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
$1.17 Billion 0.07% of portfolio
10,192
Q3 2025 Reduced 10.63%
$0
$1.14 Billion 0.07% of portfolio
21,502
Q3 2025 Reduced 1.3%
$0
$1.13 Billion 0.07% of portfolio
66,183
Q3 2025 Added 61.86%
$0
$1.18 Billion 0.07% of portfolio
12,902
Q3 2025 Added 60.19%
$0
$1.02 Billion 0.06% of portfolio
23,408
Q3 2025 Reduced 13.02%
$0
$973 Million 0.06% of portfolio
24,782
Q3 2025 Added 71.1%
$0
$929 Million 0.06% of portfolio
24,523
Q3 2025 Added 108.6%
$0
$953 Million 0.06% of portfolio
13,006
Q3 2025 Reduced 6.47%
$0
$1.01 Billion 0.06% of portfolio
13,800
Q3 2025 Added 12.2%
$0
$955 Million 0.06% of portfolio
21,702
Q3 2025 Added 25.11%
$0
$992 Million 0.06% of portfolio
4,806
Q3 2025 Added 13.06%
$0
$912 Million 0.06% of portfolio
48,789
Q3 2025 Added 206.29%
$0
$990 Million 0.06% of portfolio
3,370
Q3 2025 Added 34.8%
$0
$1.06 Billion 0.06% of portfolio
11,388
Q3 2025 Added 30.94%
$0
$854 Million 0.05% of portfolio
11,477
Q3 2025 Reduced 3.17%
$0
$751 Million 0.05% of portfolio
9,618
Q3 2025 Added 225.15%
$0
$785 Million 0.05% of portfolio
39,130
Q3 2025 Added 245.92%
$0
$871 Million 0.05% of portfolio
10,730
Q3 2025 Reduced 8.13%
$0
$764 Million 0.05% of portfolio
15,456
Q3 2025 Reduced 18.8%
$0
$798 Million 0.05% of portfolio
12,880
Q3 2025 New
$0
$756 Million 0.05% of portfolio
4,595
Q3 2025 Reduced 1.33%
$0
$779 Million 0.05% of portfolio
2,873
Q3 2025 Added 58.29%
$0
$854 Million 0.05% of portfolio
35,674
Q3 2025 Added 239.11%
$0
$799 Million 0.05% of portfolio
14,603
Q3 2025 Added 46.37%
$0
$798 Million 0.05% of portfolio
14,568
Q3 2025 Added 0.82%
$0
$878 Million 0.05% of portfolio
9,082
Q3 2025 Added 80.41%
$0
$749 Million 0.05% of portfolio
31,929
Q3 2025 Added 45.89%
$0
$756 Million 0.05% of portfolio
8,667
Q3 2025 Added 22.97%
$0
$781 Million 0.05% of portfolio
8,401
Q3 2025 Reduced 5.29%
$0
$620 Million 0.04% of portfolio
4,451
Q3 2025 Reduced 18.61%
$0
$725 Million 0.04% of portfolio
15,042
Q3 2025 Added 0.03%
$0
$653 Million 0.04% of portfolio
4,870
Q3 2025 Reduced 2.37%
$0
$706 Million 0.04% of portfolio
11,753
Q3 2025 Added 40.1%
$0
$653 Million 0.04% of portfolio
20,050
Q3 2025 Added 8.09%
$0
$630 Million 0.04% of portfolio
13,924
Q3 2025 Added 2.88%
$0
$592 Million 0.04% of portfolio
2,795
Q3 2025 Added 1.27%
$0
$731 Million 0.04% of portfolio
1,816
Q3 2025 Added 0.89%
$0
$712 Million 0.04% of portfolio
5,563
Q3 2025 Added 15.82%
$0
$625 Million 0.04% of portfolio
14,150
Q3 2025 Added 28.37%
$0
$716 Million 0.04% of portfolio
16,097
Q3 2025 Reduced 0.73%
$0
$669 Million 0.04% of portfolio
25,412
Q3 2025 Added 16.97%
$0
$650 Million 0.04% of portfolio
5,656
Q3 2025 Added 2.99%
$0
$728 Million 0.04% of portfolio
61,341
Q3 2025 Added 273.08%
$0
$622 Million 0.04% of portfolio
1,043
Q3 2025 Added 18.52%
$0
$696 Million 0.04% of portfolio
13,037
Q3 2025 Added 0.39%
$0
$694 Million 0.04% of portfolio
6,940
Q3 2025 Reduced 2.01%
$0
$726 Million 0.04% of portfolio
53,680
Q3 2025 Added 26.48%
$0
$736 Million 0.04% of portfolio
14,174
Q3 2025 Added 129.39%
$0
$723 Million 0.04% of portfolio
19,781
Q3 2025 Reduced 3.05%

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