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
$3.45T
$44.7 Billion 3.53% of portfolio
218,012
Q2 2025 Reduced 91.33%
$416B
$42.8 Billion 3.38% of portfolio
270,605
Q2 2025 Reduced 77.82%
$3.77T
$29.4 Billion 2.33% of portfolio
59,195
Q2 2025 Reduced 81.8%
$65.2B
$23.9 Billion 1.89% of portfolio
282,255
Q2 2025 Reduced 1.66%
$2.32T
$22.7 Billion 1.79% of portfolio
103,437
Q2 2025 Reduced 73.91%
$113B
$15.5 Billion 1.23% of portfolio
56,405
Q2 2025 Reduced 0.97%
$3.98B
$15.2 Billion 1.2% of portfolio
37,614
Q2 2025 Reduced 3.09%
$1.58T
$13.8 Billion 1.09% of portfolio
18,750
Q2 2025 Reduced 82.71%
$1.14T
$10.1 Billion 0.8% of portfolio
57,582
Q2 2025 Reduced 74.93%
$855B
$8.7 Billion 0.69% of portfolio
29,999
Q2 2025 Reduced 49.28%
$1.05T
$8.79 Billion 0.69% of portfolio
27,662
Q2 2025 Reduced 70.3%
$622B
$7.83 Billion 0.62% of portfolio
16,126
Q2 2025 Reduced 32.14%
$220B
$7.65 Billion 0.6% of portfolio
19,715
Q2 2025 Reduced 45.24%
$293B
$7.18 Billion 0.57% of portfolio
52,676
Q2 2025 Reduced 65.38%
$92.6B
$6.6 Billion 0.52% of portfolio
9,447
Q2 2025 Added 5.06%
$530B
$5.94 Billion 0.47% of portfolio
4,437
Q2 2025 Reduced 11.37%
$152B
$5.81 Billion 0.46% of portfolio
83,648
Q2 2025 Reduced 1.9%
$7.23B
$5.85 Billion 0.46% of portfolio
5,536
Q2 2025 Added 38.09%
$417B
$5.63 Billion 0.44% of portfolio
5,691
Q2 2025 Reduced 37.75%
$177B
$5.14 Billion 0.41% of portfolio
24,770
Q2 2025 Reduced 1.33%
$575B
$5.23 Billion 0.41% of portfolio
14,744
Q2 2025 Reduced 36.28%
$253B
$5.13 Billion 0.4% of portfolio
17,388
Q2 2025 Reduced 50.03%
$738B
$5.05 Billion 0.4% of portfolio
6,483
Q2 2025 Reduced 29.94%
$260B
$4.77 Billion 0.38% of portfolio
48,774
Q2 2025 Reduced 74.76%
$104B
$4.67 Billion 0.37% of portfolio
10,666
Q2 2025 Reduced 5.94%
$250B
$4.73 Billion 0.37% of portfolio
33,302
Q2 2025 Reduced 56.38%
$452B
$4.65 Billion 0.37% of portfolio
43,149
Q2 2025 Reduced 66.48%
$219B
$4.75 Billion 0.37% of portfolio
32,504
Q2 2025 Reduced 23.12%
$239B
$4.59 Billion 0.36% of portfolio
6,489
Q2 2025 Reduced 30.0%
$13.6B
$4.45 Billion 0.35% of portfolio
26,093
Q2 2025 Reduced 8.44%
$148B
$4.37 Billion 0.34% of portfolio
12,232
Q2 2025 Reduced 4.86%
$136B
$4.27 Billion 0.34% of portfolio
20,383
Q2 2025 Reduced 64.98%
$375B
$3.9 Billion 0.31% of portfolio
24,454
Q2 2025 Reduced 44.71%
$66.1B
$3.76 Billion 0.3% of portfolio
13,342
Q2 2025 Reduced 1.76%
$108B
$3.83 Billion 0.3% of portfolio
8,275
Q2 2025 Reduced 63.0%
$177B
$3.78 Billion 0.3% of portfolio
23,736
Q2 2025 Reduced 59.14%
$429B
$3.64 Billion 0.29% of portfolio
5
Q4 2024 New
$36.2B
$3.72 Billion 0.29% of portfolio
23,179
Q2 2025 Reduced 2.21%
$1.22T
$3.66 Billion 0.29% of portfolio
16,150
Q2 2025 Added 12.92%
$642B
$3.73 Billion 0.29% of portfolio
17,043
Q2 2025 Reduced 56.91%
$383B
$3.73 Billion 0.29% of portfolio
78,819
Q2 2025 Reduced 40.5%
$17.7B
$3.52 Billion 0.28% of portfolio
23,778
Q2 2025 Reduced 1.91%
$301B
$3.4 Billion 0.27% of portfolio
48,046
Q2 2025 Reduced 29.14%
$159B
$3.4 Billion 0.27% of portfolio
14,593
Q2 2025 Reduced 7.69%
$81.7B
$3.24 Billion 0.26% of portfolio
11,098
Q2 2025 Reduced 3.31%
$380B
$3.36 Billion 0.26% of portfolio
9,152
Q2 2025 Reduced 58.08%
$294B
$3.16 Billion 0.25% of portfolio
22,063
Q2 2025 Reduced 30.88%
$101B
$3.21 Billion 0.25% of portfolio
30,491
Q2 2025 Reduced 0.78%
$533B
$3.12 Billion 0.25% of portfolio
5,552
Q2 2025 Reduced 19.18%

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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