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
$6.97B
$1.29 Billion 0.08% of portfolio
76,030
Q3 2025 Added 28.01%
$95.4B
$1.26 Billion 0.08% of portfolio
4,661
Q3 2025 Added 277.1%
$0
$1.31 Billion 0.08% of portfolio
13,188
Q3 2025 Added 9.4%
$0
$1.36 Billion 0.08% of portfolio
15,186
Q3 2025 Added 5.04%
$0
$1.33 Billion 0.08% of portfolio
11,913
Q3 2025 Added 1.68%
$0
$1.35 Billion 0.08% of portfolio
11,196
Q3 2025 Added 14.67%
$0
$1.25 Billion 0.08% of portfolio
28,619
Q3 2025 Added 18.9%
$103B
$1.25 Billion 0.08% of portfolio
16,610
Q3 2025 Added 6.43%
$330B
$1.4 Billion 0.08% of portfolio
16,725
Q3 2025 Added 16.4%
$0
$1.25 Billion 0.08% of portfolio
10,342
Q3 2025 Reduced 18.35%
$52B
$1.35 Billion 0.08% of portfolio
78,949
Q3 2025 Added 109.02%
$0
$1.4 Billion 0.08% of portfolio
30,040
Q3 2025 Added 11.91%
Arista Networks Incorporated Com Shs
-
$1.3 Billion 0.08% of portfolio
-
Q3 2025 Added 38.77%
$0
$1.32 Billion 0.08% of portfolio
55,500
Q3 2025 Added 12.85%
$0
$1.35 Billion 0.08% of portfolio
6,462
Q3 2025 Added 25.18%
$0
$1.37 Billion 0.08% of portfolio
23,104
Q3 2025 Added 13.12%
$0
$1.29 Billion 0.08% of portfolio
16,897
Q3 2025 Added 3.5%
$176B
$1.38 Billion 0.08% of portfolio
48,904
Q3 2025 Added 12.66%
$53.1B
$1.27 Billion 0.08% of portfolio
3,997
Q3 2025 Added 2.38%
$0
$1.17 Billion 0.07% of portfolio
7,574
Q3 2025 Added 0.5%
$0
$1.2 Billion 0.07% of portfolio
13,224
Q3 2025 Added 6.36%
$0
$1.12 Billion 0.07% of portfolio
3,364
Q3 2025 Added 34.99%
$0
$1.13 Billion 0.07% of portfolio
22,273
Q3 2025 Reduced 8.81%
$42.7B
$1.16 Billion 0.07% of portfolio
12,948
Q3 2025 Reduced 1.7%
$38.4B
$1.1 Billion 0.07% of portfolio
23,280
Q3 2025 Added 3.52%
$0
$1.2 Billion 0.07% of portfolio
12,592
Q3 2025 Reduced 5.88%
$0
$1.19 Billion 0.07% of portfolio
11,524
Q3 2025 Added 126.14%
$0
$1.17 Billion 0.07% of portfolio
23,110
Q3 2025 Reduced 6.24%
Blackrock Incorporated
-
$1.2 Billion 0.07% of portfolio
-
Q3 2025 Added 44.71%
$0
$1.17 Billion 0.07% of portfolio
22,371
Q3 2025 Reduced 2.16%
$0
$1.11 Billion 0.07% of portfolio
8,172
Q3 2025 Reduced 7.01%
Jpmorgan Hedged Equity Laddered Overlay ETF
-
$1.12 Billion 0.07% of portfolio
-
Q3 2025 Added 26.43%
$117B
$1.13 Billion 0.07% of portfolio
1,466
Q3 2025 Added 1.59%
$0
$1.17 Billion 0.07% of portfolio
10,192
Q3 2025 Reduced 10.63%
$0
$1.14 Billion 0.07% of portfolio
21,502
Q3 2025 Reduced 1.3%
$207B
$1.13 Billion 0.07% of portfolio
7,571
Q3 2025 Added 15.2%
$278B
$1.12 Billion 0.07% of portfolio
7,022
Q3 2025 Added 3.07%
$0
$1.13 Billion 0.07% of portfolio
66,183
Q3 2025 Added 61.86%
$139B
$1.22 Billion 0.07% of portfolio
2,661
Q3 2025 Reduced 3.41%
Grayscale Ethereum Tr Et
-
$1.1 Billion 0.07% of portfolio
-
Q3 2025 Reduced 4.46%
$196B
$1.17 Billion 0.07% of portfolio
11,556
Q3 2025 Added 6.87%
$0
$1.18 Billion 0.07% of portfolio
12,902
Q3 2025 Added 60.19%
Coreweave Incorporated Com Class A
-
$1.18 Billion 0.07% of portfolio
-
Q3 2025 Added 172.09%
$160B
$1.1 Billion 0.07% of portfolio
3,912
Q3 2025 Added 19.56%
$123B
$1.22 Billion 0.07% of portfolio
3,707
Q3 2025 Added 42.14%
$186B
$1.15 Billion 0.07% of portfolio
1,596
Q3 2025 Reduced 4.77%
$10.7B
$1.23 Billion 0.07% of portfolio
7,362
Q3 2025 Added 206.75%
$5.52B
$1.24 Billion 0.07% of portfolio
7,074
Q3 2025 Added 0.01%
$43.6B
$1.08 Billion 0.07% of portfolio
9,615
Q3 2025 Reduced 3.08%

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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