KINGSVIEW WEALTH MANAGEMENT, LLC

Filed: 5/2/2025ACC: 0001791965-25-000004

📋 What this filing means

KINGSVIEW WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 1086 equity positions with a total reported market value of $5.31B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

1086

Positions

$5.31B

Total AUM (reported)

89.57M

Total Shares

Allocation by class

COM$1.82B34.2%

MONARCH PROCAP I$175.00M3.3%

CL A$156.38M2.9%

MONARCH VOL FACT$150.14M2.8%

0-3 MNTH TREASRY$129.24M2.4%

CORE US AGGBD ET$126.17M2.4%

MONARCH AMBASSAD$122.62M2.3%

Portfolio Concentration

Top 3$463.32M8.7%

4–10$756.01M14.2%

11–25$872.66M16.4%

Rest$3.22B60.6%

Top 3 weight

8.7%

Top 10 weight

23.0%

Voting Authority Distribution

Total shares with voting rights: 89.57M

Sole

Full voting authority

7.44M

% of voting shares8.3%

Shared

Joint voting authority

819.39K

% of voting shares0.9%

None

No voting authority

81.31M

% of voting shares90.8%

Investment Discretion (by position count)

Sole1032

Shared0

Other54

Dominant voting typeNone · 90.8% of voting shares

Institutional Holdings1086

Rows:

