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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$264 Million 0.02% of portfolio
4,714
Q3 2025 Reduced 16.98%
-
$363 Million 0.02% of portfolio
-
Q3 2025 Reduced 31.24%
-
$286 Million 0.02% of portfolio
-
Q3 2025 New
$0
$326 Million 0.02% of portfolio
4,950
Q3 2025 Added 0.45%
$0
$413 Million 0.02% of portfolio
16,455
Q1 2025 Reduced 25.08%
-
$385 Million 0.02% of portfolio
-
Q3 2025 Added 15.2%
$0
$253 Million 0.02% of portfolio
5,189
Q3 2025 Reduced 28.15%
$64.9B
$317 Million 0.02% of portfolio
3,767
Q3 2025 New
$52.1B
$338 Million 0.02% of portfolio
28,236
Q3 2025 Added 56.41%
$0
$257 Million 0.02% of portfolio
1,530
Q3 2025 New
$0
$276 Million 0.02% of portfolio
2,197
Q3 2025 Added 18.37%
$29.2B
$251 Million 0.02% of portfolio
5,644
Q3 2025 New
-
$340 Million 0.02% of portfolio
-
Q3 2025 Reduced 1.28%
$0
$257 Million 0.02% of portfolio
4,866
Q3 2025 Reduced 33.03%
Ft Vest U.S. Small Cap Moderate Buffer ETF November
-
$411 Million 0.02% of portfolio
-
Q3 2025 Added 17.69%
$0
$282 Million 0.02% of portfolio
5,945
Q2 2025 Reduced 34.27%
$0
$375 Million 0.02% of portfolio
6,906
Q2 2025 New
$10.7B
$355 Million 0.02% of portfolio
4,684
Q3 2025 Reduced 4.54%
$13.6B
$384 Million 0.02% of portfolio
5,326
Q3 2025 Added 1.31%
$23.5B
$258 Million 0.02% of portfolio
2,499
Q3 2025 Added 16.18%
Gsk PLC Sponsored Adr
-
$401 Million 0.02% of portfolio
-
Q3 2025 New
$46.8B
$360 Million 0.02% of portfolio
378
Q3 2025 Added 8.62%
$73.7B
$319 Million 0.02% of portfolio
1,164
Q3 2025 Reduced 0.51%
Goldman Sachs S&P 500 Premium Income ETF
-
$310 Million 0.02% of portfolio
-
Q3 2025 New
$45.6B
$357 Million 0.02% of portfolio
7,934
Q3 2025 Added 7.97%
$22.6B
$325 Million 0.02% of portfolio
2,651
Q3 2025 Added 1.22%
$0
$294 Million 0.02% of portfolio
5,959
Q3 2025 New
-
$327 Million 0.02% of portfolio
-
Q3 2025 Added 15.18%
Fidelity Ethereum Fund Iv
-
$389 Million 0.02% of portfolio
-
Q3 2025 New
Ge Healthcare Technologies Incorporated Common Stock
-
$342 Million 0.02% of portfolio
-
Q3 2025 Reduced 22.44%
$0
$253 Million 0.02% of portfolio
36,000
Q4 2024 New
First Eagle Global Equity ETF
-
$310 Million 0.02% of portfolio
-
Q3 2025 New
$0
$338 Million 0.02% of portfolio
4,409
Q3 2025 Added 39.57%
$84B
$376 Million 0.02% of portfolio
1,956
Q3 2025 Reduced 13.03%
$2.23B
$253 Million 0.02% of portfolio
11,050
Q3 2025 New
$0
$298 Million 0.02% of portfolio
36,400
Q3 2025 New
$9.6B
$317 Million 0.02% of portfolio
1,215
Q3 2025 Added 26.17%
$0
$379 Million 0.02% of portfolio
13,793
Q3 2025 Reduced 0.68%
$161B
$292 Million 0.02% of portfolio
271
Q3 2025 Added 3.44%
$38.8B
$249 Million 0.02% of portfolio
1,537
Q3 2025 Reduced 93.37%
$65.7B
$337 Million 0.02% of portfolio
1,122
Q3 2025 Added 9.89%
$278B
$252 Million 0.02% of portfolio
2,750
Q3 2025 New
Neos Nasdaq 100 High Income ETF
-
$404 Million 0.02% of portfolio
-
Q3 2025 New
$48.1B
$326 Million 0.02% of portfolio
1,127
Q3 2025 Reduced 0.09%
$39.4B
$363 Million 0.02% of portfolio
506
Q3 2025 Reduced 6.64%
$207M
$342 Million 0.02% of portfolio
5,337
Q1 2025 Added 6.63%
Bitwise Bitcoin ETF Common Shares Of Beneficial Interest
-
$287 Million 0.02% of portfolio
-
Q3 2025 Added 2.47%
$292M
$271 Million 0.02% of portfolio
77,600
Q3 2025 Added 20.5%
$12.6B
$280 Million 0.02% of portfolio
34,201
Q3 2025 Reduced 0.58%

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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