Institutions / Kingswood Wealth Advisors, LLC
Kingswood Wealth Advisors, LLC
CIK 1987855 · Institution · as of Dec 31, 2025
Portfolio value
$2.07B
Positions
869
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 869 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $84.78M | 4.1% |
| SPDR S&P 500 ETF | $59.53M | 2.9% |
| NVIDIA Corp | $57.65M | 2.8% |
| Invesco Qqq Tr | $45.88M | 2.2% |
| Microsoft Corp | $45.06M | 2.2% |
| Vanguard Value ETF | $37.86M | 1.8% |
| Amazon.com Inc | $35.66M | 1.7% |
| Schwab U.S. Large-Cap Growth ETF | $33.02M | 1.6% |
| Vanguard Index Funds S&P 500 ETF Shs New | $30.85M | 1.5% |
| SPDR Portfolio S&P 500 ETF | $29.12M | 1.4% |
| Broadcom Inc. | $27.56M | 1.3% |
| SPDR Portfolio Developed World Ex-Us ETF | $23.28M | 1.1% |
| Alphabet Inc. | $22.01M | 1.1% |
| Capital Group Growth ETF Shs Creation Unit | $20.71M | 1.0% |
| Vanguard Dividend Appreciation ETF | $20.03M | 1.0% |
| Vanguard Total Stock Market ETF | $19.84M | 1.0% |
| JPMORGAN CHASE & CO | $19.74M | 1.0% |
| Grayscale Bitcoin Trust ETF | $19.40M | 0.9% |
| Alphabet Inc. | $19.09M | 0.9% |
| First Trust Preferred Securities and Income ETF | $18.95M | 0.9% |
| iShares Tr Core S&P500 ETF | $17.65M | 0.9% |
| Meta Platforms Inc | $17.59M | 0.9% |
| Tesla Inc | $16.44M | 0.8% |
| ProShares Ultra S&P500 | $15.44M | 0.7% |
| JPMorgan Equity Premium Income ETF | $13.32M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.