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
$0
$250 Million 0.02% of portfolio
10,520
Q2 2025 New
$3.94B
$298 Million 0.02% of portfolio
8,284
Q1 2025 Reduced 6.04%
$43.1B
$212 Million 0.02% of portfolio
883
Q1 2025 Added 20.27%
$1.18B
$297 Million 0.02% of portfolio
9,323
Q2 2025 New
$0
$287 Million 0.02% of portfolio
2,000
Q1 2025 Reduced 50.0%
$0
$307 Million 0.02% of portfolio
5,224
Q1 2025 Reduced 13.73%
$0
$210 Million 0.02% of portfolio
4,174
Q2 2025 New
$0
$224 Million 0.02% of portfolio
11,312
Q2 2025 New
$759M
$269 Million 0.02% of portfolio
32,791
Q1 2025 Added 1.62%
$13.4B
$311 Million 0.02% of portfolio
9,882
Q2 2025 New
$0
$222 Million 0.02% of portfolio
1,178
Q1 2025 Added 188.96%
$21.4B
$221 Million 0.02% of portfolio
2,426
Q1 2025 Added 7.38%
$314B
$301 Million 0.02% of portfolio
1,262
Q1 2025 Added 123.77%
$0
$273 Million 0.02% of portfolio
3,520
Q2 2025 New
$0
$314 Million 0.02% of portfolio
5,771
Q1 2025 Added 26.11%
$0
$271 Million 0.02% of portfolio
10,573
Q1 2025 Added 8.42%
$63.6B
$268 Million 0.02% of portfolio
356
Q1 2025 Added 14.89%
$0
$264 Million 0.02% of portfolio
1,494
Q1 2025 Reduced 0.33%
$155B
$294 Million 0.02% of portfolio
4,810
Q1 2025 Added 11.19%
$13.7B
$212 Million 0.02% of portfolio
739
Q1 2025 Added 0.27%
$4.67B
$306 Million 0.02% of portfolio
3,018
Q1 2025 Added 5.27%
$0
$229 Million 0.02% of portfolio
2,958
Q1 2025 Added 20.01%
$13.8B
$235 Million 0.02% of portfolio
1,439
Q1 2025 Added 3.89%
$0
$295 Million 0.02% of portfolio
1,150
Q1 2025 Added 32.43%
$23.9B
$201 Million 0.02% of portfolio
6,599
Q2 2025 New
$32.2B
$273 Million 0.02% of portfolio
3,431
Q1 2025 Reduced 1.46%
$99.5B
$248 Million 0.02% of portfolio
557
Q1 2025 Reduced 0.18%
$2.57B
$237 Million 0.02% of portfolio
6,947
Q1 2025 Added 11.52%
$687B
$251 Million 0.02% of portfolio
3,920
Q1 2025 Added 0.61%
$70.1B
$247 Million 0.02% of portfolio
1,586
Q1 2025 Added 13.18%
$0
$247 Million 0.02% of portfolio
2,895
Q2 2025 New
$0
$299 Million 0.02% of portfolio
11,375
Q4 2024 Added 8.33%
$0
$305 Million 0.02% of portfolio
5,678
Q1 2025 Added 31.75%
$0
$203 Million 0.02% of portfolio
4,130
Q2 2025 New
$12.8B
$215 Million 0.02% of portfolio
9,001
Q2 2025 New
$44.4B
$196 Million 0.02% of portfolio
18,052
Q1 2025 Added 11.38%
$0
$244 Million 0.02% of portfolio
12,163
Q4 2024 New
$0
$220 Million 0.02% of portfolio
4,798
Q1 2025 Added 65.78%
$0
$213 Million 0.02% of portfolio
1,856
Q1 2025 Reduced 0.11%
$0
$218 Million 0.02% of portfolio
4,435
Q2 2025 New
$0
$253 Million 0.02% of portfolio
2,442
Q1 2025 Added 130.22%
$0
$203 Million 0.02% of portfolio
10,700
Q2 2025 Reduced 73.12%
$0
$303 Million 0.02% of portfolio
6,179
Q1 2025 Added 24.28%
$0
$309 Million 0.02% of portfolio
4,928
Q1 2025 Added 0.37%
$0
$285 Million 0.02% of portfolio
5,479
Q1 2025 Added 0.84%
-
$273 Million 0.02% of portfolio
-
Q1 2025 Reduced 7.63%
$19.7B
$299 Million 0.02% of portfolio
2,619
Q1 2025 Added 1.3%
$10.2B
$205 Million 0.02% of portfolio
5,524
Q1 2025 Added 6.06%
Ft Vest U.S. Equity Moderate Buffer ETF February
-
$226 Million 0.02% of portfolio
-
Q1 2025 Added 0.48%

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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