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.

Portfolio value $1.27 Trillion
ETFs: $572 Billion
Technology: $215 Billion
Industrials: $75.4 Billion
Financial Services: $71.7 Billion
Consumer Cyclical: $53.7 Billion
Communication Services: $46.2 Billion
Healthcare: $37.7 Billion
Energy: $30.2 Billion
Other: $80.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$49.5B
$354 Million 0.03% of portfolio
2,215
Q1 2025 Added 5.73%
$26.4B
$338 Million 0.03% of portfolio
722
Q1 2025 Added 21.75%
$99.2B
$341 Million 0.03% of portfolio
1,236
Q2 2025 Reduced 0.4%
$59.7B
$411 Million 0.03% of portfolio
783
Q1 2025 Added 6.51%
Jpmorgan Equity Focus ETF
-
$333 Million 0.03% of portfolio
-
Q1 2025 Added 39.18%
$0
$346 Million 0.03% of portfolio
1,779
Q1 2025 Reduced 1.24%
$0
$423 Million 0.03% of portfolio
5,103
Q1 2025 Reduced 4.19%
$49.2B
$331 Million 0.03% of portfolio
1,128
Q1 2025 Added 1.6%
$2B
$349 Million 0.03% of portfolio
23,845
Q1 2025 Reduced 7.84%
$13.7B
$409 Million 0.03% of portfolio
5,257
Q1 2025 Added 1.1%
$79.5B
$430 Million 0.03% of portfolio
2,492
Q1 2025 Added 72.55%
$0
$329 Million 0.03% of portfolio
3,520
Q2 2025 New
$77.3B
$409 Million 0.03% of portfolio
2,196
Q1 2025 Added 27.6%
$4.24B
$394 Million 0.03% of portfolio
9,687
Q1 2025 Reduced 40.14%
$23.7B
$430 Million 0.03% of portfolio
5,975
Q1 2025 Reduced 2.06%
$0
$342 Million 0.03% of portfolio
9,555
Q1 2025 Reduced 0.07%
$55.6B
$440 Million 0.03% of portfolio
8,367
Q1 2025 Added 2.18%
$0
$433 Million 0.03% of portfolio
1,815
Q1 2025 Added 181.98%
Cava Group Incorporated
-
$334 Million 0.03% of portfolio
-
Q1 2025 Reduced 21.34%
$38.3B
$395 Million 0.03% of portfolio
2,348
Q1 2025 Added 7.28%
$0
$420 Million 0.03% of portfolio
13,130
Q1 2025 Added 36.76%
$6.58B
$442 Million 0.03% of portfolio
8,380
Q1 2025 Reduced 20.8%
$0
$407 Million 0.03% of portfolio
4,639
Q1 2025 Added 0.39%
$69.6B
$332 Million 0.03% of portfolio
48,868
Q2 2025 New
$885M
$360 Million 0.03% of portfolio
85,408
Q2 2025 Added 44.71%
$0
$417 Million 0.03% of portfolio
2,930
Q1 2025 Reduced 1.81%
$57.5B
$428 Million 0.03% of portfolio
4,124
Q1 2025 Reduced 19.23%
$0
$430 Million 0.03% of portfolio
5,748
Q1 2025 Added 0.63%
$0
$415 Million 0.03% of portfolio
11,756
Q2 2025 New
$55.9B
$441 Million 0.03% of portfolio
2,189
Q1 2025 Reduced 2.38%
$13.8B
$360 Million 0.03% of portfolio
1,111
Q1 2025 Reduced 3.24%
$13.5B
$408 Million 0.03% of portfolio
6,538
Q1 2025 Added 24.43%
$0
$329 Million 0.03% of portfolio
3,028
Q1 2025 Reduced 3.9%
$0
$388 Million 0.03% of portfolio
4,616
Q1 2025 Added 15.51%
$0
$419 Million 0.03% of portfolio
19,074
Q1 2025 Added 14.31%
Atlassian Corporation Class A
-
$363 Million 0.03% of portfolio
-
Q1 2025 Reduced 33.54%
$48.2B
$329 Million 0.03% of portfolio
1,763
Q2 2025 New
$97B
$358 Million 0.03% of portfolio
1,163
Q1 2025 Reduced 7.57%
$0
$334 Million 0.03% of portfolio
3,629
Q1 2025 Reduced 2.31%
$26.8B
$342 Million 0.03% of portfolio
3,088
Q1 2025 Reduced 3.17%
$61.9B
$398 Million 0.03% of portfolio
1,487
Q1 2025 Added 0.61%
$0
$346 Million 0.03% of portfolio
24,293
Q1 2025 Added 4.64%
$0
$400 Million 0.03% of portfolio
26,401
Q1 2025 Added 12.67%
$205M
$342 Million 0.03% of portfolio
5,337
Q1 2025 Added 6.63%
$0
$396 Million 0.03% of portfolio
12,010
Q1 2025 Reduced 7.9%
$22.3B
$364 Million 0.03% of portfolio
16,408
Q1 2025 Added 12.85%
$0
$327 Million 0.03% of portfolio
14,794
Q1 2025 Reduced 15.22%
$2.24B
$334 Million 0.03% of portfolio
7,540
Q2 2025 New
$76.5B
$373 Million 0.03% of portfolio
245
Q1 2025 Reduced 13.06%

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
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