KINGSVIEW WEALTH MANAGEMENT, LLC

Filed: 11/12/2025ACC: 0001791965-25-000007

📋 What this filing means

KINGSVIEW WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 1193 equity positions with a total reported market value of $6.55B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

1193

Positions

$6.55B

Total AUM (reported)

101.32M

Total Shares

Allocation by class

COM$2.17B33.1%

MONARCH PROCAP I$200.96M3.1%

CL A$200.42M3.1%

MONARCH VOL FACT$193.98M3.0%

PRTFLO S&P500 GW$144.92M2.2%

MONARCH AMBASSAD$142.05M2.2%

CORE US AGGBD ET$119.60M1.8%

Portfolio Concentration

Top 3$530.60M8.1%

4–10$899.43M13.7%

11–25$1.02B15.6%

Rest$4.10B62.6%

Top 3 weight

8.1%

Top 10 weight

21.8%

Voting Authority Distribution

Total shares with voting rights: 101.32M

Sole

Full voting authority

8.76M

% of voting shares8.6%

Shared

Joint voting authority

2.32M

% of voting shares2.3%

None

No voting authority

90.25M

% of voting shares89.1%

Investment Discretion (by position count)

Sole1121

Shared0

Other72

Dominant voting typeNone · 89.1% of voting shares

Institutional Holdings1193

Rows:

