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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.6B
$451 Million 0.03% of portfolio
824
Q3 2025 Added 14.13%
$38.6B
$424 Million 0.03% of portfolio
3,132
Q3 2025 Added 20.18%
$78.4B
$462 Million 0.03% of portfolio
2,359
Q3 2025 Reduced 2.2%
$0
$442 Million 0.03% of portfolio
4,931
Q3 2025 Added 6.29%
$0
$438 Million 0.03% of portfolio
10,800
Q3 2025 Reduced 4.88%
$127B
$489 Million 0.03% of portfolio
700
Q3 2025 Reduced 40.07%
$0
$442 Million 0.03% of portfolio
21,653
Q3 2025 Added 13.52%
$33.3B
$459 Million 0.03% of portfolio
7,685
Q3 2025 Reduced 22.62%
$51.8B
$485 Million 0.03% of portfolio
2,262
Q3 2025 Added 3.33%
$1.82B
$496 Million 0.03% of portfolio
15,134
Q3 2025 New
$13.6B
$439 Million 0.03% of portfolio
6,490
Q3 2025 Reduced 0.73%
$74.9B
$558 Million 0.03% of portfolio
2,138
Q3 2025 Reduced 9.52%
$55.1B
$421 Million 0.03% of portfolio
5,795
Q3 2025 Added 85.38%
$69.9B
$477 Million 0.03% of portfolio
849
Q3 2025 Added 8.43%
Regan Fltg Rate Mbs ETF Valued Advisers Tr
-
$512 Million 0.03% of portfolio
-
Q3 2025 Reduced 30.87%
$42.7B
$521 Million 0.03% of portfolio
2,018
Q3 2025 Added 0.2%
$13.7B
$465 Million 0.03% of portfolio
1,483
Q3 2025 New
$39.3B
$480 Million 0.03% of portfolio
3,159
Q3 2025 Added 0.99%
$92B
$426 Million 0.03% of portfolio
2,748
Q3 2025 Added 49.92%
Alpha Architect 1 3 Month Box ETF
-
$532 Million 0.03% of portfolio
-
Q3 2025 Added 162.29%
$0
$568 Million 0.03% of portfolio
11,308
Q3 2025 Added 110.54%
$0
$484 Million 0.03% of portfolio
22,962
Q3 2025 Added 57.92%
$0
$440 Million 0.03% of portfolio
12,161
Q3 2025 Added 1.26%
$0
$452 Million 0.03% of portfolio
11,097
Q3 2025 Added 20.76%
$74.6B
$487 Million 0.03% of portfolio
3,654
Q3 2025 Added 3.87%
$73.8B
$550 Million 0.03% of portfolio
2,738
Q3 2025 Added 24.68%
$6.01B
$472 Million 0.03% of portfolio
8,291
Q3 2025 Reduced 1.06%
$13.7B
$432 Million 0.03% of portfolio
1,105
Q3 2025 Reduced 0.54%
$51.1B
$515 Million 0.03% of portfolio
14,986
Q3 2025 Reduced 0.03%
$120B
$555 Million 0.03% of portfolio
2,260
Q3 2025 Added 6.05%
Grayscale Ethereum Mini Tr ETF Shs New
-
$463 Million 0.03% of portfolio
-
Q3 2025 New
Pacer Fds Tr Us Large Cap Cash Cows
-
$543 Million 0.03% of portfolio
-
Q3 2025 Added 126.51%
Super Micro Computer Incorporated Com New
-
$559 Million 0.03% of portfolio
-
Q3 2025 Reduced 18.64%
$11.8B
$417 Million 0.03% of portfolio
16,859
Q3 2025 New
$108B
$433 Million 0.03% of portfolio
12,554
Q3 2025 Added 36.71%
$55.6B
$447 Million 0.03% of portfolio
2,214
Q3 2025 Reduced 0.05%
-
$513 Million 0.03% of portfolio
-
Q3 2025 Added 2.36%
$0
$446 Million 0.03% of portfolio
9,048
Q3 2025 Reduced 14.22%
$0
$542 Million 0.03% of portfolio
8,725
Q3 2025 New
$16.4B
$459 Million 0.03% of portfolio
24,575
Q3 2025 Added 130.77%
$40.4B
$486 Million 0.03% of portfolio
3,906
Q3 2025 Added 67.07%
$0
$536 Million 0.03% of portfolio
5,349
Q3 2025 Added 4.82%
$113B
$415 Million 0.03% of portfolio
4,386
Q3 2025 Added 16.06%
$0
$491 Million 0.03% of portfolio
10,582
Q2 2025 Added 4.63%
$123B
$529 Million 0.03% of portfolio
16,848
Q3 2025 Added 20.52%
Lam Research Corporation Com New
-
$577 Million 0.03% of portfolio
-
Q3 2025 Added 2.67%
$0
$432 Million 0.03% of portfolio
4,541
Q3 2025 Added 0.87%
$0
$480 Million 0.03% of portfolio
6,085
Q3 2025 Reduced 19.74%
$0
$535 Million 0.03% of portfolio
1,351
Q3 2025 Added 6.63%

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
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