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
$195B
$1.26 Billion 0.1% of portfolio
43,410
Q2 2025 Reduced 48.23%
$53.1B
$1.21 Billion 0.1% of portfolio
3,904
Q2 2025 Reduced 5.22%
$0
$1.31 Billion 0.1% of portfolio
222,547
Q2 2025 Reduced 7.44%
$194B
$1.3 Billion 0.1% of portfolio
1,264
Q2 2025 Added 0.48%
$21.5B
$1.21 Billion 0.1% of portfolio
38,191
Q2 2025 Reduced 37.18%
$220B
$1.12 Billion 0.09% of portfolio
8,221
Q2 2025 Reduced 70.3%
$181B
$1.15 Billion 0.09% of portfolio
2,121
Q2 2025 Reduced 5.48%
$5.43B
$1.09 Billion 0.09% of portfolio
7,073
Q2 2025 Reduced 0.79%
$141B
$1.12 Billion 0.09% of portfolio
5,066
Q2 2025 Reduced 42.65%
$138B
$1.11 Billion 0.09% of portfolio
9,979
Q2 2025 Reduced 72.07%
$8.82B
$1.14 Billion 0.09% of portfolio
59,395
Q2 2025 Added 22.76%
$1.18B
$1.18 Billion 0.09% of portfolio
110,891
Q2 2025 Reduced 34.0%
$146B
$1.12 Billion 0.09% of portfolio
9,100
Q2 2025 Added 19.56%
$161B
$1.18 Billion 0.09% of portfolio
6,443
Q2 2025 Reduced 42.34%
$313B
$1.15 Billion 0.09% of portfolio
14,368
Q2 2025 Reduced 11.66%
$101B
$1.15 Billion 0.09% of portfolio
2,995
Q2 2025 Reduced 7.42%
$32.7B
$989 Million 0.08% of portfolio
7,702
Q2 2025 Reduced 5.03%
$102B
$1.06 Billion 0.08% of portfolio
1,443
Q2 2025 Reduced 32.41%
$2.21B
$1.02 Billion 0.08% of portfolio
71,847
Q2 2025 Reduced 66.37%
$237B
$960 Million 0.08% of portfolio
6,813
Q2 2025 Reduced 12.49%
$6.64B
$1.07 Billion 0.08% of portfolio
6,787
Q2 2025 Added 5.75%
$0
$1.05 Billion 0.08% of portfolio
117,791
Q4 2024 Reduced 4.59%
$95.4B
$1.05 Billion 0.08% of portfolio
46,678
Q2 2025 Reduced 66.41%
$164B
$914 Million 0.07% of portfolio
3,272
Q2 2025 Reduced 7.15%
$64.9B
$903 Million 0.07% of portfolio
8,562
Q2 2025 Added 11.69%
$1.98B
$946 Million 0.07% of portfolio
11,918
Q2 2025 Reduced 7.02%
$126B
$862 Million 0.07% of portfolio
2,793
Q2 2025 Reduced 14.35%
$40.6B
$945 Million 0.07% of portfolio
22,489
Q2 2025 Reduced 36.95%
$229B
$926 Million 0.07% of portfolio
160
Q2 2025 Reduced 12.09%
$982M
$944 Million 0.07% of portfolio
8,452
Q2 2025 Added 889.7%
$104B
$842 Million 0.07% of portfolio
2,608
Q2 2025 Reduced 19.7%
$51.6B
$828 Million 0.07% of portfolio
4,751
Q2 2025 Added 1.09%
$280B
$863 Million 0.07% of portfolio
1,077
Q2 2025 Reduced 31.75%
$43.2B
$891 Million 0.07% of portfolio
9,921
Q2 2025 Added 28.58%
$38.5B
$869 Million 0.07% of portfolio
4,149
Q2 2025 Added 2.9%
$131B
$896 Million 0.07% of portfolio
1,168
Q2 2025 Reduced 84.17%
$931M
$850 Million 0.07% of portfolio
125,136
Q2 2025 Added 48.54%
$182B
$920 Million 0.07% of portfolio
10,813
Q2 2025 Reduced 52.43%
$173B
$817 Million 0.06% of portfolio
8,956
Q2 2025 Added 65.33%
$36.1B
$702 Million 0.06% of portfolio
8,605
Q2 2025 Reduced 82.76%
$141B
$791 Million 0.06% of portfolio
3,436
Q2 2025 Reduced 37.47%
$85.3B
$745 Million 0.06% of portfolio
5,588
Q2 2025 Reduced 22.6%
$25.8B
$794 Million 0.06% of portfolio
11,760
Q1 2025 Reduced 5.98%
$169B
$719 Million 0.06% of portfolio
1,363
Q2 2025 Reduced 17.14%
$6.67B
$719 Million 0.06% of portfolio
14,932
Q1 2025 Reduced 11.22%
$0
$747 Million 0.06% of portfolio
109,692
Q2 2025 Added 96.02%
$227B
$748 Million 0.06% of portfolio
2,344
Q2 2025 Reduced 33.95%
$0
$698 Million 0.06% of portfolio
14,549
Q4 2024 New
$0
$733 Million 0.06% of portfolio
29,530
Q2 2025 Added 24.42%

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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