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Kingswood Wealth Advisors

Latest statistics and disclosures from Kingswood Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SPY, NVDA, QQQ, MSFT, and represent 14.15% of Kingswood Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$27M), VTV (+$22M), CGGR (+$21M), SPDW (+$18M), AAPL (+$16M), VTI (+$13M), QQQ (+$12M), VIG (+$11M), MSFT (+$11M), CGUS (+$8.9M).
Started 137 new stock positions in SSB, TER, IBN, PBT, FXO, VRTX, ZTS, ESLOY, VXRT, AWK.
Reduced shares in these 10 stocks: IVV, FPE, ESGU, SJT, SCHG, LB, HE, VDC, EFV, DVN.
Sold out of its positions in ARE, AMBQ, BRO, CHWY, CSGP, CCI, DOCU, QBTS, EBAY, FNMA.
Kingswood Wealth Advisors was a net buyer of stock by $441M.
Kingswood Wealth Advisors has $2.1B in assets under management (AUM), dropping by 25.20%.
Central Index Key (CIK): 0001987855

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Portfolio Holdings for Kingswood Wealth Advisors

Kingswood Wealth Advisors holds 869 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Kingswood Wealth Advisors has 869 total positions. Only the first 250 positions are shown.

Sign up to view all of the Kingswood Wealth Advisors Dec. 31, 2025 positions
Download the Kingswood Wealth Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Incorporated Common Stock (AAPL)	4.1	$85M	+22%	312k	271.86	View chart
Spdr S&p 500 Etf Exchange Traded Fund (SPY)	2.9	$60M	+11%	87k	681.92	View chart
Nvidia Corporation Common Stock (NVDA)	2.8	$58M	+16%	309k	186.50	View chart
Invesco Qqq Tr Exchange Traded Fund (QQQ)	2.2	$46M	+35%	75k	614.31	View chart
Microsoft Corporation Common Stock (MSFT)	2.2	$45M	+31%	93k	483.62	View chart
Vanguard Value Etf Exchange Traded Fund (VTV)	1.8	$38M	+130%	198k	190.99	View chart
Amazon Com Incorporated Common Stock (AMZN)	1.7	$36M	+22%	155k	230.82	View chart
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)	1.6	$33M	-4%	1.0M	32.62	View chart
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)	1.5	$31M	+10%	49k	627.12	View chart
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPYM)	1.4	$29M	+1019%	363k	80.25	View chart
Broadcom Incorporated Common Stock (AVGO)	1.3	$28M	+39%	80k	346.10	View chart
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)	1.1	$23M	+378%	524k	44.41	View chart
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)	1.1	$22M	+15%	70k	313.00	View chart
Capital Group Growth Etf Shs Creation Unit Exchange Traded Fund (CGGR)	1.0	$21M	NEW	466k	44.47	View chart
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)	1.0	$20M	+116%	91k	219.78	View chart
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)	1.0	$20M	+172%	59k	335.27	View chart
Jpmorgan Chase & Company. Common Stock (JPM)	1.0	$20M	+39%	61k	322.22	View chart
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)	0.9	$19M		284k	68.36	View chart
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)	0.9	$19M	+32%	61k	313.80	View chart
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)	0.9	$19M	-11%	1.0M	18.22	View chart
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)	0.9	$18M	-19%	26k	684.95	View chart
Meta Platforms Incorporated Class A Common Stock (META)	0.9	$18M	+27%	27k	660.10	View chart
Tesla Incorporated Common Stock (TSLA)	0.8	$16M	+25%	37k	449.72	View chart
Proshares Ultra S&p500 Exchange Traded Fund (SSO)	0.7	$15M	+100%	267k	57.92	View chart
Jpmorgan Equity Premium Income Etf Exchange Traded Fund (JEPI)	0.6	$13M	+47%	233k	57.24	View chart
