Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025

Kingswood Wealth Advisors, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.27 Trillion distributed in 745 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $45.2B, Apple Inc. with a value of $44.7B, Nvidia Corp with a value of $42.8B, Microsoft Corp with a value of $29.4B, and Invesco Qqq Trust, Series 1 with a value of $25.5B.

Examining the 13F form we can see an decrease of $1.35T in the current position value, from $2.62T to 1.27T.

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 $1.27 Trillion
ETFs: $572 Billion
Technology: $215 Billion
Industrials: $75.4 Billion
Financial Services: $71.7 Billion
Consumer Cyclical: $53.7 Billion
Communication Services: $46.2 Billion
Healthcare: $37.7 Billion
Energy: $30.2 Billion
Other: $80.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.5B
$227 Million 0.02% of portfolio
1,017
Q1 2025 Added 0.69%
$1.07B
$210 Million 0.02% of portfolio
3,747
Q1 2025 Added 7.23%
$17.1B
$213 Million 0.02% of portfolio
2,312
Q2 2025 New
$2.6B
$237 Million 0.02% of portfolio
10,921
Q1 2025 Reduced 2.2%
$0
$209 Million 0.02% of portfolio
3,809
Q2 2025 New
$0
$242 Million 0.02% of portfolio
2,992
Q1 2025 Added 10.66%
$62.9B
$210 Million 0.02% of portfolio
1,756
Q1 2025 Reduced 0.8%
$77.4B
$307 Million 0.02% of portfolio
4,132
Q1 2025 Added 2.57%
$48.7B
$304 Million 0.02% of portfolio
2,092
Q1 2025 Added 4.97%
$8.8B
$213 Million 0.02% of portfolio
16,530
Q1 2025 Added 7.07%
Pacer Fds Tr Us Large Cap Cash Cows
-
$232 Million 0.02% of portfolio
-
Q2 2025 New
$488M
$241 Million 0.02% of portfolio
23,574
Q4 2024 New
$37.1B
$208 Million 0.02% of portfolio
2,103
Q1 2025 Added 2.23%
$93.3B
$278 Million 0.02% of portfolio
810
Q1 2025 Reduced 0.25%
$8.23B
$203 Million 0.02% of portfolio
1,543
Q2 2025 New
$13.7B
$207 Million 0.02% of portfolio
2,070
Q1 2025 Added 15.6%
$0
$257 Million 0.02% of portfolio
22,000
Q1 2025 Added 31.37%
$124B
$290 Million 0.02% of portfolio
4,203
Q1 2025 Added 12.06%
$0
$252 Million 0.02% of portfolio
2,732
Q1 2025 Reduced 11.53%
$23.8B
$219 Million 0.02% of portfolio
2,272
Q2 2025 New
$0
$235 Million 0.02% of portfolio
5,648
Q1 2025 Added 5.42%
$4.66B
$312 Million 0.02% of portfolio
7,163
Q2 2025 New
Skyward Specialty Ins Group In
-
$238 Million 0.02% of portfolio
-
Q2 2025 New
Simplify Mbs ETF
-
$315 Million 0.02% of portfolio
-
Q3 2024 Reduced 22.43%
$201B
$209 Million 0.02% of portfolio
1,590
Q2 2025 New
Root Incorporated Class A New
-
$211 Million 0.02% of portfolio
-
Q1 2025 New
$101B
$208 Million 0.02% of portfolio
3,565
Q1 2025 Added 13.44%
$2.02B
$245 Million 0.02% of portfolio
20,690
Q1 2025 Reduced 12.32%
$40.2B
$216 Million 0.02% of portfolio
837
Q1 2025 Added 15.77%
Reddit Inc Class A
-
$206 Million 0.02% of portfolio
-
Q2 2025 New
$41.3B
$253 Million 0.02% of portfolio
3,004
Q1 2025 Added 64.91%
$39.8B
$231 Million 0.02% of portfolio
2,149
Q1 2025 Added 30.81%
$0
$223 Million 0.02% of portfolio
3,159
Q2 2025 New
$63.6B
$261 Million 0.02% of portfolio
1,021
Q1 2025 Reduced 3.23%
$112B
$298 Million 0.02% of portfolio
8,859
Q2 2025 New
$43.2B
$301 Million 0.02% of portfolio
2,338
Q1 2025 Added 30.75%
$38.6B
$215 Million 0.02% of portfolio
6,497
Q2 2025 New
Ishares Us Thmatic Rotatn Act ETF
-
$269 Million 0.02% of portfolio
-
Q2 2025 New
$0
$203 Million 0.02% of portfolio
3,100
Q2 2025 New
$0
$245 Million 0.02% of portfolio
2,850
Q2 2025 Reduced 30.32%
$0
$244 Million 0.02% of portfolio
2,845
Q1 2025 Added 72.69%
$0
$207 Million 0.02% of portfolio
5,450
Q1 2025 Added 21.19%
$0
$228 Million 0.02% of portfolio
7,652
Q1 2025 Added 51.62%
$0
$238 Million 0.02% of portfolio
1,410
Q1 2025 Added 52.41%
$0
$253 Million 0.02% of portfolio
1,914
Q2 2025 New
$0
$277 Million 0.02% of portfolio
5,630
Q1 2025 Added 7.62%
$0
$200 Million 0.02% of portfolio
1,819
Q1 2025 Added 5.22%
$0
$250 Million 0.02% of portfolio
2,022
Q1 2025 Added 18.89%
$0
$252 Million 0.02% of portfolio
1,895
Q1 2025 Added 1.32%

Summary

  • Portfolio
  • No. of Stocks 745
  • Current Value $1.27 Trillion
  • Prior Value $2.62 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 77 stocks
  • Additional Purchases 171 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 458 stocks
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