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
$106B
$4.63 Billion 0.37% of portfolio
15,187
Q1 2025 Added 25.87%
$282B
$4.73 Billion 0.37% of portfolio
33,302
Q1 2025 Reduced 3.34%
$442B
$4.65 Billion 0.37% of portfolio
43,149
Q1 2025 Reduced 15.22%
$229B
$4.75 Billion 0.37% of portfolio
32,504
Q1 2025 Added 6.2%
$0
$4.61 Billion 0.36% of portfolio
44,221
Q1 2025 Added 4.29%
$0
$4.5 Billion 0.36% of portfolio
67,929
Q1 2025 Reduced 7.51%
$0
$4.58 Billion 0.36% of portfolio
19,047
Q1 2025 Added 2.6%
$254B
$4.59 Billion 0.36% of portfolio
6,489
Q1 2025 Reduced 32.22%
$0
$4.42 Billion 0.35% of portfolio
109,067
Q1 2025 Reduced 6.94%
$0
$4.42 Billion 0.35% of portfolio
53,763
Q1 2025 Reduced 0.28%
$14.4B
$4.45 Billion 0.35% of portfolio
26,093
Q1 2025 Added 9.22%
$145B
$4.37 Billion 0.34% of portfolio
12,232
Q1 2025 Added 3.74%
$139B
$4.27 Billion 0.34% of portfolio
20,383
Q1 2025 Reduced 4.08%
$0
$4.21 Billion 0.33% of portfolio
80,338
Q1 2025 Reduced 2.26%
$0
$4.19 Billion 0.33% of portfolio
73,551
Q1 2025 Reduced 5.72%
$0
$4 Billion 0.32% of portfolio
29,469
Q1 2025 Reduced 3.93%
$368B
$3.9 Billion 0.31% of portfolio
24,454
Q1 2025 Reduced 13.21%
$64.2B
$3.76 Billion 0.3% of portfolio
13,342
Q1 2025 Added 1.53%
$113B
$3.83 Billion 0.3% of portfolio
8,275
Q1 2025 Reduced 1.76%
$173B
$3.78 Billion 0.3% of portfolio
23,736
Q1 2025 Reduced 3.94%
$423B
$3.64 Billion 0.29% of portfolio
5
Q4 2024 New
$36.8B
$3.72 Billion 0.29% of portfolio
23,179
Q1 2025 Added 2.2%
$1.27T
$3.66 Billion 0.29% of portfolio
16,150
Q1 2025 Reduced 16.76%
$684B
$3.73 Billion 0.29% of portfolio
17,043
Q1 2025 Added 11.59%
$381B
$3.73 Billion 0.29% of portfolio
78,819
Q1 2025 Added 1.26%
$0
$3.72 Billion 0.29% of portfolio
8,489
Q1 2025 Reduced 4.91%
$0
$3.61 Billion 0.28% of portfolio
58,154
Q1 2025 Reduced 13.89%
$0
$3.55 Billion 0.28% of portfolio
128,255
Q1 2025 Reduced 4.6%
$0
$3.61 Billion 0.28% of portfolio
57,506
Q1 2025 Reduced 9.2%
$16B
$3.52 Billion 0.28% of portfolio
23,778
Q1 2025 Added 1.95%
$0
$3.57 Billion 0.28% of portfolio
14,079
Q1 2025 Reduced 4.79%
$0
$3.38 Billion 0.27% of portfolio
30,204
Q1 2025 Reduced 6.19%
$306B
$3.4 Billion 0.27% of portfolio
48,046
Q1 2025 Reduced 2.36%
$0
$3.38 Billion 0.27% of portfolio
67,999
Q1 2025 Added 13.81%
$146B
$3.4 Billion 0.27% of portfolio
14,593
Q1 2025 Added 0.93%
$0
$3.3 Billion 0.26% of portfolio
11,832
Q1 2025 Reduced 5.43%
$86.2B
$3.24 Billion 0.26% of portfolio
11,098
Q1 2025 Added 2.3%
$0
$3.24 Billion 0.26% of portfolio
11,573
Q1 2025 Reduced 9.11%
$405B
$3.36 Billion 0.26% of portfolio
9,152
Q1 2025 Added 0.92%
$0
$3.12 Billion 0.25% of portfolio
22,500
Q1 2025 Reduced 17.14%
$302B
$3.16 Billion 0.25% of portfolio
22,063
Q1 2025 Reduced 7.5%
$96.8B
$3.21 Billion 0.25% of portfolio
30,491
Q1 2025 Added 0.79%
$548B
$3.12 Billion 0.25% of portfolio
5,552
Q1 2025 Added 1.3%
$17.7B
$3.02 Billion 0.24% of portfolio
10,652
Q1 2025 Added 2.96%
Grayscale Bitcoin Mini Tr ETF Shs New
-
$3 Billion 0.24% of portfolio
-
Q1 2025 Reduced 2.41%
Landbridge Company LLC Class A Shares Representing Limited Liability Cmpny Intrst
-
$3.03 Billion 0.24% of portfolio
-
Q1 2025 Reduced 33.72%
$57.4B
$3.05 Billion 0.24% of portfolio
12,537
Q1 2025 Added 5.14%
$0
$3.1 Billion 0.24% of portfolio
27,545
Q1 2025 Reduced 47.74%
$269M
$2.9 Billion 0.23% of portfolio
485,815
Q1 2025 Reduced 42.56%

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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