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
$1.77 Billion 0.11% of portfolio
12,853
Q3 2025 Added 0.28%
$0
$1.84 Billion 0.11% of portfolio
42,767
Q3 2025 Added 76.5%
$65.3B
$1.77 Billion 0.11% of portfolio
24,331
Q3 2025 Added 9.6%
$0
$1.84 Billion 0.11% of portfolio
17,753
Q3 2025 Reduced 4.08%
$0
$1.77 Billion 0.11% of portfolio
25,833
Q3 2025 Added 18.76%
$0
$1.78 Billion 0.11% of portfolio
38,381
Q3 2025 Added 6.94%
$0
$1.83 Billion 0.11% of portfolio
30,415
Q3 2025 Added 219.45%
$0
$1.82 Billion 0.11% of portfolio
70,637
Q3 2025 Reduced 6.48%
$0
$1.74 Billion 0.11% of portfolio
9,956
Q3 2025 Added 73.66%
$0
$1.6 Billion 0.1% of portfolio
24,201
Q3 2025 Added 10.58%
$0
$1.69 Billion 0.1% of portfolio
36,530
Q3 2025 Reduced 7.1%
$0
$1.62 Billion 0.1% of portfolio
27,401
Q3 2025 Added 36.3%
$0
$1.67 Billion 0.1% of portfolio
37,525
Q3 2025 Added 81.48%
$0
$1.66 Billion 0.1% of portfolio
49,578
Q3 2025 Reduced 7.44%
$0
$1.63 Billion 0.1% of portfolio
15,290
Q3 2025 Added 26.45%
$0
$1.46 Billion 0.09% of portfolio
22,731
Q3 2025 Added 117.31%
$0
$1.44 Billion 0.09% of portfolio
14,323
Q3 2025 Added 67.42%
$0
$1.54 Billion 0.09% of portfolio
27,243
Q3 2025 Added 47.7%
$0
$1.47 Billion 0.09% of portfolio
7,037
Q3 2025 Added 75.4%
$0
$1.43 Billion 0.09% of portfolio
31,565
Q3 2025 Added 100.55%
$0
$1.5 Billion 0.09% of portfolio
3,442
Q3 2025 Added 2.35%
$0
$1.55 Billion 0.09% of portfolio
59,088
Q3 2025 Reduced 3.7%
$0
$1.43 Billion 0.09% of portfolio
5,495
Q3 2025 Added 73.95%
$24.1B
$1.43 Billion 0.09% of portfolio
33,696
Q3 2025 Reduced 0.4%
$0
$1.49 Billion 0.09% of portfolio
15,115
Q3 2025 Added 0.73%
$0
$1.55 Billion 0.09% of portfolio
17,717
Q3 2025 Added 13.73%
$0
$1.56 Billion 0.09% of portfolio
40,974
Q3 2025 Added 5.97%
$0
$1.24 Billion 0.08% of portfolio
9,878
Q3 2025 Added 10.32%
$0
$1.3 Billion 0.08% of portfolio
27,345
Q3 2025 Added 4.1%
$0
$1.31 Billion 0.08% of portfolio
13,188
Q3 2025 Added 9.4%
$0
$1.36 Billion 0.08% of portfolio
15,186
Q3 2025 Added 5.04%
$0
$1.33 Billion 0.08% of portfolio
11,913
Q3 2025 Added 1.68%
$0
$1.35 Billion 0.08% of portfolio
11,196
Q3 2025 Added 14.67%
$0
$1.25 Billion 0.08% of portfolio
28,619
Q3 2025 Added 18.9%
$0
$1.25 Billion 0.08% of portfolio
10,342
Q3 2025 Reduced 18.35%
$0
$1.4 Billion 0.08% of portfolio
30,040
Q3 2025 Added 11.91%
$0
$1.32 Billion 0.08% of portfolio
55,500
Q3 2025 Added 12.85%
$0
$1.35 Billion 0.08% of portfolio
6,462
Q3 2025 Added 25.18%
$0
$1.37 Billion 0.08% of portfolio
23,104
Q3 2025 Added 13.12%
$0
$1.29 Billion 0.08% of portfolio
16,897
Q3 2025 Added 3.5%
$0
$1.17 Billion 0.07% of portfolio
7,574
Q3 2025 Added 0.5%
$0
$1.2 Billion 0.07% of portfolio
13,224
Q3 2025 Added 6.36%
$0
$1.12 Billion 0.07% of portfolio
3,364
Q3 2025 Added 34.99%
$0
$1.13 Billion 0.07% of portfolio
22,273
Q3 2025 Reduced 8.81%
$0
$1.2 Billion 0.07% of portfolio
12,592
Q3 2025 Reduced 5.88%
$0
$1.19 Billion 0.07% of portfolio
11,524
Q3 2025 Added 126.14%
$0
$1.17 Billion 0.07% of portfolio
23,110
Q3 2025 Reduced 6.24%
$0
$1.17 Billion 0.07% of portfolio
22,371
Q3 2025 Reduced 2.16%
$0
$1.11 Billion 0.07% of portfolio
8,172
Q3 2025 Reduced 7.01%

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
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