Filed: 2/9/2026ACC: 0001791965-26-000001
📋 What this filing means
KINGSVIEW WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 1230 equity positions with a total reported market value of $6.94B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1230
Positions
$6.94B
Total AUM (reported)
110.53M
Total Shares
Allocation by class
COM$2.21B31.8%
STATE STREET SPD$560.65M8.1%
MONARCH PROCAP I$218.99M3.2%
MONARCH VOL FACT$204.11M2.9%
CL A$160.93M2.3%
MONARCH AMBASSAD$150.12M2.2%
CORE US AGGBD ET$128.74M1.9%
Portfolio Concentration
Top 3$593.97M8.6%
4–10$912.61M13.1%
11–25$1.03B14.9%
Rest$4.40B63.4%
Top 3 weight
8.6%
Top 10 weight
21.7%
Voting Authority Distribution
Total shares with voting rights: 110.53M
Sole
Full voting authority
10.19M
shares
% of voting shares9.2%
Shared
Joint voting authority
3.12M
shares
% of voting shares2.8%
None
No voting authority
97.22M
shares
% of voting shares88.0%
Investment Discretion (by position count)
Sole1167
Shared0
Other63
Dominant voting typeNone · 88.0% of voting shares
Institutional Holdings1230
Rows:
NORTHERN LTS FD TR IV
SOLEShares7.14M
TypeSH
Market value$218.99M
3.16%
Sole
0.00
Shared
0.00
None
7.14M
APPLE INC
SOLEShares715.94K
TypeSH
Market value$194.64M
2.80%
Sole
20.88K
Shared
0.00
None
695.06K
NVIDIA CORPORATION
SOLEShares966.96K
TypeSH
Market value$180.34M
2.60%
Sole
32.89K
Shared
0.00
None
934.07K
SPDR SERIES TRUST
SOLEShares1.51M
TypeSH
Market value$160.83M
2.32%
Sole
0.00
Shared
0.00
None
1.51M
NORTHERN LTS FD TR IV
SOLEShares6.28M
TypeSH
Market value$150.12M
2.16%
Sole
0.00
Shared
0.00
None
6.28M
ISHARES TR
SOLEShares1.29M
TypeSH
Market value$128.74M
1.85%
Sole
1.09M
Shared
0.00
None
198.51K
NORTHERN LTS FD TR IV
SOLEShares3.37M
TypeSH
Market value$124.59M
1.79%
Sole
0.00
Shared
0.00
None
3.37M
NORTHERN LTS FD TR IV
SOLEShares3.94M
TypeSH
Market value$122.41M
1.76%
Sole
0.00
Shared
0.00
None
3.94M
NORTHERN LTS FD TR IV
SOLEShares3.78M
TypeSH
Market value$114.33M
1.65%
Sole
0.00
Shared
0.00
None
3.78M
MICROSOFT CORP
DFNDShares230.73K
TypeSH
Market value$111.59M
1.61%
Sole
11.83K
Shared
0.00
None
218.90K
SPDR SERIES TRUST
SOLEShares3.36M
TypeSH
Market value$96.86M
1.40%
Sole
0.00
Shared
0.00
None
3.36M
AMAZON COM INC
SOLEShares386.10K
TypeSH
Market value$89.12M
1.28%
Sole
24.96K
Shared
0.00
None
361.14K
VANGUARD INDEX FDS
SOLEShares137.07K
TypeSH
Market value$85.96M
1.24%
Sole
0.00
Shared
0.00
None
137.07K
NORTHERN LTS FD TR IV
SOLEShares2.90M
TypeSH
Market value$81.70M
1.18%
Sole
0.00
Shared
0.00
None
2.90M
ELI LILLY & CO
DFNDShares70.60K
TypeSH
Market value$75.88M
1.09%
Sole
5.41K
Shared
0.00
None
65.19K
INNOVATOR ETFS TRUST
SOLEShares1.89M
TypeSH
Market value$69.54M
1.00%
Sole
0.00
Shared
0.00
None
1.89M
GE AEROSPACE
SOLEShares217.75K
TypeSH
Market value$67.07M
0.97%
Sole
19.51K
Shared
0.00
None
198.25K
INVESCO QQQ TR
SOLEShares104.40K
TypeSH
Market value$64.13M
0.92%
Sole
0.00
Shared
0.00
None
104.40K
SPDR SERIES TRUST
SOLEShares2.48M
TypeSH
Market value$63.91M
0.92%
Sole
0.00
Shared
0.00
None
2.48M
WALMART INC
DFNDShares549.01K
TypeSH
