Kingswood Wealth Advisors, LLC ETFs

Kingswood Wealth Advisors, LLC

$1.27 Trillion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
QQQM Invesco Exchange Traded Fd Tr	$0	$2.53 Billion 0.2% of portfolio	11,147	Q1 2025 Reduced 21.65%
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$2.5 Billion 0.2% of portfolio	31,533	Q1 2025 Added 3.13%
IWF Ishares Russell 1000 Gr ETF	$0	$2.45 Billion 0.19% of portfolio	5,770	Q1 2025 Reduced 4.19%
SCHM Schwab Strategic U.S. Mid Cap	$0	$2.42 Billion 0.19% of portfolio	86,193	Q1 2025 Reduced 7.79%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$2.38 Billion 0.19% of portfolio	33,821	Q1 2025 Added 23.46%
IVW Ishares S&P 500 Growth ETF	$0	$2.34 Billion 0.18% of portfolio	21,258	Q1 2025 Reduced 0.82%
ESGU Ishares Trust Ishares Esg Awar	$0	$2.23 Billion 0.18% of portfolio	16,453	Q1 2025 Added 26.07%
MNA Iq Merger Arbitrage ETF	$0	$2.22 Billion 0.17% of portfolio	62,823	Q1 2025 Reduced 27.47%
FUTY Fidelity Covington Tr Msci Uti	$0	$2.17 Billion 0.17% of portfolio	41,304	Q1 2025 Reduced 2.04%
TLT Ishares Barclays 20+ Year Trea	$0	$2.15 Billion 0.17% of portfolio	24,330	Q1 2025 Added 53.04%
VDC Vanguard Consumer Staples ETF	$0	$2.13 Billion 0.17% of portfolio	9,740	Q1 2025 Added 14.91%
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$2.12 Billion 0.17% of portfolio	29,206	Q1 2025 Reduced 16.61%
SLYV Spdr S&P 600 Small Cap Value E	$0	$2.1 Billion 0.17% of portfolio	26,289	Q1 2025 Reduced 2.77%
NOBL Proshares S&P 500 Dividend Ari	$0	$2.04 Billion 0.16% of portfolio	20,299	Q1 2025 Added 9.0%
VCLT Vanguard Lg Trm Corp Bd ETF	$0	$2.04 Billion 0.16% of portfolio	26,927	Q1 2025 Reduced 0.88%
IWM Ishares Russell 2000 ETF	$0	$2.04 Billion 0.16% of portfolio	9,466	Q1 2025 Added 10.92%
DFSV Dimensional ETF Tr Dimensional	$0	$2.01 Billion 0.16% of portfolio	68,325	Q1 2025 Added 5.89%
IJR Ishares Core S&P Sm Cap ETF	$0	$1.95 Billion 0.15% of portfolio	17,866	Q1 2025 Added 12.51%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$1.89 Billion 0.15% of portfolio	38,622	Q1 2025 Reduced 12.36%
VEU Vanguard Ftse All World Ex Us	$0	$1.84 Billion 0.15% of portfolio	27,356	Q1 2025 Reduced 16.48%
SPYG Spdr Portfolio	$0	$1.83 Billion 0.14% of portfolio	19,180	Q1 2025 Reduced 12.18%
BIZD Vaneck Vectors ETF Tr Bdc Inco	$0	$1.82 Billion 0.14% of portfolio	111,727	Q1 2025 Reduced 11.79%
EFV Msci Eafe Value ETF	$0	$1.81 Billion 0.14% of portfolio	28,573	Q1 2025 Reduced 4.04%
RSP Invesco S&P 500 Equal Weight E	$0	$1.81 Billion 0.14% of portfolio	9,961	Q1 2025 Reduced 29.75%
