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CIK: 0001987855
Total reported value
$2.5B
$2.5B
743 檔
7.6%
According to the latest 13F quarterly dataset, Kingswood Wealth Advisors, LLC managed an equity portfolio of $2.5B at the end of Q2 2025, spanning 743 distinct U.S. exchange-listed positions.
In Q2 2025, Kingswood Wealth Advisors, LLC displayed an active expansion posture, initiating 31 new positions and adding to 91 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 743 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.57% | — | +30.94% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.53% | — | -0.02% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.38% | +0.04% | -7.35% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.25% | -8.68% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.02% | +0.08% | -1.58% | |
| 6 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.89% | -0.19% | -1.44% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.88% | -0.02% | +8.71% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.79% | -0.09% | +7.66% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.69% | +0.09% | -4.87% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.42% | +0.03% | +30.50% | |
| 11 | BITX | 2x Bitcoin Strategy ETF | ETF-Crypto | 1.26% | -0.06% | +16.37% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.23% | +0.04% | +4.98% | |
| 13 | MSTR | Strategy Inc | Stock-Tech | 1.20% | -0.09% | +6.16% | |
| 14 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.14% | -0.19% | +95.96% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.09% | -0.10% | -4.78% | |
| 16 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.93% | +0.40% | +1451.37% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | +0.03% | -3.76% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 0.70% | -0.06% | +17.96% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | +0.04% | -1.96% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | -0.05% | +1.09% | |
| 21 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.67% | -0.08% | +7.97% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.07% | +18.58% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 0.60% | +0.38% | -2.79% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.60% | -0.03% | +91.96% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.59% | — | +4.12% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.59% | -0.05% | -2.54% | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.57% | -0.16% | +10.57% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.56% | -0.08% | +4.78% | |
| 29 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.54% | +0.09% | +193.70% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | -0.05% | +8.64% | |
| 31 | PH | Parker Hannifin CORP | Stock-Industrials | 0.52% | -0.03% | +5.06% | |
| 32 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.50% | -0.14% | +2.12% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.47% | -0.12% | -1.44% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.16% | -3.29% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.46% | +0.06% | +17.85% | |
| 36 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.46% | -0.28% | +38.09% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.46% | -0.10% | -1.63% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.10% | -2.77% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.44% | +0.06% | -1.12% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.42% | -0.08% | -2.88% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | -0.01% | +0.03% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.41% | -0.04% | -3.76% | |
| 43 | TXN | Texas Instruments Inc | Stock-Tech | 0.41% | +0.06% | -1.33% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | — | -0.51% | |
| 45 | FTCS | First Trust Capital Strength | ETF-Other | 0.40% | -0.06% | +4.35% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.07% | -8.87% | |
| 47 | IOO | Ishares Global 100 ETF | ETF-Other | 0.38% | — | -4.72% | |
| 48 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.38% | +0.02% | -1.06% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.13% | -1.47% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.37% | -0.05% | -5.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SSO | Proshares Ultra S&p500 | +0.9% | +1451.37% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +30.94% | Add |
| 3 | NVDA | Nvidia CORP | +0.5% | -7.35% | Trim |
| 4 | FPE | Ft-preferred Secur & Inc ETF | +0.5% | +95.96% | Add |
| 5 | BITX | 2x Bitcoin Strategy ETF | +0.4% | +16.37% | Add |
| 6 | AVGO | Broadcom Inc | +0.4% | +4.98% | Add |
| 7 | IYW | Ishares Ustechnology ETF | +0.4% | +193.70% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.3% | +30.50% | Add |
| 9 | MSTR | Strategy Inc | +0.3% | +6.16% | Add |
| 10 | DVY | Ishares Select Dividend ETF | +0.2% | +91.96% | Add |
| 11 | PLTR | Palantir Technologies Inc-a | +0.2% | +10.57% | Add |
| 12 | GBTC | Grayscale Bitcoin Trust ETF | +0.2% | -1.44% | Trim |
| 13 | SCHG | Schwab US Large-cap Growth | +0.2% | +8.71% | Add |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | +47.54% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +7.66% | Add |
| 16 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +7.97% | Add |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +91.36% | Add |
| 18 | SNTH | Mrp Synthequity ETF | +0.1% | NEW | New buy |
| 19 | MSFT | Microsoft CORP | +0.1% | -8.68% | Trim |
| 20 | TFLO | Ishares Treasury Floating Ra | +0.1% | NEW | New buy |
| 21 | VGT | Vanguard Info Tech ETF | +0.1% | +17.85% | Add |
| 22 | NFLX | Netflix Inc | +0.1% | -1.44% | Trim |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +20.14% | Add |
| 24 | SJT | San Juan Basin Royalty Tr | +0.1% | +74.11% | Add |
| 25 | NRG | Nrg Energy Inc | +0.1% | -2.15% | Trim |
| 26 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +2.12% | Add |
| 27 | AMD | Advanced Micro Devices | +0.1% | +3.46% | Add |
| 28 | GEV | GE Vernova Inc | +0.1% | +11.13% | Add |
| 29 | SMR | Nuscale Power CORP | +0.1% | -2.48% | Trim |
| 30 | JPIE | Jpmorgan Income ETF | +0.1% | +174.34% | Add |
| 31 | FBND | Fidelity Total Bond ETF | +0.1% | +163.65% | Add |
| 32 | STX | Seagate Technology Holdings plc | +0.1% | +41.56% | Add |
| 33 | BBAI | Bigbear.ai Holdings Inc | +0.1% | +429.27% | Add |
| 34 | ZMAY | Innovator Edp ETF -1 Yr May | +0.1% | NEW | New buy |
| 35 | PANW | Palo Alto Networks Inc | +0.1% | +75.90% | Add |
| 36 | META | Meta Platforms Inc-class A | +0.1% | -4.78% | Trim |
| 37 | MTZ | Mastec Inc | +0.1% | -8.44% | Trim |
| 38 | ORCL | Oracle CORP | +0.1% | -10.38% | Trim |
| 39 | DGRO | Ishares Core Dividend Growth | +0.1% | +42.84% | Add |
| 40 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +20.68% | Add |
| 41 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +27.63% | Add |
| 42 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.1% | NEW | New buy |
| 43 | DASH | Doordash Inc - A | +0.1% | NEW | New buy |
| 44 | OSCR | Oscar Health Inc - Class A | +0.1% | NEW | New buy |
| 45 | BA | Boeing Co/the | 0% | +4.25% | Add |
| 46 | SMH | Vaneck Semiconductor ETF | 0% | +5.74% | Add |
| 47 | LB | Landbridge Co Llc-a | 0% | +50.87% | Add |
| 48 | CRWD | Crowdstrike Holdings Inc - A | 0% | +19.48% | Add |
| 49 | BTC | Grayscale Bitcoin Mini ETF | 0% | +2.47% | Add |
| 50 | TQQQ | Proshares Ultrapro Qqq | 0% | +27.72% | Add |
According to official SEC Form 13F filings, Kingswood Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $2.5B across 743 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, NVDA) accounted for 7.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
SNTH
市值: $1.4M
Top Position Liquidated / Trimmed
HQH
前期市值: $891.8K
During Q2 2025, Kingswood Wealth Advisors, LLC's top holdings by market value included SPY (3.6%)、AAPL (3.5%)、NVDA (3.4%). The largest single position, SPY, represented 3.6% of total portfolio value.
In Q2 2025, Kingswood Wealth Advisors, LLC made 199 total portfolio adjustments, initiating 31 new buys, adding to 91 positions, trimming 60 holdings, and fully liquidating 17 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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