Kingswood Wealth Advisors, LLC Portfolio Holdings
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 2025
Kingswood Wealth Advisors, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.27 Trillion distributed in 745 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $45.2B, Apple Inc. with a value of $44.7B, Nvidia Corp with a value of $42.8B, Microsoft Corp with a value of $29.4B, and Invesco Qqq Trust, Series 1 with a value of $25.5B.
Examining the 13F form we can see an decrease of $1.35T in the current position value, from $2.62T to 1.27T.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 745
- Current Value $1.27 Trillion
- Prior Value $2.62 Trillion
- Filing
- Period Q2 2025
- Filing Date July 23, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 77 stocks
- Additional Purchases 171 stocks
- Sold out of 0 stocks
- Reduced holdings in 458 stocks