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
$878 Million 0.05% of portfolio
9,082
Q3 2025 Added 80.41%
$451B
$805 Million 0.05% of portfolio
4,502
Q3 2025 Reduced 5.2%
$0
$749 Million 0.05% of portfolio
31,929
Q3 2025 Added 45.89%
Astera Labs Incorporated
-
$780 Million 0.05% of portfolio
-
Q3 2025 New
$12B
$833 Million 0.05% of portfolio
13,542
Q3 2025 Added 48.78%
$0
$756 Million 0.05% of portfolio
8,667
Q3 2025 Added 22.97%
Innovator Equity Dual Directional 15 Buffer ETF
-
$891 Million 0.05% of portfolio
-
Q3 2025 New
I Shares Flexible Income Active ETF
-
$855 Million 0.05% of portfolio
-
Q3 2025 Added 19.69%
$37.2B
$840 Million 0.05% of portfolio
4,192
Q3 2025 Added 1.04%
$0
$781 Million 0.05% of portfolio
8,401
Q3 2025 Reduced 5.29%
Ft Vest U.S. Equity Moderate Buffer ETF May
-
$767 Million 0.05% of portfolio
-
Q3 2025 Reduced 9.76%
$135B
$864 Million 0.05% of portfolio
3,654
Q3 2025 Added 6.34%
$1.62B
$817 Million 0.05% of portfolio
77,705
Q3 2025 Reduced 9.02%
$15.3B
$800 Million 0.05% of portfolio
5,790
Q3 2025 Reduced 1.25%
$0
$620 Million 0.04% of portfolio
4,451
Q3 2025 Reduced 18.61%
$61.7B
$699 Million 0.04% of portfolio
1,656
Q3 2025 Added 9.81%
Volatility Shs Tr 2 X Ether ETF New
-
$690 Million 0.04% of portfolio
-
Q3 2025 New
$44.2B
$594 Million 0.04% of portfolio
8,784
Q3 2025 Reduced 13.19%
$159B
$618 Million 0.04% of portfolio
1,269
Q3 2025 Reduced 6.9%
$49B
$724 Million 0.04% of portfolio
4,187
Q3 2025 Reduced 11.87%
$0
$653 Million 0.04% of portfolio
4,870
Q3 2025 Reduced 2.37%
$0
$706 Million 0.04% of portfolio
11,753
Q3 2025 Added 40.1%
$0
$653 Million 0.04% of portfolio
20,050
Q3 2025 Added 8.09%
$15.6B
$686 Million 0.04% of portfolio
3,597
Q3 2025 Reduced 2.23%
$35.8B
$731 Million 0.04% of portfolio
12,033
Q3 2025 Added 4.77%
$5.37B
$644 Million 0.04% of portfolio
21,610
Q3 2025 Added 4.45%
$91.1B
$667 Million 0.04% of portfolio
2,454
Q3 2025 Added 0.82%
$48.9B
$613 Million 0.04% of portfolio
10,019
Q3 2025 Added 0.94%
$0
$630 Million 0.04% of portfolio
13,924
Q3 2025 Added 2.88%
$73.2B
$743 Million 0.04% of portfolio
4,409
Q3 2025 Added 125.87%
$0
$592 Million 0.04% of portfolio
2,795
Q3 2025 Added 1.27%
$0
$731 Million 0.04% of portfolio
1,816
Q3 2025 Added 0.89%
$27.3B
$669 Million 0.04% of portfolio
5,065
Q3 2025 New
$75.3B
$733 Million 0.04% of portfolio
8,938
Q3 2025 Added 6.82%
$21.2B
$650 Million 0.04% of portfolio
4,828
Q3 2025 Added 53.51%
$115B
$743 Million 0.04% of portfolio
2,631
Q3 2025 New
Celestica Incorporated
-
$670 Million 0.04% of portfolio
-
Q3 2025 Added 57.32%
$49.7B
$666 Million 0.04% of portfolio
11,158
Q3 2025 Added 4.41%
$75B
$593 Million 0.04% of portfolio
7,422
Q3 2025 New
$108B
$638 Million 0.04% of portfolio
2,173
Q3 2025 Reduced 22.2%
Victoryshares Free Cash Flow ETF
-
$643 Million 0.04% of portfolio
-
Q3 2025 New
Mineralys Therapeutics Incorporated
-
$612 Million 0.04% of portfolio
-
Q3 2025 New
$88B
$609 Million 0.04% of portfolio
2,699
Q3 2025 Added 8.96%
$0
$712 Million 0.04% of portfolio
46,290
Q3 2025 Added 1.88%
$202B
$734 Million 0.04% of portfolio
136
Q3 2025 Reduced 15.0%
$81.4B
$659 Million 0.04% of portfolio
9,450
Q3 2025 Reduced 9.95%
$70.5B
$623 Million 0.04% of portfolio
9,840
Q3 2025 Reduced 50.92%
$14.6B
$732 Million 0.04% of portfolio
10,397
Q3 2025 Added 3.35%
$29.9B
$736 Million 0.04% of portfolio
10,084
Q3 2025 Added 17.19%

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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