QUAL Ishares Msci Usa Quality Facto	$0	$1.81 Billion 0.14% of portfolio	9,896	Q1 2025 Reduced 2.27%
SCHB Schwab Strategic Tr Us Broad M	$0	$1.8 Billion 0.14% of portfolio	75,530	Q1 2025 Reduced 0.37%
FVD First Tr Value Line Divid Inde	$0	$1.76 Billion 0.14% of portfolio	39,323	Q1 2025 Reduced 9.72%
BUFR First Tr Ex Td Viii Ft Cboe Ve	$0	$1.7 Billion 0.13% of portfolio	53,563	Q1 2025 Added 29.65%
VBK Vanguard Small Cap Growth ETF	$0	$1.69 Billion 0.13% of portfolio	6,120	Q1 2025 Reduced 14.3%
MOAT Vaneck Morningstar Wide Moat E	$0	$1.69 Billion 0.13% of portfolio	18,029	Q1 2025 Added 7.47%
NLR Vaneck ETF Tr Uranium+Nuclear	$0	$1.68 Billion 0.13% of portfolio	15,089	Q1 2025 Reduced 3.58%
VT Vanguard Total World Stk Index	$0	$1.65 Billion 0.13% of portfolio	12,817	Q1 2025 Reduced 3.96%
VV Vanguard Large Cap ETF	$0	$1.63 Billion 0.13% of portfolio	5,721	Q1 2025 Reduced 6.31%
XSMO Invesco S&P Smallcap Momentum	$0	$1.62 Billion 0.13% of portfolio	23,872	Q1 2025 Added 19.21%
BOTZ Global X Fds	$0	$1.62 Billion 0.13% of portfolio	49,505	Q1 2025 Reduced 7.5%
XLY Select Sector Spdr Consumer Di	$0	$1.61 Billion 0.13% of portfolio	7,399	Q1 2025 Reduced 13.62%
TQQQ Proshares Ultrapro Qqq	$0	$1.54 Billion 0.12% of portfolio	18,509	Q1 2025 Reduced 21.7%
SPSM Spdr Portfolio S&P 600 Small C	$0	$1.53 Billion 0.12% of portfolio	35,891	Q1 2025 Reduced 10.33%
FNDX Schwab Fundamental U S Large C	$0	$1.51 Billion 0.12% of portfolio	61,358	Q1 2025 Reduced 2.4%
SCHD Schwab Strategic Tr Us Dividen	$0	$1.49 Billion 0.12% of portfolio	56,270	Q1 2025 Added 11.97%
BBUS J P Morgan Exchg Traded Fd	$0	$1.42 Billion 0.11% of portfolio	12,666	Q1 2025 Reduced 3.06%
SYLD Cambria Shareholder Yld ETF	$0	$1.41 Billion 0.11% of portfolio	21,753	Q1 2025 Added 10.46%
FBND Fidelity Merrimack Str Tr Tota	$0	$1.38 Billion 0.11% of portfolio	30,264	Q1 2025 Reduced 62.07%
IAU Ishares Gold Trust	$58.3B	$1.38 Billion 0.11% of portfolio	22,200	Q1 2025 Added 4.27%
SDVY First Tr ETF Vi Smid Cap Risin	$0	$1.36 Billion 0.11% of portfolio	38,665	Q1 2025 Added 0.08%
TDIV First Trust Nasdaq Technology	$0	$1.35 Billion 0.11% of portfolio	15,006	Q2 2025 Reduced 79.06%
VOOG Vanguard S&P 500 Growth ETF	$0	$1.33 Billion 0.11% of portfolio	3,363	Q1 2025 Added 0.03%
IEMG Ishares Inc	$0	$1.31 Billion 0.1% of portfolio	21,886	Q1 2025 Reduced 20.24%
IEFA Ishares Tr	$0	$1.3 Billion 0.1% of portfolio	15,578	Q1 2025 Added 12.65%
LQD Ishares Iboxx $ Investment Gra	$0	$1.28 Billion 0.1% of portfolio	11,716	Q1 2025 Reduced 8.36%

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