NORTHERN LTS FD TR IV

SOLE

MONARCH PROCAP I

Shares6.59M

TypeSH

Market value$200.96M

3.07%

Sole

0.00

Shared

0.00

None

6.59M

NVIDIA CORPORATION

SOLE

COM

Shares955.74K

TypeSH

Market value$178.32M

2.72%

Sole

28.70K

Shared

0.00

None

927.03K

MICROSOFT CORP

SOLE

COM

Shares292.14K

TypeSH

Market value$151.32M

2.31%

Sole

9.88K

Shared

0.00

None

282.27K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares1.39M

TypeSH

Market value$144.92M

2.21%

Sole

0.00

Shared

0.00

None

1.39M

NORTHERN LTS FD TR IV

SOLE

MONARCH AMBASSAD

Shares5.99M

TypeSH

Market value$142.05M

2.17%

Sole

0.00

Shared

0.00

None

5.99M

APPLE INC

SOLE

COM

Shares548.81K

TypeSH

Market value$139.74M

2.13%

Sole

0.00

Shared

0.00

None

548.81K

ISHARES TR

DFND

CORE US AGGBD ET

Shares1.19M

TypeSH

Market value$119.60M

1.83%

Sole

Shared

0.00

None

190.62K

NORTHERN LTS FD TR IV

SOLE

MONARCH VOL FACT

Shares3.81M

TypeSH

Market value$119.25M

1.82%

Sole

0.00

Shared

0.00

None

3.81M

NORTHERN LTS FD TR IV

SOLE

MONARCH SEL SUBS

Shares3.85M

TypeSH

Market value$118.32M

1.81%

Sole

0.00

Shared

0.00

None

3.85M

NORTHERN LTS FD TR IV

SOLE

MONARCH BLUE CH

Shares3.14M

TypeSH

Market value$115.56M

1.76%

Sole

0.00

Shared

0.00

None

3.14M

ORACLE CORP

SOLE

COM

Shares334.42K

TypeSH

Market value$94.05M

1.44%

Sole

22.13K

Shared

0.00

None

312.29K

SPDR SERIES TRUST

SOLE

PORTFLI INTRMDIT

Shares3.02M

TypeSH

Market value$87.18M

1.33%

Sole

0.00

Shared

0.00

None

3.02M

AMAZON COM INC

DFND

COM

Shares367.57K

TypeSH

Market value$80.71M

1.23%

Sole

21.85K

Shared

0.00

None

345.72K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares122.22K

TypeSH

Market value$74.85M

1.14%

Sole

0.00

Shared

0.00

None

122.22K

NORTHERN LTS FD TR IV

SOLE

MONARCH VOL FACT

Shares2.76M

TypeSH

Market value$74.72M

1.14%

Sole

0.00

Shared

0.00

None

2.76M

META PLATFORMS INC

DFND

CL A

Shares96.71K

TypeSH

Market value$71.02M

1.08%

Sole

6.79K

Shared

0.00

None

89.92K

GE AEROSPACE

DFND

COM NEW

Shares211.74K

TypeSH

Market value$63.70M

0.97%

Sole

18.18K

Shared

0.00

None

193.56K

ELI LILLY & CO

SOLE

COM

Shares83.39K

TypeSH

Market value$63.63M

0.97%

Sole

6.83K

Shared

0.00

None

76.57K

INNOVATOR ETFS TRUST

SOLE

QUITY MANAGD FLR

Shares1.76M

TypeSH

Market value$63.43M

0.97%

Sole

0.00

Shared

0.00

None

1.76M

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares102.36K

TypeSH

Market value$61.46M

0.94%

Sole

0.00

Shared

0.00

None

102.36K

INTERNATIONAL BUSINESS MACHS

DFND

COM

Shares215.48K

TypeSH

Market value$60.80M

0.93%

Sole

20.55K

Shared

0.00

None

194.93K

SPDR SERIES TRUST

SOLE

PORTFOLIO AGRGTE

Shares2.31M

TypeSH

Market value$59.77M

0.91%

Sole

0.00

Shared

0.00

None

2.31M

COSTCO WHSL CORP NEW

SOLE

COM

Shares60.74K

TypeSH

Market value$56.22M

0.86%

Sole

5.31K

Shared

0.00

None

55.42K

NETFLIX INC

DFND

COM

Shares46.11K

TypeSH

Market value$55.28M

0.84%

Sole

4.15K

Shared

0.00

None

41.96K

NORTHERN LTS FD TR IV

SOLE

MONARCH DIVID PL

Shares2.05M

TypeSH

Market value$54.43M

0.83%

Sole

0.00

Shared

0.00

None

2.05M

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NORTHERN LTS FD TR IVSOLE	MONARCH PROCAP I	6.59M	SH	$200.96M 3.07%	0.00	6.59M
NVIDIA CORPORATIONSOLE	COM	955.74K	SH	$178.32M 2.72%	28.70K	927.03K
MICROSOFT CORPSOLE	COM	292.14K	SH	$151.32M 2.31%	9.88K	282.27K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	1.39M	SH	$144.92M 2.21%	0.00	1.39M
NORTHERN LTS FD TR IVSOLE	MONARCH AMBASSAD	5.99M	SH	$142.05M 2.17%	0.00	5.99M
APPLE INCSOLE	COM	548.81K	SH	$139.74M 2.13%	0.00	548.81K
ISHARES TRDFND	CORE US AGGBD ET	1.19M	SH	$119.60M 1.83%	1M	190.62K
NORTHERN LTS FD TR IVSOLE	MONARCH VOL FACT	3.81M	SH	$119.25M 1.82%	0.00	3.81M
NORTHERN LTS FD TR IVSOLE	MONARCH SEL SUBS	3.85M	SH	$118.32M 1.81%	0.00	3.85M
NORTHERN LTS FD TR IVSOLE	MONARCH BLUE CH	3.14M	SH	$115.56M 1.76%	0.00	3.14M
ORACLE CORPSOLE	COM	334.42K	SH	$94.05M 1.44%	22.13K	312.29K
SPDR SERIES TRUSTSOLE	PORTFLI INTRMDIT	3.02M	SH	$87.18M 1.33%	0.00	3.02M
AMAZON COM INCDFND	COM	367.57K	SH	$80.71M 1.23%	21.85K	345.72K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	122.22K	SH	$74.85M 1.14%	0.00	122.22K
NORTHERN LTS FD TR IVSOLE	MONARCH VOL FACT	2.76M	SH	$74.72M 1.14%	0.00	2.76M
META PLATFORMS INCDFND	CL A	96.71K	SH	$71.02M 1.08%	6.79K	89.92K
GE AEROSPACEDFND	COM NEW	211.74K	SH	$63.70M 0.97%	18.18K	193.56K
ELI LILLY & COSOLE	COM	83.39K	SH	$63.63M 0.97%	6.83K	76.57K
INNOVATOR ETFS TRUSTSOLE	QUITY MANAGD FLR	1.76M	SH	$63.43M 0.97%	0.00	1.76M
INVESCO QQQ TRSOLE	UNIT SER 1	102.36K	SH	$61.46M 0.94%	0.00	102.36K
INTERNATIONAL BUSINESS MACHSDFND	COM	215.48K	SH	$60.80M 0.93%	20.55K	194.93K
SPDR SERIES TRUSTSOLE	PORTFOLIO AGRGTE	2.31M	SH	$59.77M 0.91%	0.00	2.31M
COSTCO WHSL CORP NEWSOLE	COM	60.74K	SH	$56.22M 0.86%	5.31K	55.42K
NETFLIX INCDFND	COM	46.11K	SH	$55.28M 0.84%	4.15K	41.96K
NORTHERN LTS FD TR IVSOLE	MONARCH DIVID PL	2.05M	SH	$54.43M 0.83%	0.00	2.05M

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