Institutional manager
Kingsview Wealth Management, LLC
Holds positions in 345 of the S&P 500, worth $3.41bn as reported for the quarter ended 31-mar-2026.
Positions held345of 488 index companies covered
Reported value$3.41bnS&P 500 positions only
Top ten weight52%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 345 held. The rest are smaller than every one of these.
State Street CorporationSTT14.2m$821mFinancialsApple Inc.AAPL763,437$194mInformation TechnologyNvidiaNVDA1.1m$189mInformation TechnologyBroadcomAVGO306,087$95mInformation TechnologyMicrosoftMSFT251,257$93mInformation TechnologyAmazonAMZN427,292$89mConsumer DiscretionaryAlphabet Inc. (Class A)GOOGL280,283$81mCommunication ServicesLilly (Eli)LLY75,471$69mHealth CareWalmartWMT555,832$69mConsumer StaplesInvescoIVZ109,102$63mFinancialsPalantir TechnologiesPLTR422,311$62mInformation TechnologyAdvanced Micro DevicesAMD282,035$57mInformation TechnologyNetflixNFLX588,957$57mCommunication ServicesGE AerospaceGE196,112$56mIndustrialsMastercardMA98,120$49mFinancialsIntuitive SurgicalISRG100,396$46mHealth CareJPMorgan ChaseJPM154,138$45mFinancialsNike, Inc.NKE792,797$42mConsumer DiscretionaryMeta PlatformsMETA55,808$32mCommunication ServicesExxonMobilXOM176,048$30mEnergyChevron CorporationCVX136,952$28mEnergyJohnson & JohnsonJNJ98,946$24mHealth CareBerkshire HathawayBRK.B47,432$23mFinancialsOracle CorporationORCL153,770$23mInformation TechnologyTesla, Inc.TSLA60,183$22mConsumer DiscretionaryHome Depot (The)HD66,826$22mConsumer DiscretionaryMcDonald'sMCD70,013$22mConsumer DiscretionaryVisa Inc.V67,954$21mFinancialsCostcoCOST16,818$17mConsumer StaplesTexas InstrumentsTXN85,490$17mInformation TechnologyAnalog DevicesADI52,089$17mInformation TechnologyMerck & Co.MRK134,751$16mHealth CareAbbVieABBV71,619$16mHealth CareGoldman SachsGS202,313$15mFinancialsProcter & GamblePG101,344$15mConsumer StaplesNextEra EnergyNEE151,039$14mUtilitiesMarathon PetroleumMPC56,737$14mEnergyAmgenAMGN36,365$13mHealth CareLowe'sLOW50,472$12mConsumer DiscretionarySalesforceCRM60,281$11mInformation TechnologyLam ResearchLRCX51,835$11mInformation TechnologyQualcommQCOM85,912$11mInformation TechnologyCoca-Cola Company (The)KO143,416$11mConsumer StaplesLockheed MartinLMT17,810$11mIndustrialsWillis Towers WatsonWTW36,676$11mFinancialsDanaher CorporationDHR53,498$10mHealth CareCapital OneCOF54,400$10mFinancialsAmerican TowerAMT54,927$9mReal EstateDuke EnergyDUK70,463$9mUtilitiesCaterpillar Inc.CAT12,767$9mIndustrialsRTX CorporationRTX46,383$9mIndustrialsPepsiCoPEP57,607$9mConsumer StaplesAT&TT307,187$9mCommunication ServicesUnitedHealth GroupUNH32,727$9mHealth CareGE VernovaGEV10,117$9mIndustrialsAbbott LaboratoriesABT85,465$9mHealth CareMarsh McLennanMRSH50,446$9mFinancialsSimon Property GroupSPG46,794$9mReal EstateIBMIBM35,768$9mInformation TechnologyCignaCI32,444$9mHealth Care
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.