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CIK: 0001987855
Total reported value
$2.5B
$2.5B
869 檔
11.8%
According to the latest 13F quarterly dataset, Kingswood Wealth Advisors, LLC managed an equity portfolio of $2.5B at the end of Q4 2025, spanning 869 distinct U.S. exchange-listed positions.
In Q4 2025, Kingswood Wealth Advisors, LLC displayed an active expansion posture, initiating 26 new positions and adding to 149 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 869 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.10% | — | +22.89% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.88% | — | +11.38% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.79% | +0.04% | +16.76% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.22% | +0.08% | +35.47% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.18% | -0.25% | +31.25% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 1.83% | -0.06% | +130.88% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | -0.09% | +22.44% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.60% | -0.02% | -4.56% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.49% | +0.09% | +10.78% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | -0.07% | +1019.31% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.33% | +0.04% | +39.14% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.12% | -0.03% | +378.12% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | +0.03% | +15.03% | |
| 14 | CGGR | Cap Group Growth Equity | ETF-Other | 1.00% | -0.03% | — | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.97% | -0.04% | +116.53% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.96% | -0.05% | +172.53% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | -0.05% | +39.37% | |
| 18 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.94% | -0.19% | -0.39% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | +0.16% | +32.32% | |
| 20 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.92% | -0.19% | -11.22% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.03% | -19.51% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | -0.10% | +27.10% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.79% | +0.04% | +25.80% | |
| 24 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.75% | +0.40% | +100.65% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.64% | -0.08% | +47.76% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.62% | +0.38% | +1.52% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.07% | +27.24% | |
| 28 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.60% | +0.02% | -0.56% | |
| 29 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.57% | +0.02% | +120.26% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.13% | +62.35% | |
| 31 | CGUS | Cap Group Core Equity | ETF-Other | 0.55% | -0.02% | +349.24% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.53% | -0.08% | +92.10% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.52% | +0.06% | +2.15% | |
| 34 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.51% | -0.16% | +1.06% | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.49% | -0.13% | +1.80% | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.45% | +0.09% | +0.07% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.44% | -0.10% | +23.66% | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.44% | -0.05% | +8.91% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.07% | +17.16% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.43% | -0.10% | +14.18% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.42% | +0.06% | +17.98% | |
| 42 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.42% | -0.08% | +26.47% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.42% | -0.03% | +4.06% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | +0.01% | +47.46% | |
| 45 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.40% | -0.08% | +2.37% | |
| 46 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.40% | -0.03% | +3.36% | |
| 47 | FTCS | First Trust Capital Strength | ETF-Other | 0.40% | -0.06% | +2.71% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.19% | +32.38% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.39% | -0.05% | +5.69% | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.39% | -0.01% | +41.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.3% | +1019.31% | Add |
| 2 | VTV | Vanguard Value ETF | +0.9% | +130.88% | Add |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.8% | +378.12% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +172.53% | Add |
| 5 | VIG | Vanguard Dividend Apprec ETF | +0.4% | +116.53% | Add |
| 6 | CGUS | Cap Group Core Equity | +0.4% | +349.24% | Add |
| 7 | JEPQ | JPM Nasdaq Equity Premium | +0.3% | +120.26% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +32.32% | Add |
| 9 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +376.11% | Add |
| 10 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +254.14% | Add |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +35.47% | Add |
| 12 | AAPL | Apple Inc | +0.2% | +22.89% | Add |
| 13 | AVGO | Broadcom Inc | +0.2% | +39.14% | Add |
| 14 | AGG | Ishares Core U.s. Aggregate | +0.2% | +92.10% | Add |
| 15 | VXUS | Vanguard Total Intl Stock | +0.2% | +677.39% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.2% | +15.03% | Add |
| 17 | WMT | Walmart Inc | +0.2% | +62.35% | Add |
| 18 | CGGO | Cap Group Global Growth | +0.2% | +1273.00% | Add |
| 19 | ADI | Analog Devices Inc | +0.1% | +432.21% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +39.37% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | +67.13% | Add |
| 22 | MSI | Motorola Solutions Inc | +0.1% | +345.22% | Add |
| 23 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +47.76% | Add |
| 24 | LLY | Eli Lilly & Co | +0.1% | +17.16% | Add |
| 25 | MUB | Ishares National Muni Bond E | +0.1% | +156.64% | Add |
| 26 | CB | Chubb Limited | +0.1% | +215.28% | Add |
| 27 | MU | Micron Technology Inc | +0.1% | +1.61% | Add |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +103.82% | Add |
| 29 | VONG | Vanguard Russell 1000 Growth | +0.1% | +141.25% | Add |
| 30 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +354.10% | Add |
| 31 | HD | Home Depot Inc | +0.1% | +84.52% | Add |
| 32 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +71.97% | Add |
| 33 | SNTH | Mrp Synthequity ETF | +0.1% | +99.14% | Add |
| 34 | VT | Vanguard Tot World Stk ETF | +0.1% | +101.26% | Add |
| 35 | CME | Cme Group Inc | +0.1% | +140.08% | Add |
| 36 | COF | Capital One Financial CORP | +0.1% | +432.80% | Add |
| 37 | JNJ | Johnson & Johnson | +0.1% | +253.31% | Add |
| 38 | ABBV | Abbvie Inc | +0.1% | +47.46% | Add |
| 39 | CMI | Cummins Inc | +0.1% | +146.01% | Add |
| 40 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +230.96% | Add |
| 41 | MDT | Medtronic plc | +0.1% | +238.73% | Add |
| 42 | XOM | Exxon Mobil CORP | +0.1% | +32.38% | Add |
| 43 | SCHM | Schwab US Mid Cap ETF | +0.1% | +62.17% | Add |
| 44 | IWD | Ishares Russell 1000 Value E | +0.1% | +187.35% | Add |
| 45 | MPC | Marathon Petroleum CORP | +0.1% | +192.13% | Add |
| 46 | DRI | Darden Restaurants Inc | +0.1% | +437.89% | Add |
| 47 | GEHC | GE Healthcare Technology | +0.1% | +298.51% | Add |
| 48 | AMZN | Amazon.com Inc | 0% | +22.44% | Add |
| 49 | MTUM | Ishares Msci USA Momentum Fa | 0% | +46.72% | Add |
| 50 | IWF | Ishares Russell 1000 Growth | 0% | +40.22% | 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 869 disclosed positions in Q4 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 11.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
CGGR
市值: $20.7M
Top Position Liquidated / Trimmed
ETHU
前期市值: $689.6K
During Q4 2025, Kingswood Wealth Advisors, LLC's top holdings by market value included AAPL (4.1%)、SPY (2.9%)、NVDA (2.8%). The largest single position, AAPL, represented 4.1% of total portfolio value.
In Q4 2025, Kingswood Wealth Advisors, LLC made 200 total portfolio adjustments, initiating 26 new buys, adding to 149 positions, trimming 20 holdings, and fully liquidating 5 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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