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
$86B
$1.08 Billion 0.09% of portfolio
15,606
Q1 2025 Added 0.44%
$0
$1.14 Billion 0.09% of portfolio
20,424
Q1 2025 Reduced 16.65%
$0
$1.07 Billion 0.08% of portfolio
9,764
Q1 2025 Reduced 11.15%
Arm Holdings PLC Sponsored Ads
-
$964 Million 0.08% of portfolio
-
Q1 2025 Reduced 34.26%
$32.7B
$989 Million 0.08% of portfolio
7,702
Q1 2025 Added 5.3%
$94.7B
$1.06 Billion 0.08% of portfolio
1,443
Q1 2025 Added 7.28%
Innovator Equity Defined Protection Etf 2 Yr To July
-
$1.02 Billion 0.08% of portfolio
-
Q1 2025 Added 1.27%
$0
$1.03 Billion 0.08% of portfolio
12,433
Q1 2025 Reduced 0.51%
$0
$974 Million 0.08% of portfolio
5,162
Q1 2025 Reduced 23.44%
Global X Superdividend ETF
-
$1.01 Billion 0.08% of portfolio
-
Q1 2025 Reduced 29.12%
$2.53B
$1.02 Billion 0.08% of portfolio
71,847
Q1 2025 Reduced 6.4%
$250B
$960 Million 0.08% of portfolio
6,813
Q1 2025 Added 1.88%
$0
$1.01 Billion 0.08% of portfolio
24,069
Q1 2025 Reduced 12.36%
$0
$960 Million 0.08% of portfolio
18,445
Q1 2025 Reduced 34.05%
$6.08B
$1.07 Billion 0.08% of portfolio
6,787
Q1 2025 Reduced 5.44%
$0
$956 Million 0.08% of portfolio
11,272
Q1 2025 Reduced 3.68%
$0
$991 Million 0.08% of portfolio
13,906
Q1 2025 Reduced 0.57%
$0
$1.05 Billion 0.08% of portfolio
117,791
Q4 2024 Reduced 4.59%
$89.6B
$1.05 Billion 0.08% of portfolio
46,678
Q1 2025 Added 33.52%
$0
$970 Million 0.08% of portfolio
24,231
Q1 2025 Reduced 12.87%
$152B
$914 Million 0.07% of portfolio
3,272
Q1 2025 Reduced 2.2%
$65.4B
$903 Million 0.07% of portfolio
8,562
Q1 2025 Reduced 22.16%
$0
$896 Million 0.07% of portfolio
12,299
Q1 2025 Added 1.19%
$0
$880 Million 0.07% of portfolio
20,677
Q1 2025 Added 1.49%
Jpmorgan Hedged Equity Laddered Overlay ETF
-
$849 Million 0.07% of portfolio
-
Q1 2025 Added 0.63%
$0
$850 Million 0.07% of portfolio
16,326
Q1 2025 Added 14.91%
$0
$861 Million 0.07% of portfolio
8,555
Q1 2025 Added 212.73%
$2.26B
$946 Million 0.07% of portfolio
11,918
Q1 2025 Added 7.55%
$0
$942 Million 0.07% of portfolio
11,679
Q1 2025 Added 4.27%
$0
$831 Million 0.07% of portfolio
4,251
Q1 2025 Reduced 4.4%
$124B
$862 Million 0.07% of portfolio
2,793
Q1 2025 Added 3.33%
$41.1B
$945 Million 0.07% of portfolio
22,489
Q1 2025 Reduced 2.08%
$217B
$926 Million 0.07% of portfolio
160
Q1 2025 Reduced 16.25%
Federated Hme Mdt Lar Val ETF Nav Cf
-
$857 Million 0.07% of portfolio
-
Q1 2025 Added 1.04%
$959M
$944 Million 0.07% of portfolio
8,452
Q1 2025 Reduced 89.9%
$111B
$842 Million 0.07% of portfolio
2,608
Q1 2025 Added 23.85%
$0
$942 Million 0.07% of portfolio
19,035
Q1 2025 Added 6.65%
$0
$873 Million 0.07% of portfolio
11,853
Q1 2025 Added 7.39%
$48.7B
$828 Million 0.07% of portfolio
4,751
Q1 2025 Reduced 1.07%
$295B
$863 Million 0.07% of portfolio
1,077
Q1 2025 Reduced 23.12%
$43.5B
$891 Million 0.07% of portfolio
9,921
Q1 2025 Reduced 29.79%
$0
$896 Million 0.07% of portfolio
17,119
Q1 2025 Reduced 5.07%
$35.1B
$869 Million 0.07% of portfolio
4,149
Q1 2025 Reduced 6.03%
$133B
$896 Million 0.07% of portfolio
1,168
Q1 2025 Added 531.59%
$754M
$850 Million 0.07% of portfolio
125,136
Q1 2025 Reduced 81.11%
$0
$843 Million 0.07% of portfolio
16,847
Q1 2025 Reduced 3.79%
$185B
$920 Million 0.07% of portfolio
10,813
Q1 2025 Added 4.94%
$0
$943 Million 0.07% of portfolio
5,733
Q1 2025 Reduced 4.62%
Blackrock Incorporated
-
$743 Million 0.06% of portfolio
-
Q1 2025 Added 16.36%

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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