Market value$61.16M
0.88%
Sole
52.68K
Shared
0.00
None
496.32K
COSTCO WHSL CORP NEW
SOLEShares66.28K
TypeSH
Market value$57.16M
0.82%
Sole
6.37K
Shared
0.00
None
59.91K
TEXAS INSTRS INC
DFNDShares320.41K
TypeSH
Market value$55.59M
0.80%
Sole
34.60K
Shared
0.00
None
285.81K
NORTHERN LTS FD TR IV
SOLEShares2.06M
TypeSH
Market value$55.27M
0.80%
Sole
0.00
Shared
0.00
None
2.06M
MASTERCARD INCORPORATED
DFNDShares96.81K
TypeSH
Market value$55.26M
0.80%
Sole
10.57K
Shared
0.00
None
86.23K
CAPITAL ONE FINL CORP
SOLEShares224.49K
TypeSH
Market value$54.41M
0.78%
Sole
26.57K
Shared
0.00
None
197.91K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NORTHERN LTS FD TR IVSOLE | MONARCH PROCAP I | 7.14M | SH | $218.99M 3.16% | 0.00 | 0.00 | 7.14M |
APPLE INCSOLE | COM | 715.94K | SH | $194.64M 2.80% | 20.88K | 0.00 | 695.06K |
NVIDIA CORPORATIONSOLE | COM | 966.96K | SH | $180.34M 2.60% | 32.89K | 0.00 | 934.07K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.51M | SH | $160.83M 2.32% | 0.00 | 0.00 | 1.51M |
NORTHERN LTS FD TR IVSOLE | MONARCH AMBASSAD | 6.28M | SH | $150.12M 2.16% | 0.00 | 0.00 | 6.28M |
ISHARES TRSOLE | CORE US AGGBD ET | 1.29M | SH | $128.74M 1.85% | 1.09M | 0.00 | 198.51K |
NORTHERN LTS FD TR IVSOLE | MONARCH BLUE CH | 3.37M | SH | $124.59M 1.79% | 0.00 | 0.00 | 3.37M |
NORTHERN LTS FD TR IVSOLE | MONARCH VOL FACT | 3.94M | SH | $122.41M 1.76% | 0.00 | 0.00 | 3.94M |
NORTHERN LTS FD TR IVSOLE | MONARCH SEL SUBS | 3.78M | SH | $114.33M 1.65% | 0.00 | 0.00 | 3.78M |
MICROSOFT CORPDFND | COM | 230.73K | SH | $111.59M 1.61% | 11.83K | 0.00 | 218.90K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 3.36M | SH | $96.86M 1.40% | 0.00 | 0.00 | 3.36M |
AMAZON COM INCSOLE | COM | 386.10K | SH | $89.12M 1.28% | 24.96K | 0.00 | 361.14K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 137.07K | SH | $85.96M 1.24% | 0.00 | 0.00 | 137.07K |
NORTHERN LTS FD TR IVSOLE | MONARCH VOL FACT | 2.90M | SH | $81.70M 1.18% | 0.00 | 0.00 | 2.90M |
ELI LILLY & CODFND | COM | 70.60K | SH | $75.88M 1.09% | 5.41K | 0.00 | 65.19K |
INNOVATOR ETFS TRUSTSOLE | QUITY MANAGD FLR | 1.89M | SH | $69.54M 1.00% | 0.00 | 0.00 | 1.89M |
GE AEROSPACESOLE | COM NEW | 217.75K | SH | $67.07M 0.97% | 19.51K | 0.00 | 198.25K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 104.40K | SH | $64.13M 0.92% | 0.00 | 0.00 | 104.40K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 2.48M | SH | $63.91M 0.92% | 0.00 | 0.00 | 2.48M |
WALMART INCDFND | COM | 549.01K | SH | $61.16M 0.88% | 52.68K | 0.00 | 496.32K |
COSTCO WHSL CORP NEWSOLE | COM | 66.28K | SH | $57.16M 0.82% | 6.37K | 0.00 | 59.91K |
TEXAS INSTRS INCDFND | COM | 320.41K | SH | $55.59M 0.80% | 34.60K | 0.00 | 285.81K |
NORTHERN LTS FD TR IVSOLE | MONARCH DIVID PL | 2.06M | SH | $55.27M 0.80% | 0.00 | 0.00 | 2.06M |
MASTERCARD INCORPORATEDDFND | CL A | 96.81K | SH | $55.26M 0.80% | 10.57K | 0.00 | 86.23K |
CAPITAL ONE FINL CORPSOLE | COM | 224.49K | SH | $54.41M 0.78% | 26.57K | 0.00 | 197.91K |
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