CIK: 0001987855
Total reported value
$2.1B
Reporting period: 2026-03-31 · Number of holdings: 924
KINGSWOOD WEALTH ADVISORS, LLC disclosed 924 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.1B and a quarterly turnover rate of 23.1%.
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Kingswood Wealth Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.007 — mathematically equivalent to about 141 equally-sized positions, well below its 924 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.35), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 31% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim MSFT
+3.4% -$9.4M
Add TPL
+141.4% $10.2M
Trim FPE
-49.1% -$9.6M
Trim SCHG
-17.5% -$8.7M
Trim SSO
-48.4% -$8.3M
Trim AAPL
-1.1% -$6.5M
Showing top 200 holdings (of 924 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 3.72% | -0.38% | -1.08% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.56% | -0.32% | -4.97% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.48% | -0.31% | -3.09% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.29% | +0.07% | +11.98% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 1.75% | — | -5.10% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | -0.49% | +3.41% | |
| 7 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.55% | -0.17% | +1.44% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | — | -0.21% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | — | -2.04% | |
| 10 | AVGO | Broadcom INC | Stock-Tech | 1.16% | -0.17% | -0.77% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.16% | -0.44% | -17.46% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.12% | — | -1.19% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.99% | — | +9.92% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | — | +2.36% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.97% | — | +4.75% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | — | +7.80% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | — | -1.52% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | — | +1.10% | |
| 19 | CGGR | Cap Group Growth Equity | ETF-Other | 0.74% | -0.26% | -16.78% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.12% | +0.36% | |
| 21 | CAT | Caterpillar INC | Stock-Industrials | 0.72% | +0.10% | -5.28% | |
| 22 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.70% | -0.24% | -1.37% | |
| 23 | TSLA | Tesla INC | Stock-Consumer Disc | 0.65% | -0.14% | +0.87% | |
| 24 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.65% | +0.48% | +141.40% | |
| 25 | WMT | Walmart INC | Stock-Consumer Staples | 0.63% | — | +0.68% | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.62% | — | -1.44% | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.61% | +0.10% | +47.17% | |
| 28 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.59% | — | -0.02% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | — | +3.94% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.58% | +0.15% | +24.08% | |
| 31 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.58% | — | +7.93% | |
| 32 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.56% | +0.23% | +72.71% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | +0.12% | +28.96% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | +0.14% | -1.80% | |
| 35 | CGUS | Cap Group Core Equity | ETF-Other | 0.52% | — | +1.44% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.52% | — | +0.09% | |
| 37 | NEE | Nextera Energy INC | Stock-Utilities | 0.50% | — | -0.38% | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.49% | — | +12.88% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | +0.14% | +22.30% | |
| 40 | XLE | Ss Energy Select Sector | ETF-Other | 0.46% | +0.21% | +36.14% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.45% | — | +3.06% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | — | -3.15% | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.45% | — | +5.15% | |
| 44 | FPE | Ft-preferred Secur & INC ETF | ETF-Other | 0.45% | -0.47% | -49.12% | |
| 45 | MTZ | Mastec INC | Stock-Industrials | 0.42% | +0.13% | -0.58% | |
| 46 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.42% | +0.42% | NEW | |
| 47 | FTCS | First Trust Capital Strength | ETF-Other | 0.40% | — | +0.77% | |
| 48 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.39% | +0.10% | +40.54% | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.38% | — | -4.02% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.38% | — | +6.50% |
Performance for Q3 2026
+2.5%
Performance Last 4 Quarters
+18.5%
Based on 77% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 924 | $2.1B | 23 | |
