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
$50.4B
$494 Million 0.04% of portfolio
1,508
Q2 2025 Reduced 75.65%
$28.3B
$512 Million 0.04% of portfolio
3,145
Q2 2025 Reduced 47.36%
$155B
$499 Million 0.04% of portfolio
13,979
Q2 2025 Reduced 17.99%
$2.69B
$478 Million 0.04% of portfolio
54,000
Q1 2025 Reduced 28.57%
$53.9B
$447 Million 0.04% of portfolio
2,284
Q2 2025 Added 19.08%
$78.7B
$468 Million 0.04% of portfolio
2,412
Q2 2025 Reduced 16.34%
$55.9B
$447 Million 0.04% of portfolio
3,323
Q2 2025 Reduced 70.76%
$68.6B
$557 Million 0.04% of portfolio
12,306
Q2 2025 Added 17.26%
$89.8B
$499 Million 0.04% of portfolio
3,518
Q2 2025 Reduced 35.02%
$118B
$339 Million 0.03% of portfolio
3,779
Q2 2025 Reduced 34.56%
$19B
$381 Million 0.03% of portfolio
710
Q2 2025 Reduced 11.03%
$43.7B
$354 Million 0.03% of portfolio
2,215
Q2 2025 Reduced 5.42%
$25.8B
$338 Million 0.03% of portfolio
722
Q2 2025 Reduced 38.76%
$98.7B
$341 Million 0.03% of portfolio
1,236
Q2 2025 Reduced 0.4%
$60.1B
$411 Million 0.03% of portfolio
783
Q2 2025 Reduced 27.77%
$51.1B
$331 Million 0.03% of portfolio
1,128
Q2 2025 Reduced 62.2%
$16.3B
$409 Million 0.03% of portfolio
5,257
Q2 2025 Reduced 1.54%
$79.5B
$430 Million 0.03% of portfolio
2,492
Q2 2025 Reduced 76.22%
$79.5B
$409 Million 0.03% of portfolio
2,196
Q2 2025 Reduced 21.63%
$4.06B
$394 Million 0.03% of portfolio
9,687
Q2 2025 Added 67.05%
$36.3B
$430 Million 0.03% of portfolio
5,975
Q2 2025 Reduced 3.11%
$45.7B
$440 Million 0.03% of portfolio
8,367
Q2 2025 Reduced 7.91%
$41.2B
$395 Million 0.03% of portfolio
2,348
Q2 2025 Reduced 24.72%
$6.55B
$442 Million 0.03% of portfolio
8,380
Q2 2025 Added 26.26%
$61.8B
$332 Million 0.03% of portfolio
48,868
Q2 2025 New
$900M
$360 Million 0.03% of portfolio
85,408
Q2 2025 Added 44.71%
$56.6B
$428 Million 0.03% of portfolio
4,124
Q2 2025 Added 23.81%
$53.4B
$441 Million 0.03% of portfolio
2,189
Q2 2025 Reduced 2.8%
$12.2B
$360 Million 0.03% of portfolio
1,111
Q2 2025 Added 3.35%
$13.2B
$408 Million 0.03% of portfolio
6,538
Q2 2025 Reduced 69.5%
$0
$419 Million 0.03% of portfolio
19,074
Q2 2025 Reduced 69.15%
$47.5B
$329 Million 0.03% of portfolio
1,763
Q2 2025 New
$87.7B
$358 Million 0.03% of portfolio
1,163
Q2 2025 Added 8.19%
$29.2B
$342 Million 0.03% of portfolio
3,088
Q2 2025 Added 1.25%
$62.5B
$398 Million 0.03% of portfolio
1,487
Q2 2025 Reduced 1.0%
$0
$346 Million 0.03% of portfolio
24,293
Q2 2025 Reduced 4.43%
$0
$400 Million 0.03% of portfolio
26,401
Q2 2025 Reduced 11.25%
$227M
$342 Million 0.03% of portfolio
5,337
Q2 2025 Reduced 53.11%
$22.2B
$364 Million 0.03% of portfolio
16,408
Q2 2025 Reduced 11.38%
$2.25B
$334 Million 0.03% of portfolio
7,540
Q2 2025 New
$85.2B
$373 Million 0.03% of portfolio
245
Q2 2025 Added 15.02%
$1.88B
$342 Million 0.03% of portfolio
21,248
Q2 2025 New
$8.35B
$391 Million 0.03% of portfolio
9,102
Q2 2025 Reduced 3.02%
$48.5B
$348 Million 0.03% of portfolio
7,140
Q2 2025 Reduced 30.36%
$2.13B
$406 Million 0.03% of portfolio
39,007
Q2 2025 New
$9.59B
$344 Million 0.03% of portfolio
2,400
Q2 2025 Added 35.52%
$0
$377 Million 0.03% of portfolio
64,836
Q2 2025 Added 4.85%
$34B
$330 Million 0.03% of portfolio
1,700
Q2 2025 Reduced 18.11%
$36.9B
$338 Million 0.03% of portfolio
2,606
Q2 2025 Reduced 37.64%

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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