% |
| CMCSA Comcast Corp. Class A | 0.21% | 300,666 | $11.1M | Reduce -11.5% |
| KR Kroger Co. | 0.21% | 163,416 | $11.1M | Reduce -12.4% |
| BALT Inn Defined Wealth Shield | 0.21% | 351,453 | $11.0M | Add +98.8% |
| TGT Target Corp. | 0.21% | 105,606 | $11.0M | Reduce -2.4% |
| DG Dollar General Corp. | 0.21% | 125,205 | $11.0M | Add +5.3% |
| PEJ Invesco Leisure & Entertainm | 0.21% | 226,163 | $11.0M | Add +2.7% |
Options reported separately and not counted above: ACHR calls ($74K).
Portfolio Sells Q4 2024 → Q1 2025
| BUFF Innovator Laddered Allocatio | Reduce -66.7% | 0.45% | −0.97 |
| EMR Emerson Electric Co. | Reduce -90.8% | 0.06% | −0.65 |
| COST Costco Wholesale Corp. | Reduce -61.3% | 0.37% | −0.59 |
| V Visa Inc. Class A | Reduce -59.3% | 0.40% | −0.51 |
| AMT American Tower Corp. | Reduce -72.3% | 0.19% | −0.42 |
| MBCE Monarch Blue Chips Elite Ind | Reduce -7.8% | 1.77% | −0.27 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.3% | 1.94% | −0.26 |
| HSY The Hershey Co. | Reduce -84.1% | 0.03% | −0.17 |
| JNJ Johnson & Johnson | Reduce -46.6% | 0.24% | −0.16 |
| SON Sonoco Products Co. | Reduce -97.0% | 0.00% | −0.16 |
| TSLA Tesla Inc. | Reduce -3.0% | 0.23% | −0.15 |
| HD Home Depot Inc. | Reduce -17.9% | 0.45% | −0.15 |
| STLD Steel Dynamics Inc. | Reduce -90.1% | 0.02% | −0.15 |
| CVS CVS Health Corp. | Reduce -85.2% | 0.03% | −0.13 |
| BKNG Booking Holdings Inc. | Reduce -65.1% | 0.06% | −0.13 |
| MSSS Monarch Select Subsec in ETF | Reduce -1.4% | 1.95% | −0.12 |
| NEE Nextera Energy Inc. | Reduce -35.9% | 0.19% | −0.12 |
| ITA iShares U.S. Aerospace & Def | Reduce -91.1% | 0.01% | −0.10 |
| IWD iShares Russell 1000 Value E | Reduce -60.5% | 0.07% | −0.10 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -5.6% | 1.47% | −0.10 |
| IVV iShares Core S&P 500 ETF | Reduce -23.2% | 0.24% | −0.10 |
| MDPL Monarch Dividend Plus Index | Reduce -8.0% | 1.05% | −0.09 |
| XLP SS Consumer Staples Sel Sect | Reduce -21.1% | 0.31% | −0.08 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -6.6% | 0.99% | −0.08 |
| XLRE SS Real Estate Select Sector | Reduce -21.8% | 0.28% | −0.08 |
| ITOT iShares Core S&P Total U.S. | Reduce -16.9% | 0.25% | −0.08 |
| IWP iShares Russell Mid-Cap Grow | Reduce -65.2% | 0.04% | −0.08 |
| TGT Target Corp. | Reduce -2.4% | 0.21% | −0.08 |
| XSMO Invesco S&P Smallcap Momentu | Sold out | 0.00% | −0.08 |
| FTC First Trust Large Cap Growth | Reduce -13.2% | 0.30% | −0.08 |
| IBB iShares Biotechnology ETF | Reduce -89.9% | 0.01% | −0.07 |
| IYF iShares US Financials ETF | Sold out | 0.00% | −0.07 |
| MEI Methode Electronics Inc. | Sold out | 0.00% | −0.07 |
| ESGV Vanguard ESG US Stock ETF | Sold out | 0.00% | −0.07 |
| FXI iShares China Large-Cap ETF | Sold out | 0.00% | −0.07 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -57.8% | 0.05% | −0.07 |
| FTSM First Trust Enh Short Mat FD | Reduce -10.0% | 0.47% | −0.07 |
| VDC Vanguard Consumer Staple ETF | Reduce -93.2% | 0.01% | −0.07 |
| IYR iShares US Real Estate ETF | Sold out | 0.00% | −0.07 |
| IGF iShares Global Infrastructur | Sold out | 0.00% | −0.07 |
| EFAV iShares MSCI Eafe Min Vol Fa | Sold out | 0.00% | −0.07 |
| SCHH Schwab US REIT ETF | Reduce -83.0% | 0.01% | −0.07 |
| EEMV iShares MSCI Emg MKT Min Vol | Sold out | 0.00% | −0.07 |
| MO Altria Group Inc. | Reduce -46.3% | 0.10% | −0.07 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.06 |
| SPHD Invesco S&P 500 High Dividen | Reduce -84.7% | 0.01% | −0.06 |
| JHG Janus Henderson Group PLC | Reduce -85.1% | 0.01% | −0.06 |
| VNQ Vanguard Real Estate ETF | Reduce -31.1% | 0.13% | −0.06 |
| SSNC Ss&c Technologies Holdings | Reduce -29.0% | 0.19% | −0.06 |
| SR Spire Inc. | Sold out | 0.00% | −0.06 |
