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
$31B
$691 Million 0.05% of portfolio
3,168
Q1 2025 Added 4.99%
$94.6B
$600 Million 0.05% of portfolio
2,434
Q2 2025 New
$14.5B
$669 Million 0.05% of portfolio
5,863
Q1 2025 Reduced 12.35%
Federated Hme Mdt Lar Grw ETF Nav Cf
-
$582 Million 0.05% of portfolio
-
Q1 2025 Added 2.07%
$0
$589 Million 0.05% of portfolio
42,441
Q1 2025 Reduced 32.27%
$0
$684 Million 0.05% of portfolio
40,889
Q1 2025 Reduced 9.47%
$0
$638 Million 0.05% of portfolio
5,243
Q1 2025 Added 9.73%
$0
$663 Million 0.05% of portfolio
45,434
Q1 2025 Reduced 16.48%
$0
$599 Million 0.05% of portfolio
45,901
Q1 2025 Added 13.32%
$0
$667 Million 0.05% of portfolio
15,739
Q1 2025 Reduced 25.96%
$0
$584 Million 0.05% of portfolio
4,125
Q1 2025 Added 0.75%
$80B
$584 Million 0.05% of portfolio
2,363
Q1 2025 Added 1.23%
$0
$682 Million 0.05% of portfolio
16,215
Q1 2025 Reduced 6.44%
$0
$611 Million 0.05% of portfolio
12,349
Q1 2025 Added 10.89%
Fundstrat Granny Shots Us Large Cap ETF
-
$638 Million 0.05% of portfolio
-
Q2 2025 New
$16.1B
$647 Million 0.05% of portfolio
10,060
Q1 2025 Reduced 0.08%
Arista Networks Incorporated Com Shs
-
$658 Million 0.05% of portfolio
-
Q1 2025 Added 71.99%
$0
$601 Million 0.05% of portfolio
5,492
Q1 2025 Reduced 44.85%
$53.7B
$685 Million 0.05% of portfolio
37,771
Q1 2025 Added 22.26%
$0
$670 Million 0.05% of portfolio
7,082
Q1 2025 Reduced 28.24%
$0
$640 Million 0.05% of portfolio
15,175
Q1 2025 Reduced 17.82%
$0
$576 Million 0.05% of portfolio
7,048
Q1 2025 Reduced 5.33%
$0
$679 Million 0.05% of portfolio
12,318
Q1 2025 Added 153.28%
$0
$659 Million 0.05% of portfolio
1,800
Q1 2025 Reduced 5.56%
$0
$644 Million 0.05% of portfolio
10,460
Q1 2025 Reduced 5.66%
$136B
$587 Million 0.05% of portfolio
1,676
Q1 2025 Reduced 8.77%
$0
$490 Million 0.04% of portfolio
9,649
Q1 2025 Added 92.15%
Talen Energy Corporation
-
$478 Million 0.04% of portfolio
-
Q2 2025 New
$122B
$514 Million 0.04% of portfolio
5,901
Q1 2025 Added 1.03%
$118B
$499 Million 0.04% of portfolio
191
Q1 2025 Added 23.56%
$2.65B
$532 Million 0.04% of portfolio
13,600
Q2 2025 New
$66.3B
$493 Million 0.04% of portfolio
6,370
Q1 2025 Reduced 6.31%
$187B
$516 Million 0.04% of portfolio
1,272
Q1 2025 Added 26.1%
$38.7B
$489 Million 0.04% of portfolio
2,014
Q1 2025 Reduced 1.24%
$46.7B
$507 Million 0.04% of portfolio
14,990
Q1 2025 Added 0.69%
$142B
$457 Million 0.04% of portfolio
1,712
Q1 2025 Added 21.26%
$0
$455 Million 0.04% of portfolio
11,354
Q1 2025 Added 66.88%
$0
$457 Million 0.04% of portfolio
16,000
Q1 2025 Added 62.5%
$6.4B
$523 Million 0.04% of portfolio
5,801
Q1 2025 Reduced 93.71%
$61.8B
$554 Million 0.04% of portfolio
2,477
Q1 2025 Reduced 13.77%
$0
$499 Million 0.04% of portfolio
880
Q1 2025 Added 4.89%
$0
$461 Million 0.04% of portfolio
22,185
Q1 2025 Added 1.28%
$127B
$483 Million 0.04% of portfolio
3,632
Q1 2025 Added 7.85%
$0
$531 Million 0.04% of portfolio
21,726
Q1 2025 Reduced 2.77%
$142B
$470 Million 0.04% of portfolio
1,187
Q1 2025 Reduced 0.51%
$0
$509 Million 0.04% of portfolio
21,886
Q1 2025 Reduced 25.44%
$150B
$521 Million 0.04% of portfolio
1,743
Q1 2025 Added 12.05%
$0
$492 Million 0.04% of portfolio
10,548
Q1 2025 Added 12.32%
$0
$536 Million 0.04% of portfolio
20,975
Q1 2025 Added 175.48%

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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