Latest KINGSWOOD WEALTH ADVISORS, LLC Stock Portfolio

KINGSWOOD WEALTH ADVISORS, LLC Performance:

2025 Q4: -3.16%YTD: 8.31%2024: 15.25%

Performance for 2025 Q4 is -3.16%, and YTD is 8.31%, and 2024 is 15.25%.

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

On 2026-01-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, KINGSWOOD WEALTH ADVISORS, LLC reported an equity portfolio of $2.1 Billions as of 31 Dec, 2025.

The top stock holdings of KINGSWOOD WEALTH ADVISORS, LLC are AAPL, SPY, NVDA. The fund has invested 4.1% of it's portfolio in APPLE INCORPORATED and 2.9% of portfolio in SPDR S&P 500 ETF.

The fund managers got completely rid off VOLATILITY SHS TR 2X ETHER ETF NEW, ISHARES US INSURANCE ETF (AAXJ) and RIGETTI COMPUTING INCORPORATED COMMON STOCK (RGTI) stocks. They significantly reduced their stock positions in BIGBEAR AI HLDGS INCORPORATED (BBAI), HAWAIIAN ELEC INDUSTRIES (HE) and ISHARES TR ESG AWR MSCI USA (AGT). KINGSWOOD WEALTH ADVISORS, LLC opened new stock positions in CAPITAL GROUP GROWTH ETF SHS CREATION UNIT (CGGR), CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT (CGDV) and JPMORGAN CORE PLUS BOND ETF (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INCORPORATED (NFLX), CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT (CGGO) and SPDR PORTFOLIO S&P 500 ETF (BIL).

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

Our best estimate is that KINGSWOOD WEALTH ADVISORS, LLC made a return of -3.16% in the last quarter. In trailing 12 months, it's portfolio return was 8.31%.

Performance
S&P 500

New Buys

Ticker	$ Bought
capital group growth etf shs creation unit	20,707,500
capital group divid value etf shs creation unit	3,427,990
jpmorgan core plus bond etf	1,771,100
nyli winslow large cap growth etf	1,117,220
capital group global equity etf	1,067,130
capital group us small and mid cap etf	1,050,500
bwx technologies incorporated	944,750
fidelity natl information svcs	920,537

New stocks bought by KINGSWOOD WEALTH ADVISORS, LLC

Additions

Ticker	% Inc.
netflix incorporated	1,312
capital group global growth shs creation unit	1,273
spdr portfolio s&p 500 etf	1,019
vanguard total international stock etf	677
darden restaurants incorporated	437
capital one finl corporation	432
analog devices incorporated	432
servicenow incorporated	420

Additions to existing portfolio by KINGSWOOD WEALTH ADVISORS, LLC

Reductions

Ticker	% Reduced
landbridge company llc class a shares representing limited liability cmpny intrst	-64.21
san juan basin rty t royalty trust	-60.98
devon energy corporation new	-49.4
ishares tr eafe value etf	-43.4
wisdomtree japan hedged equity fund	-24.95
ishares emg mrkts eqty factor etf	-24.71
vanguard consumer staples etf	-22.68
starbucks corporation	-22.38

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 57.1% of it's holdings in Others sector.

Sector	%
Others	57.1
Technology	15.5
Industrials	4.9
Consumer Cyclical	4.2
Financial Services	4.1
Communication Services	3.6
Healthcare	3.1
Consumer Defensive	2
Utilities	1.9
Real Estate	1.4
Energy	1.4

Market Cap. Distribution

KINGSWOOD WEALTH ADVISORS, LLC has about 40.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	57.3
MEGA-CAP	22.8
LARGE-CAP	17.6
MID-CAP	1.5

Stocks belong to which Index?

About 39.5% of the stocks held by KINGSWOOD WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	60.5
S&P 500	37.7
RUSSELL 2000	1.8

Top 5 Winners (%)		%
NUVB	nuvation bio incorporated com class a	135.2 %
MU	micron technology incorporated	69.6 %
HL	hecla mining company	58.5 %
SLV	ishares silver tr ishares	47.5 %
TEVA	teva pharmaceutical industries limited sponsored ads	47.1 %

Top 5 Winners ($)		$
AAPL	apple incorporated	4.9 M
GOOG	alphabet incorporated cap stk class a	4.6 M
GOOG	alphabet incorporated cap stk class c	3.8 M
MU	micron technology incorporated	2.7 M
LLY	eli lilly & company	2.4 M

Top 5 Losers (%)		%
NFLX	netflix incorporated	-86.3 %
NOW	servicenow incorporated	-74.9 %
TPL	texas pacific land corporation	-62.0 %
MSTR	microstrategy incorporated class a new	-52.3 %
	2x bitcoin strategy etf	-49.5 %

Top 5 Losers ($)		$
NFLX	netflix incorporated	-39.2 M
BIB	proshares ultra s&p500	-10.8 M
MSTR	microstrategy incorporated class a new	-7.1 M
	2x bitcoin strategy etf	-6.4 M
	grayscale bitcoin trust etf	-6.1 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 869 stocks in it's portfolio. About 22.2% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for KINGSWOOD WEALTH ADVISORS, LLC last quarter.

Last Reported on: 28 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple incorporated	4.10	311,859	84,781,900	added	22.89

AAXJ	ishares tr national mun etf	0.20	39,240	4,203,000	added	156

AAXJ	ishares tr mrgstr md cp grw	0.20	50,926	4,065,910	added	0.06

AAXJ	ishares tr eafe grwth etf	0.19	35,008	3,988,120	reduced	-12.05

AAXJ	ishares tr ishs 5-10yr invt	0.13	49,438	2,663,740	added	6.05

AAXJ	ishares tr us aer def etf	0.07	7,232	1,552,640	added	11.92

AAXJ	ishares tr jpmorgan usd emg	0.07	14,502	1,396,210	added	15.17

AAXJ	ishares msci kld 400 social indx etf	0.06	10,030	1,292,150	added	1.54

AAXJ	ishares tr eafe value etf	0.06	17,120	1,222,560	reduced	-43.4

AAXJ	ishares tr ishs 1-5yr invs	0.06	22,146	1,171,080	added	3.00

AAXJ	ishares tr 10-20 yr trs etf	0.05	11,081	1,126,640	reduced	-3.84

AAXJ	ishares tr intl sel div etf	0.05	25,364	1,000,590	added	28.22

AAXJ	ishares tr iboxx hi yd etf	0.05	11,892	958,852	added	10.83

AAXJ	ishares tr u.s. med dvc etf	0.03	9,969	619,545	reduced	-15.18

ABBV	abbvie incorporated	0.41	37,119	8,481,510	added	47.46

ABT	abbott labs	0.07	11,313	1,417,520	added	13.96

ACES	alerian mlp etf	0.11	48,437	2,277,510	added	0.19

ACIO	us vegan climate etf	0.07	23,389	1,422,280	added	1.23

ACSI	fundstrat granny shots us large cap etf	0.10	84,272	2,086,580	added	25.87

ACWF	ishares tr core div grwth	0.30	88,074	6,114,080	added	23.05