Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

  • $2.07 Trillion
  • Q4 2025

Kingswood Wealth Advisors, LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.07 Trillion distributed in 872 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $84.8B, Spdr S&P 500 ETF Trust with a value of $59.5B, Nvidia Corp with a value of $57.6B, Invesco Qqq Trust, Series 1 with a value of $45.9B, and Microsoft Corp with a value of $45.1B.

Examining the 13F form we can see an increase of $416B in the current position value, from $1.65T to 2.07T.

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 $2.07 Trillion
Technology: $323 Billion
Financial Services: $114 Billion
Industrials: $104 Billion
Consumer Cyclical: $89.8 Billion
Communication Services: $78 Billion
Healthcare: $64.6 Billion
Consumer Defensive: $43.9 Billion
Energy: $36 Billion
Other: $94.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$319B
$4.53 Billion 0.22% of portfolio
58,783
Q4 2025 Added 20.65%
Mrp Synthequity ETF
-
$4.61 Billion 0.22% of portfolio
-
Q4 2025 Added 99.14%
$0
$4.49 Billion 0.22% of portfolio
50,932
Q4 2025 Reduced 1.1%
$303B
$4.51 Billion 0.22% of portfolio
29,571
Q4 2025 Added 3.14%
$0
$4.39 Billion 0.21% of portfolio
93,854
Q4 2025 Added 8.65%
$0
$4.35 Billion 0.21% of portfolio
30,234
Q4 2025 Added 123.03%
$224B
$4.34 Billion 0.21% of portfolio
14,198
Q4 2025 Added 46.4%
$0
$4.38 Billion 0.21% of portfolio
145,529
Q4 2025 Added 62.17%
$0
$4.41 Billion 0.21% of portfolio
12,247
Q4 2025 Added 4.56%
$512B
$4.24 Billion 0.2% of portfolio
7,425
Q4 2025 Added 13.48%
$57.5B
$4.16 Billion 0.2% of portfolio
16,837
Q4 2025 Added 32.18%
$0
$4.09 Billion 0.2% of portfolio
38,349
Q4 2025 Added 103.82%
$0
$4.18 Billion 0.2% of portfolio
55,420
Q4 2025 Added 677.39%
$187B
$4.05 Billion 0.2% of portfolio
23,657
Q4 2025 Reduced 2.91%
$94.5B
$4.12 Billion 0.2% of portfolio
12,246
Q4 2025 Added 10.26%
$96.9B
$4.04 Billion 0.2% of portfolio
10,385
Q4 2025 Added 2.64%
$177B
$4.1 Billion 0.2% of portfolio
23,634
Q4 2025 Added 3.16%
$0
$4.2 Billion 0.2% of portfolio
39,240
Q4 2025 Added 156.64%
$0
$4.04 Billion 0.2% of portfolio
54,925
Q4 2025 Added 14.42%
$0
$3.93 Billion 0.19% of portfolio
15,536
Q4 2025 Added 12.31%
$0
$3.99 Billion 0.19% of portfolio
35,008
Q4 2025 Reduced 12.05%
$0
$3.95 Billion 0.19% of portfolio
25,800
Q4 2025 Added 3.7%
$96.4B
$4 Billion 0.19% of portfolio
34,134
Q4 2025 Added 47.15%
$0
$3.95 Billion 0.19% of portfolio
133,246
Q4 2025 Reduced 0.43%
$123B
$3.92 Billion 0.19% of portfolio
8,097
Q4 2025 Added 3.15%
$0
$4.01 Billion 0.19% of portfolio
111,993
Q4 2025 Added 3.11%
$0
$3.62 Billion 0.18% of portfolio
30,140
Q4 2025 Added 41.07%
$0
$3.71 Billion 0.18% of portfolio
25,035
Q4 2025 Added 2.27%
$0
$3.65 Billion 0.18% of portfolio
25,868
Q4 2025 Added 101.26%
$0
$3.63 Billion 0.18% of portfolio
60,934
Q4 2025 Added 2.56%
$453B
$3.77 Billion 0.18% of portfolio
5
Q4 2024 New
$172B
$3.77 Billion 0.18% of portfolio
92,670
Q4 2025 Added 49.08%
$0
$3.43 Billion 0.17% of portfolio
78,551
Q4 2025 New
$0
$3.44 Billion 0.17% of portfolio
16,273
Q4 2025 Reduced 22.68%
$0
$3.49 Billion 0.17% of portfolio
26,819
Q4 2025 Added 3.38%
$328B
$3.51 Billion 0.17% of portfolio
11,393
Q4 2025 Added 21.19%
$7.89B
$3.42 Billion 0.17% of portfolio
11,909
Q4 2025 Added 123.73%
$0
$3.59 Billion 0.17% of portfolio
72,335
Q4 2025 Reduced 2.72%
$114B
$3.5 Billion 0.17% of portfolio
27,415
Q4 2025 Reduced 0.87%
$0
$3.6 Billion 0.17% of portfolio
103,881
Q4 2025 Added 1,273.0%
Ge Vernova Incorporated
-
$3.38 Billion 0.16% of portfolio
-
Q4 2025 Added 25.94%
$0
$3.29 Billion 0.16% of portfolio
27,010
Q4 2025 Added 141.25%
$235B
$3.36 Billion 0.16% of portfolio
31,963
Q4 2025 Added 10.61%
$237B
$3.29 Billion 0.16% of portfolio
12,435
Q4 2025 Added 22.13%
$118B
$3.26 Billion 0.16% of portfolio
12,028
Q4 2025 Added 432.21%
$300B
$3.34 Billion 0.16% of portfolio
10,115
Q4 2025 Added 14.14%
$63.4B
$3.36 Billion 0.16% of portfolio
8,753
Q4 2025 Added 345.22%
$0
$3.01 Billion 0.15% of portfolio
91,965
Q4 2025 Added 0.5%
$0
$3.2 Billion 0.15% of portfolio
10,600
Q4 2025 Reduced 2.82%

Summary

  • Portfolio
  • No. of Stocks 872
  • Current Value $2.07 Trillion
  • Prior Value $1.65 Trillion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 137 stocks
  • Additional Purchases 490 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 214 stocks
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