NORTHERN LTS FD TR IV

SOLE

MONARCH PROCAP I

Shares6.06M

TypeSH

Market value$175.00M

3.30%

Sole

0.00

Shared

0.00

None

6.06M

APPLE INC

DFND

COM

Shares716.15K

TypeSH

Market value$159.08M

3.00%

Sole

22.46K

Shared

0.00

None

693.68K

ISHARES TR

DFND

0-3 MNTH TREASRY

Shares1.28M

TypeSH

Market value$129.24M

2.43%

Sole

0.00

Shared

819.39K

None

464.37K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares1.28M

TypeSH

Market value$126.17M

2.38%

Sole

1.09M

Shared

0.00

None

190.42K

NORTHERN LTS FD TR IV

SOLE

MONARCH AMBASSAD

Shares5.38M

TypeSH

Market value$122.62M

2.31%

Sole

0.00

Shared

0.00

None

5.38M

NVIDIA CORPORATION

SOLE

COM

Shares987.28K

TypeSH

Market value$107.00M

2.02%

Sole

43.49K

Shared

0.00

None

943.79K

NORTHERN LTS FD TR IV

SOLE

MONARCH SEL SUBS

Shares3.81M

TypeSH

Market value$103.37M

1.95%

Sole

0.00

Shared

0.00

None

3.81M

SPDR SER TR

SOLE

PRTFLO S&P500 GW

Shares1.28M

TypeSH

Market value$102.84M

1.94%

Sole

0.00

Shared

0.00

None

1.28M

AMAZON COM INC

SOLE

COM

Shares526.61K

TypeSH

Market value$100.19M

1.89%

Sole

25.59K

Shared

0.00

None

501.01K

NORTHERN LTS FD TR IV

SOLE

MONARCH BLUE CH

Shares2.80M

TypeSH

Market value$93.82M

1.77%

Sole

0.00

Shared

0.00

None

2.80M

NORTHERN LTS FD TR IV

SOLE

MONARCH VOL FACT

Shares3.25M

TypeSH

Market value$81.80M

1.54%

Sole

0.00

Shared

0.00

None

3.25M

MICROSOFT CORP

DFND

COM

Shares215.09K

TypeSH

Market value$80.74M

1.52%

Sole

13.68K

Shared

0.00

None

201.40K

SPDR SER TR

SOLE

PORTFLI INTRMDIT

Shares2.72M

TypeSH

Market value$77.77M

1.47%

Sole

0.00

Shared

0.00

None

2.72M

NORTHERN LTS FD TR IV

SOLE

MONARCH VOL FACT

Shares2.67M

TypeSH

Market value$68.34M

1.29%

Sole

0.00

Shared

0.00

None

2.67M

ELI LILLY & CO

SOLE

COM

Shares69.44K

TypeSH

Market value$57.36M

1.08%

Sole

5.90K

Shared

0.00

None

63.55K

NORTHERN LTS FD TR IV

SOLE

MONARCH DIVID PL

Shares2.12M

TypeSH

Market value$55.64M

1.05%

Sole

0.00

Shared

0.00

None

2.12M

META PLATFORMS INC

SOLE

CL A

Shares94.48K

TypeSH

Market value$54.45M

1.03%

Sole

8.13K

Shared

0.00

None

86.35K

ORACLE CORP

SOLE

COM

Shares380.50K

TypeSH

Market value$53.20M

1.00%

Sole

32.72K

Shared

0.00

None

347.78K

SPDR SER TR

SOLE

PORTFOLIO AGRGTE

Shares2.05M

TypeSH

Market value$52.46M

0.99%

Sole

0.00

Shared

0.00

None

2.05M

GE AEROSPACE

SOLE

COM NEW

Shares250.22K

TypeSH

Market value$50.08M

0.94%

Sole

26.25K

Shared

0.00

None

223.97K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares96.76K

TypeSH

Market value$49.73M

0.94%

Sole

0.00

Shared

0.00

None

96.76K

NETFLIX INC

SOLE

COM

Shares52.63K

TypeSH

Market value$49.08M

0.92%

Sole

5.54K

Shared

0.00

None

47.09K

INNOVATOR ETFS TRUST

SOLE

QUITY MANAGD FLR

Shares1.56M

TypeSH

Market value$49.02M

0.92%

Sole

0.00

Shared

0.00

None

1.56M

MASTERCARD INCORPORATED

SOLE

CL A

Shares85.19K

TypeSH

Market value$46.69M

0.88%

Sole

9.43K

Shared

0.00

None

75.76K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares98.75K

TypeSH

Market value$46.30M

0.87%

Sole

0.00

Shared

0.00

None

98.75K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
NORTHERN LTS FD TR IVSOLE	MONARCH PROCAP I	6.06M	SH	$175.00M 3.30%	0.00	0.00	6.06M
APPLE INCDFND	COM	716.15K	SH	$159.08M 3.00%	22.46K	0.00	693.68K
ISHARES TRDFND	0-3 MNTH TREASRY	1.28M	SH	$129.24M 2.43%	0.00	819.39K	464.37K
ISHARES TRSOLE	CORE US AGGBD ET	1.28M	SH	$126.17M 2.38%	1.09M	0.00	190.42K
NORTHERN LTS FD TR IVSOLE	MONARCH AMBASSAD	5.38M	SH	$122.62M 2.31%	0.00	0.00	5.38M
NVIDIA CORPORATIONSOLE	COM	987.28K	SH	$107.00M 2.02%	43.49K	0.00	943.79K
NORTHERN LTS FD TR IVSOLE	MONARCH SEL SUBS	3.81M	SH	$103.37M 1.95%	0.00	0.00	3.81M
SPDR SER TRSOLE	PRTFLO S&P500 GW	1.28M	SH	$102.84M 1.94%	0.00	0.00	1.28M
AMAZON COM INCSOLE	COM	526.61K	SH	$100.19M 1.89%	25.59K	0.00	501.01K
NORTHERN LTS FD TR IVSOLE	MONARCH BLUE CH	2.80M	SH	$93.82M 1.77%	0.00	0.00	2.80M
NORTHERN LTS FD TR IVSOLE	MONARCH VOL FACT	3.25M	SH	$81.80M 1.54%	0.00	0.00	3.25M
MICROSOFT CORPDFND	COM	215.09K	SH	$80.74M 1.52%	13.68K	0.00	201.40K
SPDR SER TRSOLE	PORTFLI INTRMDIT	2.72M	SH	$77.77M 1.47%	0.00	0.00	2.72M
NORTHERN LTS FD TR IVSOLE	MONARCH VOL FACT	2.67M	SH	$68.34M 1.29%	0.00	0.00	2.67M
ELI LILLY & COSOLE	COM	69.44K	SH	$57.36M 1.08%	5.90K	0.00	63.55K
NORTHERN LTS FD TR IVSOLE	MONARCH DIVID PL	2.12M	SH	$55.64M 1.05%	0.00	0.00	2.12M
META PLATFORMS INCSOLE	CL A	94.48K	SH	$54.45M 1.03%	8.13K	0.00	86.35K
ORACLE CORPSOLE	COM	380.50K	SH	$53.20M 1.00%	32.72K	0.00	347.78K
SPDR SER TRSOLE	PORTFOLIO AGRGTE	2.05M	SH	$52.46M 0.99%	0.00	0.00	2.05M
GE AEROSPACESOLE	COM NEW	250.22K	SH	$50.08M 0.94%	26.25K	0.00	223.97K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	96.76K	SH	$49.73M 0.94%	0.00	0.00	96.76K
NETFLIX INCSOLE	COM	52.63K	SH	$49.08M 0.92%	5.54K	0.00	47.09K
INNOVATOR ETFS TRUSTSOLE	QUITY MANAGD FLR	1.56M	SH	$49.02M 0.92%	0.00	0.00	1.56M
MASTERCARD INCORPORATEDSOLE	CL A	85.19K	SH	$46.69M 0.88%	9.43K	0.00	75.76K
INVESCO QQQ TRSOLE	UNIT SER 1	98.75K	SH	$46.30M 0.87%	0.00	0.00	98.75K

Page 1 of 44

…