KINGSWOOD WEALTH ADVISORS, LLC
CIK: 0001987855Latest portfolio: $2.1B · Q4 2025
Holdings
869
Total Value
$2.1B
New Positions
860
Closed Positions
0
Top Holdings
View All 869 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INCORPORATED | 311,859 | $84.8M | 4.10% | NEW | |
| 2 | SPYSPDR S&P 500 ETF | 87,292 | $59.5M | 2.88% | NEW | |
| 3 | NVDANVIDIA CORPORATION | 309,110 | $57.6M | 2.79% | NEW | |
| 4 | NDQINVESCO QQQ TR | 74,679 | $45.9M | 2.22% | NEW | |
| 5 | MSFTMICROSOFT CORPORATION | 93,175 | $45.1M | 2.18% | NEW | |
| 6 | VTVVANGUARD VALUE ETF | 198,219 | $37.9M | 1.83% | NEW | |
| 7 | AMZNAMAZON COM INCORPORATED | 154,472 | $35.7M | 1.72% | NEW | |
| 8 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 1,012,395 | $33.0M | 1.60% | NEW | |
| 9 | VOOVANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 49,189 | $30.8M | 1.49% | NEW | |
| 10 | SPYMSPDR PORTFOLIO S&P 500 ETF | 362,880 | $29.1M | 1.41% | NEW | |
| 11 | AVGOBROADCOM INCORPORATED | 79,640 | $27.6M | 1.33% | NEW | |
| 12 | SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 524,179 | $23.3M | 1.12% | NEW | |
| 13 | GOOGLALPHABET INCORPORATED CAP STK CLASS A | 70,307 | $22.0M | 1.06% | NEW | |
| 14 | CGGRCAPITAL GROUP GROWTH ETF SHS CREATION UNIT | 465,652 | $20.7M | 1.00% | NEW | |
| 15 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 91,128 | $20.0M | 0.97% | NEW | |
| 16 | VTIVANGUARD TOTAL STOCK MARKET ETF | 59,183 | $19.8M | 0.96% | NEW | |
| 17 | JPMJPMORGAN CHASE & COMPANY. | 61,254 | $19.7M | 0.95% | NEW | |
| 18 | GBTCGRAYSCALE BITCOIN TRUST ETF | 283,835 | $19.4M | 0.94% | NEW | |
| 19 | GOOGALPHABET INCORPORATED CAP STK CLASS C | 60,823 | $19.1M | 0.92% | NEW | |
| 20 | XFEBFIRST TRUST PREFERRED SECURITIES AND INCOME ETF | 1,040,215 | $19.0M | 0.92% | NEW | |
| 21 | IVVISHARES TR CORE S&P500 ETF | 25,762 | $17.6M | 0.85% | NEW | |
| 22 | METAMETA PLATFORMS INCORPORATED CLASS A | 26,655 | $17.6M | 0.85% | NEW | |
| 23 | TSLATESLA INCORPORATED | 36,546 | $16.4M | 0.79% | NEW | |
| 24 | SSOPROSHARES ULTRA S&P500 | 266,574 | $15.4M | 0.75% | NEW | |
| 25 | JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | 232,715 | $13.3M | 0.64% | NEW |
Quarterly Changes
Sector Breakdown
TechnologyNaN% ($InfinityT)
Financial ServicesNaN% ($InfinityT)
Unknown0.0% ($4.587618952124119e+216T)
Industrials0.0% ($1.2912798574146196e+189T)
Healthcare0.0% ($8.884848167503364e+150T)
Consumer Cyclical0.0% ($3.565516435770043e+126T)
Energy0.0% ($8.255450634202434e+86T)
Communication Services0.0% ($2.200619086175946e+74T)
Utilities0.0% ($9.068642740003383e+60T)
Consumer Defensive0.0% ($1.1880710654804594e+58T)
Basic Materials0.0% ($4.159201714071108e+51T)
Real Estate0.0% ($1.2342349929792722e+51T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 28, 2026 | $2.1B | 871 |
| Q3 2025 | Oct 23, 2025 | $1.7T | 0 |
| Q2 2025 | Jul 23, 2025 | $1.3T | 745 |
| Q1 2025 | Apr 21, 2025 | $2.6T | 766 |
| Q4 2024 | Jan 22, 2025 | $1331.6T | 795 |
| Q3 2024 | Oct 21, 2024 | $1402.1T | 671 |
| Q2 2024 | Jul 9, 2024 | $1109.8T | 657 |
| Q1 2024 | Apr 15, 2024 | $867.1T | 618 |
| Q4 2023 | Jan 16, 2024 | $882.3T | 639 |
| Q3 2023 | Oct 24, 2023 | $585.1T | 417 |
| Q2 2023 | Aug 9, 2023 | $313.7T | 269 |
Fund Information
KINGSWOOD WEALTH ADVISORS, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.1B across 869 holdings. The largest position is APPLE INCORPORATED (AAPL), representing 4.1% of the portfolio. Compared to the previous quarter, the fund opened 869 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.