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
$1.41B
$353 Million 0.02% of portfolio
9,479
Q3 2025 Added 1.67%
Strategic Data Ctr Fd LLC Cl A
-
$400 Million 0.02% of portfolio
-
Q2 2025 New
$763B
$288 Million 0.02% of portfolio
3,378
Q3 2025 Reduced 13.83%
$13B
$262 Million 0.02% of portfolio
1,341
Q3 2025 Reduced 6.81%
$204B
$344 Million 0.02% of portfolio
2,334
Q3 2025 Added 46.79%
$153B
$357 Million 0.02% of portfolio
6,017
Q3 2025 Added 25.09%
$123B
$366 Million 0.02% of portfolio
2,553
Q3 2025 New
$0
$302 Million 0.02% of portfolio
2,000
Q1 2025 Reduced 50.0%
$30.7B
$278 Million 0.02% of portfolio
2,879
Q3 2025 Reduced 16.09%
$3.52B
$329 Million 0.02% of portfolio
17,299
Q3 2025 New
$759M
$286 Million 0.02% of portfolio
28,077
Q3 2025 Reduced 14.38%
$0
$265 Million 0.02% of portfolio
3,012
Q3 2025 Added 4.04%
$71B
$274 Million 0.02% of portfolio
208
Q3 2025 Reduced 15.1%
$3.76B
$262 Million 0.02% of portfolio
6,465
Q3 2025 New
$0
$303 Million 0.02% of portfolio
5,273
Q3 2025 Added 27.68%
$0
$304 Million 0.02% of portfolio
5,046
Q3 2025 Reduced 0.47%
$188B
$371 Million 0.02% of portfolio
543
Q3 2025 Reduced 2.16%
$81.7B
$283 Million 0.02% of portfolio
1,682
Q3 2025 Added 16.97%
$6.39B
$291 Million 0.02% of portfolio
4,229
Q3 2025 Added 1.63%
$0
$270 Million 0.02% of portfolio
6,810
Q3 2025 Reduced 18.06%
Innovator Equity Defined Protection ETF 6 Mo Jan/Jul
-
$406 Million 0.02% of portfolio
-
Q3 2025 New
Innovator Equity Defined Protection ETF 1 Yr April
-
$388 Million 0.02% of portfolio
-
Q3 2025 Reduced 1.33%
$75.7B
$296 Million 0.02% of portfolio
8,324
Q3 2025 Added 4.14%
$7.9B
$321 Million 0.02% of portfolio
2,530
Q3 2025 Added 6.04%
$157B
$405 Million 0.02% of portfolio
2,044
Q3 2025 Reduced 36.22%
$22B
$292 Million 0.02% of portfolio
1,536
Q3 2025 New
$22.3B
$391 Million 0.02% of portfolio
22,651
Q3 2025 Reduced 4.23%
$28.6B
$331 Million 0.02% of portfolio
12,141
Q3 2025 New
$20.8B
$360 Million 0.02% of portfolio
1,351
Q3 2025 New
Ishares Ai Invatn And Tec Act ETF
-
$250 Million 0.02% of portfolio
-
Q3 2025 New
$0
$315 Million 0.02% of portfolio
4,621
Q3 2025 Reduced 15.2%
$0
$285 Million 0.02% of portfolio
8,839
Q3 2025 Added 15.51%
$0
$275 Million 0.02% of portfolio
1,554
Q3 2025 Added 10.21%
$0
$347 Million 0.02% of portfolio
3,130
Q3 2025 New
$0
$297 Million 0.02% of portfolio
5,630
Q1 2025 Added 7.62%
$0
$334 Million 0.02% of portfolio
3,017
Q3 2025 Added 3.68%
$0
$273 Million 0.02% of portfolio
1,933
Q3 2025 Added 2.01%
$0
$293 Million 0.02% of portfolio
2,260
Q3 2025 Added 11.77%
$0
$397 Million 0.02% of portfolio
4,113
Q3 2025 Added 13.34%
$19.4B
$270 Million 0.02% of portfolio
2,838
Q3 2025 Reduced 25.51%
$0
$308 Million 0.02% of portfolio
844
Q3 2025 Reduced 0.12%
$0
$412 Million 0.02% of portfolio
13,025
Q3 2025 Reduced 26.92%
$0
$303 Million 0.02% of portfolio
2,098
Q3 2025 Added 9.5%
$25.2B
$328 Million 0.02% of portfolio
6,163
Q3 2025 Reduced 3.46%
$0
$332 Million 0.02% of portfolio
3,319
Q3 2025 New
$0
$386 Million 0.02% of portfolio
10,216
Q3 2025 Added 15.23%
$0
$349 Million 0.02% of portfolio
9,042
Q3 2025 Reduced 5.37%
$31.4B
$320 Million 0.02% of portfolio
13,031
Q3 2025 New
$0
$347 Million 0.02% of portfolio
6,230
Q3 2025 Added 13.71%

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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