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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$45.2 Billion 3.57% of portfolio
73,142
Q1 2025 Reduced 23.63%
$0
$25.5 Billion 2.02% of portfolio
46,302
Q1 2025 Added 1.61%
$0
$23.9 Billion 1.88% of portfolio
816,618
Q1 2025 Reduced 8.01%
$0
$21.4 Billion 1.69% of portfolio
37,709
Q1 2025 Added 5.12%
$0
$17.9 Billion 1.42% of portfolio
28,868
Q1 2025 Reduced 23.37%
$0
$14.5 Billion 1.14% of portfolio
812,847
Q1 2025 Reduced 48.97%
$0
$11.8 Billion 0.93% of portfolio
120,914
Q1 2025 Reduced 93.55%
$0
$8.85 Billion 0.7% of portfolio
50,049
Q1 2025 Reduced 15.22%
$0
$7.55 Billion 0.6% of portfolio
56,816
Q1 2025 Reduced 47.91%
$0
$7.41 Billion 0.59% of portfolio
78,967
Q1 2025 Added 2.6%
$0
$7.51 Billion 0.59% of portfolio
17,046
Q1 2025 Reduced 3.95%
$0
$7.12 Billion 0.56% of portfolio
125,158
Q1 2025 Reduced 4.56%
$0
$6.8 Billion 0.54% of portfolio
39,233
Q1 2025 Reduced 65.95%
$0
$6.76 Billion 0.53% of portfolio
22,245
Q1 2025 Reduced 7.95%
$0
$5.88 Billion 0.46% of portfolio
8,860
Q1 2025 Reduced 15.15%
$0
$5.56 Billion 0.44% of portfolio
23,447
Q1 2025 Added 1.13%
$0
$5.15 Billion 0.41% of portfolio
25,171
Q1 2025 Added 3.91%
$0
$5.07 Billion 0.4% of portfolio
55,795
Q1 2025 Reduced 4.17%
$0
$4.81 Billion 0.38% of portfolio
88,447
Q1 2025 Added 1.07%
$0
$4.85 Billion 0.38% of portfolio
44,950
Q1 2025 Added 4.96%
$106B
$4.63 Billion 0.37% of portfolio
15,187
Q1 2025 Added 25.87%
$0
$4.61 Billion 0.36% of portfolio
44,221
Q1 2025 Added 4.29%
$0
$4.5 Billion 0.36% of portfolio
67,929
Q1 2025 Reduced 7.51%
$0
$4.58 Billion 0.36% of portfolio
19,047
Q1 2025 Added 2.6%
$0
$4.42 Billion 0.35% of portfolio
109,067
Q1 2025 Reduced 6.94%
$0
$4.42 Billion 0.35% of portfolio
53,763
Q1 2025 Reduced 0.28%
$0
$4.21 Billion 0.33% of portfolio
80,338
Q1 2025 Reduced 2.26%
$0
$4.19 Billion 0.33% of portfolio
73,551
Q1 2025 Reduced 5.72%
$0
$4 Billion 0.32% of portfolio
29,469
Q1 2025 Reduced 3.93%
$0
$3.87 Billion 0.31% of portfolio
48,213
Q1 2025 Reduced 0.85%
$0
$3.72 Billion 0.29% of portfolio
8,489
Q1 2025 Reduced 4.91%
$0
$3.61 Billion 0.28% of portfolio
58,154
Q1 2025 Reduced 13.89%
$0
$3.55 Billion 0.28% of portfolio
128,255
Q1 2025 Reduced 4.6%
$0
$3.61 Billion 0.28% of portfolio
57,506
Q1 2025 Reduced 9.2%
$0
$3.57 Billion 0.28% of portfolio
14,079
Q1 2025 Reduced 4.79%
$0
$3.38 Billion 0.27% of portfolio
30,204
Q1 2025 Reduced 6.19%
$0
$3.38 Billion 0.27% of portfolio
67,999
Q1 2025 Added 13.81%
$0
$3.3 Billion 0.26% of portfolio
11,832
Q1 2025 Reduced 5.43%
$0
$3.24 Billion 0.26% of portfolio
11,573
Q1 2025 Reduced 9.11%
$0
$3.12 Billion 0.25% of portfolio
22,500
Q1 2025 Reduced 17.14%
$0
$3.1 Billion 0.24% of portfolio
27,545
Q1 2025 Reduced 47.74%
$0
$2.92 Billion 0.23% of portfolio
45,674
Q1 2025 Reduced 29.99%
$0
$2.93 Billion 0.23% of portfolio
32,965
Q1 2025 Reduced 6.16%
$0
$2.87 Billion 0.23% of portfolio
67,092
Q1 2025 Reduced 9.95%
$0
$2.95 Billion 0.23% of portfolio
33,915
Q1 2025 Reduced 5.02%
$0
$2.77 Billion 0.22% of portfolio
30,144
Q1 2025 Reduced 3.27%
$0
$2.73 Billion 0.22% of portfolio
27,805
Q1 2025 Added 13.35%
$0
$2.69 Billion 0.21% of portfolio
91,508
Q1 2025 Added 4.36%
$0
$2.55 Billion 0.2% of portfolio
33,738
Q1 2025 Reduced 7.71%

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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