Caterpillar Incorporated Common Stock (CAT)	0.6	$13M		23k	572.88	View chart
Berkshire Hathaway Incorporated Del Class B Common Stock (BRK.B)	0.6	$12M	+27%	25k	502.65	View chart
Lamar Advertising Company New Class A Reit Real Estate Investment Trust (LAMR)	0.6	$12M		98k	126.58	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Exchange Traded Fund (JEPQ)	0.6	$12M	+120%	205k	58.12	View chart
Walmart Incorporated Common Stock (WMT)	0.6	$12M	+62%	107k	111.41	View chart
Capital Group Core Equity Etf Shs Creation Unit Exchange Traded Fund (CGUS)	0.6	$11M	+349%	283k	40.23	View chart
Ishares Tr Core Us Aggbd Et Exchange Traded Fund (AGG)	0.5	$11M	+92%	109k	99.88	View chart
Vanguard Information Technology Etf Exchange Traded Fund (VGT)	0.5	$11M	+2%	14k	753.78	View chart
Palantir Technologies Incorporated Class A Common Stock (PLTR)	0.5	$11M		60k	177.75	View chart
Spdr Financial Select Sector Fund Exchange Traded Fund (XLF)	0.5	$10M		184k	54.77	View chart
Ishares Tr U.s. Tech Etf Exchange Traded Fund (IYW)	0.4	$9.3M		47k	199.68	View chart
Nextera Energy Incorporated Common Stock (NEE)	0.4	$9.1M	+23%	113k	80.28	View chart
Spdr Gold Shares Exchange Traded Fund (GLD)	0.4	$9.0M	+8%	23k	396.31	View chart
Eli Lilly & Company Common Stock (LLY)	0.4	$8.9M	+17%	8.3k	1074.68	View chart
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)	0.4	$8.8M	+14%	322k	27.43	View chart
Vanguard Small-cap Etf Exchange Traded Fund (VB)	0.4	$8.8M	+17%	34k	257.95	View chart
Fidelity Wise Origin Bitcoin Fund Exchange Traded Fund (FBTC)	0.4	$8.7M	+26%	114k	76.23	View chart
Ishares Tr Select Divid Etf Exchange Traded Fund (DVY)	0.4	$8.6M	+4%	61k	141.14	View chart
Abbvie Incorporated Common Stock (ABBV)	0.4	$8.5M	+47%	37k	228.50	View chart
Fidelity Msci Utilities Index Etf Exchange Traded Fund (FUTY)	0.4	$8.3M	+2%	151k	55.22	View chart
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)	0.4	$8.3M	+3%	117k	70.99	View chart
First Trust Capital Strength Etf Exchange Traded Fund (FTCS)	0.4	$8.3M	+2%	90k	92.51	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.4	$8.3M	+32%	69k	120.34	View chart
Ishares Tr Msci Usa Min Vol Exchange Traded Fund (USMV)	0.4	$8.0M	+5%	85k	94.16	View chart
Eaton Corporation Common Stock (ETN)	0.4	$8.0M	+41%	25k	318.51	View chart
Home Depot Incorporated Common Stock (HD)	0.4	$7.7M	+84%	22k	344.10	View chart
Spdr Dow Jones Industrial Average Etf Trust Exchange Traded Fund (DIA)	0.4	$7.5M	-8%	16k	480.56	View chart
Parker-hannifin Corporation Common Stock (PH)	0.4	$7.4M	+2%	8.4k	878.96	View chart
Vanguard High Dividend Yield Etf Exchange Traded Fund (VYM)	0.4	$7.4M	+254%	51k	143.52	View chart
Ishares Tr Msci Usa Mmentm Exchange Traded Fund (MTUM)	0.3	$7.1M	+46%	29k	250.31	View chart
Costco Wholesale Corporation Common Stock (COST)	0.3	$7.1M	+36%	8.2k	862.36	View chart
Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.3	$7.1M	+29%	24k	290.22	View chart
Ishares Tr Rus 1000 Grw Etf Exchange Traded Fund (IWF)	0.3	$7.0M	+40%	15k	473.29	View chart
Invesco S&p 500 Revenue Etf Exchange Traded Fund (RWL)	0.3	$6.9M	-4%	61k	114.50	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Exchange Traded Fund (IBIT)	0.3	$6.9M	+32%	139k	49.65	View chart
Vaneck Uranium And Nuclear Etf Exchange Traded Fund (NLR)	0.3	$6.8M	+4%	55k	124.20	View chart
Ishares Tr 0-3 Mnth Treasry Exchange Traded Fund (SGOV)	0.3	$6.8M	+376%	68k	100.38	View chart
Advanced Micro Devices Incorporated Common Stock (AMD)	0.3	$6.8M		32k	214.16	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$6.8M	+67%	33k	206.95	View chart
