Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

  • $2.07 Trillion
  • Q4 2025

Kingswood Wealth Advisors, LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.07 Trillion distributed in 872 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $84.8B, Spdr S&P 500 ETF Trust with a value of $59.5B, Nvidia Corp with a value of $57.6B, Invesco Qqq Trust, Series 1 with a value of $45.9B, and Microsoft Corp with a value of $45.1B.

Examining the 13F form we can see an increase of $416B in the current position value, from $1.65T to 2.07T.

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 $2.07 Trillion
Technology: $323 Billion
Financial Services: $114 Billion
Industrials: $104 Billion
Consumer Cyclical: $89.8 Billion
Communication Services: $78 Billion
Healthcare: $64.6 Billion
Consumer Defensive: $43.9 Billion
Energy: $36 Billion
Other: $94.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$603 Million 0.03% of portfolio
5,916
Q4 2025 New
$0
$524 Million 0.03% of portfolio
4,455
Q4 2025 Added 29.85%
$101B
$639 Million 0.03% of portfolio
4,453
Q4 2025 Reduced 4.09%
$52.4B
$677 Million 0.03% of portfolio
17,629
Q4 2025 Added 17.64%
$0
$674 Million 0.03% of portfolio
15,128
Q4 2025 Reduced 6.02%
$22.2B
$528 Million 0.03% of portfolio
20,163
Q4 2025 Added 142.49%
$0
$699 Million 0.03% of portfolio
17,248
Q4 2025 Added 55.43%
$59.7B
$578 Million 0.03% of portfolio
1,230
Q4 2025 Added 58.3%
$278B
$560 Million 0.03% of portfolio
5,669
Q4 2025 Added 106.15%
$0
$676 Million 0.03% of portfolio
46,785
Q4 2025 Added 1.07%
$0
$671 Million 0.03% of portfolio
8,618
Q4 2025 Reduced 10.4%
$136B
$662 Million 0.03% of portfolio
1,884
Q4 2025 Reduced 0.21%
$0
$630 Million 0.03% of portfolio
11,718
Q4 2025 Reduced 9.54%
$0
$628 Million 0.03% of portfolio
4,707
Q4 2025 Added 2.19%
$0
$533 Million 0.03% of portfolio
1,352
Q4 2025 Added 0.07%
$0
$669 Million 0.03% of portfolio
33,628
Q4 2025 Reduced 14.06%
$27.1B
$528 Million 0.03% of portfolio
872
Q4 2025 Added 5.83%
$0
$551 Million 0.03% of portfolio
7,681
Q4 2025 Added 4.93%
$11.3B
$544 Million 0.03% of portfolio
14,822
Q4 2025 Reduced 8.93%
$78.4B
$597 Million 0.03% of portfolio
4,121
Q4 2025 Added 12.78%
$112B
$605 Million 0.03% of portfolio
17,420
Q4 2025 Added 38.76%
$1.45B
$600 Million 0.03% of portfolio
52,189
Q4 2025 New
$39.1B
$542 Million 0.03% of portfolio
2,118
Q4 2025 Added 4.96%
$40.4B
$522 Million 0.03% of portfolio
4,652
Q4 2025 Added 106.3%
$0
$621 Million 0.03% of portfolio
23,064
Q4 2025 Reduced 9.24%
$0
$645 Million 0.03% of portfolio
4,121
Q4 2025 Added 0.05%
$45.5B
$638 Million 0.03% of portfolio
4,122
Q4 2025 Reduced 1.55%
$0
$659 Million 0.03% of portfolio
5,797
Q4 2025 Added 92.14%
$26.8B
$519 Million 0.03% of portfolio
242
Q4 2025 Added 2.98%
$0
$620 Million 0.03% of portfolio
9,969
Q4 2025 Reduced 15.18%
$0
$588 Million 0.03% of portfolio
4,556
Q4 2025 Added 0.35%
$59.6B
$723 Million 0.03% of portfolio
3,667
Q4 2025 Added 55.71%
$74.9B
$658 Million 0.03% of portfolio
2,671
Q4 2025 Added 24.93%
$0
$617 Million 0.03% of portfolio
2,795
Q3 2025 Added 1.27%
$0
$536 Million 0.03% of portfolio
12,061
Q4 2025 Reduced 12.65%
$0
$524 Million 0.03% of portfolio
3,518
Q4 2025 Reduced 77.62%
$0
$627 Million 0.03% of portfolio
52,594
Q4 2025 Reduced 14.26%
$0
$702 Million 0.03% of portfolio
14,289
Q4 2025 Added 60.35%
First Trust Blmrg Artif Intel ETF
-
$621 Million 0.03% of portfolio
-
Q3 2025 Reduced 1.59%
$0
$581 Million 0.03% of portfolio
11,430
Q4 2025 Added 34.25%
$0
$609 Million 0.03% of portfolio
2,264
Q4 2025 Added 8.43%
$50.4B
$665 Million 0.03% of portfolio
11,356
Q4 2025 Added 13.34%
$20.8B
$554 Million 0.03% of portfolio
4,014
Q4 2025 Reduced 16.86%
$0
$627 Million 0.03% of portfolio
11,737
Q4 2025 Reduced 5.89%
$0
$661 Million 0.03% of portfolio
7,984
Q4 2025 New
$47.4B
$658 Million 0.03% of portfolio
9,819
Q4 2025 Added 11.78%
$0
$682 Million 0.03% of portfolio
7,079
Q4 2025 Added 72.11%
$0
$630 Million 0.03% of portfolio
13,844
Q4 2025 Reduced 0.57%
$96.7B
$692 Million 0.03% of portfolio
14,464
Q4 2025 Added 1.68%

Summary

  • Portfolio
  • No. of Stocks 872
  • Current Value $2.07 Trillion
  • Prior Value $1.65 Trillion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 137 stocks
  • Additional Purchases 490 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 214 stocks
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