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Latest KINGSWOOD WEALTH ADVISORS, LLC Stock Portfolio

$2.60Billion | No. of Holdings #1024

KINGSWOOD WEALTH ADVISORS, LLC Performance

2026 Q3+0.08%
YTD+6.26%
2025+12.46%

About KINGSWOOD WEALTH ADVISORS, LLC and 13F Hedge Fund Stock Holdings

On 2026-10-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, KINGSWOOD WEALTH ADVISORS, LLC reported an equity portfolio of $2.6 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of KINGSWOOD WEALTH ADVISORS, LLC are AAPL, NVDA, SPY. The fund has invested 4.2% of it's portfolio in APPLE INCORPORATED and 2.6% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off EXXON MOBIL CORPORATION (XOM), VIRTUS NEWFLEET MULTI-SECTOR UNCONSTRAINED BOND ETF (AMZA) and DIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE (DFAC) stocks. They significantly reduced their stock positions in VANECK RARE EARTH AND STRATEGIC METALS (BUZZ), FIDELITY TOTAL BOND ETF (FBND) and FIRST TRUST HEALTH CARE ALPHADEX FUND (CARZ). KINGSWOOD WEALTH ADVISORS, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORPORATION COM SHS, INVESCO DWA HEALTHCARE MOMENTUM ETF (CSD) and FIRST TRUST ETF VIII INNOVATION LEADERS ETF (AFLG). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF (CSD), SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK and PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (BOND).
KINGSWOOD WEALTH ADVISORS, LLC Equity Portfolio Value
Last Reported on: 23 Oct, 2026
$2.60Billion
  as of Oct 23, 2026

KINGSWOOD WEALTH ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that KINGSWOOD WEALTH ADVISORS, LLC made a return of 0.08% in the last quarter. In trailing 12 months, it's portfolio return was 5.98%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corporation com shs10,858,800
invesco dwa healthcare momentum etf7,476,580
first trust etf viii innovation leaders etf4,481,350
invesco nasdaq biotechnology etf3,140,390
u.s. small cap value portfolio: etf class shares2,954,500
factorial energy inc class a2,557,850
avantis international small cap value etf1,790,720
vanguard ultra-short bond etf1,503,490
New stocks bought by KINGSWOOD WEALTH ADVISORS, LLC

Additions

Ticker% Inc.
invesco s&p 500 equal weight technology etf5,005
space exploration techn corporation class a com stk568
pimco enhanced short maturity active exchange-traded fund442
ares capital corporation313
invesco actively managed exchange traded fd tr var rate invt grade etf284
vanguard 0-3 month treasury bill etf270
oklo incorporated com class a181
ishares tr core msci intl178
Additions to existing portfolio by KINGSWOOD WEALTH ADVISORS, LLC

Reductions

Ticker% Reduced
vaneck uranium and nuclear etf-82.32
roundhill memory etf-74.07
spdr consumer discretionary select sector fund-68.14
ishares tr us industrials-60.82
fidelity msci communication services index etf-44.97
spdr financial select sector fund-41.3
nyli winslow large cap growth etf-40.2
global x superdividend etf-37.73
KINGSWOOD WEALTH ADVISORS, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by KINGSWOOD WEALTH ADVISORS, LLC

Sector Distribution

KINGSWOOD WEALTH ADVISORS, LLC has about 58.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Communication Services
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
  • Utilities
  • Real Estate
  • Energy
Sector%
Others58.8
Technology16.4
Industrials4.9
Financial Services3.6
Communication Services3.6
Healthcare3.2
Consumer Cyclical3.2
Consumer Defensive1.8
Utilities1.6
Real Estate1.2
Energy1.1

Market Cap. Distribution

KINGSWOOD WEALTH ADVISORS, LLC has about 39.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED58.8
MEGA-CAP26.2
LARGE-CAP13.6

Stocks belong to which Index?

About 37.6% of the stocks held by KINGSWOOD WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others62.4
S&P 50035.3
RUSSELL 20002.3
Top 5 Winners (%)%
grail incorporated
101.2 %
2x bitcoin strategy etf
86.0 %
BMNR
bitmine immersion tecnologies com new
80.4 %
MSTR
microstrategy incorporated class a new
75.2 %
ishares ethereum tr shs
65.0 %
Top 5 Winners ($)$
AAPL
apple incorporated
14.0 M
MSFT
microsoft corporation
13.3 M
NVDA
nvidia corporation
8.6 M
PLTR
palantir technologies incorporated class a
6.4 M
grayscale bitcoin trust etf
5.3 M
Top 5 Losers (%)%
defiance daily target 2x long ampx etf
-58.2 %
DWSN
dawson geophysical co ne
-51.5 %
LIFE
atyr pharma incorporated com new
-49.2 %
OPEN
opendoor technologies incorporated
-48.7 %
MTZ
mastec incorporated
-48.5 %
Top 5 Losers ($)$
CAT
caterpillar incorporated
-6.9 M
MTZ
mastec incorporated
-5.2 M
sandisk corporation
-3.0 M
TSLA
tesla incorporated
-2.8 M
TPL
texas pacific land corporation
-2.3 M

KINGSWOOD WEALTH ADVISORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of KINGSWOOD WEALTH ADVISORS, LLC

KINGSWOOD WEALTH ADVISORS, LLC has 1024 stocks in it's portfolio. About 20.6% of the portfolio is in top 10 stocks. CAT proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for KINGSWOOD WEALTH ADVISORS, LLC last quarter.

