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
$3.9 Billion 0.24% of portfolio
133,821
Q3 2025 Added 4.34%
$129B
$3.92 Billion 0.24% of portfolio
7,850
Q3 2025 Reduced 5.14%
$0
$3.9 Billion 0.24% of portfolio
108,615
Q3 2025 Added 72.89%
$526B
$3.72 Billion 0.23% of portfolio
6,543
Q3 2025 Added 17.85%
$0
$3.82 Billion 0.23% of portfolio
13,556
Q3 2025 Reduced 3.71%
$0
$3.76 Billion 0.23% of portfolio
24,880
Q3 2025 Added 851.07%
$0
$3.82 Billion 0.23% of portfolio
11,713
Q3 2025 Reduced 1.01%
$243B
$3.73 Billion 0.23% of portfolio
22,282
Q3 2025 Added 67.24%
$94.7B
$3.79 Billion 0.23% of portfolio
11,106
Q3 2025 Added 0.07%
$429B
$3.77 Billion 0.23% of portfolio
5
Q4 2024 New
$0
$3.57 Billion 0.22% of portfolio
24,480
Q3 2025 Added 735.49%
$494B
$3.62 Billion 0.22% of portfolio
19,518
Q3 2025 Added 52.96%
$298B
$3.62 Billion 0.22% of portfolio
54,564
Q3 2025 Added 13.57%
$0
$3.71 Billion 0.22% of portfolio
74,354
Q3 2025 Added 9.35%
$0
$3.49 Billion 0.21% of portfolio
25,941
Q3 2025 Added 394.77%
$1.56T
$3.48 Billion 0.21% of portfolio
12,461
Q3 2025 Reduced 22.84%
$0
$3.43 Billion 0.21% of portfolio
48,002
Q3 2025 Added 75.47%
$0
$3.42 Billion 0.21% of portfolio
13,833
Q3 2025 Added 24.1%
$0
$3.34 Billion 0.2% of portfolio
59,414
Q3 2025 New
Grayscale Bitcoin Mini Tr ETF Shs New
-
$3.33 Billion 0.2% of portfolio
-
Q3 2025 Added 4.58%
$135B
$3.29 Billion 0.2% of portfolio
15,635
Q3 2025 Added 7.14%
$53B
$3.23 Billion 0.2% of portfolio
13,737
Q3 2025 Added 9.57%
$300B
$3.33 Billion 0.2% of portfolio
48,723
Q3 2025 Added 39.31%
$0
$3.25 Billion 0.2% of portfolio
10,908
Q3 2025 Added 78.24%
$14.8B
$3.08 Billion 0.19% of portfolio
22,047
Q3 2025 Reduced 7.28%
$0
$3.18 Billion 0.19% of portfolio
33,712
Q3 2025 Added 2.27%
$115B
$3.17 Billion 0.19% of portfolio
27,656
Q3 2025 Reduced 9.3%
$319B
$3.06 Billion 0.19% of portfolio
8,862
Q3 2025 Added 28.05%
Ishares Ethereum Trust ETF
-
$3.2 Billion 0.19% of portfolio
-
Q3 2025 Added 47.5%
$0
$3.12 Billion 0.19% of portfolio
34,114
Q3 2025 Added 0.59%
$0
$2.93 Billion 0.18% of portfolio
33,895
Q3 2025 Added 0.22%
$0
$2.94 Billion 0.18% of portfolio
24,378
Q3 2025 Added 14.68%
$263M
$2.97 Billion 0.18% of portfolio
491,900
Q3 2025 Added 1.25%
$220B
$2.95 Billion 0.18% of portfolio
9,698
Q3 2025 Added 50.38%
$0
$2.87 Billion 0.17% of portfolio
91,508
Q1 2025 Added 4.36%
$17.7B
$2.77 Billion 0.17% of portfolio
10,345
Q3 2025 Reduced 2.88%
$167B
$2.73 Billion 0.17% of portfolio
62,160
Q3 2025 Added 16.5%
$95.7B
$2.87 Billion 0.17% of portfolio
23,197
Q3 2025 Added 14.78%
$338B
$2.83 Billion 0.17% of portfolio
9,401
Q3 2025 Added 22.66%
$0
$2.57 Billion 0.16% of portfolio
30,835
Q3 2025 Reduced 2.21%
$0
$2.66 Billion 0.16% of portfolio
89,737
Q3 2025 Added 4.11%
$0
$2.52 Billion 0.15% of portfolio
24,012
Q3 2025 Reduced 13.64%
$191B
$2.42 Billion 0.15% of portfolio
24,683
Q3 2025 Added 19.85%
$0
$2.49 Billion 0.15% of portfolio
10,298
Q3 2025 Added 8.79%
$0
$2.45 Billion 0.15% of portfolio
46,845
Q3 2025 New
Ge Vernova Incorporated
-
$2.53 Billion 0.15% of portfolio
-
Q3 2025 Added 10.07%
$0
$2.52 Billion 0.15% of portfolio
46,618
Q3 2025 Reduced 4.06%
$260B
$2.41 Billion 0.15% of portfolio
10,182
Q3 2025 Reduced 1.04%
$0
$2.47 Billion 0.15% of portfolio
24,497
Q3 2025 Added 288.84%

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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email