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
-
$491 Million 0.04% of portfolio
-
Q1 2025 Reduced 43.35%
$28.2B
$460 Million 0.04% of portfolio
235
Q1 2025 Added 0.85%
$0
$552 Million 0.04% of portfolio
8,510
Q1 2025 Reduced 5.21%
$68.2B
$561 Million 0.04% of portfolio
18,083
Q1 2025 Added 5.85%
$95.8B
$498 Million 0.04% of portfolio
10,985
Q1 2025 Added 5.83%
$51B
$561 Million 0.04% of portfolio
9,926
Q1 2025 Reduced 0.19%
$0
$474 Million 0.04% of portfolio
10,582
Q2 2025 Added 4.63%
First Trust Blmrg Artif Intel ETF
-
$541 Million 0.04% of portfolio
-
Q1 2025 Reduced 7.83%
$0
$528 Million 0.04% of portfolio
2,783
Q1 2025 Added 0.43%
$0
$564 Million 0.04% of portfolio
14,484
Q1 2025 Reduced 26.53%
$0
$459 Million 0.04% of portfolio
1,267
Q1 2025 Reduced 0.08%
$0
$564 Million 0.04% of portfolio
4,431
Q1 2025 Added 0.54%
$0
$516 Million 0.04% of portfolio
9,977
Q1 2025 Added 15.76%
-
$500 Million 0.04% of portfolio
-
Q1 2025 Added 3.85%
$0
$446 Million 0.04% of portfolio
13,439
Q1 2025 Added 40.09%
$0
$569 Million 0.04% of portfolio
9,521
Q1 2025 Reduced 54.61%
$0
$479 Million 0.04% of portfolio
2,760
Q2 2025 New
$54.9B
$449 Million 0.04% of portfolio
542
Q1 2025 Reduced 2.21%
$32.2B
$524 Million 0.04% of portfolio
9,932
Q1 2025 Added 37.12%
$0
$523 Million 0.04% of portfolio
11,023
Q1 2025 Added 3.58%
$119B
$507 Million 0.04% of portfolio
2,131
Q1 2025 Reduced 0.99%
$0
$549 Million 0.04% of portfolio
4,803
Q1 2025 Reduced 41.54%
$95.3B
$497 Million 0.04% of portfolio
2,249
Q1 2025 Added 8.54%
$324B
$539 Million 0.04% of portfolio
4,749
Q1 2025 Reduced 52.52%
$40.4B
$464 Million 0.04% of portfolio
3,128
Q1 2025 Added 0.77%
$76.4B
$475 Million 0.04% of portfolio
3,093
Q1 2025 Reduced 0.23%
$1.78B
$487 Million 0.04% of portfolio
19,820
Q1 2025 Reduced 21.51%
$56.3B
$494 Million 0.04% of portfolio
1,508
Q1 2025 Added 7.23%
$0
$465 Million 0.04% of portfolio
6,735
Q1 2025 Reduced 4.01%
Coreweave Incorporated Com Class A
-
$515 Million 0.04% of portfolio
-
Q2 2025 New
$27.4B
$512 Million 0.04% of portfolio
3,145
Q1 2025 Reduced 15.14%
$141B
$499 Million 0.04% of portfolio
13,979
Q1 2025 Reduced 19.25%
$3.33B
$478 Million 0.04% of portfolio
54,000
Q1 2025 Reduced 28.57%
$57.3B
$447 Million 0.04% of portfolio
2,284
Q1 2025 Reduced 16.02%
$87.2B
$468 Million 0.04% of portfolio
2,412
Q1 2025 Added 3.36%
$51.4B
$447 Million 0.04% of portfolio
3,323
Q1 2025 Added 21.22%
$68B
$557 Million 0.04% of portfolio
12,306
Q1 2025 Reduced 14.72%
$0
$476 Million 0.04% of portfolio
9,326
Q1 2025 Added 11.47%
$0
$547 Million 0.04% of portfolio
17,822
Q1 2025 Reduced 4.95%
$0
$561 Million 0.04% of portfolio
4,157
Q1 2025 Reduced 0.17%
$0
$525 Million 0.04% of portfolio
8,389
Q1 2025 Reduced 30.21%
$0
$512 Million 0.04% of portfolio
4,368
Q1 2025 Added 2.95%
$0
$492 Million 0.04% of portfolio
4,381
Q1 2025 Added 1.8%
$86.8B
$499 Million 0.04% of portfolio
3,518
Q1 2025 Reduced 3.58%
$0
$518 Million 0.04% of portfolio
5,096
Q1 2025 Reduced 2.06%
$120B
$339 Million 0.03% of portfolio
3,779
Q1 2025 Added 16.8%
$25.7B
$381 Million 0.03% of portfolio
710
Q1 2025 Added 12.39%
$0
$423 Million 0.03% of portfolio
4,502
Q1 2025 Added 4.33%
$0
$412 Million 0.03% of portfolio
1,954
Q1 2025 Reduced 5.78%

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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