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
XLY Select Sector Spdr Consumer Di ETFs	$0	$5.9 Billion 0.36% of portfolio	24,629	Q3 2025 Added 232.87%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$5.9 Billion 0.36% of portfolio	66,314	Q3 2025 New
MTZ Mastec Inc Industrials	$15B	$5.85 Billion 0.35% of portfolio	27,484	Q3 2025 Added 5.33%
GS Goldman Sachs Group Inc Financial Services	$265B	$5.71 Billion 0.35% of portfolio	7,171	Q3 2025 Added 10.51%
ABBV Abb Vie Inc. Healthcare	$414B	$5.83 Billion 0.35% of portfolio	25,172	Q3 2025 Added 125.66%
XOM Exxon Mobil Corp Energy	$490B	$5.84 Billion 0.35% of portfolio	51,822	Q3 2025 Added 20.1%
VO Vanguard Mid Cap ETF ETFs	$0	$5.54 Billion 0.34% of portfolio	18,860	Q3 2025 Added 62.97%
COST Costco Wholesale Corp Consumer Defensive	$404B	$5.6 Billion 0.34% of portfolio	6,048	Q3 2025 Added 6.27%
VV Vanguard Large Cap ETF ETFs	$0	$5.58 Billion 0.34% of portfolio	18,136	Q3 2025 Added 217.01%

AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$5.7 Billion 0.34% of portfolio	56,875	Q3 2025 Added 6.0%
RTX Raytheon Technologies Corp Industrials	$258B	$5.57 Billion 0.34% of portfolio	33,272	Q3 2025 Added 2.36%
NFLX Netflix Inc Communication Services	$49.1B	$5.62 Billion 0.34% of portfolio	4,689	Q3 2025 Added 5.68%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$5.48 Billion 0.33% of portfolio	118,460	Q3 2025 Added 291.42%
VUG Vanguard Growth ETF ETFs	$0	$5.43 Billion 0.33% of portfolio	11,329	Q3 2025 Added 33.46%
LLY Eli Lilly & CO Healthcare	$971B	$5.38 Billion 0.33% of portfolio	7,056	Q3 2025 Added 8.84%
IOO Ishares Tr Global 100 ETF ETFs	$0	$5.5 Billion 0.33% of portfolio	45,797	Q3 2025 Added 1.88%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$5.34 Billion 0.32% of portfolio	92,843	Q3 2025 Added 4.97%
ORCL Oracle Corp Technology	$593B	$5.3 Billion 0.32% of portfolio	18,849	Q3 2025 Added 10.6%

IBM International Business Machines Corp Technology	$266B	$5.36 Billion 0.32% of portfolio	18,988	Q3 2025 Added 9.2%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$5.18 Billion 0.31% of portfolio	68,111	Q3 2025 Added 101.88%
AMD Advanced Micro Devices Inc Technology	$388B	$5.08 Billion 0.31% of portfolio	31,397	Q3 2025 Reduced 5.72%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$5.15 Billion 0.31% of portfolio	56,092	Q3 2025 Added 86.08%
VEA Vanguard Ftse Developed Market ETFs	$0	$5.18 Billion 0.31% of portfolio	86,530	Q3 2025 Added 17.65%
SO Southern CO Utilities	$98.6B	$4.98 Billion 0.3% of portfolio	52,556	Q3 2025 Added 122.73%
MTUM Ishares Msci Usa Momentum Fact ETFs	$0	$4.98 Billion 0.3% of portfolio	19,427	Q3 2025 Added 2.0%
SPMO Invesco ETF Tr Ii S&P 500 Mome ETFs	$0	$5 Billion 0.3% of portfolio	41,341	Q3 2025 Added 50.09%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$5.01 Billion 0.3% of portfolio	35,187	Q3 2025 Added 56.39%
JPIE J P Morgan Exchange Traded Fd	$0	$4.94 Billion 0.3% of portfolio	106,346	Q3 2025 Added 260.76%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$4.95 Billion 0.3% of portfolio	10,564	Q3 2025 Added 83.08%
TPL Texas Pacific Land Corp Energy	$7.89B	$4.97 Billion 0.3% of portfolio	5,323	Q3 2025 Reduced 3.85%
HD Home Depot, Inc. Consumer Cyclical	$367B	$4.91 Billion 0.3% of portfolio	12,128	Q3 2025 Added 32.52%
V Visa Inc. Financial Services	$533B	$4.97 Billion 0.3% of portfolio	14,548	Q3 2025 Reduced 1.33%
BAC Bank Of America Corp Financial Services	$413B	$4.72 Billion 0.29% of portfolio	91,586	Q3 2025 Added 16.2%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$4.74 Billion 0.29% of portfolio	72,590	Q3 2025 Added 24.82%
XLE Energy Sector Spdr ETFs	$0	$4.76 Billion 0.29% of portfolio	53,273	Q3 2025 Added 372.61%
DGRO Ishares Core Dividend Growth E ETFs	$0	$4.87 Billion 0.29% of portfolio	71,575	Q3 2025 Added 56.71%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$4.79 Billion 0.29% of portfolio	34,196	Q3 2025 Added 16.04%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$4.69 Billion 0.28% of portfolio	109,634	Q3 2025 Added 0.52%
BA Boeing CO Industrials	$114B	$4.55 Billion 0.28% of portfolio	21,085	Q3 2025 Added 3.44%
VDC Vanguard Consumer Staples ETF ETFs	$0	$4.5 Billion 0.27% of portfolio	21,046	Q3 2025 Added 116.08%
DLN Wisdomtree Tr U.S Largecap Div ETFs	$0	$4.48 Billion 0.27% of portfolio	51,498	Q3 2025 Reduced 4.21%
PG Procter & Gamble CO Consumer Defensive	$346B	$4.42 Billion 0.27% of portfolio	28,746	Q3 2025 Added 17.55%
EFG Msci Eafe Growth ETF ETFs	$0	$4.53 Billion 0.27% of portfolio	39,806	Q3 2025 Added 31.79%
CVX Chevron Corp Energy	$303B	$4.45 Billion 0.27% of portfolio	28,671	Q3 2025 Added 29.95%
RDVY First Trust Rising Dividend Ac ETFs	$0	$4.36 Billion 0.26% of portfolio	64,890	Q3 2025 Added 12.84%
TT Trane Technologies PLC Industrials	$96.9B	$4.27 Billion 0.26% of portfolio	10,118	Q3 2025 Reduced 5.14%
IMCG Ishare Morningstar Mid Cap Gro ETFs	$0	$4.21 Billion 0.25% of portfolio	50,894	Q3 2025 Added 5.56%
TXN Texas Instruments Inc Technology	$177B	$4.21 Billion 0.25% of portfolio	22,911	Q3 2025 Reduced 7.51%
QCOM Qualcomm Inc Technology	$187B	$4.05 Billion 0.25% of portfolio	24,366	Q3 2025 Added 2.65%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$4.04 Billion 0.24% of portfolio	86,378	Q3 2025 Added 28.75%

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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Kingswood Wealth Advisors, LLC Portfolio Holdings