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
Bitmine Immersion Tecnologies Com New
-
$1.15 Billion 0.07% of portfolio
-
Q3 2025 New
$158B
$1.2 Billion 0.07% of portfolio
3,414
Q3 2025 Reduced 9.94%
$83.9B
$1.17 Billion 0.07% of portfolio
6,565
Q3 2025 Added 112.25%
$1.27B
$1.18 Billion 0.07% of portfolio
106,686
Q3 2025 Reduced 3.79%
$67.7B
$1.15 Billion 0.07% of portfolio
10,297
Q3 2025 Added 20.26%
$0
$1.08 Billion 0.07% of portfolio
119,062
Q3 2025 Added 1.08%
$0
$1.02 Billion 0.06% of portfolio
23,408
Q3 2025 Reduced 13.02%
$421B
$1.01 Billion 0.06% of portfolio
1,047
Q3 2025 Reduced 2.79%
$0
$973 Million 0.06% of portfolio
24,782
Q3 2025 Added 71.1%
$0
$929 Million 0.06% of portfolio
24,523
Q3 2025 Added 108.6%
$115B
$994 Million 0.06% of portfolio
18,734
Q3 2025 Added 46.21%
$0
$953 Million 0.06% of portfolio
13,006
Q3 2025 Reduced 6.47%
$0
$1.01 Billion 0.06% of portfolio
13,800
Q3 2025 Added 12.2%
$150B
$952 Million 0.06% of portfolio
8,574
Q3 2025 Reduced 14.08%
$189B
$972 Million 0.06% of portfolio
2,173
Q3 2025 Added 2.45%
$1.09B
$990 Million 0.06% of portfolio
8,450
Q3 2025 Reduced 0.02%
$0
$992 Million 0.06% of portfolio
4,806
Q3 2025 Added 13.06%
$20.9B
$945 Million 0.06% of portfolio
5,311
Q3 2025 New
$0
$912 Million 0.06% of portfolio
48,789
Q3 2025 Added 206.29%
$2.31B
$1.05 Billion 0.06% of portfolio
54,192
Q3 2025 Reduced 24.57%
$270B
$1.03 Billion 0.06% of portfolio
3,107
Q3 2025 Added 32.55%
$0
$990 Million 0.06% of portfolio
3,370
Q3 2025 Added 34.8%
$0
$1.06 Billion 0.06% of portfolio
11,388
Q3 2025 Added 30.94%
Federated Hme Mdt Lar Val ETF Nav Cf
-
$998 Million 0.06% of portfolio
-
Q3 2025 Added 12.46%
Innovator Equity Defined Protection Etf 2 Yr To July
-
$1 Billion 0.06% of portfolio
-
Q3 2025 Reduced 3.52%
$82.5B
$805 Million 0.05% of portfolio
6,134
Q3 2025 Added 9.77%
$0
$785 Million 0.05% of portfolio
32,686
Q3 2025 Added 10.69%
$67.9B
$899 Million 0.05% of portfolio
1,966
Q3 2025 Added 111.4%
$0
$854 Million 0.05% of portfolio
11,477
Q3 2025 Reduced 3.17%
$0
$751 Million 0.05% of portfolio
9,618
Q3 2025 Added 225.15%
$34.5B
$795 Million 0.05% of portfolio
964
Q3 2025 Added 35.77%
$48.7B
$812 Million 0.05% of portfolio
2,407
Q3 2025 Added 41.76%
$0
$812 Million 0.05% of portfolio
14,683
Q3 2025 Reduced 14.23%
$5.98B
$879 Million 0.05% of portfolio
5,880
Q3 2025 Reduced 13.36%
$0
$785 Million 0.05% of portfolio
39,130
Q3 2025 Added 245.92%
$0
$871 Million 0.05% of portfolio
10,730
Q3 2025 Reduced 8.13%
$0
$764 Million 0.05% of portfolio
15,456
Q3 2025 Reduced 18.8%
$0
$798 Million 0.05% of portfolio
12,880
Q3 2025 New
$97.2B
$862 Million 0.05% of portfolio
4,473
Q3 2025 Added 69.5%
$0
$756 Million 0.05% of portfolio
4,595
Q3 2025 Reduced 1.33%
$0
$779 Million 0.05% of portfolio
2,873
Q3 2025 Added 58.29%
$0
$744 Million 0.05% of portfolio
117,340
Q3 2025 Added 6.97%
$0
$854 Million 0.05% of portfolio
35,674
Q3 2025 Added 239.11%
$0
$799 Million 0.05% of portfolio
14,603
Q3 2025 Added 46.37%
Innovator Etfs Trust Equity Defined P
-
$789 Million 0.05% of portfolio
-
Q2 2025 New
$0
$817 Million 0.05% of portfolio
7,320
Q3 2025 Added 4.69%
$602M
$744 Million 0.05% of portfolio
77,758
Q3 2025 New
$0
$798 Million 0.05% of portfolio
14,568
Q3 2025 Added 0.82%
$30.8B
$828 Million 0.05% of portfolio
10,024
Q3 2025 Added 4.91%

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