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
$0
$211 Million 0.01% of portfolio
1,800
Q3 2025 New
$7.66B
$130 Million 0.01% of portfolio
10,720
Q3 2025 Reduced 96.68%
$0
$167 Million 0.01% of portfolio
16,691
Q3 2025 Reduced 2.43%
$0
$212 Million 0.01% of portfolio
4,258
Q3 2025 Reduced 3.99%
$4.94B
$231 Million 0.01% of portfolio
6,384
Q3 2025 Reduced 22.94%
$24.4B
$203 Million 0.01% of portfolio
8,245
Q3 2025 New
$261B
$207 Million 0.01% of portfolio
866
Q3 2025 Reduced 31.38%
$2.41B
$143 Million 0.01% of portfolio
10,457
Q3 2025 New
$173B
$203 Million 0.01% of portfolio
3,394
Q3 2025 New
$2.44B
$240 Million 0.01% of portfolio
6,947
Q1 2025 Added 11.52%
$20.8B
$243 Million 0.01% of portfolio
1,775
Q3 2025 New
$12.8B
$228 Million 0.01% of portfolio
1,597
Q3 2025 New
$0
$160 Million 0.01% of portfolio
10,646
Q3 2025 Reduced 61.18%
$672M
$99.8 Million 0.01% of portfolio
10,907
Q3 2025 Reduced 25.46%
$0
$244 Million 0.01% of portfolio
12,163
Q4 2024 New
$21.6B
$236 Million 0.01% of portfolio
2,844
Q3 2025 Reduced 1.59%
$69.5B
$229 Million 0.01% of portfolio
883
Q3 2025 Reduced 10.36%
$8.76B
$230 Million 0.01% of portfolio
4,051
Q3 2025 Reduced 16.25%
$0
$225 Million 0.01% of portfolio
823
Q3 2025 New
$0
$219 Million 0.01% of portfolio
1,752
Q3 2025 New
$0
$247 Million 0.01% of portfolio
2,226
Q3 2025 New
$0
$235 Million 0.01% of portfolio
4,588
Q3 2025 Reduced 5.77%
$0
$205 Million 0.01% of portfolio
3,719
Q3 2025 Reduced 2.36%
$0
$202 Million 0.01% of portfolio
3,171
Q3 2025 New
$0
$164 Million 0.01% of portfolio
12,237
Q3 2025 Reduced 73.34%
$11.5B
$218 Million 0.01% of portfolio
641
Q3 2025 New
$606M
$116 Million 0.01% of portfolio
14,487
Q3 2025 Added 26.5%
Innovator Equity Defined Protection ETF 1 Yr March
-
$221 Million 0.01% of portfolio
-
Q3 2025 Reduced 10.39%
Innovator Equity Defined Protection ETF 1 Yr June
-
$245 Million 0.01% of portfolio
-
Q3 2025 New
$2.03B
$241 Million 0.01% of portfolio
3,125
Q3 2025 New
$6.52B
$226 Million 0.01% of portfolio
1,713
Q3 2025 New
$85.6B
$213 Million 0.01% of portfolio
1,088
Q3 2025 New
$0
$201 Million 0.01% of portfolio
6,475
Q3 2025 New
$334M
$46.6 Million 0.0% of portfolio
12,047
Q1 2025 Added 16.92%
$200M
$58.1 Million 0.0% of portfolio
15,400
Q3 2025 Added 48.08%
Cim Real Estate Fin Tr Incorporated Reit
-
$71.1 Million 0.0% of portfolio
-
Q3 2025 New
$471M
$67.6 Million 0.0% of portfolio
10,125
Q3 2025 Added 0.97%
$1.12B
$80.4 Million 0.0% of portfolio
21,730
Q2 2025 New
$671M
$72.8 Million 0.0% of portfolio
13,401
Q3 2025 Reduced 7.41%

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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