KW

Kingswood Wealth Advisors, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$2.1B

Reporting period: 2026-03-31 · Number of holdings: 924

KINGSWOOD WEALTH ADVISORS, LLC disclosed 924 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.1B and a quarterly turnover rate of 23.1%.

Personality snowflake

Concentration
2.83
Portfolio Stability
23.08
Momentum/Contrarian
100
Sector conviction
68.35
Diversification
100
Sizing Uniformity
76.46

Recent moves

  • Trim MSFT

    +3.4%　-$9.4M

  • Add TPL

    +141.4%　$10.2M

  • Trim FPE

    -49.1%　-$9.6M

  • Trim SCHG

    -17.5%　-$8.7M

  • Trim SSO

    -48.4%　-$8.3M

  • Trim AAPL

    -1.1%　-$6.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech3.72%-0.38%-1.08%
2SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth2.56%-0.32%-4.97%
3NVDANvidia CORPStock-Tech2.48%-0.31%-3.09%
4QQQInvesco Qqq Trust Series 1ETF-Tech2.29%+0.07%+11.98%
5VTVVanguard Value ETFETF-Other1.75%—-5.10%
6MSFTMicrosoft CORPStock-Tech1.69%-0.49%+3.41%
7AMZNAmazon.com INCStock-Consumer Disc1.55%-0.17%+1.44%
8VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.39%—-0.21%
9SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth1.29%—-2.04%
10AVGOBroadcom INCStock-Tech1.16%-0.17%-0.77%
11SCHGSchwab US Large-cap GrowthETF-Other1.16%-0.44%-17.46%
12SPDWSte Str Spdr Pt Dw EU ETFETF-Other1.12%—-1.19%
13VTIVanguard Total Stock Mkt ETFETF-Other0.99%—+9.92%
14GOOGLAlphabet Inc-cl AStock-Comm Services0.98%—+2.36%
15VIGVanguard Dividend Apprec ETFETF-Other0.97%—+4.75%
16IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.86%—+7.80%
17JPMJpmorgan Chase & CoStock-Financials0.84%—-1.52%
18GOOGAlphabet Inc-cl CStock-Comm Services0.84%—+1.10%
19CGGRCap Group Growth EquityETF-Other0.74%-0.26%-16.78%
20METAMeta Platforms Inc-class AStock-Comm Services0.73%-0.12%+0.36%
21CATCaterpillar INCStock-Industrials0.72%+0.10%-5.28%
22GBTCGrayscale Bitcoin Trust ETFETF-Crypto0.70%-0.24%-1.37%
23TSLATesla INCStock-Consumer Disc0.65%-0.14%+0.87%
24TPLTexas Pacific Land CORPStock-Energy0.65%+0.48%+141.40%
25WMTWalmart INCStock-Consumer Staples0.63%—+0.68%
26JEPIJpmorgan Equity Premium IncoETF-Other0.62%—-1.44%
27PLTRPalantir Technologies Inc-aStock-Tech0.61%+0.10%+47.17%
28LAMRLamar Advertising Co-aStock-Real Estate0.59%—-0.02%
29BRK-BBerkshire Hathaway Inc-cl BStock-Other0.58%—+3.94%
30SCHDSchwab US Dvd Equity ETFETF-Other0.58%+0.15%+24.08%
31JEPQJPM Nasdaq Equity PremiumETF-Tech0.58%—+7.93%
32SGOVIshares 0-3 Month Treasury BETF-Gov Bonds0.56%+0.23%+72.71%
33VBVanguard Small-cap ETFETF-Other0.54%+0.12%+28.96%
34XOMExxon Mobil CORPStock-Energy0.54%+0.14%-1.80%
35CGUSCap Group Core EquityETF-Other0.52%—+1.44%
36AGGIshares Core U.s. AggregateETF-Other0.52%—+0.09%
37NEENextera Energy INCStock-Utilities0.50%—-0.38%
38XLFSs Financial Select SectorETF-Other0.49%—+12.88%
39COSTCostco Wholesale CORPStock-Consumer Staples0.48%+0.14%+22.30%
40XLESs Energy Select SectorETF-Other0.46%+0.21%+36.14%
41DVYIshares Select Dividend ETFETF-Other0.45%—+3.06%
42GLDSpdr Gold SharesETF-Commodities0.45%—-3.15%
43ETNEaton Corporation plcStock-Industrials0.45%—+5.15%
44FPEFt-preferred Secur & INC ETFETF-Other0.45%-0.47%-49.12%
45MTZMastec INCStock-Industrials0.42%+0.13%-0.58%
46REMXVaneck Rar Earth Nd Stg-usdiETF-Other0.42%+0.42%NEW
47FTCSFirst Trust Capital StrengthETF-Other0.40%—+0.77%
48FBNDFidelity Total Bond ETFETF-Other0.39%+0.10%+40.54%
49IYWIshares Ustechnology ETFETF-Tech0.38%—-4.02%
50VYMVanguard High Dvd Yield ETFETF-Other0.38%—+6.50%
1–50 of 924

Holding changes this quarter

Kingswood Wealth Advisors, LLC's most significant position changes for 2026-03-31: New buy: Vaneck Rar Earth Nd Stg-usdi (REMX); New buy: First Trust Enh Short Mat Fd (FTSM); New buy: Vanguard Materials ETF (VAW); New buy: Fed Hrms Mdt Mkt Neutral ETF (MKTN); New buy: Sandisk CORP (SNDK).

