Managers / Q3 2020 · view latest →
Kingsview Wealth Management, LLC
CIK 0001791965 · 509 SE 7TH ST, 2ND FLOOR, GRANTS PASS, OR, 97526 · 312-870-6701
Reported Value
$1.1B
Q3 2020
Positions
686
Filings on Record
38
2019–present window
Filed
Nov 19, 2020
original filing
Summary
Kingsview Wealth Management, Llc reported $1.1B in U.S.-listed holdings across 686 positions for Q3 2020.
Its largest position, AAPL, represents 4.7% of the portfolio.
Compared with Q2 2020, the fund opened 93 new positions and exited 57.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $7.3B | 1,486 | May 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $6.9B | 1,367 | Feb 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $6.5B | 1,329 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $5.9B | 1,303 | Aug 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $5.3B | 1,206 | May 2, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $5.1B | 1,241 | Jan 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $4.8B | 1,221 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $4.2B | 1,178 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $4.0B | 1,153 | May 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $2.3B | 898 | Feb 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $2.8B | 969 | Nov 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $2.5B | 942 | Aug 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $2.4B | 919 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $2.30T | 881 | Feb 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $2.1B | 856 | Nov 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $2.1B | 846 | Aug 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $2.4B | 1,014 | Feb 17, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $2.0B | 999 | Aug 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.8B | 953 | May 24, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.4B | 771 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.1B | 686 | Nov 19, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $999M | 667 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $741M | 560 | May 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $798M | 541 | Jan 31, 2020 | RESTATEMENT | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.