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CIK: 0001987855
Total reported value
$2.6B
$2.6B
995 檔
12.2%
During the Q2 2026 filing period, Kingswood Wealth Advisors, LLC (CIK: 0001987855) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.6B across 995 reported positions.
In Q2 2026, Kingswood Wealth Advisors, LLC displayed an active expansion posture, initiating 21 new positions and adding to 103 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 995 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.72% | +0.43% | +3.27% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.56% | -0.03% | +2.30% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.52% | +0.10% | +4.43% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.37% | +0.03% | -4.48% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 1.69% | -0.08% | +2.16% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | +0.07% | +8.63% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | +0.02% | -3.12% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | +0.43% | -0.30% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | -0.02% | -2.79% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.20% | -0.12% | -0.26% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.14% | +0.03% | -0.27% | |
| 12 | MU | Micron Technology Inc | Stock-Tech | 1.12% | -0.18% | +2.73% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 1.10% | -0.20% | +19.96% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.09% | -0.03% | +3.99% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | +0.08% | -3.08% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.08% | +13.61% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.94% | +0.01% | -3.27% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.93% | -0.02% | +1.94% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | -0.02% | +5.74% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | -0.02% | -0.63% | |
| 21 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.74% | -0.03% | +97.44% | |
| 22 | CGGR | Cap Group Growth Equity | ETF-Other | 0.71% | -0.06% | -4.34% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | -0.08% | +9.59% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | +0.17% | +4.21% | |
| 25 | SNDK | Sandisk CORP | Stock-Tech | 0.63% | -0.34% | +31.76% | |
| 26 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.61% | -0.07% | -0.19% | |
| 27 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.60% | -0.03% | +9.79% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.60% | -0.02% | +11.72% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.54% | +0.02% | +3.72% | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.53% | +0.02% | -8.44% | |
| 31 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.51% | +0.17% | -0.56% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.05% | -1.61% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.07% | +2.81% | |
| 34 | CGUS | Cap Group Core Equity | ETF-Other | 0.50% | -0.05% | -2.71% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | +0.11% | -5.36% | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.47% | +0.01% | +2.86% | |
| 37 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.45% | +0.16% | +9.66% | |
| 38 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.45% | -0.44% | +26.77% | |
| 39 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.45% | -0.16% | +36.24% | |
| 40 | ETN | Eaton Corporation plc | Stock-Industrials | 0.44% | -0.01% | -2.68% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | -0.03% | +7.74% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.44% | -0.05% | +0.10% | |
| 43 | MTZ | Mastec Inc | Stock-Industrials | 0.42% | -0.21% | -8.99% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.42% | -0.02% | +4.90% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.40% | +0.04% | +22.36% | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.40% | -0.05% | +0.71% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.01% | +19.65% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.04% | -0.78% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | — | +2.88% | |
| 50 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.37% | -0.11% | -26.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.8% | +2.73% | Add |
| 2 | SNDK | Sandisk CORP | +0.5% | +31.76% | Add |
| 3 | SSO | Proshares Ultra S&p500 | +0.4% | +97.44% | Add |
| 4 | CAT | Caterpillar Inc | +0.4% | +19.96% | Add |
| 5 | ✓ | +0.4% | NEW | New buy | |
| 6 | AMD | Advanced Micro Devices | +0.3% | -8.44% | Trim |
| 7 | INTC | Intel CORP | +0.2% | +22.27% | Add |
| 8 | SMH | Vaneck Semiconductor ETF | +0.2% | +36.24% | Add |
| 9 | FFLG | Fidelity Fndmntl L/c Grw ETF | +0.2% | NEW | New buy |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +13.61% | Add |
| 11 | GLW | Corning Inc | +0.2% | +94.87% | Add |
| 12 | TBIL | F/m US Treasury 3 Month Bill | +0.1% | +273.52% | Add |
| 13 | ✓ | +0.1% | NEW | New buy | |
| 14 | CAIE | Calamos Autocallable Inc ETF | +0.1% | +660.61% | Add |
| 15 | AMAT | Applied Materials Inc | +0.1% | -6.23% | Trim |
| 16 | MRVL | Marvell Technology Inc | +0.1% | +20.35% | Add |
| 17 | RNST | Renasant CORP | +0.1% | NEW | New buy |
| 18 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +42.79% | Add |
| 19 | STX | Seagate Technology Holdings plc | +0.1% | -9.98% | Trim |
| 20 | XLY | Ss Consumer Disc Select Sect | +0.1% | +75.45% | Add |
| 21 | BE | Bloom Energy Corp- A | +0.1% | -11.20% | Trim |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | +8.63% | Add |
| 23 | IYW | Ishares Ustechnology ETF | +0.1% | +2.86% | Add |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -4.48% | Trim |
| 25 | VAW | Vanguard Materials ETF | +0.1% | +62.38% | Add |
| 26 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +9.68% | Add |
| 27 | VTEC | Vanguard Ca Tax-ex Bond | +0.1% | NEW | New buy |
| 28 | LLY | Eli Lilly & Co | +0.1% | +7.74% | Add |
| 29 | LEGR | First Trust Indxx Innovative | +0.1% | +50.53% | Add |
| 30 | SOXX | Ishares Semiconductor ETF | +0.1% | -4.32% | Trim |
| 31 | KLAC | Kla CORP | +0.1% | +1616.86% | Add |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +240.55% | Add |
| 33 | ✓ | +0.1% | NEW | New buy | |
| 34 | PANW | Palo Alto Networks Inc | +0.1% | +8.14% | Add |
| 35 | ✓ | +0.1% | NEW | New buy | |
| 36 | VB | Vanguard Small-cap ETF | +0.1% | +11.72% | Add |
| 37 | VGT | Vanguard Info Tech ETF | +0.1% | +752.65% | Add |
| 38 | CSCO | Cisco Systems Inc | +0.1% | +0.23% | Add |
| 39 | TXN | Texas Instruments Inc | +0.1% | -3.55% | Trim |
| 40 | LRCX | Lam Research CORP | +0.1% | +23.36% | Add |
| 41 | OSCR | Oscar Health Inc - Class A | +0.1% | NEW | New buy |
| 42 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | -2.78% | Trim |
| 43 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -4.00% | Trim |
| 44 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.1% | +21.48% | Add |
| 45 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +0.98% | Add |
| 46 | MTRN | Materion CORP | +0.1% | -5.35% | Trim |
| 47 | DELL | Dell Technologies -c | +0.1% | -20.84% | Trim |
| 48 | UNH | Unitedhealth Group Inc | +0.1% | +5.56% | Add |
| 49 | HUM | Humana Inc | +0.1% | +1.71% | Add |
| 50 | AB | Alliancebernstein Holding LP | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Kingswood Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $2.6B across 995 disclosed positions in Q2 2026.
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 12.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $8.7M
Top Position Liquidated / Trimmed
HON
前期市值: $3.7M
During Q2 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 Q2 2026, Kingswood Wealth Advisors, LLC made 200 total portfolio adjustments, initiating 21 new buys, adding to 103 positions, trimming 69 holdings, and fully liquidating 7 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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