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Latest KINGSWOOD WEALTH ADVISORS, LLC Stock Portfolio

KINGSWOOD WEALTH ADVISORS, LLC Performance:
2026 Q1: -2.09%YTD: -2.09%2025: 12.46%
Performance for 2026 Q1 is -2.09%, and YTD is -2.09%, and 2025 is 12.46%.

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

On 2026-04-28, 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 Mar, 2026.

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.

The fund managers got completely rid off VANGUARD LONG-TERM CORPORATE BOND ETF (BNDW), JPMORGAN CORE PLUS BOND ETF (BBAX) and TERADYNE INCORPORATED (TER) stocks. They significantly reduced their stock positions in VANGUARD INTERMEDIATE-TERM TREASURY ETF (BNDW), GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK and ISHARES CORE MSCI EUROPE ETF (ACWF). KINGSWOOD WEALTH ADVISORS, LLC opened new stock positions in VANECK RARE EARTH AND STRATEGIC METALS (BUZZ), FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT (FCVT) and VANGUARD MATERIALS ETF (VAW). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF (BNDW), LANDBRIDGE COMPANY LLC CLASS A SHARES REPRESENTING LIMITED LIABILITY CMPNY INTRST and SPDR S&P INSURANCE 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 -2.09% in the last quarter. In trailing 12 months, it's portfolio return was 14.72%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vaneck rare earth and strategic metals8,822,790
first trust etf iv first trust enhanced short4,812,590
vanguard materials etf3,843,430
federated hermes mdt market neutral etf 3,369,790
sandisk corporation3,292,970
virtus newfleet multi-sector unconstrained bond etf3,125,950
range global coal index etf3,053,960
bloom energy corporation com class a3,001,370
New stocks bought by KINGSWOOD WEALTH ADVISORS, LLC

Additions

Ticker% Inc.
vanguard intermediate-term corporate bond etf669
landbridge company llc class a shares representing limited liability cmpny intrst355
bluerock pvt real estate fd351
spdr s&p insurance etf306
zoetis incorporated class a213
invesco aerospace & defense etf180
fundstrat granny shots us large cap etf162
first trust rba american industrial renaissance etf156
Additions to existing portfolio by KINGSWOOD WEALTH ADVISORS, LLC

Reductions

Ticker% Reduced
ishares tr 20 yr tr bd etf-70.23
first trust utilities alphadex fund-64.15
fidelity msci utilities index etf-56.6
dell technologies incorporated class c-53.49
fidelity msci communication services index etf-50.36
first trust preferred securities and income etf-49.12
proshares ultra s&p500-48.44
vanguard information technology etf-46.75
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 58.5% of it's holdings in Others sector.

Sector%
Others58.5
Technology13.9
Industrials5.6
Consumer Cyclical3.8
Financial Services3.6
Communication Services3.4
Healthcare2.9
Consumer Defensive2.3
Utilities2
Energy2
Real Estate1.4

Market Cap. Distribution

KINGSWOOD WEALTH ADVISORS, LLC has about 39.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED58.5
MEGA-CAP24.9
LARGE-CAP14.8
MID-CAP1.2

Stocks belong to which Index?

About 38% of the stocks held by KINGSWOOD WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others61.9
S&P 50036
RUSSELL 20002
Top 5 Winners (%)%
AMPX
amprius technologies inc common stock
111.2 %
DOW
dow incorporated
66.8 %
VRT
vertiv holdings company com class a
54.0 %
OXY
occidental pete corporation
53.6 %
PR
permian resources corporation class a com
51.3 %
Top 5 Winners ($)$
TPL
texas pacific land corporation
3.8 M
XOM
exxon mobil corporation
3.4 M
CAT
caterpillar incorporated
3.0 M
MTZ
mastec incorporated
2.9 M
XLB
spdr energy select sector fund
2.3 M
Top 5 Losers (%)%
NUVB
nuvation bio incorporated com class a
-50.2 %
2x bitcoin strategy etf
-46.5 %
grail incorporated
-38.6 %
OWL
blue owl capital incorporated com class a
-38.5 %
SOFI
sofi technologies incorporated
-37.9 %
Top 5 Losers ($)$
MSFT
microsoft corporation
-10.8 M
AAPL
apple incorporated
-5.6 M
grayscale bitcoin trust etf
-4.4 M
NVDA
nvidia corporation
-3.7 M
AMZN
amazon com incorporated
-3.5 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 924 stocks in it's portfolio. About 19.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. TPL was the most profitable stock for KINGSWOOD WEALTH ADVISORS, LLC last quarter.

Last Reported on: 28 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions