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Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC is an independent Registered Investment Adviser headquartered in Chicago, Illinois. The firm serves a diverse client base including individuals, high-net-worth families, and institutions, offering financial planning, portfolio management, and wealth advisory services. Incorporated in Delaware, Kingsview was founded in 2014 and has since grown to manage billions in client assets. The firm employs a team of experienced advisors and support professionals and serves clients across the United States.
Investment Strategy
Kingsview Wealth Management provides customized financial solutions through diversified portfolios, focusing on risk management, asset allocation, and strategic investment selection. The firm utilizes a disciplined investment process that combines active and passive strategies across equities, fixed income, ETFs, and alternative investments. Their aim is to help clients achieve their long-term financial goals while maintaining a keen focus on tax efficiency, capital preservation, and adapting portfolios to clients' evolving needs.
Latest 13F Filing Activity
Kingsview Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,135 equity positions and 2 options positions with a total 13F market value of $6B. The fund increased holdings in Northern LTS FD TR IV, Nvidia Corporation, Walmart Inc. among other positions. Kingsview Wealth Management, LLC reduced exposure to Ishares TR, Apple Inc., Simon PPTY Group Inc. New among others.
Top Holdings
Equity Positions (1,135)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MPRO | NORTHERN LTS FD TR IV | 4.10% | $242.3M | 8,139,056 | $27.46 | $29.78 | +$67.3M |
A AGG | ISHARES TR | 2.68% | $158.2M | 1,594,509 | $99.00 | $99.20 | +$32.0M |
N NVDA | NVIDIA CORPORATION | 2.58% | $152.2M | 963,146 | $36.69 | $157.99 | +$45.2M |
S SPYG | SPDR SERIES TRUST | 2.19% | $129.1M | 1,354,081 | $78.75 | $95.32 | +$26.2M |
M MAMB | NORTHERN LTS FD TR IV | 2.16% | $127.6M | 5,529,997 | $22.78 | $23.07 | +$5.0M |
Options Positions (2)
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Manager | Pembine, WI , United States | |
 | Senior Vice President Portfolio Manager | Elmhurst, IL , United States | |
 | Head of Trading | Chicago, IL , United States |
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