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Latest KINGSWOOD WEALTH ADVISORS, LLC Stock Portfolio

$2.48Billion | No. of Holdings #995

KINGSWOOD WEALTH ADVISORS, LLC Performance

2026 Q2+8.44%
YTD+6.17%
2025+12.46%

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

On 2026-07-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, KINGSWOOD WEALTH ADVISORS, LLC reported an equity portfolio of $2.5 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of KINGSWOOD WEALTH ADVISORS, LLC are AAPL, SPY, NVDA. The fund has invested 3.7% of it's portfolio in APPLE INCORPORATED and 2.6% of portfolio in SPDR S&P 500 ETF. <br><br> The fund managers got completely rid off HONEYWELL INTERNATIONAL INCORPORATED (HON), VANGUARD CONSUMER STAPLES ETF (VAW) and RANGE GLOBAL COAL INDEX ETF (BITQ) stocks. They significantly reduced their stock positions in ABRDN INCOME CREDIT STRATEGIES, FIRST TRUST ISE CLOUD COMPUTING INDEX FUND (CARZ) and SPDR S&P INSURANCE ETF (BIL). KINGSWOOD WEALTH ADVISORS, LLC opened new stock positions in ROUNDHILL MEMORY ETF, FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF (FBCG) and RENASANT CORPORATION (RNST). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INFORMATION TECHNOLOGY ETF (VAW), CALAMOS ETF TR AUTOCALLABLE INC and VANGUARD GROWTH ETF (VB).
KINGSWOOD WEALTH ADVISORS, LLC Equity Portfolio Value
Last Reported on: 27 Jul, 2026
$2.48Billion
  as of Jul 27, 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 8.44% in the last quarter. In trailing 12 months, it's portfolio return was 12.82%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
roundhill memory etf8,732,020
fidelity fundamental large cap growth etf 4,183,380
space exploration techn corporation class a com stk3,593,070
renasant corporation3,034,040
vanguard california tax-exempt bond etf 1,938,380
honeywell international incorporated1,780,420
honeywell aerospace incorporated1,757,120
oscar health incorporated class a1,533,890
New stocks bought by KINGSWOOD WEALTH ADVISORS, LLC

Additions

Ticker% Inc.
vanguard information technology etf752
calamos etf tr autocallable inc660
vanguard growth etf569
vanguard admiral fds inc s&p 500 growth index fd etf shs437
vanguard mega cap growth etf430
ishares tr core high dv etf393
vanguard mid-cap etf317
ishares tr rus 1000 grw etf286
Additions to existing portfolio by KINGSWOOD WEALTH ADVISORS, LLC

Reductions

Ticker% Reduced
first trust nasdaq cea cybersecurity etf-70.56
ishares tr 0-3 mnth treasry-70.54
western digital corporation-67.88
coreweave incorporated com class a-44.35
spdr energy select sector fund-43.62
first trust etf iv first trust enhanced short-42.05
waste mgmt incorporated del-41.87
ishares tr s&p 500 grwt etf-33.99
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% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Consumer Defensive
  • Utilities
  • Energy
  • Real Estate
Sector%
Others58
Technology15.8
Industrials5.8
Financial Services3.6
Consumer Cyclical3.4
Communication Services3.3
Healthcare3
Consumer Defensive2
Utilities1.7
Energy1.4
Real Estate1.3

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
  • MID-CAP
Category%
UNALLOCATED58
MEGA-CAP25.6
LARGE-CAP14.2
MID-CAP1.4

Stocks belong to which Index?

About 38.4% 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%
Others61.6
S&P 50035.9
RUSSELL 20002.5
Top 5 Winners (%)%
astera labs incorporated
293.2 %
MU
micron technology incorporated
231.0 %
HYLN
hyliion hldgs corp class a
183.7 %
AMD
advanced micro devices incorporated
177.7 %
sandisk corporation
173.0 %
Top 5 Winners ($)$
MU
micron technology incorporated
19.4 M
QQQ
invesco qqq tr
13.0 M
AAPL
apple incorporated
11.2 M
sandisk corporation
9.8 M
AMD
advanced micro devices incorporated
8.9 M
Top 5 Losers (%)%
VAW
vanguard information technology etf
-73.0 %
AMPS
ishares tr core high dv etf
-70.4 %
VB
vanguard growth etf
-70.0 %
IVOG
vanguard admiral fds inc s&p 500 growth index fd etf shs
-70.0 %
EDV
vanguard mega cap growth etf
-65.4 %
Top 5 Losers ($)$
VAW
vanguard information technology etf
-21.1 M
VB
vanguard growth etf
-20.2 M
VB
vanguard mid-cap etf
-13.8 M
IJR
ishares tr rus 1000 grw etf
-9.8 M
EDV
vanguard mega cap growth etf
-6.6 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 995 stocks in it's portfolio. About 19.7% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. MU was the most profitable stock for KINGSWOOD WEALTH ADVISORS, LLC last quarter.

$2.30BTotal Value
500Positions
27 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of KINGSWOOD WEALTH ADVISORS, LLC, last reported on 27 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
0.22%43,441
$5.40M
0.22%
increased 1.76 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
0.21%51,858
$5.10M
0.21%
increased 0.48 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
0.16%36,657
$3.95M
0.16%
decreased 8.5 percentreduced
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%57,516
$3.06M
0.12%
decreased 2.34 percentreduced
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%18,385
$1.77M
0.07%
increased 11.22 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
0.07%12,175
$1.73M
0.07%
increased 8.06 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
0.06%5,609
$1.36M
0.06%
decreased 9.36 percentreduced
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
0.05%30,266
$1.25M
0.05%
increased 8.75 percentadded
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
0.05%23,765
$1.25M
0.05%
increased 0.19 percentadded
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%11,775
$941.6K
0.04%
decreased 8.25 percentreduced
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%10,951
$838.3K
0.03%
decreased 26.35 percentreduced
AAXJ
Ishares Tr U.S. Med Dvc Etf

Ishares Tr U.S. Med Dvc Etf

AAXJ
KINGSWOOD WEALTH ADVISORS, LLC's holding in Ishares Tr U.S. Med Dvc Etf over time
0.03%15,654
$773.5K
0.03%
increased 20.38 percentadded
ACES
Alerian Mlp Etf

Alerian Mlp Etf

ACES
KINGSWOOD WEALTH ADVISORS, LLC's holding in Alerian Mlp Etf over time
0.05%23,982
$1.24M
0.05%
decreased 32.22 percentreduced
ACIO
Us Vegan Climate Etf

Us Vegan Climate Etf

ACIO
KINGSWOOD WEALTH ADVISORS, LLC's holding in Us Vegan Climate Etf over time
0.08%23,314
$1.92M
0.08%
decreased 3.82 percentreduced
ACIO
Defiance Quantum Etf

Defiance Quantum Etf

ACIO
KINGSWOOD WEALTH ADVISORS, LLC's holding in Defiance Quantum Etf over time
0.03%4,549
$752.4K
0.03%
increased 9.22 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
0.25%224,926
$6.22M
0.25%
increased 1.81 percentadded