Position changes disclosed by Kingswood Wealth Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1TPLTexas Pacific Land CORP+0.5%+141.40%Add
2SGOVIshares 0-3 Month Treasury B+0.2%+72.71%Add
3XLESs Energy Select Sector+0.2%+36.14%Add
4LBLandbridge Co Llc-a+0.2%+355.02%Add
5SCHDSchwab US Dvd Equity ETF+0.2%+24.08%Add
6AIRRFirst Trust Rba American Ind+0.2%+156.64%Add
7GRNYFundstr Gran Sh US Lrg Cap+0.2%+162.16%Add
8XOMExxon Mobil CORP+0.1%-1.80%Trim
9COSTCostco Wholesale CORP+0.1%+22.30%Add
10MTZMastec INC+0.1%-0.58%Trim
11VBVanguard Small-cap ETF+0.1%+28.96%Add
12VCITVanguard Int-term Corporate+0.1%+669.36%Add
13FBNDFidelity Total Bond ETF+0.1%+40.54%Add
14CVXChevron CORP+0.1%+11.42%Add
15PLTRPalantir Technologies Inc-a+0.1%+47.17%Add
16CATCaterpillar INC+0.1%-5.28%Trim
17QQQInvesco Qqq Trust Series 1+0.1%+11.98%Add
18SPMOInvesco S&p 500 Momentum ETF-0.1%-31.99%Trim
19BOTZGlobal X Robotics & Artifici-0.1%-35.13%Trim
20XLYSs Consumer Disc Select Sect-0.1%-36.39%Trim
21METAMeta Platforms Inc-class A-0.1%+0.36%Add
22BITX2x Bitcoin Strategy ETF-0.1%+2.86%Add
23TSLATesla INC-0.1%+0.87%Add
24FCOMFidelity Msci Comm Serv Indx-0.2%-50.36%Trim
25AVGOBroadcom INC-0.2%-0.77%Trim
26AMZNAmazon.com INC-0.2%+1.44%Add
27FUTYFidelity Msci US Utilities-0.2%-56.60%Trim
28GBTCGrayscale Bitcoin Trust ETF-0.2%-1.37%Trim
29CGGRCap Group Growth Equity-0.3%-16.78%Trim
30VGTVanguard Info Tech ETF-0.3%-46.75%Trim
31NVDANvidia CORP-0.3%-3.09%Trim
32SPYSs Spdr S&p 500 ETF Trust-us-0.3%-4.97%Trim
33AAPLApple INC-0.4%-1.08%Trim
34SSOProshares Ultra S&p500-0.4%-48.44%Trim
35SCHGSchwab US Large-cap Growth-0.4%-17.46%Trim
36FPEFt-preferred Secur & INC ETF-0.5%-49.12%Trim
37MSFTMicrosoft CORP-0.5%+3.41%Add
38REMXVaneck Rar Earth Nd Stg-usdi—NEWNew buy
39FTSMFirst Trust Enh Short Mat Fd—NEWNew buy
40VAWVanguard Materials ETF—NEWNew buy
41MKTNFed Hrms Mdt Mkt Neutral ETF—NEWNew buy
42SNDKSandisk CORP—NEWNew buy
43NFLTVirtus Newfleet Multi-sector—NEWNew buy
44COALRange Global Coal Index ETF—NEWNew buy
45BEBloom Energy Corp- A—NEWNew buy
46HEEMIshares Crncy Hedgd Msci Em—NEWNew buy
47JIVEJPM Interntl Value ETF—NEWNew buy
48PAYRFed Hrms Enhan INC ETF—NEWNew buy
49VCLTVanguard Long-term CORP Bond—EXITSold out
50WDCWestern Digital CORP—NEWNew buy

FAQ

What is Kingswood Wealth Advisors, LLC and what type of investor is it?
Kingswood Wealth Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $2.1B, spread across 924 disclosed positions.
What are Kingswood Wealth Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Kingswood Wealth Advisors, LLC's top holdings by market value are: 1. Apple INC (AAPL) — $78.3M (3.7%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $53.9M (2.6%) 3. Nvidia CORP (NVDA) — $52.2M (2.5%) 4. Invesco Qqq Trust Series 1 (QQQ) — $48.3M (2.3%) 5. Vanguard Value ETF (VTV) — $36.9M (1.8%)
What changes did Kingswood Wealth Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Kingswood Wealth Advisors, LLC made 50 notable position adjustments: 12 new positions were initiated, 19 existing holdings were added to, 18 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Vaneck Rar Earth Nd Stg-usdi (REMX); New buy: First Trust Enh Short Mat Fd (FTSM); New buy: Vanguard Materials ETF (VAW); New buy: Fed Hrms Mdt Mkt Neutral ETF (MKTN); New buy: Sandisk CORP (SNDK)
What sectors does Kingswood Wealth Advisors, LLC focus on?
Kingswood Wealth Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 42.1% • Communication Services: 10.8% • Consumer Discretionary: 10.4% • Financials: 9.8% • Industrials: 8.2% • Health Care: 8.0%