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 Companies Only

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%
$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%
$2.49T
$27.7 Billion 1.68% of portfolio
126,161
Q3 2025 Added 21.97%
$59.6B
$25.6 Billion 1.55% of portfolio
284,948
Q3 2025 Added 0.95%
$150B
$18.9 Billion 1.14% of portfolio
57,236
Q3 2025 Added 1.47%
$1.46T
$15.4 Billion 0.93% of portfolio
20,971
Q3 2025 Added 11.85%
$1.68T
$14.9 Billion 0.9% of portfolio
61,123
Q3 2025 Added 6.15%
$913B
$13.9 Billion 0.84% of portfolio
43,951
Q3 2025 Added 46.51%
$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%
$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%
$621B
$9.76 Billion 0.59% of portfolio
19,407
Q3 2025 Added 20.35%
$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%
$16B
$5.85 Billion 0.35% of portfolio
27,484
Q3 2025 Added 5.33%
$269B
$5.71 Billion 0.35% of portfolio
7,171
Q3 2025 Added 10.51%
$386B
$5.83 Billion 0.35% of portfolio
25,172
Q3 2025 Added 125.66%
$477B
$5.84 Billion 0.35% of portfolio
51,822
Q3 2025 Added 20.1%
$403B
$5.6 Billion 0.34% of portfolio
6,048
Q3 2025 Added 6.27%
$262B
$5.57 Billion 0.34% of portfolio
33,272
Q3 2025 Added 2.36%
$498B
$5.62 Billion 0.34% of portfolio
4,689
Q3 2025 Added 5.68%
$820B
$5.38 Billion 0.33% of portfolio
7,056
Q3 2025 Added 8.84%
$708B
$5.3 Billion 0.32% of portfolio
18,849
Q3 2025 Added 10.6%
$276B
$5.36 Billion 0.32% of portfolio
18,988
Q3 2025 Added 9.2%
$413B
$5.08 Billion 0.31% of portfolio
31,397
Q3 2025 Reduced 5.72%
$102B
$4.98 Billion 0.3% of portfolio
52,556
Q3 2025 Added 122.73%
$7.27B
$4.97 Billion 0.3% of portfolio
5,323
Q3 2025 Reduced 3.85%
$389B
$4.91 Billion 0.3% of portfolio
12,128
Q3 2025 Added 32.52%
$557B
$4.97 Billion 0.3% of portfolio
14,548
Q3 2025 Reduced 1.33%
$429B
$4.72 Billion 0.29% of portfolio
91,586
Q3 2025 Added 16.2%
$120B
$4.55 Billion 0.28% of portfolio
21,085
Q3 2025 Added 3.44%
$356B
$4.42 Billion 0.27% of portfolio
28,746
Q3 2025 Added 17.55%
$309B
$4.45 Billion 0.27% of portfolio
28,671
Q3 2025 Added 29.95%
$104B
$4.27 Billion 0.26% of portfolio
10,118
Q3 2025 Reduced 5.14%
$177B
$4.21 Billion 0.25% of portfolio
22,911
Q3 2025 Reduced 7.51%
$203B
$4.05 Billion 0.25% of portfolio
24,366
Q3 2025 Added 2.65%
$129B
$3.92 Billion 0.24% of portfolio
7,850
Q3 2025 Reduced 5.14%
$526B
$3.72 Billion 0.23% of portfolio
6,543
Q3 2025 Added 17.85%
$243B
$3.73 Billion 0.23% of portfolio
22,282
Q3 2025 Added 67.24%
$94.7B
$3.79 Billion 0.23% of portfolio
11,106
Q3 2025 Added 0.07%
$429B
$3.77 Billion 0.23% of portfolio
5
Q4 2024 New
$494B
$3.62 Billion 0.22% of portfolio
19,518
Q3 2025 Added 52.96%
$298B
$3.62 Billion 0.22% of portfolio
54,564
Q3 2025 Added 13.57%
$1.56T
$3.48 Billion 0.21% of portfolio
12,461
Q3 2025 Reduced 22.84%

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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