Sign In
test

Matthew Stolen

Kingsview Wealth Management, Llc

Assets Managed
$7.326B
Holdings
1312
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
5.55%(2Q avg: 5.78%)
Sustained Growth
15 quarters

Portfolio positions

This chart displays the top 10 holdings in Kingsview Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1312 positions.

Assets under management

The assets under management (AUM) of Kingsview Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 7.326B in assets, with a quarterly growth rate of 5.55% and a 2-quarter average growth rate of 5.78%. The portfolio is managed by Matthew Stolen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MPRO
Monarch Procap Index Etf
Recent Activity
Increased 3.12%
3.14%
$230.013M
7.363M shares@ $31.24 avg price
AAPL
Apple Inc
Recent Activity
Increased 6.64%
2.65%
$193.753M
763,437 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 12.27%
2.59%
$189.322M
1.086M shares@ $174.4 avg price
MAMB
Monarch Ambass Inc Indx Etf
Recent Activity
Increased 12.31%
2.33%
$169.957M
7.051M shares@ $24.11 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 29.47%
2.27%
$165.657M
1.669M shares@ $99.27 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 6.67%
2.15%
$157.424M
1.608M shares@ $97.91 avg price
MVFG
Monarch Vf Glb Uncon Etf
Recent Activity
Increased 10.3%
1.92%
$140.022M
4.349M shares@ $32.21 avg price
MBCC
Monarch Blue Chip Cor Indx
Recent Activity
Increased 14.38%
1.82%
$133.12M
3.86M shares@ $34.49 avg price
MSSS
Monarch Select Subsec In Etf
Recent Activity
Increased 1.67%
1.57%
$114.845M
3.841M shares@ $29.9 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 19.63%
1.34%
$97.98M
163,970 shares@ $597.55 avg price

1-10 of 1312