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Manager record

Kingsview Wealth Management, LLC

Grants Pass, OR · CIK 1791965 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$8.25BReported 13F valueQ2 2026 · as filed
1,574Holdings listed
+12.6%vs prior quartervalue change includes market moves
5Quarters on record
Aug 19Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $5.9B$5.9BQ2 20251,303 holdingsQ3 2025: $6.5B$6.5BQ3 20251,329 holdingsQ4 2025: $6.9B$6.9BQ4 20251,367 holdingsQ1 2026: $7.3B$7.3BQ1 20261,486 holdingsQ2 2026: $8.3B$8.3BQ2 20261,574 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 19 2026 13F-HR · period Q2 2026

$8.25B · 1,574 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$7.33B · 1,486 holdings listed · View original SEC filing ↗
Feb 09 2026 13F-HR · period Q4 2025

$6.94B · 1,367 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$6.55B · 1,329 holdings listed · View original SEC filing ↗
Aug 08 2025 13F-HR · period Q2 2025

$5.91B · 1,303 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 19, 2026 · Change methodology