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
$2.08B
$342 Million 0.03% of portfolio
21,248
Q2 2025 New
$8.57B
$391 Million 0.03% of portfolio
9,102
Q1 2025 Added 3.11%
$50.7B
$348 Million 0.03% of portfolio
7,140
Q1 2025 Added 8.71%
$2.54B
$406 Million 0.03% of portfolio
39,007
Q2 2025 New
$12.7B
$344 Million 0.03% of portfolio
2,400
Q1 2025 Reduced 26.21%
Ge Healthcare Technologies Incorporated Common Stock
-
$434 Million 0.03% of portfolio
-
Q1 2025 Reduced 0.58%
$0
$377 Million 0.03% of portfolio
64,836
Q1 2025 Reduced 4.63%
$33B
$330 Million 0.03% of portfolio
1,700
Q1 2025 Reduced 3.47%
Ft Vest U.S. Small Cap Moderate Buffer ETF November
-
$326 Million 0.03% of portfolio
-
Q1 2025 Added 12.03%
$0
$361 Million 0.03% of portfolio
5,449
Q2 2025 New
$36.3B
$338 Million 0.03% of portfolio
2,606
Q1 2025 Reduced 4.18%
$0
$403 Million 0.03% of portfolio
16,455
Q1 2025 Reduced 25.08%
$40.9B
$408 Million 0.03% of portfolio
5,386
Q1 2025 Reduced 16.36%
-
$351 Million 0.03% of portfolio
-
Q2 2025 Reduced 83.33%
$0
$346 Million 0.03% of portfolio
7,222
Q4 2024 New
-
$344 Million 0.03% of portfolio
-
Q1 2025 Reduced 13.55%
$201B
$437 Million 0.03% of portfolio
555
Q1 2025 Added 11.89%
$86B
$360 Million 0.03% of portfolio
1,317
Q2 2025 Added 28.36%
Innovator Equity Defined Protection ETF 1 Yr April
-
$387 Million 0.03% of portfolio
-
Q2 2025 New
$15.3B
$364 Million 0.03% of portfolio
3,810
Q1 2025 Added 8.35%
$2.42B
$415 Million 0.03% of portfolio
74,729
Q2 2025 New
$23.8B
$396 Million 0.03% of portfolio
23,652
Q1 2025 Reduced 12.76%
$10.8B
$362 Million 0.03% of portfolio
4,907
Q1 2025 Added 2.1%
$48.5B
$362 Million 0.03% of portfolio
348
Q1 2025 Reduced 26.44%
$4.36B
$432 Million 0.03% of portfolio
10,500
Q4 2024 Added 5.0%
$79.3B
$438 Million 0.03% of portfolio
2,639
Q1 2025 Added 41.57%
$7.44B
$377 Million 0.03% of portfolio
10,067
Q2 2025 New
$84.1B
$407 Million 0.03% of portfolio
6,040
Q1 2025 Added 6.51%
$0
$409 Million 0.03% of portfolio
27,424
Q1 2025 Reduced 18.07%
$0
$410 Million 0.03% of portfolio
5,034
Q1 2025 Reduced 2.5%
$10B
$381 Million 0.03% of portfolio
788
Q1 2025 Reduced 24.37%
-
$327 Million 0.03% of portfolio
-
Q1 2025 Added 7.0%
$0
$364 Million 0.03% of portfolio
7,266
Q1 2025 Added 18.35%
$0
$374 Million 0.03% of portfolio
9,189
Q1 2025 Reduced 13.86%
Lam Research Corporation Com New
-
$408 Million 0.03% of portfolio
-
Q1 2025 Added 5.65%
$0
$333 Million 0.03% of portfolio
8,866
Q1 2025 Added 5.48%
$52.6B
$364 Million 0.03% of portfolio
5,069
Q1 2025 Reduced 19.83%
$81.5B
$385 Million 0.03% of portfolio
785
Q1 2025 Reduced 11.97%
$60B
$438 Million 0.03% of portfolio
1,925
Q1 2025 Reduced 25.51%
$44.3B
$319 Million 0.03% of portfolio
7,348
Q1 2025 Added 103.39%
$10.6B
$376 Million 0.03% of portfolio
5,543
Q1 2025 Reduced 42.36%
$0
$391 Million 0.03% of portfolio
6,992
Q2 2025 New
$0
$410 Million 0.03% of portfolio
1,523
Q2 2025 New
$0
$364 Million 0.03% of portfolio
2,616
Q2 2025 New
Strategic Data Ctr Fd LLC Cl A
-
$400 Million 0.03% of portfolio
-
Q2 2025 New
$0
$373 Million 0.03% of portfolio
4,500
Q1 2025 Reduced 1.18%
$0
$368 Million 0.03% of portfolio
13,887
Q1 2025 Added 20.03%
Listed Funds Trust Roundhill Magnificent Seven ETF
-
$377 Million 0.03% of portfolio
-
Q1 2025 Reduced 20.59%
$0
$270 Million 0.02% of portfolio
5,371
Q2 2025 New

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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