Portfolio Buys Q4 2024 → Q1 2025
| SGOV iShares 0-3 Month Treasury B | Add +567.9% | 2.43% | +2.06 |
| SFLR Innovator Eqty MGD Floor ETF | Add +344.3% | 0.92% | +0.70 |
| SPG Simon Property Group Inc. | Add +14747.8% | 0.69% | +0.69 |
| JAJL Innovator Edp ETF - 6M Ja | Add +8093.7% | 0.69% | +0.69 |
| DHR Danaher Corp. | Add +410.8% | 0.80% | +0.62 |
| META Meta Platforms Inc. Class A | Add +124.8% | 1.03% | +0.55 |
| MVFG Monarch VF GLB Uncon ETF | Add +49.3% | 1.54% | +0.43 |
| MVFD Monarch Vol Fact DVD Ti ETF | Add +36.7% | 1.29% | +0.30 |
| MAMB Monarch Ambass Inc. Indx ETF | Add +9.5% | 2.31% | +0.19 |
| QQQM Invesco Nasdaq 100 ETF | Add +168.6% | 0.33% | +0.19 |
| GE General Electric | Add +7.7% | 0.94% | +0.19 |
| AAPL Apple Inc. | Add +24.1% | 3.00% | +0.18 |
| JPIE JPMorgan Income ETF | Add +565.2% | 0.21% | +0.18 |
| BG Bunge Global SA | New | 0.17% | +0.17 |
| DHI D.R. Horton Inc. | New | 0.17% | +0.17 |
| PHM Pultegroup Inc. | Add +2710.0% | 0.17% | +0.17 |
| ACN Accenture PLC Class A | Add +264.5% | 0.23% | +0.16 |
| TOL Toll Brothers Inc. | Add +1536.5% | 0.17% | +0.15 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +71.6% | 0.38% | +0.15 |
| IBM Intl Business Machines Corp. | Add +102.6% | 0.27% | +0.15 |
| FTCB FT Core Investment Grade ETF | New | 0.14% | +0.14 |
| ADM Archer-Daniels-Midland Co. | Add +376.8% | 0.17% | +0.13 |
| UCON First Trust Smith Unconstrai | Add +182.3% | 0.20% | +0.13 |
| LLY Eli Lilly & Co. | Add +8.8% | 1.08% | +0.12 |
| CGUS Cap Group Core Equity | Add +2612.3% | 0.12% | +0.12 |
| BLK BlackRock Inc. | Add +93.6% | 0.26% | +0.11 |
| BALT Inn Defined Wealth Shield | Add +98.8% | 0.21% | +0.10 |
| MA Mastercard Inc. Class A | Add +11.8% | 0.88% | +0.10 |
| TAP Molson Coors Beverage Co. Class B | Add +40.5% | 0.27% | +0.08 |
| GLD SPDR Gold Shares | Add +26.0% | 0.27% | +0.08 |
| JEPI JPMorgan Equity Premium Inco | Add +38.4% | 0.32% | +0.08 |
| NFLX Netflix Inc. | Add +8.1% | 0.92% | +0.08 |
| BMY Bristol-Myers Squibb Co. | Add +187.2% | 0.10% | +0.07 |
| EBAY eBay Inc. | New | 0.07% | +0.07 |
| CRI Carter's Inc. | New | 0.06% | +0.06 |
| ZWS Zurn Elkay Water Solutions C | New | 0.06% | +0.06 |
| TGLS Tecnoglass Holdings Inc. | New | 0.06% | +0.06 |
| HIG Hartford Insurance Group Inc. | Add +72.0% | 0.13% | +0.06 |
| FMC FMC Corp. | Add +1727.3% | 0.06% | +0.06 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +120.4% | 0.11% | +0.06 |
| FTGS First Trust Grwth Strgth ETF | New | 0.06% | +0.06 |
| IEF iShares 7-10 Year Treasury B | Add +16.0% | 0.41% | +0.06 |
| SEIC Sei Investments Company | New | 0.06% | +0.06 |
| PZZA Papa John's Intl Inc. | New | 0.05% | +0.05 |
| DGX Quest Diagnostics Inc. | New | 0.05% | +0.05 |
| DOX Amdocs Ltd. | New | 0.05% | +0.05 |
| FCFS Firstcash Holdings Inc. | New | 0.05% | +0.05 |
| IAU iShares Gold Trust | Add +0.2% | 0.40% | +0.05 |
| SNA Snap-on Inc. | Add +417.0% | 0.07% | +0.05 |
| ALLE Allegion PLC | New | 0.05% | +0.05 |
Options Activity Q4 2024 → Q1 2025
| ACHR Archer Aviation Inc. Class A | call | New | 38,900 | $74K |
| REFR Research Frontiers Inc. | call | Sold out | 10,000 | $1Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,409 | $8.2B | MPRO, NVDA, SPYG, MAMB, MBCE |
| Q1 2026 | 1,311 | $7.3B | MPRO, AAPL, NVDA, MAMB, AGG |
| Q4 2025 | 1,229 | $6.9B | MPRO, AAPL, NVDA, SPYG, MAMB |
| Q3 2025 | 1,190 | $6.5B | MPRO, NVDA, MSFT, SPYG, MAMB |
| Q2 2025 | 1,160 | $5.9B | MPRO, AGG, NVDA, SPYG, MAMB |
| Q1 2025 | 1,086 | $5.3B | MPRO, AAPL, SGOV, AGG, MAMB |
| Q4 2024 | 1,098 | $5.1B | MPRO, AAPL, AGG, NVDA, SPYG |
| Q3 2024 | 1,082 | $4.8B | MPRO, ITOT, AAPL, MBCE, NVDA |
| Q2 2024 | 1,031 | $4.2B | MPRO, AAPL, ITOT, NVDA, MBCE |
| Q1 2024 | 1,007 | $4.0B | MPRO, ITOT, AAPL, AGG, MSFT |