KINGSVIEW WEALTH MANAGEMENT, LLC

Filed: 8/8/2025ACC: 0001791965-25-000005

📋 What this filing means

KINGSVIEW WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 1161 equity positions with a total reported market value of $5.91B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

1161

Positions

$5.91B

Total AUM (reported)

96.27M

Total Shares

Allocation by class

COM$2.03B34.3%

MONARCH PROCAP I$242.34M4.1%

MONARCH VOL FACT$166.58M2.8%

CORE US AGGBD ET$158.18M2.7%

CL A$132.96M2.3%

PRTFLO S&P500 GW$129.07M2.2%

MONARCH AMBASSAD$127.60M2.2%

Portfolio Concentration

Top 3$552.68M9.4%

4–10$768.43M13.0%

11–25$927.26M15.7%

Rest$3.66B61.9%

Top 3 weight

9.4%

Top 10 weight

22.4%

Voting Authority Distribution

Total shares with voting rights: 96.27M

Sole

Full voting authority

8.51M

% of voting shares8.8%

Shared

Joint voting authority

1.67M

% of voting shares1.7%

None

No voting authority

86.08M

% of voting shares89.4%

Investment Discretion (by position count)

Sole1088

Shared0

Other73

Dominant voting typeNone · 89.4% of voting shares

Institutional Holdings1161

Rows:

