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
$1.71B
$94.4 Million 0.01% of portfolio
12,807
Q3 2025 New
$39.2B
$208 Million 0.01% of portfolio
2,161
Q3 2025 Reduced 24.1%
$7.63B
$208 Million 0.01% of portfolio
3,682
Q3 2025 New
$0
$206 Million 0.01% of portfolio
3,337
Q3 2025 New
$1.37B
$210 Million 0.01% of portfolio
21,940
Q3 2025 New
$19.3B
$239 Million 0.01% of portfolio
2,567
Q3 2025 New
$22B
$229 Million 0.01% of portfolio
4,206
Q3 2025 Added 2.29%
$0
$218 Million 0.01% of portfolio
4,301
Q3 2025 Added 3.04%
$10.6B
$121 Million 0.01% of portfolio
10,003
Q3 2025 New
$277B
$247 Million 0.01% of portfolio
3,214
Q3 2025 New
$3.83B
$231 Million 0.01% of portfolio
2,938
Q3 2025 Reduced 2.65%
$36B
$242 Million 0.01% of portfolio
2,411
Q3 2025 New
Barrick Mining Corporation Com Shs
-
$236 Million 0.01% of portfolio
-
Q3 2025 New
$0
$223 Million 0.01% of portfolio
4,460
Q3 2025 New
$664M
$212 Million 0.01% of portfolio
40,000
Q3 2025 Reduced 33.33%
$4.11B
$83.8 Million 0.01% of portfolio
15,610
Q3 2025 Reduced 0.4%
$7.28B
$223 Million 0.01% of portfolio
708
Q3 2025 New
$0
$150 Million 0.01% of portfolio
10,630
Q3 2025 New
Nano Nuclear Energy Inc Common Stock
-
$205 Million 0.01% of portfolio
-
Q3 2025 New
$86.1B
$225 Million 0.01% of portfolio
649
Q3 2025 Reduced 19.88%
$53.5B
$205 Million 0.01% of portfolio
4,098
Q3 2025 New
$214B
$226 Million 0.01% of portfolio
1,674
Q3 2025 New
$10.4B
$241 Million 0.01% of portfolio
3,589
Q3 2025 New
Siriusxm Holdings Incorporated Common Stock
-
$229 Million 0.01% of portfolio
-
Q3 2025 New
$11.6B
$112 Million 0.01% of portfolio
14,519
Q3 2025 Added 1.66%
$22.2B
$220 Million 0.01% of portfolio
8,315
Q3 2025 New
$945M
$193 Million 0.01% of portfolio
21,000
Q1 2025 Reduced 50.0%
$5.57B
$205 Million 0.01% of portfolio
2,310
Q3 2025 New
$47.8B
$240 Million 0.01% of portfolio
3,560
Q3 2025 Reduced 29.77%
$61.6B
$206 Million 0.01% of portfolio
7,260
Q3 2025 New
$0
$225 Million 0.01% of portfolio
3,100
Q2 2025 New
$0
$226 Million 0.01% of portfolio
2,450
Q3 2025 Reduced 14.04%
$28.9B
$228 Million 0.01% of portfolio
2,532
Q3 2025 New
$42.8B
$225 Million 0.01% of portfolio
2,545
Q3 2025 Reduced 0.82%
Nebius Group N V F Class A
-
$225 Million 0.01% of portfolio
-
Q3 2025 New
$23.3B
$217 Million 0.01% of portfolio
8,235
Q3 2025 New
$35.8B
$247 Million 0.01% of portfolio
902
Q3 2025 Added 7.77%
$3.93B
$166 Million 0.01% of portfolio
12,962
Q3 2025 Added 23.42%
$13.3B
$233 Million 0.01% of portfolio
15,850
Q3 2025 New
Paramount Skydance Corporation Com Class B
-
$243 Million 0.01% of portfolio
-
Q3 2025 New
$37B
$241 Million 0.01% of portfolio
2,638
Q3 2025 Added 25.44%
$5.11B
$184 Million 0.01% of portfolio
23,095
Q3 2025 New
$12.7B
$220 Million 0.01% of portfolio
2,397
Q3 2025 Added 15.8%
$0
$238 Million 0.01% of portfolio
13,625
Q1 2025 New
$0
$149 Million 0.01% of portfolio
13,000
Q2 2025 Reduced 75.0%
$0
$178 Million 0.01% of portfolio
15,000
Q3 2025 Reduced 31.82%
$283B
$237 Million 0.01% of portfolio
1,851
Q3 2025 New
$26.6B
$211 Million 0.01% of portfolio
1,567
Q3 2025 New
$3.65B
$210 Million 0.01% of portfolio
3,742
Q3 2025 Reduced 72.49%

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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