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
$0
$2.54 Billion 0.15% of portfolio
21,366
Q3 2025 Added 19.59%
$0
$2.54 Billion 0.15% of portfolio
32,420
Q3 2025 Added 11.0%
-
$2.51 Billion 0.15% of portfolio
-
Q3 2025 Added 9.14%
$235B
$2.43 Billion 0.15% of portfolio
28,897
Q3 2025 Added 22.26%
$140B
$2.46 Billion 0.15% of portfolio
9,799
Q3 2025 Added 93.43%
Mrp Synthequity ETF
-
$2.54 Billion 0.15% of portfolio
-
Q3 2025 Added 69.39%
$0
$2.49 Billion 0.15% of portfolio
63,013
Q3 2025 Added 0.71%
$0
$2.47 Billion 0.15% of portfolio
31,821
Q3 2025 Added 18.18%
$34.7B
$2.35 Billion 0.14% of portfolio
16,545
Q3 2025 Added 2.88%
$0
$2.3 Billion 0.14% of portfolio
45,366
Q3 2025 New
$0
$2.32 Billion 0.14% of portfolio
11,912
Q3 2025 Added 20.37%
$0
$2.35 Billion 0.14% of portfolio
26,474
Q3 2025 Added 0.7%
$0
$2.29 Billion 0.14% of portfolio
15,719
Q3 2025 Reduced 4.46%
$0
$2.27 Billion 0.14% of portfolio
48,345
Q3 2025 Added 25.17%
$0
$2.4 Billion 0.14% of portfolio
12,628
Q3 2025 Added 26.77%
$0
$2.16 Billion 0.13% of portfolio
24,167
Q3 2025 Reduced 0.67%
$136B
$2.08 Billion 0.13% of portfolio
4,882
Q3 2025 Added 63.01%
$0
$2.08 Billion 0.13% of portfolio
18,957
Q3 2025 Added 676.29%
$0
$2.14 Billion 0.13% of portfolio
143,566
Q3 2025 Added 28.5%
$0
$2.16 Billion 0.13% of portfolio
20,969
Q3 2025 Added 3.3%
Landbridge Company LLC Class A Shares Representing Limited Liability Cmpny Intrst
-
$2.15 Billion 0.13% of portfolio
-
Q3 2025 Reduced 10.09%
$0
$2.2 Billion 0.13% of portfolio
69,246
Q3 2025 Added 1.35%
$23.9B
$2.11 Billion 0.13% of portfolio
-
Q3 2025 Added 4.51%
Global X Superdividend ETF
-
$2.2 Billion 0.13% of portfolio
-
Q3 2025 Added 105.63%
$85.9B
$2.07 Billion 0.13% of portfolio
9,390
Q3 2025 Reduced 6.1%
$78.2B
$2.16 Billion 0.13% of portfolio
6,681
Q3 2025 Reduced 7.78%
$0
$2.02 Billion 0.12% of portfolio
16,494
Q3 2025 Added 277.61%
$104B
$1.98 Billion 0.12% of portfolio
29,921
Q3 2025 Added 18.92%
$197B
$1.92 Billion 0.12% of portfolio
9,366
Q3 2025 Added 45.37%
$0
$1.98 Billion 0.12% of portfolio
26,848
Q3 2025 Added 12.47%
$0
$1.97 Billion 0.12% of portfolio
18,815
Q3 2025 Reduced 1.9%
$0
$2.05 Billion 0.12% of portfolio
30,247
Q3 2025 Added 5.86%
$0
$2.05 Billion 0.12% of portfolio
14,517
Q3 2025 Added 60.14%
$115B
$1.87 Billion 0.11% of portfolio
3,804
Q3 2025 Added 5.49%
$237B
$1.75 Billion 0.11% of portfolio
10,764
Q3 2025 Added 18.14%
$6.2B
$1.8 Billion 0.11% of portfolio
16,724
Q3 2025 Added 188.3%
$0
$1.86 Billion 0.11% of portfolio
18,727
Q3 2025 Added 3.87%
$0
$1.74 Billion 0.11% of portfolio
116,296
Q3 2025 Added 1.41%
$0
$1.77 Billion 0.11% of portfolio
12,853
Q3 2025 Added 0.28%
$204B
$1.81 Billion 0.11% of portfolio
12,922
Q3 2025 Added 15.84%
$18B
$1.84 Billion 0.11% of portfolio
13,298
Q3 2025 Added 1.24%
$0
$1.84 Billion 0.11% of portfolio
42,767
Q3 2025 Added 76.5%
$65.3B
$1.77 Billion 0.11% of portfolio
24,331
Q3 2025 Added 9.6%
$73.2B
$1.74 Billion 0.11% of portfolio
406
Q3 2025 Reduced 1.22%
$32.7B
$1.75 Billion 0.11% of portfolio
11,603
Q3 2025 Added 50.65%
$0
$1.84 Billion 0.11% of portfolio
17,753
Q3 2025 Reduced 4.08%
$0
$1.77 Billion 0.11% of portfolio
25,833
Q3 2025 Added 18.76%
$0
$1.78 Billion 0.11% of portfolio
38,381
Q3 2025 Added 6.94%
$0
$1.83 Billion 0.11% of portfolio
30,415
Q3 2025 Added 219.45%

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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