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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.74 Billion 0.11% of portfolio
116,296
Q3 2025 Added 1.41%
$0
$1.42 Billion 0.09% of portfolio
78,375
Q1 2025 Added 38.9%
$0
$1.25 Billion 0.08% of portfolio
215,810
Q3 2025 Reduced 3.03%
$0
$1.08 Billion 0.07% of portfolio
119,062
Q3 2025 Added 1.08%
$0
$785 Million 0.05% of portfolio
32,686
Q3 2025 Added 10.69%
$0
$744 Million 0.05% of portfolio
117,340
Q3 2025 Added 6.97%
$0
$817 Million 0.05% of portfolio
7,320
Q3 2025 Added 4.69%
$0
$712 Million 0.04% of portfolio
46,290
Q3 2025 Added 1.88%
$0
$654 Million 0.04% of portfolio
14,549
Q4 2024 New
$0
$442 Million 0.03% of portfolio
21,653
Q3 2025 Added 13.52%
$0
$395 Million 0.02% of portfolio
64,836
Q1 2025 Reduced 4.63%
$0
$253 Million 0.02% of portfolio
36,000
Q4 2024 New
$0
$298 Million 0.02% of portfolio
36,400
Q3 2025 New
$0
$379 Million 0.02% of portfolio
13,793
Q3 2025 Reduced 0.68%
$0
$270 Million 0.02% of portfolio
13,630
Q3 2025 New
$0
$341 Million 0.02% of portfolio
23,084
Q3 2025 Reduced 12.56%
$0
$150 Million 0.01% of portfolio
10,630
Q3 2025 New
$0
$238 Million 0.01% of portfolio
13,625
Q1 2025 New
$0
$149 Million 0.01% of portfolio
13,000
Q2 2025 Reduced 75.0%
$0
$178 Million 0.01% of portfolio
15,000
Q3 2025 Reduced 31.82%
$0
$167 Million 0.01% of portfolio
16,691
Q3 2025 Reduced 2.43%

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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email