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
$93.6B
$1.84 Billion 0.15% of portfolio
3,606
Q1 2025 Reduced 16.31%
$222B
$1.88 Billion 0.15% of portfolio
6,449
Q1 2025 Reduced 3.13%
$0
$1.84 Billion 0.15% of portfolio
27,356
Q1 2025 Reduced 16.48%
$203B
$1.87 Billion 0.15% of portfolio
23,635
Q1 2025 Added 15.02%
$5.27B
$1.74 Billion 0.14% of portfolio
121,559
Q1 2025 Added 8.36%
$0
$1.81 Billion 0.14% of portfolio
28,573
Q1 2025 Reduced 4.04%
$63.8B
$1.81 Billion 0.14% of portfolio
17,963
Q1 2025 Added 0.71%
$85.6B
$1.82 Billion 0.14% of portfolio
5,498
Q1 2025 Reduced 5.24%
$0
$1.81 Billion 0.14% of portfolio
9,896
Q1 2025 Reduced 2.27%
$0
$1.81 Billion 0.14% of portfolio
9,961
Q1 2025 Reduced 29.75%
$0
$1.83 Billion 0.14% of portfolio
19,180
Q1 2025 Reduced 12.18%
$0
$1.76 Billion 0.14% of portfolio
39,323
Q1 2025 Reduced 9.72%
$0
$1.82 Billion 0.14% of portfolio
111,727
Q1 2025 Reduced 11.79%
$0
$1.8 Billion 0.14% of portfolio
75,530
Q1 2025 Reduced 0.37%
$19B
$1.59 Billion 0.13% of portfolio
13,135
Q1 2025 Added 0.12%
Ft Vest U.S. Equity Max Buffer Etf March
-
$1.61 Billion 0.13% of portfolio
-
Q1 2025 Added 1.32%
$0
$1.69 Billion 0.13% of portfolio
18,029
Q1 2025 Added 7.47%
$0
$1.62 Billion 0.13% of portfolio
23,872
Q1 2025 Added 19.21%
$0
$1.68 Billion 0.13% of portfolio
15,089
Q1 2025 Reduced 3.58%
$139B
$1.64 Billion 0.13% of portfolio
13,323
Q1 2025 Reduced 12.09%
$0
$1.63 Billion 0.13% of portfolio
5,721
Q1 2025 Reduced 6.31%
$0
$1.61 Billion 0.13% of portfolio
7,399
Q1 2025 Reduced 13.62%
$0
$1.62 Billion 0.13% of portfolio
49,505
Q1 2025 Reduced 7.5%
$261B
$1.66 Billion 0.13% of portfolio
9,111
Q1 2025 Added 42.54%
$0
$1.69 Billion 0.13% of portfolio
6,120
Q1 2025 Reduced 14.3%
$0
$1.65 Billion 0.13% of portfolio
12,817
Q1 2025 Reduced 3.96%
$157B
$1.47 Billion 0.12% of portfolio
3,791
Q1 2025 Added 7.2%
$118B
$1.48 Billion 0.12% of portfolio
25,160
Q1 2025 Reduced 24.44%
$202B
$1.47 Billion 0.12% of portfolio
11,155
Q1 2025 Added 13.29%
$108B
$1.51 Billion 0.12% of portfolio
16,446
Q1 2025 Reduced 11.18%
$40.9B
$1.56 Billion 0.12% of portfolio
14,625
Q1 2025 Added 0.69%
$0
$1.54 Billion 0.12% of portfolio
18,509
Q1 2025 Reduced 21.7%
$23.9B
$1.55 Billion 0.12% of portfolio
-
Q1 2025 Added 0.95%
$75.9B
$1.53 Billion 0.12% of portfolio
411
Q1 2025 Reduced 10.22%
$52.5B
$1.47 Billion 0.12% of portfolio
7,196
Q1 2025 Reduced 43.15%
$0
$1.53 Billion 0.12% of portfolio
35,891
Q1 2025 Reduced 10.33%
$0
$1.49 Billion 0.12% of portfolio
56,270
Q1 2025 Added 11.97%
$60.2B
$1.54 Billion 0.12% of portfolio
35,600
Q1 2025 Reduced 6.49%
$0
$1.51 Billion 0.12% of portfolio
61,358
Q1 2025 Reduced 2.4%
Ft Energy Income Partners Enhanced Income ETF
-
$1.57 Billion 0.12% of portfolio
-
Q1 2025 Added 4.65%
$32.1B
$1.37 Billion 0.11% of portfolio
9,462
Q1 2025 Reduced 29.36%
$0
$1.35 Billion 0.11% of portfolio
15,006
Q2 2025 Reduced 79.06%
$0
$1.41 Billion 0.11% of portfolio
21,753
Q1 2025 Added 10.46%
$153B
$1.4 Billion 0.11% of portfolio
2,755
Q1 2025 Reduced 3.56%
$0
$1.38 Billion 0.11% of portfolio
30,264
Q1 2025 Reduced 62.07%
$0
$1.37 Billion 0.11% of portfolio
29,478
Q1 2025 Reduced 63.55%
$89.4B
$1.36 Billion 0.11% of portfolio
2,725
Q1 2025 Added 0.37%
$0
$1.36 Billion 0.11% of portfolio
38,665
Q1 2025 Added 0.08%
$53.5B
$1.38 Billion 0.11% of portfolio
22,200
Q1 2025 Added 4.27%

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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