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CIK: 0001987855
Total reported value
$2.5B
$2.5B
924 檔
10.9%
As reported in its official Q1 2026 Form 13F filing, Kingswood Wealth Advisors, LLC's tracked investment portfolio stood at $2.5B with 924 total positions.
In Q1 2026, Kingswood Wealth Advisors, LLC displayed an active expansion posture, initiating 39 new positions and adding to 79 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, NVDA) accounted for 10.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
REMX
市值: $8.8M
Top Position Liquidated / Trimmed
VCLT
前期市值: $2.5M
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% | — | -1.08% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.56% | — | -4.97% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.48% | +0.04% | -3.09% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.29% | +0.08% | +11.98% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 1.75% | -0.06% | -5.10% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | -0.25% | +3.41% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.55% | -0.09% | +1.44% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | +0.09% | -0.21% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | -0.07% | -2.04% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | +0.04% | -0.77% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.16% | -0.02% | -17.46% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.12% | -0.03% | -1.19% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.99% | -0.05% | +9.92% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | +0.03% | +2.36% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.97% | -0.04% | +4.75% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.03% | +7.80% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.05% | -1.52% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | +0.16% | +1.10% | |
| 19 | CGGR | Cap Group Growth Equity | ETF-Other | 0.74% | -0.03% | -16.78% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.10% | +0.36% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 0.72% | +0.38% | -5.28% | |
| 22 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.70% | -0.19% | -1.37% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | +0.04% | +0.87% | |
| 24 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.65% | -0.28% | +141.40% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.13% | +0.68% | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.62% | -0.08% | -1.44% | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.61% | -0.16% | +47.17% | |
| 28 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.59% | +0.02% | -0.02% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.07% | +3.94% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.58% | -0.10% | +24.08% | |
| 31 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.58% | +0.02% | +7.93% | |
| 32 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.56% | -0.42% | +72.71% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | +0.06% | +28.96% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.19% | -1.80% | |
| 35 | CGUS | Cap Group Core Equity | ETF-Other | 0.52% | -0.02% | +1.44% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.52% | -0.08% | +0.09% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.50% | -0.10% | -0.38% | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.49% | -0.13% | +12.88% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.10% | +22.30% | |
| 40 | XLE | Ss Energy Select Sector | ETF-Other | 0.46% | -0.27% | +36.14% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.45% | -0.03% | +3.06% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | -0.05% | -3.15% | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.45% | -0.01% | +5.15% | |
| 44 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.45% | -0.19% | -49.12% | |
| 45 | MTZ | Mastec Inc | Stock-Industrials | 0.42% | — | -0.58% | |
| 46 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.42% | +0.03% | — | |
| 47 | FTCS | First Trust Capital Strength | ETF-Other | 0.40% | -0.06% | +0.77% | |
| 48 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.39% | -0.04% | +40.54% | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.38% | +0.09% | -4.02% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.38% | -0.03% | +6.50% |
| # | 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 | SNTH | Mrp Synthequity ETF | +0.1% | +47.30% | Add |
| 18 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +54.83% | Add |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +11.98% | Add |
| 20 | CGDV | Cap Group Dividend Value | +0.1% | +52.99% | Add |
| 21 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +74.30% | Add |
| 22 | WMT | Walmart Inc | +0.1% | +0.68% | Add |
| 23 | ETN | Eaton Corporation plc | +0.1% | +5.15% | Add |
| 24 | MU | Micron Technology Inc | +0.1% | +3.29% | Add |
| 25 | NEE | Nextera Energy Inc | +0.1% | -0.38% | Trim |
| 26 | AMAT | Applied Materials Inc | +0.1% | +13.90% | Add |
| 27 | PPA | Invesco Aerospace & Defense | +0.1% | +180.42% | Add |
| 28 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +109.54% | Add |
| 29 | CWB | Ss Spdr Bb Conv Sec ETF | +0.1% | +99.65% | Add |
| 30 | LMT | Lockheed Martin CORP | +0.1% | +5.71% | Add |
| 31 | VZ | Verizon Communications Inc | +0.1% | +7.09% | Add |
| 32 | COP | Conocophillips | +0.1% | +29.01% | Add |
| 33 | FXH | First Trust Health Care Alph | +0.1% | +54.66% | Add |
| 34 | BPRE | Bluerock Private Real Estate | +0.1% | +351.97% | Add |
| 35 | LNG | Cheniere Energy Inc | +0.1% | +3.29% | Add |
| 36 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +21.36% | Add |
| 37 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +42.41% | Add |
| 38 | SOXX | Ishares Semiconductor ETF | +0.1% | +69.36% | Add |
| 39 | MPC | Marathon Petroleum CORP | +0.1% | -1.14% | Trim |
| 40 | XLI | Ss Industrial Select Sector | +0.1% | +71.68% | Add |
| 41 | ADI | Analog Devices Inc | 0% | +10.45% | Add |
| 42 | FDL | First Trust Morn Dvd Lead In | 0% | +31.76% | Add |
| 43 | IYJ | Ishares U.s. Industrials ETF | 0% | +26.10% | Add |
| 44 | WTMF | Wisdomtree Mgd Futures Strat | 0% | +85.30% | Add |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +15.36% | Add |
| 46 | PAVE | Global X US Infrastructure | 0% | +52.29% | Add |
| 47 | STX | Seagate Technology Holdings plc | 0% | +6.51% | Add |
| 48 | AVUV | Avantis US Small Cap Value | 0% | +126.54% | Add |
| 49 | MO | Altria Group Inc | 0% | +35.37% | Add |
| 50 | VRT | Vertiv Holdings Co-a | 0% | -2.55% | 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 924 disclosed positions in Q1 2026.
During Q1 2026, Kingswood Wealth Advisors, LLC's top holdings by market value included AAPL (3.7%)、SPY (2.6%)、NVDA (2.5%). The largest single position, AAPL, represented 3.7% of total portfolio value.
In Q1 2026, Kingswood Wealth Advisors, LLC made 200 total portfolio adjustments, initiating 39 new buys, adding to 79 positions, trimming 74 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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