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
$1.39 Billion 0.11% of portfolio
78,375
Q1 2025 Added 38.9%
$0
$1.42 Billion 0.11% of portfolio
12,666
Q1 2025 Reduced 3.06%
$0
$1.33 Billion 0.11% of portfolio
3,363
Q1 2025 Added 0.03%
Pearl Diver Credit CO In
-
$1.41 Billion 0.11% of portfolio
-
Q4 2024 Reduced 2.76%
$1.58B
$1.4 Billion 0.11% of portfolio
35,386
Q1 2025 Added 2.54%
Mrp Synthequity ETF
-
$1.36 Billion 0.11% of portfolio
-
Q2 2025 New
$207B
$1.44 Billion 0.11% of portfolio
11,610
Q1 2025 Added 11.82%
$138B
$1.34 Billion 0.11% of portfolio
55,136
Q1 2025 Reduced 2.85%
$123B
$1.38 Billion 0.11% of portfolio
9,207
Q1 2025 Added 10.96%
$48.9B
$1.3 Billion 0.1% of portfolio
13,172
Q1 2025 Reduced 26.42%
$0
$1.25 Billion 0.1% of portfolio
24,647
Q1 2025 Added 56.16%
$0
$1.24 Billion 0.1% of portfolio
24,425
Q2 2025 New
$70.4B
$1.26 Billion 0.1% of portfolio
20,050
Q1 2025 Added 4.72%
$0
$1.26 Billion 0.1% of portfolio
12,092
Q1 2025 Reduced 26.74%
$203B
$1.26 Billion 0.1% of portfolio
43,410
Q1 2025 Added 31.07%
$0
$1.26 Billion 0.1% of portfolio
59,518
Q1 2025 Reduced 9.09%
$0
$1.31 Billion 0.1% of portfolio
222,547
Q1 2025 Added 8.03%
$0
$1.25 Billion 0.1% of portfolio
11,404
Q1 2025 Added 14.75%
$172B
$1.3 Billion 0.1% of portfolio
1,264
Q1 2025 Reduced 9.26%
$21.8B
$1.21 Billion 0.1% of portfolio
38,191
Q1 2025 Reduced 6.2%
$0
$1.28 Billion 0.1% of portfolio
11,716
Q1 2025 Reduced 8.36%
Ishares Ethereum Trust ETF
-
$1.31 Billion 0.1% of portfolio
-
Q1 2025 Reduced 10.09%
$0
$1.24 Billion 0.1% of portfolio
26,844
Q1 2025 Added 20.84%
$0
$1.21 Billion 0.1% of portfolio
9,065
Q1 2025 Added 1.96%
$0
$1.3 Billion 0.1% of portfolio
15,578
Q1 2025 Added 12.65%
$0
$1.31 Billion 0.1% of portfolio
21,886
Q1 2025 Reduced 20.24%
$0
$1.24 Billion 0.1% of portfolio
13,379
Q1 2025 Reduced 19.15%
$0
$1.23 Billion 0.1% of portfolio
14,457
Q1 2025 Added 3.45%
$229B
$1.12 Billion 0.09% of portfolio
8,221
Q1 2025 Added 26.72%
$0
$1.13 Billion 0.09% of portfolio
26,912
Q1 2025 Reduced 20.2%
$169B
$1.15 Billion 0.09% of portfolio
2,121
Q1 2025 Added 4.71%
$5.58B
$1.09 Billion 0.09% of portfolio
7,073
Q1 2025 Added 0.79%
$0
$1.14 Billion 0.09% of portfolio
26,268
Q1 2025 Reduced 0.11%
$0
$1.09 Billion 0.09% of portfolio
20,103
Q1 2025 Reduced 4.78%
$152B
$1.12 Billion 0.09% of portfolio
5,066
Q1 2025 Added 0.53%
$0
$1.12 Billion 0.09% of portfolio
49,180
Q1 2025 Reduced 6.97%
$18B
$1.11 Billion 0.09% of portfolio
33,832
Q1 2025 Added 79.89%
$150B
$1.11 Billion 0.09% of portfolio
9,979
Q1 2025 Added 30.07%
$8.98B
$1.14 Billion 0.09% of portfolio
59,395
Q1 2025 Reduced 18.54%
$1.26B
$1.18 Billion 0.09% of portfolio
110,891
Q1 2025 Added 51.51%
$155B
$1.12 Billion 0.09% of portfolio
9,100
Q1 2025 Reduced 18.59%
$0
$1.15 Billion 0.09% of portfolio
21,785
Q1 2025 Reduced 6.2%
$162B
$1.18 Billion 0.09% of portfolio
6,443
Q1 2025 Reduced 2.5%
$0
$1.11 Billion 0.09% of portfolio
7,536
Q1 2025 Reduced 2.19%
$0
$1.09 Billion 0.09% of portfolio
22,866
Q1 2025 Reduced 0.12%
$0
$1.13 Billion 0.09% of portfolio
8,788
Q1 2025 Added 19.22%
$0
$1.13 Billion 0.09% of portfolio
12,055
Q1 2025 Added 0.4%
$302B
$1.15 Billion 0.09% of portfolio
14,368
Q1 2025 Reduced 7.1%
$112B
$1.15 Billion 0.09% of portfolio
2,995
Q1 2025 Added 0.7%

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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