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
Southstate Bank Corporation
-
$219 Million 0.01% of portfolio
-
Q4 2025 New
$3.71B
$193 Million 0.01% of portfolio
11,062
Q4 2025 New
Barrick Mining Corporation Com Shs
-
$298 Million 0.01% of portfolio
-
Q4 2025 Reduced 4.96%
$36B
$309 Million 0.01% of portfolio
12,089
Q4 2025 New
Innovator Equity Defined Protection ETF 1 Yr June
-
$248 Million 0.01% of portfolio
-
Q3 2025 New
$52.9B
$171 Million 0.01% of portfolio
10,618
Q4 2025 New
Innovator Equity Defined Protection ETF 1 Yr March
-
$224 Million 0.01% of portfolio
-
Q3 2025 Reduced 10.39%
Siriusxm Holdings Incorporated Common Stock
-
$223 Million 0.01% of portfolio
-
Q4 2025 Added 13.3%
$3.99B
$263 Million 0.01% of portfolio
3,306
Q4 2025 New
$12.5B
$227 Million 0.01% of portfolio
668
Q4 2025 New
$0
$273 Million 0.01% of portfolio
3,012
Q3 2025 Added 4.04%
$25.4B
$285 Million 0.01% of portfolio
12,798
Q4 2025 Added 5.41%
$48.9B
$303 Million 0.01% of portfolio
2,390
Q4 2025 New
$13.3B
$293 Million 0.01% of portfolio
8,500
Q4 2025 New
$0
$208 Million 0.01% of portfolio
3,452
Q4 2025 New
$0
$293 Million 0.01% of portfolio
2,843
Q4 2025 Added 27.72%
$1.28B
$220 Million 0.01% of portfolio
17,867
Q4 2025 Reduced 83.25%
Arm Holdings PLC Sponsored Ads
-
$274 Million 0.01% of portfolio
-
Q4 2025 Reduced 43.4%
$8.69B
$206 Million 0.01% of portfolio
10,750
Q4 2025 Added 0.28%
$262B
$212 Million 0.01% of portfolio
851
Q4 2025 New
$29.4B
$308 Million 0.01% of portfolio
12,833
Q4 2025 Reduced 1.52%
$664M
$123 Million 0.01% of portfolio
30,000
Q4 2025 Reduced 25.0%
$84.4B
$222 Million 0.01% of portfolio
1,085
Q4 2025 Reduced 0.28%
$24.8B
$268 Million 0.01% of portfolio
9,497
Q4 2025 Added 15.18%
$270B
$241 Million 0.01% of portfolio
3,275
Q4 2025 New
$48.1B
$272 Million 0.01% of portfolio
1,050
Q4 2025 Reduced 6.83%
$0
$294 Million 0.01% of portfolio
6,906
Q2 2025 New
$0
$213 Million 0.01% of portfolio
9,674
Q4 2025 New
$150B
$281 Million 0.01% of portfolio
3,218
Q4 2025 New
$159B
$281 Million 0.01% of portfolio
537
Q4 2025 Reduced 57.68%
$14.3B
$278 Million 0.01% of portfolio
3,849
Q4 2025 New
$55.7B
$238 Million 0.01% of portfolio
1,320
Q4 2025 New
$14.3B
$265 Million 0.01% of portfolio
12,206
Q4 2025 New
$2.33B
$310 Million 0.01% of portfolio
24,434
Q4 2025 Added 41.25%
$114B
$202 Million 0.01% of portfolio
2,522
Q4 2025 New
$35.8B
$219 Million 0.01% of portfolio
911
Q4 2025 Added 1.0%
$0
$306 Million 0.01% of portfolio
5,012
Q4 2025 Reduced 0.67%
$0
$238 Million 0.01% of portfolio
5,234
Q4 2025 New
Digitalbridge Group Incorporated Class A New
-
$154 Million 0.01% of portfolio
-
Q4 2025 Reduced 10.33%
$0
$254 Million 0.01% of portfolio
17,910
Q4 2025 Reduced 22.41%
$24.1B
$252 Million 0.01% of portfolio
1,431
Q4 2025 New
Bitwise Bitcoin ETF Common Shares Of Beneficial Interest
-
$247 Million 0.01% of portfolio
-
Q4 2025 Added 12.49%
$207M
$278 Million 0.01% of portfolio
4,278
Q4 2025 Reduced 19.84%
Innovator Equity Dual Directional 15 Buffer ETF
-
$303 Million 0.01% of portfolio
-
Q4 2025 New
$54.5B
$218 Million 0.01% of portfolio
1,123
Q4 2025 Added 2.18%
$0
$277 Million 0.01% of portfolio
6,810
Q3 2025 Reduced 18.06%
$39.4B
$289 Million 0.01% of portfolio
508
Q4 2025 Added 0.4%
$28.9B
$271 Million 0.01% of portfolio
3,072
Q4 2025 Added 21.33%
$3.45B
$299 Million 0.01% of portfolio
19,900
Q4 2025 New

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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