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CIK: 0001987855
Total reported value
$2.5B
$2.5B
790 檔
9.5%
In Q3 2025, Kingswood Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $2.5B, distributed across 790 disclosed stock positions.
In Q3 2025, Kingswood Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 114 positions and completely liquidating 8 holdings to manage risk exposure.
Showing top 200 holdings (of 790 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.91% | — | +16.40% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.16% | — | +7.15% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.99% | +0.04% | -2.17% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | -0.25% | +19.93% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.05% | -0.02% | +29.89% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.00% | +0.08% | +19.06% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | -0.09% | +21.97% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.65% | +0.09% | +17.75% | |
| 9 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.55% | -0.19% | +0.95% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | +0.03% | +10.87% | |
| 11 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.29% | -0.19% | +44.15% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | +0.04% | +1.47% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 0.97% | -0.06% | +71.54% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.10% | +11.85% | |
| 15 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.90% | +0.40% | +9.88% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.03% | +6.15% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.05% | +46.51% | |
| 18 | MSTR | Strategy Inc | Stock-Tech | 0.80% | -0.09% | +9.05% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | +0.04% | +5.02% | |
| 20 | BITX | 2x Bitcoin Strategy ETF | ETF-Crypto | 0.77% | -0.06% | -21.96% | |
| 21 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.73% | +0.02% | — | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | +0.16% | +37.31% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.65% | -0.16% | +12.41% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.64% | +0.38% | +12.61% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.64% | +0.06% | +58.84% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.07% | +20.35% | |
| 27 | XLF | Ss Financial Select Sector | ETF-Other | 0.59% | -0.13% | +125.38% | |
| 28 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.55% | +0.09% | +18.63% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.55% | -0.04% | +67.20% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.54% | -0.08% | +25.83% | |
| 31 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.54% | -0.08% | -1.16% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.50% | -0.03% | +3.33% | |
| 33 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.50% | -0.08% | +256.63% | |
| 34 | FTCS | First Trust Capital Strength | ETF-Other | 0.49% | -0.06% | +56.43% | |
| 35 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.48% | -0.03% | +66.59% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.48% | — | -0.29% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.47% | -0.10% | +401.37% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.46% | -0.05% | +2.18% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | -0.05% | +37.99% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.44% | +0.06% | +22.82% | |
| 41 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.43% | +0.02% | +249.36% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | -0.05% | -2.38% | |
| 43 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.42% | -0.02% | +43.04% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.42% | -0.10% | +9.20% | |
| 45 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.41% | -0.14% | +1.79% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.13% | +34.67% | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.40% | -0.01% | +45.32% | |
| 48 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 0.38% | +0.03% | +944.27% | |
| 49 | PH | Parker Hannifin CORP | Stock-Industrials | 0.38% | -0.03% | -12.47% | |
