Kingsview Wealth Management, LLC
•CIK: 1791965•Filing: Q4 2025
Kingsview Wealth Management, LLC, managed by the seasoned team of John Carlson and John Carlson Jr., is known for its concentrated, high-conviction equity strategy, currently managing $6.9 billion in assets across 1,230 positions. Recently, the fund has made notable moves by adding significant positions in NKE and COF, while exiting IPG and GDXJ, reflecting a focus on growth and value sectors.
Total AUM
$6.9B
+ $1.3M in options
QoQ Performance
+6.0%
Positions
746
+ 1 option
Top 10 Concentration
28.3%
Latest Filing
Q4 2025
Top Holdings Allocation
MPRO3.2%
AAPL2.8%
NVDA2.6%
SPYG2.3%
MAMB2.2%
AGG1.9%
MBCC1.8%
MVFG1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.2%
Technology14.5%
Consumer7.3%
Financial3.8%
Healthcare3.5%
ETF2.7%
Industrial1.8%
Communication1.2%
🚪 Exited Positionssold since Q3 2025
+991 more exited positions
Changes from Q3 2025
NEW3 new positions
↑138 increased
↓59 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022