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
$1.17 Billion 0.06% of portfolio
18,625
Q4 2025 Added 44.6%
$0
$1.3 Billion 0.06% of portfolio
4,308
Q4 2025 Added 49.95%
Arista Networks Incorporated Com Shs
-
$1.18 Billion 0.06% of portfolio
-
Q4 2025 Added 0.47%
$0
$1.15 Billion 0.06% of portfolio
213,172
Q4 2025 Reduced 1.22%
$144B
$1.32 Billion 0.06% of portfolio
2,842
Q4 2025 Added 6.8%
$0
$1.19 Billion 0.06% of portfolio
20,510
Q4 2025 Reduced 24.71%
$0
$1.17 Billion 0.06% of portfolio
9,910
Q4 2025 Reduced 2.77%
$0
$1.27 Billion 0.06% of portfolio
29,766
Q4 2025 Added 243.44%
$0
$1.22 Billion 0.06% of portfolio
17,120
Q4 2025 Reduced 43.4%
$31.5B
$1.27 Billion 0.06% of portfolio
17,275
Q4 2025 Added 71.31%
$255B
$1.29 Billion 0.06% of portfolio
3,487
Q4 2025 Added 12.23%
$5.54B
$1.18 Billion 0.06% of portfolio
6,980
Q4 2025 Reduced 1.33%
$103B
$1.29 Billion 0.06% of portfolio
16,228
Q4 2025 Reduced 2.3%
$0
$1.17 Billion 0.06% of portfolio
23,161
Q4 2025 Added 0.22%
$123B
$1.27 Billion 0.06% of portfolio
22,398
Q4 2025 Added 19.56%
$169B
$1.23 Billion 0.06% of portfolio
8,037
Q4 2025 Added 420.87%
$120B
$1.34 Billion 0.06% of portfolio
44,832
Q4 2025 Added 166.1%
$0
$1.3 Billion 0.06% of portfolio
10,504
Q4 2025 Added 1.57%
$41.4B
$1.16 Billion 0.06% of portfolio
11,852
Q4 2025 Reduced 8.46%
$0
$1.3 Billion 0.06% of portfolio
13,330
Q4 2025 Added 1.08%
$61.4B
$1.34 Billion 0.06% of portfolio
7,276
Q4 2025 Added 0.8%
$1.34B
$1.29 Billion 0.06% of portfolio
8,387
Q4 2025 Reduced 0.75%
$6.2B
$1.33 Billion 0.06% of portfolio
14,623
Q4 2025 Reduced 12.56%
$0
$1.17 Billion 0.06% of portfolio
22,146
Q4 2025 Added 3.0%
$73.7B
$1.01 Billion 0.05% of portfolio
11,891
Q4 2025 Added 43.89%
$0
$1.05 Billion 0.05% of portfolio
7,573
Q4 2025 Reduced 7.33%
$2.27B
$1.09 Billion 0.05% of portfolio
56,478
Q4 2025 Added 4.22%
$300M
$1.08 Billion 0.05% of portfolio
191,950
Q4 2025 Reduced 60.98%
$6B
$1.05 Billion 0.05% of portfolio
16,391
Q4 2025 Added 287.59%
Celestica Incorporated
-
$994 Million 0.05% of portfolio
-
Q4 2025 Added 23.6%
$0
$1.01 Billion 0.05% of portfolio
19,953
Q4 2025 Reduced 10.42%
$0
$961 Million 0.05% of portfolio
12,806
Q4 2025 Reduced 1.54%
$16.3B
$945 Million 0.05% of portfolio
5,466
Q4 2025 New
Coreweave Incorporated Com Class A
-
$1.08 Billion 0.05% of portfolio
-
Q4 2025 Added 74.8%
$0
$1.08 Billion 0.05% of portfolio
11,288
Q4 2025 Reduced 0.88%
$0
$959 Million 0.05% of portfolio
11,892
Q4 2025 Added 10.83%
$0
$1.12 Billion 0.05% of portfolio
20,613
Q4 2025 New
$191B
$937 Million 0.05% of portfolio
175
Q4 2025 Added 28.68%
$0
$1.13 Billion 0.05% of portfolio
11,081
Q4 2025 Reduced 3.84%
$39.8B
$934 Million 0.05% of portfolio
22,705
Q4 2025 Reduced 2.47%
Capital Group Global Equity ETF
-
$1.07 Billion 0.05% of portfolio
-
Q4 2025 New
$40.3B
$1.05 Billion 0.05% of portfolio
4,652
Q4 2025 Added 93.27%
$0
$1.06 Billion 0.05% of portfolio
5,000
Q4 2025 Added 4.04%
$0
$1.01 Billion 0.05% of portfolio
14,266
Q4 2025 Added 208.72%
Capital Group Us Small And Mid Cap ETF
-
$1.05 Billion 0.05% of portfolio
-
Q4 2025 New
$0
$1.05 Billion 0.05% of portfolio
110,900
Q4 2025 Reduced 6.86%
$0
$1 Billion 0.05% of portfolio
25,364
Q4 2025 Added 28.22%
$0
$960 Million 0.05% of portfolio
16,902
Q4 2025 Added 15.11%
$0
$1.06 Billion 0.05% of portfolio
8,677
Q4 2025 Added 62.22%

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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