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
$1.82 Billion 0.11% of portfolio
70,637
Q3 2025 Reduced 6.48%
$99.5B
$1.77 Billion 0.11% of portfolio
39,220
Q3 2025 Reduced 5.67%
$0
$1.74 Billion 0.11% of portfolio
9,956
Q3 2025 Added 73.66%
$68.7B
$1.8 Billion 0.11% of portfolio
21,525
Q3 2025 Added 19.83%
$0
$1.6 Billion 0.1% of portfolio
24,201
Q3 2025 Added 10.58%
Ft Energy Income Partners Enhanced Income ETF
-
$1.58 Billion 0.1% of portfolio
-
Q1 2025 Added 4.65%
$30B
$1.73 Billion 0.1% of portfolio
6,647
Q3 2025 Reduced 18.3%
$86.7B
$1.58 Billion 0.1% of portfolio
2,595
Q3 2025 Reduced 4.77%
$0
$1.69 Billion 0.1% of portfolio
36,530
Q3 2025 Reduced 7.1%
Fundstrat Granny Shots Us Large Cap ETF
-
$1.67 Billion 0.1% of portfolio
-
Q3 2025 Added 138.01%
$0
$1.62 Billion 0.1% of portfolio
27,401
Q3 2025 Added 36.3%
$0
$1.67 Billion 0.1% of portfolio
37,525
Q3 2025 Added 81.48%
$42.9B
$1.71 Billion 0.1% of portfolio
14,759
Q3 2025 Added 0.92%
$170B
$1.64 Billion 0.1% of portfolio
11,377
Q3 2025 Added 25.02%
$0
$1.66 Billion 0.1% of portfolio
49,578
Q3 2025 Reduced 7.44%
$98.1B
$1.57 Billion 0.1% of portfolio
9,191
Q3 2025 Reduced 0.17%
$0
$1.63 Billion 0.1% of portfolio
15,290
Q3 2025 Added 26.45%
$5.27B
$1.59 Billion 0.1% of portfolio
124,604
Q3 2025 Added 2.5%
$141B
$1.52 Billion 0.09% of portfolio
59,840
Q3 2025 Added 8.53%
$0
$1.46 Billion 0.09% of portfolio
22,731
Q3 2025 Added 117.31%
$0
$1.43 Billion 0.09% of portfolio
66,247
Q3 2025 Added 11.31%
$0
$1.44 Billion 0.09% of portfolio
14,323
Q3 2025 Added 67.42%
$0
$1.54 Billion 0.09% of portfolio
27,243
Q3 2025 Added 47.7%
$0
$1.47 Billion 0.09% of portfolio
7,037
Q3 2025 Added 75.4%
$0
$1.42 Billion 0.09% of portfolio
78,375
Q1 2025 Added 38.9%
$0
$1.43 Billion 0.09% of portfolio
31,565
Q3 2025 Added 100.55%
$0
$1.5 Billion 0.09% of portfolio
3,442
Q3 2025 Added 2.35%
$23.5B
$1.43 Billion 0.09% of portfolio
40,891
Q3 2025 Added 7.07%
$143B
$1.57 Billion 0.09% of portfolio
46,785
Q3 2025 Added 0.23%
$0
$1.55 Billion 0.09% of portfolio
59,088
Q3 2025 Reduced 3.7%
$82.8B
$1.53 Billion 0.09% of portfolio
5,302
Q3 2025 Reduced 3.56%
$0
$1.43 Billion 0.09% of portfolio
5,495
Q3 2025 Added 73.95%
$954M
$1.48 Billion 0.09% of portfolio
41,225
Q3 2025 Added 16.5%
$193B
$1.45 Billion 0.09% of portfolio
12,631
Q3 2025 Added 8.79%
$62.3B
$1.41 Billion 0.09% of portfolio
12,494
Q3 2025 Added 202.96%
$169B
$1.42 Billion 0.09% of portfolio
1,543
Q3 2025 Added 22.07%
$24.1B
$1.43 Billion 0.09% of portfolio
33,696
Q3 2025 Reduced 0.4%
$0
$1.49 Billion 0.09% of portfolio
15,115
Q3 2025 Added 0.73%
$0
$1.55 Billion 0.09% of portfolio
17,717
Q3 2025 Added 13.73%
$53.3B
$1.56 Billion 0.09% of portfolio
6,614
Q3 2025 Reduced 30.1%
$61.4B
$1.47 Billion 0.09% of portfolio
7,218
Q3 2025 Added 0.31%
$0
$1.56 Billion 0.09% of portfolio
40,974
Q3 2025 Added 5.97%
Pearl Diver Credit CO In
-
$1.46 Billion 0.09% of portfolio
-
Q3 2025 Added 12.71%
$228B
$1.33 Billion 0.08% of portfolio
9,927
Q3 2025 Added 20.75%
$0
$1.25 Billion 0.08% of portfolio
215,810
Q3 2025 Reduced 3.03%
$97.3B
$1.37 Billion 0.08% of portfolio
16,145
Q3 2025 Reduced 1.83%
$2.39B
$1.4 Billion 0.08% of portfolio
11,568
Q3 2025 Reduced 2.94%
$0
$1.24 Billion 0.08% of portfolio
9,878
Q3 2025 Added 10.32%
$0
$1.3 Billion 0.08% of portfolio
27,345
Q3 2025 Added 4.1%

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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