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
$266 Million 0.02% of portfolio
5,945
Q2 2025 Reduced 34.27%
$0
$215 Million 0.02% of portfolio
4,130
Q1 2025 Added 96.0%
$0
$293 Million 0.02% of portfolio
5,070
Q1 2025 Added 7.42%
$0
$297 Million 0.02% of portfolio
14,540
Q1 2025 Added 2.8%
$0
$283 Million 0.02% of portfolio
3,800
Q1 2025 Reduced 50.0%
$102B
$264 Million 0.02% of portfolio
1,438
Q1 2025 Added 9.46%
$6.14B
$231 Million 0.02% of portfolio
4,161
Q2 2025 New
$0
$316 Million 0.02% of portfolio
8,311
Q1 2025 Reduced 47.76%
Innovator Equity Defined Protection ETF 1 Yr March
-
$241 Million 0.02% of portfolio
-
Q1 2025 New
$0
$285 Million 0.02% of portfolio
15,929
Q2 2025 New
$9.53B
$241 Million 0.02% of portfolio
4,837
Q2 2025 New
$72.7B
$262 Million 0.02% of portfolio
985
Q1 2025 Added 0.51%
$0
$275 Million 0.02% of portfolio
2,268
Q1 2025 Reduced 13.1%
$0
$207 Million 0.02% of portfolio
3,303
Q1 2025 Added 105.66%
$0
$192 Million 0.02% of portfolio
16,442
Q2 2025 New
$22.8B
$231 Million 0.02% of portfolio
2,890
Q2 2025 New
$18.8B
$240 Million 0.02% of portfolio
4,112
Q1 2025 Reduced 3.84%
$69.2B
$203 Million 0.02% of portfolio
1,700
Q2 2025 New
$83.2B
$304 Million 0.02% of portfolio
1,428
Q2 2025 New
$33.9B
$310 Million 0.02% of portfolio
4,175
Q2 2025 New
$2.56B
$288 Million 0.02% of portfolio
6,325
Q1 2025 Added 9.49%
$87.3B
$279 Million 0.02% of portfolio
1,833
Q1 2025 Added 126.19%
$104B
$275 Million 0.02% of portfolio
9,183
Q1 2025 Reduced 5.64%
$30.3B
$252 Million 0.02% of portfolio
3,716
Q1 2025 Added 56.7%
Bitwise Bitcoin ETF Common Shares Of Beneficial Interest
-
$264 Million 0.02% of portfolio
-
Q2 2025 New
$10.4B
$224 Million 0.02% of portfolio
963
Q1 2025 Reduced 0.31%
$25.8B
$273 Million 0.02% of portfolio
1,962
Q1 2025 Added 10.19%
$14.5B
$316 Million 0.02% of portfolio
34,399
Q1 2025 Reduced 47.31%
$0
$221 Million 0.02% of portfolio
7,750
Q2 2025 New
Alpha Architect 1 3 Month Box ETF
-
$201 Million 0.02% of portfolio
-
Q2 2025 New
$12B
$316 Million 0.02% of portfolio
4,345
Q1 2025 Added 18.18%
$10.2B
$221 Million 0.02% of portfolio
8,320
Q1 2025 New
$48.5B
$300 Million 0.02% of portfolio
2,266
Q1 2025 Added 1.32%
$61.6B
$232 Million 0.02% of portfolio
1,952
Q2 2025 New
$4.22B
$209 Million 0.02% of portfolio
481
Q1 2025 Added 12.27%
Celestica Incorporated
-
$270 Million 0.02% of portfolio
-
Q1 2025 Added 71.31%
$78.8B
$315 Million 0.02% of portfolio
1,170
Q1 2025 Added 7.95%
$19.3B
$218 Million 0.02% of portfolio
5,081
Q2 2025 Reduced 56.47%
$15.3B
$268 Million 0.02% of portfolio
10,126
Q1 2025 Added 34.19%
$26B
$246 Million 0.02% of portfolio
2,151
Q2 2025 Reduced 65.24%
$0
$283 Million 0.02% of portfolio
6,906
Q2 2025 New
-
$271 Million 0.02% of portfolio
-
Q1 2025 Reduced 3.05%
Dave Inc Class A
-
$208 Million 0.02% of portfolio
-
Q2 2025 New
$8.01B
$307 Million 0.02% of portfolio
2,386
Q1 2025 Added 0.34%
$75.3B
$261 Million 0.02% of portfolio
7,993
Q1 2025 Added 29.1%
$44.3B
$292 Million 0.02% of portfolio
2,847
Q1 2025 Added 28.06%
$36B
$241 Million 0.02% of portfolio
3,000
Q1 2025 Reduced 9.27%
Core Scientific Inc Common Stock
-
$243 Million 0.02% of portfolio
-
Q2 2025 New
$23.9B
$286 Million 0.02% of portfolio
6,384
Q1 2025 Added 0.06%

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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