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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$52.2 Billion 3.16% of portfolio
78,372
Q3 2025 Added 7.15%
$0
$33.8 Billion 2.05% of portfolio
1,060,720
Q3 2025 Added 29.89%
$0
$33.1 Billion 2.0% of portfolio
55,125
Q3 2025 Added 19.06%
$0
$27.2 Billion 1.65% of portfolio
44,402
Q3 2025 Added 17.75%
$0
$21.4 Billion 1.3% of portfolio
32,006
Q3 2025 Added 10.87%
$0
$21.4 Billion 1.29% of portfolio
1,171,723
Q3 2025 Added 44.15%
$0
$16 Billion 0.97% of portfolio
85,852
Q3 2025 Added 71.54%
$0
$14.9 Billion 0.9% of portfolio
132,858
Q3 2025 Added 9.88%
$0
$10.5 Billion 0.64% of portfolio
14,073
Q3 2025 Added 58.84%
$0
$9.75 Billion 0.59% of portfolio
181,066
Q3 2025 Added 125.38%
$0
$9.08 Billion 0.55% of portfolio
42,086
Q3 2025 Added 67.2%
$0
$9.12 Billion 0.55% of portfolio
46,544
Q3 2025 Added 18.63%
$0
$8.99 Billion 0.54% of portfolio
157,491
Q3 2025 Added 25.83%
$0
$8.32 Billion 0.5% of portfolio
147,303
Q3 2025 Added 256.63%
$0
$8.34 Billion 0.5% of portfolio
58,710
Q3 2025 Added 3.33%
$0
$8.17 Billion 0.49% of portfolio
87,278
Q3 2025 Added 56.43%
$0
$7.92 Billion 0.48% of portfolio
113,163
Q3 2025 Added 66.59%
$0
$7.7 Billion 0.47% of portfolio
282,121
Q3 2025 Added 401.37%
$0
$7.68 Billion 0.46% of portfolio
80,685
Q3 2025 Added 2.18%
$130B
$7.45 Billion 0.45% of portfolio
20,957
Q3 2025 Added 37.99%
$0
$7.32 Billion 0.44% of portfolio
28,798
Q3 2025 Added 22.82%
$0
$7.13 Billion 0.43% of portfolio
21,716
Q3 2025 Reduced 2.38%
$0
$7.15 Billion 0.43% of portfolio
52,715
Q3 2025 Added 249.36%
$0
$7 Billion 0.42% of portfolio
63,252
Q3 2025 Added 43.04%
$0
$6.31 Billion 0.38% of portfolio
88,867
Q3 2025 Added 944.27%
$0
$6.01 Billion 0.36% of portfolio
169,675
Q3 2025 Added 242.74%
$0
$5.9 Billion 0.36% of portfolio
24,629
Q3 2025 Added 232.87%
$0
$5.9 Billion 0.36% of portfolio
66,314
Q3 2025 New
$0
$5.54 Billion 0.34% of portfolio
18,860
Q3 2025 Added 62.97%
$0
$5.58 Billion 0.34% of portfolio
18,136
Q3 2025 Added 217.01%
$0
$5.7 Billion 0.34% of portfolio
56,875
Q3 2025 Added 6.0%
$0
$5.48 Billion 0.33% of portfolio
118,460
Q3 2025 Added 291.42%
$0
$5.43 Billion 0.33% of portfolio
11,329
Q3 2025 Added 33.46%
$0
$5.5 Billion 0.33% of portfolio
45,797
Q3 2025 Added 1.88%
$0
$5.34 Billion 0.32% of portfolio
92,843
Q3 2025 Added 4.97%
$0
$5.18 Billion 0.31% of portfolio
68,111
Q3 2025 Added 101.88%
$0
$5.15 Billion 0.31% of portfolio
56,092
Q3 2025 Added 86.08%
$0
$5.18 Billion 0.31% of portfolio
86,530
Q3 2025 Added 17.65%
$0
$4.98 Billion 0.3% of portfolio
19,427
Q3 2025 Added 2.0%
$0
$5 Billion 0.3% of portfolio
41,341
Q3 2025 Added 50.09%
$0
$5.01 Billion 0.3% of portfolio
35,187
Q3 2025 Added 56.39%
$0
$4.94 Billion 0.3% of portfolio
106,346
Q3 2025 Added 260.76%
$0
$4.95 Billion 0.3% of portfolio
10,564
Q3 2025 Added 83.08%
$0
$4.74 Billion 0.29% of portfolio
72,590
Q3 2025 Added 24.82%
$0
$4.76 Billion 0.29% of portfolio
53,273
Q3 2025 Added 372.61%
$0
$4.87 Billion 0.29% of portfolio
71,575
Q3 2025 Added 56.71%
$0
$4.79 Billion 0.29% of portfolio
34,196
Q3 2025 Added 16.04%
$0
$4.69 Billion 0.28% of portfolio
109,634
Q3 2025 Added 0.52%
$0
$4.5 Billion 0.27% of portfolio
21,046
Q3 2025 Added 116.08%

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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email