Kingswood Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| 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% |
| CATERPILLAR INC | $12.91M | 0.6% |
| Warren E. Buffett | $12.41M | 0.6% |
| Lamar Advertising Co | $12.34M | 0.6% |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $11.89M | 0.6% |
| Walmart Inc. | $11.88M | 0.6% |
| CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT | $11.39M | 0.6% |
| ISHARES TR CORE US AGGBD ET | $10.91M | 0.5% |
| VANGUARD INFORMATION TECHNOLOGY ETF | $10.84M | 0.5% |
| Palantir Technologies Inc | $10.64M | 0.5% |
| SPDR FINANCIAL SELECT SECTOR FUND | $10.10M | 0.5% |
| ISHARES TR U.S. TECH ETF | $9.30M | 0.4% |
| NEXTERA ENERGY INC | $9.07M | 0.4% |
| SPDR GOLD SHARES | $9.05M | 0.4% |
| ELI LILLY & Co | $8.88M | 0.4% |
| SCHWAB US DIVIDEND EQUITY ETF | $8.84M | 0.4% |
| VANGUARD SMALL-CAP ETF | $8.76M | 0.4% |
| FIDELITY WISE ORIGIN BITCOIN FUND | $8.66M | 0.4% |
| ISHARES TR SELECT DIVID ETF | $8.62M | 0.4% |
| AbbVie Inc. | $8.48M | 0.4% |
| FIDELITY MSCI UTILITIES INDEX ETF | $8.33M | 0.4% |
| FIRST TRUST LONG/SHORT EQUITY ETF | $8.30M | 0.4% |
| FIRST TRUST CAPITAL STRENGTH ETF | $8.29M | 0.4% |
| EXXON MOBIL CORP | $8.26M | 0.4% |
| iShares MSCI UAE ETF | $8.03M | 0.4% |
| Eaton Corp plc | $7.99M | 0.4% |