NORTHERN LTS FD TR IV

SOLE

MONARCH PROCAP I

Shares8.14M

TypeSH

Market value$242.34M

4.10%

Sole

0.00

Shared

0.00

None

8.14M

ISHARES TR

DFND

CORE US AGGBD ET

Shares1.59M

TypeSH

Market value$158.18M

2.68%

Sole

1.42M

Shared

0.00

None

178.35K

NVIDIA CORPORATION

SOLE

COM

Shares963.15K

TypeSH

Market value$152.17M

2.58%

Sole

35.34K

Shared

0.00

None

927.80K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares1.35M

TypeSH

Market value$129.07M

2.19%

Sole

0.00

Shared

0.00

None

1.35M

NORTHERN LTS FD TR IV

SOLE

MONARCH AMBASSAD

Shares5.53M

TypeSH

Market value$127.60M

2.16%

Sole

0.00

Shared

0.00

None

5.53M

APPLE INC

SOLE

COM

Shares551.86K

TypeSH

Market value$113.23M

1.92%

Sole

0.00

Shared

0.00

None

551.86K

MICROSOFT CORP

SOLE

COM

Shares213.85K

TypeSH

Market value$106.37M

1.80%

Sole

10.38K

Shared

0.00

None

203.47K

NORTHERN LTS FD TR IV

SOLE

MONARCH BLUE CH

Shares2.87M

TypeSH

Market value$104.68M

1.77%

Sole

0.00

Shared

0.00

None

2.87M

NORTHERN LTS FD TR IV

SOLE

MONARCH VOL FACT

Shares3.47M

TypeSH

Market value$97.29M

1.65%

Sole

0.00

Shared

0.00

None

3.47M

NORTHERN LTS FD TR IV

SOLE

MONARCH SEL SUBS

Shares3.06M

TypeSH

Market value$90.20M

1.53%

Sole

0.00

Shared

0.00

None

3.06M

ORACLE CORP

DFND

COM

Shares379.65K

TypeSH

Market value$83.00M

1.41%

Sole

28.86K

Shared

0.00

None

350.79K

AMAZON COM INC

SOLE

COM

Shares373.23K

TypeSH

Market value$81.88M

1.39%

Sole

23.30K

Shared

0.00

None

349.94K

SPDR SERIES TRUST

SOLE

PORTFLI INTRMDIT

Shares2.75M

TypeSH

Market value$79.12M

1.34%

Sole

0.00

Shared

0.00

None

2.75M

NORTHERN LTS FD TR IV

SOLE

MONARCH VOL FACT

Shares2.67M

TypeSH

Market value$69.29M

1.17%

Sole

0.00

Shared

0.00

None

2.67M

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares106.02K

TypeSH

Market value$60.22M

1.02%

Sole

0.00

Shared

0.00

None

106.02K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares235.14K

TypeSH

Market value$59.54M

1.01%

Sole

51.93K

Shared

0.00

None

183.21K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares105.82K

TypeSH

Market value$58.37M

0.99%

Sole

0.00

Shared

0.00

None

105.82K

NETFLIX INC

DFND

COM

Shares42.97K

TypeSH

Market value$57.55M

0.97%

Sole

3.96K

Shared

0.00

None

39.02K

INNOVATOR ETFS TRUST

SOLE

QUITY MANAGD FLR

Shares1.68M

TypeSH

Market value$56.55M

0.96%

Sole

0.00

Shared

0.00

None

1.68M

ELI LILLY & CO

SOLE

COM

Shares72.28K

TypeSH

Market value$56.35M

0.95%

Sole

6.47K

Shared

0.00

None

65.81K

NORTHERN LTS FD TR IV

SOLE

MONARCH DIVID PL

Shares2.14M

TypeSH

Market value$55.64M

0.94%

Sole

0.00

Shared

0.00

None

2.14M

SPDR SERIES TRUST

SOLE

PORTFOLIO AGRGTE

Shares2.08M

TypeSH

Market value$53.31M

0.90%

Sole

0.00

Shared

0.00

None

2.08M

GE AEROSPACE

SOLE

COM NEW

Shares206.34K

TypeSH

Market value$53.11M

0.90%

Sole

19.42K

Shared

0.00

None

186.92K

TEXAS INSTRS INC

DFND

COM

Shares252.71K

TypeSH

Market value$52.47M

0.89%

Sole

26.12K

Shared

0.00

None

226.59K

COSTCO WHSL CORP NEW

DFND

COM

Shares51.37K

TypeSH

Market value$50.86M

0.86%

Sole

4.59K

Shared

0.00

None

46.78K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NORTHERN LTS FD TR IVSOLE	MONARCH PROCAP I	8.14M	SH	$242.34M 4.10%	0.00	8.14M
ISHARES TRDFND	CORE US AGGBD ET	1.59M	SH	$158.18M 2.68%	1.42M	178.35K
NVIDIA CORPORATIONSOLE	COM	963.15K	SH	$152.17M 2.58%	35.34K	927.80K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	1.35M	SH	$129.07M 2.19%	0.00	1.35M
NORTHERN LTS FD TR IVSOLE	MONARCH AMBASSAD	5.53M	SH	$127.60M 2.16%	0.00	5.53M
APPLE INCSOLE	COM	551.86K	SH	$113.23M 1.92%	0.00	551.86K
MICROSOFT CORPSOLE	COM	213.85K	SH	$106.37M 1.80%	10.38K	203.47K
NORTHERN LTS FD TR IVSOLE	MONARCH BLUE CH	2.87M	SH	$104.68M 1.77%	0.00	2.87M
NORTHERN LTS FD TR IVSOLE	MONARCH VOL FACT	3.47M	SH	$97.29M 1.65%	0.00	3.47M
NORTHERN LTS FD TR IVSOLE	MONARCH SEL SUBS	3.06M	SH	$90.20M 1.53%	0.00	3.06M
ORACLE CORPDFND	COM	379.65K	SH	$83.00M 1.41%	28.86K	350.79K
AMAZON COM INCSOLE	COM	373.23K	SH	$81.88M 1.39%	23.30K	349.94K
SPDR SERIES TRUSTSOLE	PORTFLI INTRMDIT	2.75M	SH	$79.12M 1.34%	0.00	2.75M
NORTHERN LTS FD TR IVSOLE	MONARCH VOL FACT	2.67M	SH	$69.29M 1.17%	0.00	2.67M
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	106.02K	SH	$60.22M 1.02%	0.00	106.02K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	235.14K	SH	$59.54M 1.01%	51.93K	183.21K
INVESCO QQQ TRSOLE	UNIT SER 1	105.82K	SH	$58.37M 0.99%	0.00	105.82K
NETFLIX INCDFND	COM	42.97K	SH	$57.55M 0.97%	3.96K	39.02K
INNOVATOR ETFS TRUSTSOLE	QUITY MANAGD FLR	1.68M	SH	$56.55M 0.96%	0.00	1.68M
ELI LILLY & COSOLE	COM	72.28K	SH	$56.35M 0.95%	6.47K	65.81K
NORTHERN LTS FD TR IVSOLE	MONARCH DIVID PL	2.14M	SH	$55.64M 0.94%	0.00	2.14M
SPDR SERIES TRUSTSOLE	PORTFOLIO AGRGTE	2.08M	SH	$53.31M 0.90%	0.00	2.08M
GE AEROSPACESOLE	COM NEW	206.34K	SH	$53.11M 0.90%	19.42K	186.92K
TEXAS INSTRS INCDFND	COM	252.71K	SH	$52.47M 0.89%	26.12K	226.59K
COSTCO WHSL CORP NEWDFND	COM	51.37K	SH	$50.86M 0.86%	4.59K	46.78K

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