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
$179B
$817 Million 0.06% of portfolio
8,956
Q1 2025 Reduced 39.87%
$33.1B
$702 Million 0.06% of portfolio
8,605
Q1 2025 Added 3.02%
Blackrock ETF Trust Ii Ishares Flexible Income Active ETF
-
$709 Million 0.06% of portfolio
-
Q1 2025 Reduced 28.34%
$0
$791 Million 0.06% of portfolio
8,870
Q1 2025 Reduced 0.7%
$0
$782 Million 0.06% of portfolio
4,012
Q1 2025 Reduced 3.04%
$135B
$791 Million 0.06% of portfolio
3,436
Q1 2025 Added 17.43%
$78.6B
$745 Million 0.06% of portfolio
5,588
Q1 2025 Reduced 25.38%
$23.7B
$794 Million 0.06% of portfolio
11,760
Q1 2025 Reduced 5.98%
$0
$717 Million 0.06% of portfolio
8,054
Q1 2025 Added 64.91%
$0
$704 Million 0.06% of portfolio
20,404
Q1 2025 Added 4.62%
$0
$700 Million 0.06% of portfolio
4,657
Q1 2025 Added 2.15%
$0
$711 Million 0.06% of portfolio
2,500
Q1 2025 Added 0.16%
$182B
$719 Million 0.06% of portfolio
1,363
Q1 2025 Added 20.69%
$0
$733 Million 0.06% of portfolio
14,449
Q1 2025 Added 0.88%
$6.37B
$719 Million 0.06% of portfolio
14,932
Q1 2025 Reduced 11.22%
$0
$777 Million 0.06% of portfolio
8,697
Q1 2025 Reduced 1.68%
$227B
$748 Million 0.06% of portfolio
2,344
Q1 2025 Added 8.66%
$0
$725 Million 0.06% of portfolio
15,037
Q1 2025 Reduced 30.27%
$0
$736 Million 0.06% of portfolio
17,346
Q1 2025 Added 23.06%
Super Micro Computer Incorporated Com New
-
$702 Million 0.06% of portfolio
-
Q1 2025 Added 84.15%
Regan Fltg Rate Mbs ETF Valued Advisers Tr
-
$742 Million 0.06% of portfolio
-
Q1 2025 Added 12.88%
$0
$698 Million 0.06% of portfolio
14,549
Q4 2024 New
Grayscale Ethereum Tr Et
-
$704 Million 0.06% of portfolio
-
Q1 2025 Added 49.5%
Innovator Etfs Trust Equity Defined P
-
$777 Million 0.06% of portfolio
-
Q2 2025 New
$0
$733 Million 0.06% of portfolio
29,530
Q1 2025 Reduced 19.63%
$31.6B
$795 Million 0.06% of portfolio
9,555
Q1 2025 Added 3.32%
$94.4B
$745 Million 0.06% of portfolio
10,494
Q1 2025 Added 29.33%
Ft Vest U.S. Equity Moderate Buffer ETF May
-
$822 Million 0.06% of portfolio
-
Q1 2025 Reduced 68.78%
$55B
$782 Million 0.06% of portfolio
10,687
Q1 2025 Added 8.88%
$12.3B
$697 Million 0.06% of portfolio
17,063
Q1 2025 Reduced 0.01%
$178B
$758 Million 0.06% of portfolio
6,572
Q1 2025 Added 5.57%
$0
$758 Million 0.06% of portfolio
2,492
Q1 2025 Reduced 8.51%
$0
$785 Million 0.06% of portfolio
3,159
Q1 2025 Added 92.97%
$51B
$754 Million 0.06% of portfolio
10,119
Q1 2025 Added 1.98%
$0
$737 Million 0.06% of portfolio
5,469
Q1 2025 Reduced 2.52%
$0
$583 Million 0.05% of portfolio
25,374
Q1 2025 Reduced 2.34%
$0
$597 Million 0.05% of portfolio
7,582
Q1 2025 Added 10.33%
$130B
$606 Million 0.05% of portfolio
12,813
Q1 2025 Reduced 10.01%
$0
$590 Million 0.05% of portfolio
18,550
Q1 2025 Added 0.81%
$150B
$633 Million 0.05% of portfolio
3,205
Q1 2025 Added 7.58%
$35.6B
$662 Million 0.05% of portfolio
11,485
Q1 2025 Reduced 0.01%
-
$609 Million 0.05% of portfolio
-
Q1 2025 Reduced 10.2%
$15.6B
$661 Million 0.05% of portfolio
3,679
Q1 2025 Added 2.85%
$58.4B
$696 Million 0.05% of portfolio
16,185
Q1 2025 Reduced 2.21%
$0
$627 Million 0.05% of portfolio
12,987
Q1 2025 Added 1.74%
$45.7B
$595 Million 0.05% of portfolio
1,698
Q1 2025 Added 22.38%
$0
$671 Million 0.05% of portfolio
4,988
Q1 2025 Reduced 3.01%
$0
$633 Million 0.05% of portfolio
20,981
Q1 2025 Added 2.86%
$0
$633 Million 0.05% of portfolio
6,300
Q1 2025 Reduced 29.05%

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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