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
$0
$3.1 Billion 0.15% of portfolio
33,538
Q4 2025 Reduced 1.69%
$100B
$3.06 Billion 0.15% of portfolio
11,190
Q4 2025 Added 140.08%
$132B
$3.2 Billion 0.15% of portfolio
16,388
Q4 2025 Added 4.82%
$0
$3.02 Billion 0.15% of portfolio
12,267
Q4 2025 Added 19.12%
$0
$3.14 Billion 0.15% of portfolio
33,303
Q4 2025 Reduced 1.21%
$15.1B
$2.98 Billion 0.14% of portfolio
21,451
Q4 2025 Reduced 2.7%
$17.7B
$2.72 Billion 0.13% of portfolio
10,402
Q4 2025 Added 0.55%
Grayscale Bitcoin Mini Tr ETF Shs New
-
$2.71 Billion 0.13% of portfolio
-
Q4 2025 Added 6.55%
$0
$2.67 Billion 0.13% of portfolio
56,764
Q4 2025 Added 47.9%
$0
$2.69 Billion 0.13% of portfolio
26,789
Q4 2025 Added 9.36%
$0
$2.79 Billion 0.13% of portfolio
26,780
Q4 2025 Added 27.71%
$123B
$2.59 Billion 0.13% of portfolio
8,295
Q4 2025 Added 215.28%
$0
$2.66 Billion 0.13% of portfolio
49,438
Q4 2025 Added 6.05%
$0
$2.49 Billion 0.12% of portfolio
32,780
Q4 2025 Added 3.01%
$204B
$2.41 Billion 0.12% of portfolio
16,784
Q4 2025 Added 29.89%
$78.2B
$2.48 Billion 0.12% of portfolio
7,063
Q4 2025 Added 5.72%
$140B
$2.43 Billion 0.12% of portfolio
10,090
Q4 2025 Added 2.97%
$0
$2.46 Billion 0.12% of portfolio
37,840
Q4 2025 Added 66.47%
-
$2.5 Billion 0.12% of portfolio
-
Q4 2025 Added 5.26%
$85.9B
$2.39 Billion 0.12% of portfolio
10,862
Q4 2025 Added 15.68%
$317B
$2.45 Billion 0.12% of portfolio
26,236
Q4 2025 Added 56.87%
$0
$2.38 Billion 0.12% of portfolio
46,234
Q4 2025 Added 1.91%
$0
$2.47 Billion 0.12% of portfolio
12,881
Q4 2025 Added 2.0%
$68.7B
$2.48 Billion 0.12% of portfolio
24,985
Q4 2025 Added 16.07%
$24.1B
$2.46 Billion 0.12% of portfolio
38,195
Q4 2025 Added 13.35%
$197B
$2.54 Billion 0.12% of portfolio
9,872
Q4 2025 Added 5.4%
$0
$2.34 Billion 0.11% of portfolio
11,759
Q4 2025 Reduced 1.28%
$0
$2.34 Billion 0.11% of portfolio
22,840
Q4 2025 Reduced 4.88%
$0
$2.27 Billion 0.11% of portfolio
15,285
Q4 2025 Added 354.1%
$55.4B
$2.18 Billion 0.11% of portfolio
7,438
Q4 2025 Added 1.89%
Blackrock Incorporated
-
$2.37 Billion 0.11% of portfolio
-
Q4 2025 Added 116.18%
$0
$2.3 Billion 0.11% of portfolio
26,427
Q4 2025 Added 9.35%
$0
$2.37 Billion 0.11% of portfolio
20,797
Q4 2025 Added 9.71%
$115B
$2.18 Billion 0.11% of portfolio
4,641
Q4 2025 Added 22.0%
$99.5B
$2.18 Billion 0.11% of portfolio
40,432
Q4 2025 Added 3.09%
$0
$2.36 Billion 0.11% of portfolio
45,719
Q4 2025 Reduced 2.4%
Global X Superdividend ETF
-
$2.23 Billion 0.11% of portfolio
-
Q4 2025 Added 1.44%
$0
$2.34 Billion 0.11% of portfolio
13,193
Q4 2025 Added 32.51%
$0
$2.33 Billion 0.11% of portfolio
25,599
Q4 2025 Reduced 3.31%
$0
$2.29 Billion 0.11% of portfolio
27,057
Q4 2025 Reduced 12.25%
$34.7B
$2.32 Billion 0.11% of portfolio
18,429
Q4 2025 Added 11.39%
$136B
$2.29 Billion 0.11% of portfolio
4,899
Q4 2025 Added 0.35%
$0
$2.28 Billion 0.11% of portfolio
48,437
Q4 2025 Added 0.19%
$0
$2.29 Billion 0.11% of portfolio
69,475
Q4 2025 Added 0.33%
Ishares Ethereum Trust ETF
-
$2.07 Billion 0.1% of portfolio
-
Q4 2025 Reduced 9.16%
$0
$1.99 Billion 0.1% of portfolio
33,160
Q4 2025 Added 9.03%
$23.9B
$2.16 Billion 0.1% of portfolio
-
Q4 2025 Reduced 1.66%
$0
$1.99 Billion 0.1% of portfolio
22,220
Q4 2025 Added 25.42%
$193B
$2.02 Billion 0.1% of portfolio
3,575
Q4 2025 Added 64.52%

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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