KINGSVIEW WEALTH MANAGEMENT, LLC

Filed: 5/12/2026ACC: 0001791965-26-000003

📋 What this filing means

KINGSVIEW WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 1312 equity positions with a total reported market value of $7.33B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

1312

Positions

$7.33B

Total AUM (reported)

116.46M

Total Shares

Allocation by class

COM$2.18B29.8%

STATE STREET SPD$630.76M8.6%

MONARCH VOL FACT$235.89M3.2%

MONARCH PROCAP I$230.01M3.1%

CL A$196.00M2.7%

MONARCH AMBASSAD$169.96M2.3%

CORE US AGGBD ET$165.66M2.3%

Portfolio Concentration

Top 3$613.09M8.4%

4–10$979.00M13.4%

11–25$1.11B15.2%

Rest$4.62B63.1%

Top 3 weight

8.4%

Top 10 weight

21.7%

Voting Authority Distribution

Total shares with voting rights: 116.46M

Sole

Full voting authority

9.61M

% of voting shares8.3%

Shared

Joint voting authority

2.20M

% of voting shares1.9%

None

No voting authority

104.65M

% of voting shares89.9%

Investment Discretion (by position count)

Sole1240

Shared0

Other72

Dominant voting typeNone · 89.9% of voting shares

Institutional Holdings1312

Rows:

