Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

Kingswood Wealth Advisors, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.65 Trillion distributed in 792 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $64.6B, Spdr S&P 500 ETF Trust with a value of $52.2B, Nvidia Corp with a value of $49.4B, Microsoft Corp with a value of $36.8B, and Schwab Strategic Tr Us Large C with a value of $33.8B.

Examining the 13F form we can see an increase of $386B in the current position value, from $1.27T to 1.65T.

Kingswood Wealth Advisors, LLC is based out at San Diego, CA

Below you can find more details about Kingswood Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.65 Trillion
ETFs: $803 Billion
Technology: $265 Billion
Industrials: $88.5 Billion
Financial Services: $87.2 Billion
Consumer Cyclical: $72.2 Billion
Communication Services: $59.2 Billion
Healthcare: $45.1 Billion
Consumer Defensive: $33.9 Billion
Other: $97.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.35T
$64.6 Billion 3.91% of portfolio
253,776
Q3 2025 Added 16.4%
$0
$52.2 Billion 3.16% of portfolio
78,372
Q3 2025 Added 7.15%
$505B
$49.4 Billion 2.99% of portfolio
264,746
Q3 2025 Reduced 2.17%
$3.86T
$36.8 Billion 2.22% of portfolio
70,992
Q3 2025 Added 19.93%
$0
$33.8 Billion 2.05% of portfolio
1,060,720
Q3 2025 Added 29.89%
$0
$33.1 Billion 2.0% of portfolio
55,125
Q3 2025 Added 19.06%
$2.49T
$27.7 Billion 1.68% of portfolio
126,161
Q3 2025 Added 21.97%
$0
$27.2 Billion 1.65% of portfolio
44,402
Q3 2025 Added 17.75%
$59.6B
$25.6 Billion 1.55% of portfolio
284,948
Q3 2025 Added 0.95%
$0
$21.4 Billion 1.3% of portfolio
32,006
Q3 2025 Added 10.87%
$0
$21.4 Billion 1.29% of portfolio
1,171,723
Q3 2025 Added 44.15%
$150B
$18.9 Billion 1.14% of portfolio
57,236
Q3 2025 Added 1.47%
$0
$16 Billion 0.97% of portfolio
85,852
Q3 2025 Added 71.54%
$1.46T
$15.4 Billion 0.93% of portfolio
20,971
Q3 2025 Added 11.85%
$0
$14.9 Billion 0.9% of portfolio
132,858
Q3 2025 Added 9.88%
$1.68T
$14.9 Billion 0.9% of portfolio
61,123
Q3 2025 Added 6.15%
$2.52B
$13.2 Billion 0.8% of portfolio
41,017
Q3 2025 Added 9.05%
$1.44T
$12.9 Billion 0.78% of portfolio
29,052
Q3 2025 Added 5.02%
2 X Bitcoin Strategy ETF
-
$12.7 Billion 0.77% of portfolio
-
Q3 2025 Reduced 21.96%
$10.3B
$12 Billion 0.73% of portfolio
98,054
Q3 2025 New
$1.72T
$11.2 Billion 0.68% of portfolio
45,966
Q3 2025 Added 37.31%
$394B
$10.8 Billion 0.65% of portfolio
59,211
Q3 2025 Added 12.41%
$305B
$10.6 Billion 0.64% of portfolio
22,202
Q3 2025 Added 12.61%
$0
$10.5 Billion 0.64% of portfolio
14,073
Q3 2025 Added 58.84%
$621B
$9.76 Billion 0.59% of portfolio
19,407
Q3 2025 Added 20.35%
$0
$9.75 Billion 0.59% of portfolio
181,066
Q3 2025 Added 125.38%
$0
$9.08 Billion 0.55% of portfolio
42,086
Q3 2025 Added 67.2%
$0
$9.12 Billion 0.55% of portfolio
46,544
Q3 2025 Added 18.63%
$0
$8.99 Billion 0.54% of portfolio
157,491
Q3 2025 Added 25.83%
Fidelity Wise Origin Bitcoin Fund
-
$8.97 Billion 0.54% of portfolio
-
Q3 2025 Reduced 1.16%
$0
$8.32 Billion 0.5% of portfolio
147,303
Q3 2025 Added 256.63%
$0
$8.34 Billion 0.5% of portfolio
58,710
Q3 2025 Added 3.33%
$0
$8.17 Billion 0.49% of portfolio
87,278
Q3 2025 Added 56.43%
$0
$7.88 Billion 0.48% of portfolio
16,997
Q3 2025 Reduced 0.29%
$0
$7.92 Billion 0.48% of portfolio
113,163
Q3 2025 Added 66.59%
$0
$7.7 Billion 0.47% of portfolio
282,121
Q3 2025 Added 401.37%
$0
$7.68 Billion 0.46% of portfolio
80,685
Q3 2025 Added 2.18%
$127B
$7.45 Billion 0.45% of portfolio
20,957
Q3 2025 Added 37.99%
$0
$7.32 Billion 0.44% of portfolio
28,798
Q3 2025 Added 22.82%
$0
$7.13 Billion 0.43% of portfolio
21,716
Q3 2025 Reduced 2.38%
$0
$7.15 Billion 0.43% of portfolio
52,715
Q3 2025 Added 249.36%
$160B
$6.9 Billion 0.42% of portfolio
91,347
Q3 2025 Added 9.2%
$0
$7 Billion 0.42% of portfolio
63,252
Q3 2025 Added 43.04%
Ishares Bitcoin Trust ETF Shs Ben Int
-
$6.8 Billion 0.41% of portfolio
-
Q3 2025 Added 1.79%
$275B
$6.77 Billion 0.41% of portfolio
65,683
Q3 2025 Added 34.67%
$152B
$6.65 Billion 0.4% of portfolio
17,776
Q3 2025 Added 45.32%
$99.3B
$6.27 Billion 0.38% of portfolio
8,269
Q3 2025 Reduced 12.47%
$0
$6.31 Billion 0.38% of portfolio
88,867
Q3 2025 Added 944.27%
$0
$6.01 Billion 0.36% of portfolio
169,675
Q3 2025 Added 242.74%

Summary

  • Portfolio
  • No. of Stocks 792
  • Current Value $1.65 Trillion
  • Prior Value $1.27 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 115 stocks
  • Additional Purchases 429 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 213 stocks
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