Kingsview Wealth Management, LLC
All 13F Filings
- Location
- Grants Pass, OR
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 6,940,815
- Description
- Grants Pass Oregon based fiduciary portfolio advisory practice with a limited liability advisory organization and a governance centered and selective investment mandate. The approach emphasizes active stewardship and governance oversight, asset liability coordination, and planning integrated mandate design for fiduciary household mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through risk adjusted decision framing and implementation consistency.
- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 1,230 | 6,940,815 | 13F-HR | Kingsview Wealth Management, LLC |
| Q3 2025 | 11/12/2025 | 1,194 | 6,548,043 | 13F-HR | Kingsview Wealth Management, LLC |
| Q2 2025 | 8/8/2025 | 1,162 | 5,906,756 | 13F-HR | Kingsview Wealth Management, LLC |
| Q1 2025 | 5/2/2025 | 1,087 | 5,307,744 | 13F-HR | Kingsview Wealth Management, LLC |
| Q4 2024 | 1/28/2025 | 1,099 | 5,133,778 | 13F-HR | Kingsview Wealth Management, LLC |
| Q3 2024 | 11/12/2024 | 1,082 | 4,754,903 | 13F-HR | Kingsview Wealth Management, LLC |
| Q2 2024 | 8/14/2024 | 1,034 | 4,232,539 | 13F-HR | Kingsview Wealth Management, LLC |
| Q1 2024 | 5/9/2024 | 1,010 | 3,986,009 | 13F-HR | Kingsview Wealth Management, LLC |
| Q4 2023 | 2/8/2024 | 944 | 3,349,049 | 13F-HR | Kingsview Wealth Management, LLC |
| Q3 2023 | 11/7/2023 | 927 | 2,783,094 | 13F-HR | Kingsview Wealth Management, LLC |
| Q2 2023 | 8/10/2023 | 904 | 2,549,804 | 13F-HR | Kingsview Wealth Management, LLC |
| Q1 2023 | 5/15/2023 | 881 | 2,381,849 | 13F-HR | Kingsview Wealth Management, LLC |
| Q4 2022 | 2/13/2023 | 841 | 2,302,700 | 13F-HR | Kingsview Wealth Management, LLC |
| Q3 2022 | 11/15/2022 | 814 | 2,108,232 | 13F-HR | Kingsview Wealth Management, LLC |
| Q2 2022 | 8/16/2022 | 808 | 2,090,547 | 13F-HR | Kingsview Wealth Management, LLC |
| Q1 2022 | 2/8/2024 | 853 | 2,271,703 | 13F-HR | Kingsview Wealth Management, LLC |
| Q4 2021 | 2/17/2022 | 948 | 2,403,015 | 13F-HR | Kingsview Wealth Management, LLC |
| Q3 2021 | 12/3/2021 | 916 | 2,110,488 | 13F-HR | Kingsview Wealth Management, LLC |
| Q2 2021 | 8/17/2021 | 937 | 2,024,140 | 13F-HR | Kingsview Wealth Management, LLC |
| Q1 2021 | 5/24/2021 | 879 | 1,759,890 | 13F-HR | Kingsview Wealth Management, LLC |
| Q4 2020 | 2/16/2021 | 754 | 1,381,357 | 13F-HR | Kingsview Wealth Management, LLC |
| Q3 2020 | 11/19/2020 | 661 | 1,116,657 | 13F-HR | Kingsview Wealth Management, LLC |
| Q2 2020 | 8/14/2020 | 639 | 999,286 | 13F-HR | Kingsview Wealth Management, LLC |
| Q1 2020 | 5/11/2020 | 526 | 740,936 | 13F-HR | Kingsview Wealth Management, LLC |
| Q4 2019 | 1/31/2020 | 516 | 797,788 | 13F-HR/A - RESTATEMENT | Kingsview Wealth Management, LLC |
| Q4 2019 | 1/30/2020 | 444 | 280,185 | 13F-HR | Kingsview Wealth Management, LLC |
| Q3 2019 | 1/29/2020 | 471 | 636,489 | 13F-HR | Kingsview Wealth Management, LLC |
| Q2 2019 | 1/29/2020 | 477 | 595,975 | 13F-HR | Kingsview Wealth Management, LLC |
| Q1 2019 | 1/29/2020 | 511 | 657,607 | 13F-HR | Kingsview Wealth Management, LLC |
| Q4 2018 | 1/29/2020 | 406 | 458,121 | 13F-HR | Kingsview Wealth Management, LLC |
| Q3 2018 | 1/29/2020 | 435 | 493,152 | 13F-HR | Kingsview Wealth Management, LLC |
| Q2 2018 | 1/29/2020 | 414 | 418,707 | 13F-HR | Kingsview Wealth Management, LLC |
| Q1 2018 | 1/29/2020 | 394 | 402,288 | 13F-HR | Kingsview Wealth Management, LLC |
| Q4 2017 | 1/29/2020 | 444 | 280,185 | 13F-HR | Kingsview Wealth Management, LLC |
| Q3 2017 | 1/29/2020 | 406 | 227,319 | 13F-HR | Kingsview Wealth Management, LLC |
| Q2 2017 | 1/29/2020 | 394 | 194,252 | 13F-HR | Kingsview Wealth Management, LLC |
| Q1 2017 | 1/29/2020 | 338 | 168,595 | 13F-HR | Kingsview Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.32 K
(0.0% of total reported value)
· QoQ Δ:
+533
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.089 M | 87.9% | 362.5 K | 0 | 362.5 K |
| ETFs | 803.5 K | 11.6% | 23.4 K | 0 | 23.4 K |
| Debt | 21.36 K | 0.3% | 3.384 K | 0 | 3.384 K |
| Other | 16.6 K | 0.2% | 3.356 K | 0 | 3.356 K |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
6,940,815
Holdings
1230
QoQ value change ($000)
392,772
(6.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.