| 2025-12-31 | 871 | $2.1B | 31 | |
| 2025-09-30 | 792 | $1.7B | 100 | |
| 2025-06-30 | 745 | $1.3B | 0 | |
| 2025-03-31 | 725 | $1.1B | 0 | |
| 2024-12-31 | 795 | $1.3B | 0 | |
| 2024-09-30 | 671 | $1.4B | 0 | |
| 2024-06-30 | 657 | $1.1B | 0 | |
| 2024-03-31 | 618 | $867.1M | 0 | |
| 2023-12-31 | 639 | $882.3M | 0 | |
| 2023-09-30 | 417 | $585.1M | 0 | |
| 2023-06-30 | 269 | $313.7M | 0 |
Kingswood Wealth Advisors, LLC's most significant position changes for 2026-03-31: New buy: Vaneck Rar Earth Nd Stg-usdi (REMX); New buy: First Trust Enh Short Mat Fd (FTSM); New buy: Vanguard Materials ETF (VAW); New buy: Fed Hrms Mdt Mkt Neutral ETF (MKTN); New buy: Sandisk CORP (SNDK).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land CORP | +0.5% | +141.40% | Add |
| 2 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +72.71% | Add |
| 3 | XLE | Ss Energy Select Sector | +0.2% | +36.14% | Add |
| 4 | LB | Landbridge Co Llc-a | +0.2% | +355.02% | Add |
| 5 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +24.08% | Add |
| 6 | AIRR | First Trust Rba American Ind | +0.2% | +156.64% | Add |
| 7 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.2% | +162.16% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.1% | -1.80% | Trim |
| 9 | COST | Costco Wholesale CORP | +0.1% | +22.30% | Add |
| 10 | MTZ | Mastec INC | +0.1% | -0.58% | Trim |
| 11 | VB | Vanguard Small-cap ETF | +0.1% | +28.96% | Add |
| 12 | VCIT | Vanguard Int-term Corporate | +0.1% | +669.36% | Add |
| 13 | FBND | Fidelity Total Bond ETF | +0.1% | +40.54% | Add |
| 14 | CVX | Chevron CORP | +0.1% | +11.42% | Add |
| 15 | PLTR | Palantir Technologies Inc-a | +0.1% | +47.17% | Add |
| 16 | CAT | Caterpillar INC | +0.1% | -5.28% | Trim |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +11.98% | Add |
| 18 | SPMO | Invesco S&p 500 Momentum ETF | -0.1% | -31.99% | Trim |
| 19 | BOTZ | Global X Robotics & Artifici | -0.1% | -35.13% | Trim |
| 20 | XLY | Ss Consumer Disc Select Sect | -0.1% | -36.39% | Trim |
| 21 | META | Meta Platforms Inc-class A | -0.1% | +0.36% | Add |
| 22 | BITX | 2x Bitcoin Strategy ETF | -0.1% | +2.86% | Add |
| 23 | TSLA | Tesla INC | -0.1% | +0.87% | Add |
| 24 | FCOM | Fidelity Msci Comm Serv Indx | -0.2% | -50.36% | Trim |
| 25 | AVGO | Broadcom INC | -0.2% | -0.77% | Trim |
| 26 | AMZN | Amazon.com INC | -0.2% | +1.44% | Add |
| 27 | FUTY | Fidelity Msci US Utilities | -0.2% | -56.60% | Trim |
| 28 | GBTC | Grayscale Bitcoin Trust ETF | -0.2% | -1.37% | Trim |
| 29 | CGGR | Cap Group Growth Equity | -0.3% | -16.78% | Trim |
| 30 | VGT | Vanguard Info Tech ETF | -0.3% | -46.75% | Trim |
| 31 | NVDA | Nvidia CORP | -0.3% | -3.09% | Trim |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -4.97% | Trim |
| 33 | AAPL | Apple INC | -0.4% | -1.08% | Trim |
| 34 | SSO | Proshares Ultra S&p500 | -0.4% | -48.44% | Trim |
| 35 | SCHG | Schwab US Large-cap Growth | -0.4% | -17.46% | Trim |
| 36 | FPE | Ft-preferred Secur & INC ETF | -0.5% | -49.12% | Trim |
| 37 | MSFT | Microsoft CORP | -0.5% | +3.41% | Add |
| 38 | REMX | Vaneck Rar Earth Nd Stg-usdi | — | NEW | New buy |
| 39 | FTSM | First Trust Enh Short Mat Fd | — | NEW | New buy |
| 40 | VAW | Vanguard Materials ETF | — | NEW | New buy |
| 41 | MKTN | Fed Hrms Mdt Mkt Neutral ETF | — | NEW | New buy |
| 42 | SNDK | Sandisk CORP | — | NEW | New buy |
| 43 | NFLT | Virtus Newfleet Multi-sector | — | NEW | New buy |
| 44 | COAL | Range Global Coal Index ETF | — | NEW | New buy |
| 45 | BE | Bloom Energy Corp- A | — | NEW | New buy |
| 46 | HEEM | Ishares Crncy Hedgd Msci Em | — | NEW | New buy |
| 47 | JIVE | JPM Interntl Value ETF | — | NEW | New buy |
| 48 | PAYR | Fed Hrms Enhan INC ETF | — | NEW | New buy |
| 49 | VCLT | Vanguard Long-term CORP Bond | — | EXIT | Sold out |
| 50 | WDC | Western Digital CORP | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-28 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-28 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-23 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-23 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-07-25 | Amendment | View on EDGAR |
| 2025-03-31 | 2025-04-21 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-22 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-21 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-09 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-16 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-24 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-09 | 13F-HR | View on EDGAR |
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