Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

Kingswood Wealth Advisors, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.65 Trillion distributed in 792 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $64.6B, Spdr S&P 500 ETF Trust with a value of $52.2B, Nvidia Corp with a value of $49.4B, Microsoft Corp with a value of $36.8B, and Schwab Strategic Tr Us Large C with a value of $33.8B.

Examining the 13F form we can see an increase of $386B in the current position value, from $1.27T to 1.65T.

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 $1.65 Trillion
ETFs: $803 Billion
Technology: $265 Billion
Industrials: $88.5 Billion
Financial Services: $87.2 Billion
Consumer Cyclical: $72.2 Billion
Communication Services: $59.2 Billion
Healthcare: $45.1 Billion
Consumer Defensive: $33.9 Billion
Other: $97.7 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.48 Billion 0.27% of portfolio
51,498
Q3 2025 Reduced 4.21%
$0
$4.53 Billion 0.27% of portfolio
39,806
Q3 2025 Added 31.79%
$0
$4.36 Billion 0.26% of portfolio
64,890
Q3 2025 Added 12.84%
$0
$4.21 Billion 0.25% of portfolio
50,894
Q3 2025 Added 5.56%
$0
$4.04 Billion 0.24% of portfolio
86,378
Q3 2025 Added 28.75%
$0
$3.9 Billion 0.24% of portfolio
133,821
Q3 2025 Added 4.34%
$0
$3.9 Billion 0.24% of portfolio
108,615
Q3 2025 Added 72.89%
$0
$3.82 Billion 0.23% of portfolio
13,556
Q3 2025 Reduced 3.71%
$0
$3.76 Billion 0.23% of portfolio
24,880
Q3 2025 Added 851.07%
$0
$3.82 Billion 0.23% of portfolio
11,713
Q3 2025 Reduced 1.01%
$0
$3.57 Billion 0.22% of portfolio
24,480
Q3 2025 Added 735.49%
$0
$3.71 Billion 0.22% of portfolio
74,354
Q3 2025 Added 9.35%
$0
$3.49 Billion 0.21% of portfolio
25,941
Q3 2025 Added 394.77%
$0
$3.43 Billion 0.21% of portfolio
48,002
Q3 2025 Added 75.47%
$0
$3.42 Billion 0.21% of portfolio
13,833
Q3 2025 Added 24.1%
$0
$3.34 Billion 0.2% of portfolio
59,414
Q3 2025 New
$0
$3.18 Billion 0.19% of portfolio
33,712
Q3 2025 Added 2.27%
$0
$3.12 Billion 0.19% of portfolio
34,114
Q3 2025 Added 0.59%
$0
$2.93 Billion 0.18% of portfolio
33,895
Q3 2025 Added 0.22%
$0
$2.94 Billion 0.18% of portfolio
24,378
Q3 2025 Added 14.68%
$0
$2.87 Billion 0.17% of portfolio
91,508
Q1 2025 Added 4.36%
$0
$2.57 Billion 0.16% of portfolio
30,835
Q3 2025 Reduced 2.21%
$0
$2.66 Billion 0.16% of portfolio
89,737
Q3 2025 Added 4.11%
$0
$2.52 Billion 0.15% of portfolio
24,012
Q3 2025 Reduced 13.64%
$0
$2.49 Billion 0.15% of portfolio
10,298
Q3 2025 Added 8.79%
$0
$2.45 Billion 0.15% of portfolio
46,845
Q3 2025 New
$0
$2.52 Billion 0.15% of portfolio
46,618
Q3 2025 Reduced 4.06%
$0
$2.47 Billion 0.15% of portfolio
24,497
Q3 2025 Added 288.84%
$0
$2.54 Billion 0.15% of portfolio
21,366
Q3 2025 Added 19.59%
$0
$2.54 Billion 0.15% of portfolio
32,420
Q3 2025 Added 11.0%
$0
$2.49 Billion 0.15% of portfolio
63,013
Q3 2025 Added 0.71%
$0
$2.47 Billion 0.15% of portfolio
31,821
Q3 2025 Added 18.18%
$0
$2.3 Billion 0.14% of portfolio
45,366
Q3 2025 New
$0
$2.32 Billion 0.14% of portfolio
11,912
Q3 2025 Added 20.37%
$0
$2.35 Billion 0.14% of portfolio
26,474
Q3 2025 Added 0.7%
$0
$2.29 Billion 0.14% of portfolio
15,719
Q3 2025 Reduced 4.46%
$0
$2.27 Billion 0.14% of portfolio
48,345
Q3 2025 Added 25.17%
$0
$2.4 Billion 0.14% of portfolio
12,628
Q3 2025 Added 26.77%
$0
$2.16 Billion 0.13% of portfolio
24,167
Q3 2025 Reduced 0.67%
$0
$2.08 Billion 0.13% of portfolio
18,957
Q3 2025 Added 676.29%
$0
$2.14 Billion 0.13% of portfolio
143,566
Q3 2025 Added 28.5%
$0
$2.16 Billion 0.13% of portfolio
20,969
Q3 2025 Added 3.3%
$0
$2.2 Billion 0.13% of portfolio
69,246
Q3 2025 Added 1.35%
$0
$2.02 Billion 0.12% of portfolio
16,494
Q3 2025 Added 277.61%
$0
$1.98 Billion 0.12% of portfolio
26,848
Q3 2025 Added 12.47%
$0
$1.97 Billion 0.12% of portfolio
18,815
Q3 2025 Reduced 1.9%
$0
$2.05 Billion 0.12% of portfolio
30,247
Q3 2025 Added 5.86%
$0
$2.05 Billion 0.12% of portfolio
14,517
Q3 2025 Added 60.14%
$0
$1.86 Billion 0.11% of portfolio
18,727
Q3 2025 Added 3.87%

Summary

  • Portfolio
  • No. of Stocks 792
  • Current Value $1.65 Trillion
  • Prior Value $1.27 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 115 stocks
  • Additional Purchases 429 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 213 stocks
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email