$2.41BTotal Value
500Positions
23 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of KINGSWOOD WEALTH ADVISORS, LLC, last reported on 23 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr Eafe Grwth Etf

Ishares Tr Eafe Grwth Etf

AAXJ
KINGSWOOD WEALTH ADVISORS, LLC's holding in Ishares Tr Eafe Grwth Etf over time
0.2%44,590
$5.34M
0.2%
increased 2.64 percentadded
AAXJ
Ishares Tr Mrgstr Md Cp Grw

Ishares Tr Mrgstr Md Cp Grw

AAXJ
KINGSWOOD WEALTH ADVISORS, LLC's holding in Ishares Tr Mrgstr Md Cp Grw over time
0.19%52,903
$4.97M
0.19%
increased 2.02 percentadded
AAXJ
Ishares Tr Ishs 5-10yr Invt

Ishares Tr Ishs 5-10yr Invt

AAXJ
KINGSWOOD WEALTH ADVISORS, LLC's holding in Ishares Tr Ishs 5-10yr Invt over time
0.12%63,003
$3.17M
0.12%
increased 9.54 percentadded
AAXJ
Ishares Tr National Mun Etf

Ishares Tr National Mun Etf

AAXJ
KINGSWOOD WEALTH ADVISORS, LLC's holding in Ishares Tr National Mun Etf over time
0.12%30,026
$3.04M
0.12%
decreased 18.09 percentreduced
AAXJ
Ishares Tr Ishs 1-5yr Invs

Ishares Tr Ishs 1-5yr Invs

AAXJ
KINGSWOOD WEALTH ADVISORS, LLC's holding in Ishares Tr Ishs 1-5yr Invs over time
0.09%45,380
$2.32M
0.09%
increased 90.95 percentadded
AAXJ
Ishares Tr Esg Msci Kld 400

Ishares Tr Esg Msci Kld 400

AAXJ
KINGSWOOD WEALTH ADVISORS, LLC's holding in Ishares Tr Esg Msci Kld 400 over time
0.08%14,936
$2.18M
0.08%
increased 22.68 percentadded
AAXJ
Ishares Tr Jpmorgan Usd Emg

Ishares Tr Jpmorgan Usd Emg

AAXJ
KINGSWOOD WEALTH ADVISORS, LLC's holding in Ishares Tr Jpmorgan Usd Emg over time
0.07%20,215
$1.84M
0.07%
increased 9.95 percentadded
AAXJ
Ishares Tr Us Aer Def Etf

Ishares Tr Us Aer Def Etf

AAXJ
KINGSWOOD WEALTH ADVISORS, LLC's holding in Ishares Tr Us Aer Def Etf over time
0.07%8,685
$1.80M
0.07%
increased 54.84 percentadded
AAXJ
Ishares Tr Intl Sel Div Etf

Ishares Tr Intl Sel Div Etf

AAXJ
KINGSWOOD WEALTH ADVISORS, LLC's holding in Ishares Tr Intl Sel Div Etf over time
0.04%27,718
$1.17M
0.04%
decreased 8.42 percentreduced
AAXJ
Ishares Tr Iboxx Hi Yd Etf

Ishares Tr Iboxx Hi Yd Etf

AAXJ
KINGSWOOD WEALTH ADVISORS, LLC's holding in Ishares Tr Iboxx Hi Yd Etf over time
0.04%14,591
$1.13M
0.04%
increased 23.92 percentadded
AAXJ
Ishares Tr Pfd And Incm Sec

Ishares Tr Pfd And Incm Sec

AAXJ
KINGSWOOD WEALTH ADVISORS, LLC's holding in Ishares Tr Pfd And Incm Sec over time
0.04%33,348
$983.8K
0.04%
increased 151.66 percentadded
AAXJ
Ishares Tr Eafe Value Etf

Ishares Tr Eafe Value Etf

AAXJ
KINGSWOOD WEALTH ADVISORS, LLC's holding in Ishares Tr Eafe Value Etf over time
0.03%10,085
$798.1K
0.03%
decreased 7.91 percentreduced
ACES
Alerian Master Limited Partnership Etf

Alerian Master Limited Partnership Etf

ACES
KINGSWOOD WEALTH ADVISORS, LLC's holding in Alerian Master Limited Partnership Etf over time
0.04%22,222
$1.15M
0.04%
decreased 7.34 percentreduced
ACIO
Us Vegan Climate Etf

Us Vegan Climate Etf

ACIO
KINGSWOOD WEALTH ADVISORS, LLC's holding in Us Vegan Climate Etf over time
0.07%23,662
$1.87M
0.07%
increased 1.49 percentadded
ACIO
Defiance Quantum Etf

Defiance Quantum Etf

ACIO
KINGSWOOD WEALTH ADVISORS, LLC's holding in Defiance Quantum Etf over time
0.03%4,958
$751.8K
0.03%
increased 8.99 percentadded
ACSI
Fundstrat Granny Shots Us Large Cap Etf

Fundstrat Granny Shots Us Large Cap Etf

ACSI
KINGSWOOD WEALTH ADVISORS, LLC's holding in Fundstrat Granny Shots Us Large Cap Etf over time
0.27%248,750
$6.92M
0.27%
increased 10.59 percentadded