Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025

Kingswood Wealth Advisors, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.27 Trillion distributed in 745 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $45.2B, Apple Inc. with a value of $44.7B, Nvidia Corp with a value of $42.8B, Microsoft Corp with a value of $29.4B, and Invesco Qqq Trust, Series 1 with a value of $25.5B.

Examining the 13F form we can see an decrease of $1.35T in the current position value, from $2.62T to 1.27T.

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 $1.27 Trillion
ETFs: $572 Billion
Technology: $215 Billion
Industrials: $75.4 Billion
Financial Services: $71.7 Billion
Consumer Cyclical: $53.7 Billion
Communication Services: $46.2 Billion
Healthcare: $37.7 Billion
Energy: $30.2 Billion
Other: $80.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$44.7 Billion 3.53% of portfolio
218,012
Q1 2025 Added 0.02%
$456B
$42.8 Billion 3.38% of portfolio
270,605
Q1 2025 Added 7.94%
$3.95T
$29.4 Billion 2.33% of portfolio
59,195
Q1 2025 Added 9.51%
$66.3B
$23.9 Billion 1.89% of portfolio
282,255
Q1 2025 Added 1.46%
$2.26T
$22.7 Billion 1.79% of portfolio
103,437
Q1 2025 Reduced 7.12%
$127B
$15.5 Billion 1.23% of portfolio
56,405
Q1 2025 Reduced 4.74%
$3.68B
$15.2 Billion 1.2% of portfolio
37,614
Q1 2025 Reduced 5.8%
$1.78T
$13.8 Billion 1.09% of portfolio
18,750
Q1 2025 Added 5.02%
$1.21T
$10.1 Billion 0.8% of portfolio
57,582
Q1 2025 Added 3.91%
$859B
$8.7 Billion 0.69% of portfolio
29,999
Q1 2025 Reduced 1.08%
$1.08T
$8.79 Billion 0.69% of portfolio
27,662
Q1 2025 Added 2.0%
$621B
$7.83 Billion 0.62% of portfolio
16,126
Q1 2025 Reduced 15.67%
$218B
$7.65 Billion 0.6% of portfolio
19,715
Q1 2025 Added 2.87%
$367B
$7.18 Billion 0.57% of portfolio
52,676
Q1 2025 Reduced 9.56%
$96.6B
$6.6 Billion 0.52% of portfolio
9,447
Q1 2025 Reduced 4.82%
$545B
$5.94 Billion 0.47% of portfolio
4,437
Q1 2025 Added 1.46%
$141B
$5.81 Billion 0.46% of portfolio
83,648
Q1 2025 Added 1.65%
$6.61B
$5.85 Billion 0.46% of portfolio
5,536
Q1 2025 Reduced 27.58%
$439B
$5.63 Billion 0.44% of portfolio
5,691
Q1 2025 Added 2.85%
$177B
$5.14 Billion 0.41% of portfolio
24,770
Q1 2025 Added 1.34%
$551B
$5.23 Billion 0.41% of portfolio
14,744
Q1 2025 Reduced 0.03%
$210B
$5.13 Billion 0.4% of portfolio
17,388
Q1 2025 Added 0.52%
$608B
$5.05 Billion 0.4% of portfolio
6,483
Q1 2025 Added 9.73%
$281B
$4.77 Billion 0.38% of portfolio
48,774
Q1 2025 Added 1.49%
$102B
$4.67 Billion 0.37% of portfolio
10,666
Q1 2025 Added 6.31%
$282B
$4.73 Billion 0.37% of portfolio
33,302
Q1 2025 Reduced 3.34%
$442B
$4.65 Billion 0.37% of portfolio
43,149
Q1 2025 Reduced 15.22%
$229B
$4.75 Billion 0.37% of portfolio
32,504
Q1 2025 Added 6.2%
$254B
$4.59 Billion 0.36% of portfolio
6,489
Q1 2025 Reduced 32.22%
$14.4B
$4.45 Billion 0.35% of portfolio
26,093
Q1 2025 Added 9.22%
$145B
$4.37 Billion 0.34% of portfolio
12,232
Q1 2025 Added 3.74%
$139B
$4.27 Billion 0.34% of portfolio
20,383
Q1 2025 Reduced 4.08%
$368B
$3.9 Billion 0.31% of portfolio
24,454
Q1 2025 Reduced 13.21%
$64.2B
$3.76 Billion 0.3% of portfolio
13,342
Q1 2025 Added 1.53%
$113B
$3.83 Billion 0.3% of portfolio
8,275
Q1 2025 Reduced 1.76%
$173B
$3.78 Billion 0.3% of portfolio
23,736
Q1 2025 Reduced 3.94%
$423B
$3.64 Billion 0.29% of portfolio
5
Q4 2024 New
$36.8B
$3.72 Billion 0.29% of portfolio
23,179
Q1 2025 Added 2.2%
$1.27T
$3.66 Billion 0.29% of portfolio
16,150
Q1 2025 Reduced 16.76%
$684B
$3.73 Billion 0.29% of portfolio
17,043
Q1 2025 Added 11.59%
$381B
$3.73 Billion 0.29% of portfolio
78,819
Q1 2025 Added 1.26%
$16B
$3.52 Billion 0.28% of portfolio
23,778
Q1 2025 Added 1.95%
$306B
$3.4 Billion 0.27% of portfolio
48,046
Q1 2025 Reduced 2.36%
$146B
$3.4 Billion 0.27% of portfolio
14,593
Q1 2025 Added 0.93%
$86.2B
$3.24 Billion 0.26% of portfolio
11,098
Q1 2025 Added 2.3%
$405B
$3.36 Billion 0.26% of portfolio
9,152
Q1 2025 Added 0.92%
$302B
$3.16 Billion 0.25% of portfolio
22,063
Q1 2025 Reduced 7.5%
$96.8B
$3.21 Billion 0.25% of portfolio
30,491
Q1 2025 Added 0.79%
$548B
$3.12 Billion 0.25% of portfolio
5,552
Q1 2025 Added 1.3%

Summary

  • Portfolio
  • No. of Stocks 745
  • Current Value $1.27 Trillion
  • Prior Value $2.62 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 77 stocks
  • Additional Purchases 171 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 458 stocks
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