KINGSWOOD WEALTH ADVISORS, LLC Q4 2025 Filing
Filed January 28, 2026
Portfolio Value
$2.1T
Holdings
869
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (869 positions)
| Stock | Value |
|---|---|
IJHISHARES TR CORE S&P MCP ETF | $4.5M |
CSCOCISCO SYSTEMS INCORPORATED | $4.5M |
CVXCHEVRON CORPORATION NEW | $4.5M |
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | $4.5M |
SMHVANECK SEMICONDUCTOR ETF | $4.4M |
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | $4.4M |
SCHMSCHWAB U.S. MID-CAP ETF | $4.4M |
XLKSPDR TECHNOLOGY SELECT SECTOR FUND | $4.4M |
MCDMCDONALDS CORPORATION | $4.3M |
MAMASTERCARD INCORPORATED CLASS A | $4.2M |
MUBISHARES TR NATIONAL MUN ETF | $4.2M |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $4.2M |
APDAIR PRODUCTS & CHEMICALS INCORPORATED | $4.2M |
GDGENERAL DYNAMICS CORPORATION | $4.1M |
TXNTEXAS INSTRS INCORPORATED | $4.1M |
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | $4.1M |
IMCGISHARES TR MRGSTR MD CP GRW | $4.1M |
QCOMQUALCOMM INCORPORATED | $4.0M |
TTTRANE TECHNOLOGIES PLC SHS | $4.0M |
VEUVANGUARD FTSE ALL-WORLD EX-US ETF | $4.0M |
MNANYLI Merger Arbitrage ETF | $4.0M |
DUKDUKE ENERGY CORPORATION NEW COM NEW | $4.0M |
EFGISHARES TR EAFE GRWTH ETF | $4.0M |
GRIDFIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRAST INDEX FUND | $3.9M |
SCHVSCHWAB US LARGE CAP VALUE ETF | $3.9M |
QQQMINVESCO NASDAQ 100 ETF | $3.9M |
LMTLOCKHEED MARTIN CORPORATION | $3.9M |
BRK-BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS A | $3.8M |
BACVERIZON COMMUNICATIONS INCORPORATED | $3.8M |
IYJISHARES TR US INDUSTRIALS | $3.7M |
VTVANGUARD TOTAL WORLD STOCK ETF | $3.6M |
LEGRFIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF | $3.6M |
IJRISHARES TR CORE S&P SCP ETF | $3.6M |
CGGOCAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT | $3.6M |
PULSPGIM ULTRA SHORT BOND ETF | $3.6M |
GEGE AEROSPACE COM NEW | $3.5M |
PLDPROLOGIS INCORPORATED. REIT | $3.5M |
SKYYFIRST TRUST ISE CLOUD COMPUTING INDEX FUND | $3.5M |
VDCVANGUARD CONSUMER STAPLES ETF | $3.4M |
CGDGCAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT | $3.4M |
TPLTEXAS PACIFIC LAND CORPORATION | $3.4M |
GEVGE VERNOVA INCORPORATED | $3.4M |
MRKMERCK & COMPANY INCORPORATED | $3.4M |
MSIMOTOROLA SOLUTIONS INCORPORATED COM NEW | $3.4M |
UNHUNITEDHEALTH GROUP INCORPORATED | $3.3M |
CRMSALESFORCE INCORPORATED | $3.3M |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $3.3M |
ADIANALOG DEVICES INCORPORATED | $3.3M |
VBKVANGUARD SMALL-CAP GROWTH ETF | $3.2M |
HONHONEYWELL INTERNATIONAL INCORPORATED | $3.2M |
SLYGSPDR S&P 600 SMALL CAP GROWTH ETF | $3.1M |
MDYGSPDR S&P 400 MID CAP GROWTH ETF | $3.1M |
CMECME GROUP INCORPORATED | $3.1M |
IWMISHARES TR RUSSELL 2000 ETF | $3.0M |
DFAXDIMENSIONAL ETF TRUST WORLD EX U S CORE EQUITY 2 ETF | $3.0M |
MAAMID-AMER APT CMNTYS INCORPORATED REIT | $3.0M |
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $2.8M |
ESSESSEX PROPERTY TR INCORPORATED REIT | $2.7M |
BTCGRAYSCALE BITCOIN MINI TR ETF SHS NEW | $2.7M |
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $2.7M |
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF | $2.7M |
IGIBISHARES TR ISHS 5-10YR INVT | $2.7M |
CBCHUBB LIMITED | $2.6M |
AMATAPPLIED MATLS INCORPORATED | $2.5M |
UTESVIRTUS REAVES UTILITIES ETF | $2.5M |
VCLTVANGUARD LONG-TERM CORPORATE BOND ETF | $2.5M |
UPSUNITED PARCEL SERVICE INCORPORATED CLASS B | $2.5M |
ELVELEVANCE HEALTH INCORPORATED | $2.5M |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $2.5M |
SLVISHARES SILVER TR ISHARES | $2.5M |
AORISHARES TR CORE 60/40 BALAN | $2.5M |
WFCWELLS FARGO COMPANY NEW | $2.4M |
LNGCHENIERE ENERGY INCORPORATED COM NEW | $2.4M |
LOWLOWES COMPANIES INCORPORATED | $2.4M |
PEPPEPSICO INCORPORATED | $2.4M |
WMWASTE MGMT INCORPORATED DEL | $2.4M |
PFMINVESCO DIVIDEND ACHIEVERS ETF | $2.4M |
BLKBLACKROCK INCORPORATED | $2.4M |
FXHFIRST TRUST HEALTH CARE ALPHADEX FUND | $2.4M |
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND | $2.4M |
VOEVANGUARD MID-CAP VALUE ETF | $2.3M |
XMHQINVESCO S&P MIDCAP QUALITY ETF | $2.3M |
QUALISHARES TR MSCI USA QLT FCT | $2.3M |
SLYVSPDR S&P 600 SMALL CAP VALUE ETF | $2.3M |
DELLDELL TECHNOLOGIES INCORPORATED CLASS C | $2.3M |
TLTISHARES TR 20 YR TR BD ETF | $2.3M |
MDYVSPDR S&P 400 MID CAP VALUE ETF | $2.3M |
HCAHCA HEALTHCARE INCORPORATED | $2.3M |
DFSVDIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE | $2.3M |
AMLPALERIAN MLP ETF | $2.3M |
ITOTISHARES CORE S&P TOTAL U S STOCK MARKET ETF | $2.3M |
SDIVGLOBAL X SUPERDIVIDEND ETF | $2.2M |
LHXL3HARRIS TECHNOLOGIES INCORPORATED | $2.2M |
BMYBRISTOL-MYERS SQUIBB COMPANY | $2.2M |
CRWDCROWDSTRIKE HLDGS INCORPORATED CLASS A | $2.2M |
RHCRH PUBLIC LIMITED COMPANY ORDINARY SHARES | $2.2M |
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF | $2.1M |
MPCMARATHON PETE CORPORATION | $2.1M |
BIZDVANECK BDC INCOME ETF | $2.1M |
ARKKARK ETF TRUST INNOVATION ETF | $2.1M |