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
$167B
$695 Million 0.04% of portfolio
7,285
Q3 2025 Reduced 18.66%
$73.7B
$695 Million 0.04% of portfolio
8,264
Q3 2025 Added 29.73%
$0
$712 Million 0.04% of portfolio
5,563
Q3 2025 Added 15.82%
$0
$625 Million 0.04% of portfolio
14,150
Q3 2025 Added 28.37%
$0
$654 Million 0.04% of portfolio
14,549
Q4 2024 New
$0
$716 Million 0.04% of portfolio
16,097
Q3 2025 Reduced 0.73%
$0
$669 Million 0.04% of portfolio
25,412
Q3 2025 Added 16.97%
Arm Holdings PLC Sponsored Ads
-
$626 Million 0.04% of portfolio
-
Q3 2025 Reduced 25.78%
$109B
$663 Million 0.04% of portfolio
11,944
Q3 2025 Added 184.18%
-
$663 Million 0.04% of portfolio
-
Q3 2025 Added 4.67%
$0
$650 Million 0.04% of portfolio
5,656
Q3 2025 Added 2.99%
$0
$728 Million 0.04% of portfolio
61,341
Q3 2025 Added 273.08%
$59.5B
$729 Million 0.04% of portfolio
15,948
Q3 2025 Reduced 1.46%
$7.36B
$717 Million 0.04% of portfolio
13,937
Q3 2025 Reduced 6.66%
$0
$622 Million 0.04% of portfolio
1,043
Q3 2025 Added 18.52%
$1.93B
$609 Million 0.04% of portfolio
49,225
Q3 2025 Added 26.2%
$0
$696 Million 0.04% of portfolio
13,037
Q3 2025 Added 0.39%
$37.9B
$590 Million 0.04% of portfolio
7,170
Q3 2025 Added 33.12%
$136B
$698 Million 0.04% of portfolio
1,888
Q3 2025 Added 59.06%
$0
$694 Million 0.04% of portfolio
6,940
Q3 2025 Reduced 2.01%
$0
$726 Million 0.04% of portfolio
53,680
Q3 2025 Added 26.48%
$0
$736 Million 0.04% of portfolio
14,174
Q3 2025 Added 129.39%
$0
$723 Million 0.04% of portfolio
19,781
Q3 2025 Reduced 3.05%
$0
$640 Million 0.04% of portfolio
4,119
Q3 2025 Reduced 0.15%
First Trust Blmrg Artif Intel ETF
-
$598 Million 0.04% of portfolio
-
Q3 2025 Reduced 1.59%
$0
$584 Million 0.04% of portfolio
2,088
Q3 2025 Added 37.1%
$67.3B
$636 Million 0.04% of portfolio
2,277
Q3 2025 Added 53.13%
$0
$661 Million 0.04% of portfolio
17,271
Q3 2025 New
$0
$604 Million 0.04% of portfolio
4,606
Q3 2025 Added 3.95%
$2.07B
$591 Million 0.04% of portfolio
86,608
Q3 2025 Added 15.9%
$0
$636 Million 0.04% of portfolio
20,986
Q3 2025 Added 0.02%
$96.7B
$718 Million 0.04% of portfolio
14,225
Q3 2025 Added 29.49%
$765M
$717 Million 0.04% of portfolio
110,023
Q3 2025 Reduced 12.08%
$67.6B
$593 Million 0.04% of portfolio
12,270
Q3 2025 Reduced 0.29%
$70.2B
$680 Million 0.04% of portfolio
21,732
Q3 2025 Added 20.18%
$9.71B
$651 Million 0.04% of portfolio
8,753
Q3 2025 Added 57.91%
$22.5B
$730 Million 0.04% of portfolio
11,276
Q3 2025 Reduced 4.12%
$0
$739 Million 0.04% of portfolio
5,294
Q3 2025 Added 176.59%
$0
$702 Million 0.04% of portfolio
12,954
Q3 2025 Added 4.9%
$0
$652 Million 0.04% of portfolio
12,472
Q3 2025 Reduced 25.97%
$0
$601 Million 0.04% of portfolio
13,808
Q3 2025 Reduced 9.01%
$0
$662 Million 0.04% of portfolio
10,451
Q3 2025 New
Federated Hme Mdt Lar Grw ETF Nav Cf
-
$614 Million 0.04% of portfolio
-
Q3 2025 Reduced 2.46%
$0
$642 Million 0.04% of portfolio
3,154
Q3 2025 Added 77.29%
$0
$527 Million 0.03% of portfolio
22,623
Q3 2025 Added 52.92%
$0
$439 Million 0.03% of portfolio
8,911
Q3 2025 Added 115.76%
$0
$490 Million 0.03% of portfolio
3,366
Q3 2025 Reduced 19.03%
$0
$474 Million 0.03% of portfolio
4,940
Q3 2025 Added 53.42%
$0
$550 Million 0.03% of portfolio
2,783
Q1 2025 Added 0.43%

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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