Kingswood Wealth Advisors, LLC Portfolio Holdings

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.