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
$2.92 Billion 0.23% of portfolio
45,674
Q1 2025 Reduced 29.99%
$0
$2.93 Billion 0.23% of portfolio
32,965
Q1 2025 Reduced 6.16%
$0
$2.87 Billion 0.23% of portfolio
67,092
Q1 2025 Reduced 9.95%
$0
$2.95 Billion 0.23% of portfolio
33,915
Q1 2025 Reduced 5.02%
$0
$2.77 Billion 0.22% of portfolio
30,144
Q1 2025 Reduced 3.27%
$0
$2.73 Billion 0.22% of portfolio
27,805
Q1 2025 Added 13.35%
$70.7B
$2.82 Billion 0.22% of portfolio
7,245
Q1 2025 Added 2.42%
$232B
$2.81 Billion 0.22% of portfolio
10,289
Q1 2025 Reduced 23.0%
$0
$2.69 Billion 0.21% of portfolio
91,508
Q1 2025 Added 4.36%
$0
$2.55 Billion 0.2% of portfolio
33,738
Q1 2025 Reduced 7.71%
$0
$2.53 Billion 0.2% of portfolio
11,147
Q1 2025 Reduced 21.65%
$0
$2.5 Billion 0.2% of portfolio
31,533
Q1 2025 Added 3.13%
$0
$2.59 Billion 0.2% of portfolio
48,589
Q1 2025 Reduced 19.32%
$0
$2.38 Billion 0.19% of portfolio
33,821
Q1 2025 Added 23.46%
$0
$2.42 Billion 0.19% of portfolio
86,193
Q1 2025 Reduced 7.79%
$0
$2.45 Billion 0.19% of portfolio
5,770
Q1 2025 Reduced 4.19%
$293B
$2.43 Billion 0.19% of portfolio
34,975
Q1 2025 Added 14.1%
$95.8B
$2.38 Billion 0.19% of portfolio
20,210
Q1 2025 Added 1.11%
$0
$2.31 Billion 0.18% of portfolio
62,571
Q1 2025 Added 2.15%
$0
$2.34 Billion 0.18% of portfolio
21,258
Q1 2025 Reduced 0.82%
$95.6B
$2.29 Billion 0.18% of portfolio
10,000
Q1 2025 Reduced 23.26%
$182B
$2.31 Billion 0.18% of portfolio
53,354
Q1 2025 Added 9.29%
$0
$2.23 Billion 0.18% of portfolio
16,453
Q1 2025 Added 26.07%
$102B
$2.17 Billion 0.17% of portfolio
23,596
Q1 2025 Reduced 5.3%
$0
$2.22 Billion 0.17% of portfolio
62,823
Q1 2025 Reduced 27.47%
$0
$2.12 Billion 0.17% of portfolio
29,206
Q1 2025 Reduced 16.61%
$0
$2.17 Billion 0.17% of portfolio
41,304
Q1 2025 Reduced 2.04%
$245B
$2.16 Billion 0.17% of portfolio
6,921
Q1 2025 Added 17.76%
$0
$2.15 Billion 0.17% of portfolio
24,330
Q1 2025 Added 53.04%
$0
$2.13 Billion 0.17% of portfolio
9,740
Q1 2025 Added 14.91%
$0
$2.1 Billion 0.17% of portfolio
26,289
Q1 2025 Reduced 2.77%
$0
$2.2 Billion 0.17% of portfolio
100,054
Q1 2025 Added 2.64%
$306B
$1.97 Billion 0.16% of portfolio
7,664
Q1 2025 Reduced 6.69%
$51.7B
$2.03 Billion 0.16% of portfolio
8,110
Q1 2025 Reduced 11.74%
$0
$2.01 Billion 0.16% of portfolio
68,325
Q1 2025 Added 5.89%
$0
$2.04 Billion 0.16% of portfolio
26,927
Q1 2025 Reduced 0.88%
Ge Vernova Incorporated
-
$1.98 Billion 0.16% of portfolio
-
Q1 2025 Reduced 10.02%
$0
$2.04 Billion 0.16% of portfolio
9,466
Q1 2025 Added 10.92%
$351B
$2.07 Billion 0.16% of portfolio
11,155
Q1 2025 Added 15.75%
-
$2.09 Billion 0.16% of portfolio
-
Q1 2025 Added 2.21%
$0
$2.04 Billion 0.16% of portfolio
20,299
Q1 2025 Added 9.0%
$34.8B
$1.99 Billion 0.16% of portfolio
8,136
Q1 2025 Added 4.41%
$36.7B
$1.97 Billion 0.16% of portfolio
16,082
Q1 2025 Added 42.69%
$4.57B
$1.94 Billion 0.15% of portfolio
323,094
Q1 2025 Reduced 3.1%
$182B
$1.92 Billion 0.15% of portfolio
20,595
Q1 2025 Reduced 8.02%
$452B
$1.95 Billion 0.15% of portfolio
12,760
Q1 2025 Reduced 5.24%
$0
$1.89 Billion 0.15% of portfolio
38,622
Q1 2025 Reduced 12.36%
$0
$1.95 Billion 0.15% of portfolio
17,866
Q1 2025 Added 12.51%
$99B
$1.92 Billion 0.15% of portfolio
41,579
Q1 2025 Reduced 5.42%

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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