| 50 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.36% | -0.01% | +242.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +1.3% | +29.89% | Add |
| 2 | FPE | Ft-preferred Secur & Inc ETF | +1% | +44.15% | Add |
| 3 | SSO | Proshares Ultra S&p500 | +0.9% | +9.88% | Add |
| 4 | GBTC | Grayscale Bitcoin Trust ETF | +0.8% | +0.95% | Trim |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +19.06% | Trim |
| 6 | AVGO | Broadcom Inc | +0.8% | +1.47% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.8% | +17.75% | Trim |
| 8 | VTV | Vanguard Value ETF | +0.7% | +71.54% | Add |
| 9 | VGT | Vanguard Info Tech ETF | +0.5% | +58.84% | Add |
| 10 | FUTY | Fidelity Msci US Utilities | +0.4% | +256.63% | Add |
| 11 | IYW | Ishares Ustechnology ETF | +0.4% | +18.63% | Add |
| 12 | BITX | 2x Bitcoin Strategy ETF | +0.4% | -21.96% | Trim |
| 13 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.4% | +249.36% | Add |
| 14 | SCHD | Schwab US Dvd Equity ETF | +0.4% | +401.37% | Add |
| 15 | MSTR | Strategy Inc | +0.4% | +9.05% | Add |
| 16 | FCOM | Fidelity Msci Comm Serv Indx | +0.4% | +944.27% | Add |
| 17 | XLF | Ss Financial Select Sector | +0.4% | +125.38% | Add |
| 18 | FTLS | First Trust Long/short Eqty | +0.3% | +66.59% | Add |
| 19 | FBND | Fidelity Total Bond ETF | +0.3% | +291.42% | Add |
| 20 | XLY | Ss Consumer Disc Select Sect | +0.3% | +232.87% | Add |
| 21 | FBTC | Fidelity Wise Origin Bitcoin | +0.3% | -1.16% | Add |
| 22 | BOTZ | Global X Robotics & Artifici | +0.3% | +242.74% | Add |
| 23 | VV | Vanguard Large-cap ETF | +0.3% | +217.01% | Add |
| 24 | JPIE | Jpmorgan Income ETF | +0.3% | +260.76% | Add |
| 25 | ETN | Eaton Corporation plc | +0.3% | +45.32% | Add |
| 26 | JEPI | Jpmorgan Equity Premium Inco | +0.3% | +25.83% | Add |
| 27 | SPMO | Invesco S&p 500 Momentum ETF | +0.3% | +50.09% | Add |
| 28 | XLE | Ss Energy Select Sector | +0.3% | +372.61% | Add |
| 29 | VO | Vanguard Mid-cap ETF | +0.2% | +62.97% | Add |
| 30 | RWL | Invesco S&p 500 Revenue ETF | +0.2% | +43.04% | Add |
| 31 | IWP | Ishares Russell Mid-cap Grow | +0.2% | +56.39% | Add |
| 32 | MTZ | Mastec Inc | +0.2% | +5.33% | Trim |
| 33 | VB | Vanguard Small-cap ETF | +0.2% | +22.82% | Add |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | +0.2% | -0.29% | Add |
| 35 | IYJ | Ishares U.s. Industrials ETF | +0.2% | +735.49% | Add |
| 36 | DGRO | Ishares Core Dividend Growth | +0.2% | +56.71% | Add |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +86.08% | Add |
| 38 | SO | Southern Co/the | +0.2% | +122.73% | Add |
| 39 | SKYY | First Trust Cloud Computing | +0.2% | +394.77% | Add |
| 40 | CAT | Caterpillar Inc | +0.2% | +12.61% | Trim |
| 41 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +1.79% | Trim |
| 42 | MNA | Nyli Merger Arbitrage ETF | +0.2% | +72.89% | Add |
| 43 | VDC | Vanguard Consumer Staple ETF | +0.2% | +116.08% | Add |
| 44 | CIBR | First Trust Nasdaq Cybersecu | +0.2% | +101.88% | Add |
| 45 | VEA | Vanguard Ftse Developed ETF | +0.2% | +17.65% | Add |
| 46 | VUG | Vanguard Growth ETF | +0.2% | +33.46% | Trim |
| 47 | ETHA | Ishares Ethereum Trust ETF | +0.2% | +47.50% | Add |
| 48 | PLTR | Palantir Technologies Inc-a | +0.2% | +12.41% | Trim |
| 49 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +75.47% | Add |
| 50 | NFLX | Netflix Inc | +0.2% | +5.68% | Trim |
According to official SEC Form 13F filings, Kingswood Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $2.5B across 790 disclosed positions in Q3 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 AAPL, SPY, NVDA) accounted for 9.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
LAMR
市值: $12.0M
Top Position Liquidated / Trimmed
FISV
前期市值: $2.3M
During Q3 2025, Kingswood Wealth Advisors, LLC's top holdings by market value included AAPL (3.9%)、SPY (3.2%)、NVDA (3.0%). The largest single position, AAPL, represented 3.9% of total portfolio value.
In Q3 2025, Kingswood Wealth Advisors, LLC made 200 total portfolio adjustments, initiating 13 new buys, adding to 65 positions, trimming 114 holdings, and fully liquidating 8 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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