Titelia

Holdings of Kingsview Wealth Management, LLC

1037 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 21.6 % of the equity sleeve

Sector breakdown

  • Technology 15.0 %
  • Funds 5.8 %
  • Financials 5.0 %
  • Health care 4.7 %
  • Consumer discretionary 4.3 %
  • Industrials 3.6 %
  • Communication 3.5 %
  • Consumer staples 2.8 %
  • Energy 1.9 %
  • Utilities 0.9 %
  • Real estate 0.5 %
  • Materials 0.4 %
  • Unattributed 51.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • GB 0.1 %
  • TW 0.1 %
  • NL 0.0 %
  • AU 0.0 %
  • JP 0.0 %
  • BE 0.0 %
  • FR 0.0 %
  • MX 0.0 %
  • PE 0.0 %
  • DK 0.0 %
  • IT 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,0195.8B $99.70 %
2GB76.1M $0.11 %
3TW15.9M $0.10 %
4NL12.4M $0.04 %
5AU1997.5K $0.02 %
6JP2599.2K $0.01 %
7BE1308.6K $0.01 %
8FR1306.3K $0.01 %
9MX1245.8K $0.00 %
10PE1221K $0.00 %
11DK1219.5K $0.00 %
12IT1211.8K $0.00 %

Positions

RankCompanySharesValueWeight
801Vanguard World Fund 1,604360.3K $
802Voya Emerging Markets High Dividend Equity Fund 54,080360.2K $
803Schwab U.S. Aggregate Bond ETF 15,493359.7K $
804Innovator U.S. Equity Buffer E 7,449357.5K $
805Zimmer Biomet Holdings Inc 3,948357K $
806United Rentals Inc 489356.6K $
807Royce Micro-Cap Trust, Inc. 31,438355.6K $
808Align Technology Inc 2,072355.2K $
809Grayscale Bitcoin Trust ETF 6,732355.2K $
810FirstEnergy Corp 6,885348.8K $
811nLight Inc 6,100347.8K $
812Avantis International Equity ETF 4,084346.4K $
813Spinnaker ETF Series 8,496346.1K $
814WisdomTree Trust 5,149346.1K $
815Geospace Technologies Corp 28,322345.5K $
816T Rowe Price Group Inc 3,815343.9K $
817Insmed Inc 2,089341.6K $
818Ellington Financial Inc 28,567338.5K $
819BitMine Immersion Technologies Inc 17,038337K $
820Owens Corning 3,114337K $
821Tyson Foods Inc 5,254336.6K $
822Avantis International Small Cap Value ETF 3,367336.2K $
823Schwab International Small-Cap Equity ETF 7,161334.7K $
824MIND Technology Inc 40,045334.4K $
825Yum China Holdings Inc 6,826333K $
826J.P. MORGAN EXCHANGE-TRADED FUND TRUST 4,479332.5K $
827Hancock John Tax-Advantaged Dividend Income Fund 13,400331.9K $
828WISDOMTREE TRUST WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND 6,346331.9K $
829Schwab Intermediate-Term U.S. Treasury ETF 13,319331.8K $
830CF Industries Holdings Inc 2,552331.4K $
831National Bankshares Inc 9,091331K $
832Cadence Design Systems Inc 1,189330.4K $
833McCormick & Co Inc/MD 6,541329.9K $
834Carpenter Technology Corp 837329.9K $
835Park National Corp 2,013329K $
836VANGUARD SCOTTSDALE FUNDS 3,507328.7K $
837Western Digital Corp 1,212327.9K $
838Schwab US Broad Market ETF 13,055327.7K $
839VANGUARD ENERGY ETF VANGUARD ENERGY ETF 1,874324.3K $
840Southern Copper Corp 1,875322.6K $
841Leidos Holdings Inc 2,061320.5K $
842iShares Dow Jones U.S. ETF 2,016319.4K $
843PGIM ETF Trust 9,156317.1K $
844Trinity Capital Inc 21,549317K $
845WisdomTree Trust 3,604316.6K $
846Roper Technologies Inc 894316.5K $
847Exchange Traded Concepts Trust 4,807316.2K $
848Zscaler Inc 2,241314.4K $
849INVESCO DB MULTI-SECTOR COMMODITY TRUST 11,425312.1K $
850Okta Inc 3,963311.9K $
851Texas Roadhouse Inc 1,874309.5K $
852DR Horton Inc 2,253309.1K $
853Scotts Miracle-Gro Co/The 5,082309K $
854Anheuser-Busch InBev SA/NV 4,449308.6K $
855PIMCO Enhanced Short Maturity 3,066308.3K $
856Lululemon Athletica Inc 2,004306.8K $
857Sanofi SA 6,357306.3K $
858ARMOUR Residential REIT Inc 18,318305.5K $
859Eastern Bankshares Inc 15,610305.3K $
860Axsome Therapeutics Inc 1,806305.3K $
861PGIM SHORT DURATION MULTI-SECT 5,983305K $
862Axon Enterprise Inc 717304.5K $
863Bloom Energy Corp 2,247304.4K $
864Old National Bancorp/IN 13,692302.6K $
865Equinix Inc 308302K $
866First Merchants Corp 7,770300.9K $
867FMC Corp 17,413299.9K $
868NRG Energy Inc 2,042298.5K $
869Eversource Energy 4,280296.5K $
870United Airlines Holdings Inc 3,218296.3K $
871Xtrackers MSCI EAFE Hedged Equ 5,988295.8K $
872Olin Corp 9,944295.6K $
873Incyte Corp 3,134295K $
874Mitsubishi UFJ Financial Group Inc 17,307293.7K $
875Fiserv Inc 5,257293.3K $
876First Trust Exchange-Traded Fund III 6,162292.9K $
877United States Oil Fund LP 2,301292.8K $
878Toro Co/The 3,110290.6K $
879Envela Corp 17,442290.6K $
880DT Midstream Inc 2,148289.2K $
881Vanguard Financials ETF 2,393289.1K $
882Martin Marietta Materials Inc 490288.4K $
883iShares ESG Aware MSCI EAFE ETF 3,014288.2K $
884First Trust Exchange-Traded Fund VIII 6,575282.5K $
885Estee Lauder Cos Inc/The 3,936282.5K $
886iShares ESG Aware MSCI EM ETF 6,206282.2K $
887WisdomTree Trust 5,678282.1K $
888California Resources Corp 4,070281.7K $
889Kraft Heinz Co/The 12,446279.9K $
890First Trust Exchange-Traded Fund VIII 7,557279.8K $
891Eaton Vance Tax-Advantaged Divid Income Fd 11,349278.6K $
892Pimco Corporate & Income Opportunity Fund 23,066278.2K $
893Vodafone Group PLC 18,473277.5K $
894Direxion NASDAQ-100 Equal Weighted Index ETF 2,810276.9K $
895Invesco S&P 500 Equal Weight Income Advantage ETF 5,518275.9K $
896WW Grainger Inc 253275.5K $
897ISHARES CORE 1-5 YEAR USD BO 5,671274.8K $
898Service Corp International/US 3,326274.5K $
899IonQ Inc 9,471273K $
900CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF 10,765272.6K $