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
$20.8B
$364 Million 0.02% of portfolio
15,545
Q3 2025 Reduced 5.26%
$132B
$345 Million 0.02% of portfolio
1,399
Q3 2025 Reduced 18.28%
$152B
$368 Million 0.02% of portfolio
1,491
Q3 2025 Reduced 14.46%
$4.91B
$323 Million 0.02% of portfolio
7,348
Q3 2025 Reduced 24.15%
$2.73B
$256 Million 0.02% of portfolio
11,475
Q3 2025 Added 5.07%
$0
$270 Million 0.02% of portfolio
13,630
Q3 2025 New
$0
$325 Million 0.02% of portfolio
3,478
Q3 2025 Added 27.31%
$68.5B
$257 Million 0.02% of portfolio
1,887
Q3 2025 Added 7.46%
$46.9B
$254 Million 0.02% of portfolio
2,092
Q3 2025 Reduced 7.68%
$8.3B
$279 Million 0.02% of portfolio
3,353
Q3 2025 Reduced 22.83%
$71.6B
$316 Million 0.02% of portfolio
4,706
Q3 2025 Added 13.89%
$40.4B
$286 Million 0.02% of portfolio
2,255
Q3 2025 Added 7.79%
$0
$255 Million 0.02% of portfolio
4,440
Q3 2025 Reduced 63.96%
P10 Incorporated Com Class B
-
$346 Million 0.02% of portfolio
-
Q3 2025 New
$398M
$256 Million 0.02% of portfolio
23,574
Q4 2024 New
$0
$341 Million 0.02% of portfolio
23,084
Q3 2025 Reduced 12.56%
$86.4B
$331 Million 0.02% of portfolio
943
Q3 2025 Reduced 18.92%
Ishares Us Thmatic Rotatn Act ETF
-
$360 Million 0.02% of portfolio
-
Q3 2025 Added 26.06%
Linde PLC Shs
-
$411 Million 0.02% of portfolio
-
Q3 2025 Added 39.0%
$0
$259 Million 0.02% of portfolio
7,566
Q3 2025 Reduced 42.38%
$77.2B
$308 Million 0.02% of portfolio
1,448
Q3 2025 Added 1.4%
$103B
$405 Million 0.02% of portfolio
3,119
Q3 2025 Reduced 14.12%
$8.94B
$357 Million 0.02% of portfolio
839
Q3 2025 Added 6.47%
$53.8B
$327 Million 0.02% of portfolio
2,082
Q3 2025 Reduced 11.33%
Kenvue Incorporated
-
$306 Million 0.02% of portfolio
-
Q3 2025 Added 13.53%
Kensington Hedged Prem Inc ETF
-
$311 Million 0.02% of portfolio
-
Q3 2025 New
Jpmorgan Equity Focus ETF
-
$318 Million 0.02% of portfolio
-
Q3 2025 Reduced 9.65%
$8.76B
$318 Million 0.02% of portfolio
19,687
Q3 2025 New
$0
$376 Million 0.02% of portfolio
7,410
Q3 2025 Reduced 23.2%
Cava Group Incorporated
-
$259 Million 0.02% of portfolio
-
Q3 2025 Added 8.25%
$0
$307 Million 0.02% of portfolio
3,012
Q3 2025 New
$0
$304 Million 0.02% of portfolio
3,579
Q3 2025 Reduced 22.47%
$32.3B
$336 Million 0.02% of portfolio
1,702
Q3 2025 Added 0.12%
$76.2B
$286 Million 0.02% of portfolio
4,579
Q3 2025 Reduced 24.19%
$89.7B
$256 Million 0.02% of portfolio
1,269
Q3 2025 New
$22.8B
$313 Million 0.02% of portfolio
3,341
Q3 2025 Added 8.19%
$30.3B
$290 Million 0.02% of portfolio
4,017
Q3 2025 Added 8.1%
$92.7B
$347 Million 0.02% of portfolio
1,333
Q3 2025 Added 1.21%
$1.48B
$287 Million 0.02% of portfolio
16,578
Q3 2025 Reduced 16.36%
-
$411 Million 0.02% of portfolio
-
Q3 2025 Added 18.01%
$0
$299 Million 0.02% of portfolio
20,721
Q3 2025 Reduced 14.7%
$579M
$138 Million 0.01% of portfolio
14,599
Q2 2025 Reduced 66.67%
$5.6B
$145 Million 0.01% of portfolio
14,771
Q3 2025 New
Digitalbridge Group Incorporated Class A New
-
$131 Million 0.01% of portfolio
-
Q3 2025 Reduced 32.06%
Ambiq Micro Incorporated Common Stock
-
$206 Million 0.01% of portfolio
-
Q3 2025 New
$54.5B
$206 Million 0.01% of portfolio
1,099
Q3 2025 New
$0
$240 Million 0.01% of portfolio
1,903
Q3 2025 Added 1.82%
$27.7B
$246 Million 0.01% of portfolio
2,918
Q3 2025 Reduced 2.73%
$0
$240 Million 0.01% of portfolio
1,201
Q3 2025 Added 1.95%

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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