NORTHERN LTS FD TR IV

SOLE

MONARCH PROCAP I

Shares7.36M

TypeSH

Market value$230.01M

3.14%

Sole

0.00

Shared

0.00

None

7.36M

APPLE INC

SOLE

COM

Shares763.44K

TypeSH

Market value$193.75M

2.64%

Sole

25.20K

Shared

0.00

None

738.24K

NVIDIA CORPORATION

SOLE

COM

Shares1.09M

TypeSH

Market value$189.32M

2.58%

Sole

37.59K

Shared

0.00

None

1.05M

NORTHERN LTS FD TR IV

SOLE

MONARCH AMBASSAD

Shares7.05M

TypeSH

Market value$169.96M

2.32%

Sole

0.00

Shared

0.00

None

7.05M

ISHARES TR

SOLE

CORE US AGGBD ET

Shares1.67M

TypeSH

Market value$165.66M

2.26%

Sole

1.47M

Shared

0.00

None

203.69K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares1.61M

TypeSH

Market value$157.42M

2.15%

Sole

0.00

Shared

0.00

None

1.61M

NORTHERN LTS FD TR IV

SOLE

MONARCH VOL FACT

Shares4.35M

TypeSH

Market value$140.02M

1.91%

Sole

0.00

Shared

0.00

None

4.35M

NORTHERN LTS FD TR IV

SOLE

MONARCH BLUE CH

Shares3.86M

TypeSH

Market value$133.12M

1.82%

Sole

0.00

Shared

0.00

None

3.86M

NORTHERN LTS FD TR IV

SOLE

MONARCH SEL SUBS

Shares3.84M

TypeSH

Market value$114.85M

1.57%

Sole

0.00

Shared

0.00

None

3.84M

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares163.97K

TypeSH

Market value$97.98M

1.34%

Sole

0.00

Shared

0.00

None

163.97K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares3.41M

TypeSH

Market value$97.77M

1.33%

Sole

0.00

Shared

0.00

None

3.41M

NORTHERN LTS FD TR IV

SOLE

MONARCH VOL FACT

Shares3.27M

TypeSH

Market value$95.87M

1.31%

Sole

0.00

Shared

0.00

None

3.27M

BROADCOM INC

DFND

COM

Shares306.09K

TypeSH

Market value$94.74M

1.29%

Sole

20.84K

Shared

0.00

None

285.25K

MICROSOFT CORP

SOLE

COM

Shares251.36K

TypeSH

Market value$93.04M

1.27%

Sole

16.95K

Shared

0.00

None

234.40K

AMAZON COM INC

SOLE

COM

Shares429.89K

TypeSH

Market value$89.53M

1.22%

Sole

31.71K

Shared

0.00

None

398.18K

INNOVATOR ETFS TRUST

SOLE

QUITY MANAGD FLR

Shares2.17M

TypeSH

Market value$76.75M

1.05%

Sole

0.00

Shared

0.00

None

2.17M

ELI LILLY & CO

SOLE

COM

Shares75.47K

TypeSH

Market value$69.42M

0.95%

Sole

6.33K

Shared

0.00

None

69.14K

WALMART INC

DFND

COM

Shares555.83K

TypeSH

Market value$69.08M

0.94%

Sole

52.05K

Shared

0.00

None

503.78K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares2.70M

TypeSH

Market value$69.06M

0.94%

Sole

0.00

Shared

0.00

None

2.70M

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares109.10K

TypeSH

Market value$62.97M

0.86%

Sole

0.00

Shared

0.00

None

109.10K

PALANTIR TECHNOLOGIES INC

SOLE

CL A

Shares422.31K

TypeSH

Market value$61.78M

0.84%

Sole

48.53K

Shared

0.00

None

373.78K

SELECT SECTOR SPDR TR

SOLE

STATE STREET TEC

Shares455.33K

TypeSH

Market value$60.51M

0.83%

Sole

88.91K

Shared

0.00

None

366.42K

ADVANCED MICRO DEVICES INC

SOLE

COM

Shares282.04K

TypeSH

Market value$57.37M

0.78%

Sole

33.26K

Shared

0.00

None

248.77K

NETFLIX INC.

SOLE

COM

Shares588.96K

TypeSH

Market value$56.63M

0.77%

Sole

69.19K

Shared

0.00

None

519.76K

NORTHERN LTS FD TR IV

SOLE

MONARCH DIVID PL

Shares2.19M

TypeSH

Market value$56.24M

0.77%

Sole

0.00

Shared

0.00

None

2.19M

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NORTHERN LTS FD TR IVSOLE	MONARCH PROCAP I	7.36M	SH	$230.01M 3.14%	0.00	7.36M
APPLE INCSOLE	COM	763.44K	SH	$193.75M 2.64%	25.20K	738.24K
NVIDIA CORPORATIONSOLE	COM	1.09M	SH	$189.32M 2.58%	37.59K	1.05M
NORTHERN LTS FD TR IVSOLE	MONARCH AMBASSAD	7.05M	SH	$169.96M 2.32%	0.00	7.05M
ISHARES TRSOLE	CORE US AGGBD ET	1.67M	SH	$165.66M 2.26%	1.47M	203.69K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	1.61M	SH	$157.42M 2.15%	0.00	1.61M
NORTHERN LTS FD TR IVSOLE	MONARCH VOL FACT	4.35M	SH	$140.02M 1.91%	0.00	4.35M
NORTHERN LTS FD TR IVSOLE	MONARCH BLUE CH	3.86M	SH	$133.12M 1.82%	0.00	3.86M
NORTHERN LTS FD TR IVSOLE	MONARCH SEL SUBS	3.84M	SH	$114.85M 1.57%	0.00	3.84M
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	163.97K	SH	$97.98M 1.34%	0.00	163.97K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	3.41M	SH	$97.77M 1.33%	0.00	3.41M
NORTHERN LTS FD TR IVSOLE	MONARCH VOL FACT	3.27M	SH	$95.87M 1.31%	0.00	3.27M
BROADCOM INCDFND	COM	306.09K	SH	$94.74M 1.29%	20.84K	285.25K
MICROSOFT CORPSOLE	COM	251.36K	SH	$93.04M 1.27%	16.95K	234.40K
AMAZON COM INCSOLE	COM	429.89K	SH	$89.53M 1.22%	31.71K	398.18K
INNOVATOR ETFS TRUSTSOLE	QUITY MANAGD FLR	2.17M	SH	$76.75M 1.05%	0.00	2.17M
ELI LILLY & COSOLE	COM	75.47K	SH	$69.42M 0.95%	6.33K	69.14K
WALMART INCDFND	COM	555.83K	SH	$69.08M 0.94%	52.05K	503.78K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	2.70M	SH	$69.06M 0.94%	0.00	2.70M
INVESCO QQQ TRSOLE	UNIT SER 1	109.10K	SH	$62.97M 0.86%	0.00	109.10K
PALANTIR TECHNOLOGIES INCSOLE	CL A	422.31K	SH	$61.78M 0.84%	48.53K	373.78K
SELECT SECTOR SPDR TRSOLE	STATE STREET TEC	455.33K	SH	$60.51M 0.83%	88.91K	366.42K
ADVANCED MICRO DEVICES INCSOLE	COM	282.04K	SH	$57.37M 0.78%	33.26K	248.77K
NETFLIX INC.SOLE	COM	588.96K	SH	$56.63M 0.77%	69.19K	519.76K
NORTHERN LTS FD TR IVSOLE	MONARCH DIVID PL	2.19M	SH	$56.24M 0.77%	0.00	2.19M

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