International Business Machines Common Stock (IBM)	0.3	$6.7M	+18%	23k	296.22	View chart
Fidelity Msci Communication Services Index Etf Exchange Traded Fund (FCOM)	0.3	$6.6M		90k	73.28	View chart
Goldman Sachs Group Incorporated Common Stock (GS)	0.3	$6.6M	+5%	7.5k	879.02	View chart
Vanguard Growth Etf Exchange Traded Fund (VUG)	0.3	$6.6M	+19%	14k	487.85	View chart
2x Bitcoin Strategy Etf Exchange Traded Fund (BITX)	0.3	$6.5M		234k	27.74	View chart
Microstrategy Incorporated Class A Common Stock (MSTR)	0.3	$6.5M	+4%	43k	151.95	View chart
Micron Technology Incorporated Common Stock (MU)	0.3	$6.5M		23k	285.41	View chart
Southern Company Common Stock (SO)	0.3	$6.4M	+40%	74k	87.20	View chart
Global X Robotics & Artificial Intelligence Thematic Etf Exchange Traded Fund (BOTZ)	0.3	$6.3M		173k	36.23	View chart
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)	0.3	$6.3M	+15%	100k	62.47	View chart
Visa Incorporated Com Class A Common Stock (V)	0.3	$6.2M	+21%	18k	350.70	View chart
Netflix Incorporated Common Stock (NFLX)	0.3	$6.2M	+1312%	66k	93.76	View chart
Rtx Corporation Common Stock (RTX)	0.3	$6.2M		34k	183.40	View chart
Bank America Corporation Common Stock (BAC)	0.3	$6.2M	+22%	112k	55.00	View chart
Wisdomtree U.s. Quality Dividend Growth Fund Exchange Traded Fund (DGRW)	0.3	$6.1M	+3%	69k	89.43	View chart
Vanguard Large-cap Etf Exchange Traded Fund (VV)	0.3	$6.1M	+7%	20k	314.79	View chart
Ishares Tr Core Div Grwth Exchange Traded Fund (DGRO)	0.3	$6.1M	+23%	88k	69.42	View chart
Mastec Incorporated Common Stock (MTZ)	0.3	$6.1M		28k	217.37	View chart
Invesco S&p 500 Momentum Etf Exchange Traded Fund (SPMO)	0.3	$6.1M	+23%	51k	119.32	View chart
Fidelity Total Bond Etf Exchange Traded Fund (FBND)	0.3	$5.9M	+8%	129k	46.04	View chart
Ishares Tr Global 100 Etf Exchange Traded Fund (IOO)	0.3	$5.9M		47k	126.67	View chart
Spdr S&p Dividend Etf Exchange Traded Fund (SDY)	0.3	$5.9M	+23%	42k	139.16	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Exchange Traded Fund (BIL)	0.3	$5.8M	+13%	64k	91.38	View chart
Spdr Consumer Discretionary Select Sector Fund Exchange Traded Fund (XLY)	0.3	$5.8M	+96%	49k	119.41	View chart
Oracle Corporation Common Stock (ORCL)	0.3	$5.8M	+56%	30k	194.91	View chart
Coca Cola Company Common Stock (KO)	0.3	$5.5M	+43%	78k	69.91	View chart
Jpmorgan Income Etf Exchange Traded Fund (JPIE)	0.3	$5.4M	+9%	117k	46.29	View chart
First Trust Nasdaq Rising Dividend Achievers Exchange Traded Fund (RDVY)	0.3	$5.3M	+18%	77k	69.47	View chart
Spdr Energy Select Sector Fund Exchange Traded Fund (XLE)	0.3	$5.2M	+117%	116k	44.71	View chart
Ishares Tr S&p 500 Grwt Etf Exchange Traded Fund (IVW)	0.2	$5.2M	+71%	42k	123.26	View chart
Ishares Tr Rus Md Cp Gr Etf Exchange Traded Fund (IWP)	0.2	$5.1M	+5%	37k	136.94	View chart
First Trust Nasdaq Cea Cybersecurity Etf Exchange Traded Fund (CIBR)	0.2	$5.0M	+3%	71k	71.45	View chart
Taiwan Semiconductor Mfg American Depository Receipt (TSM)	0.2	$5.0M	+30%	16k	303.89	View chart
Boeing Company Common Stock (BA)	0.2	$4.9M	+6%	23k	217.12	View chart
Mrp Synthequity Etf Exchange Traded Fund (SNTH)	0.2	$4.6M	+99%	166k	27.69	View chart
Procter And Gamble Company Common Stock (PG)	0.2	$4.6M	+11%	32k	143.31	View chart
Ishares Tr Core S&p Mcp Etf Exchange Traded Fund (IJH)	0.2	$4.5M	-5%	69k	66.00	View chart
Cisco Systems Incorporated Common Stock (CSCO)	0.2	$4.5M	+20%	59k	77.03	View chart
Chevron Corporation Common Stock (CVX)	0.2	$4.5M	+3%	30k	152.41	View chart
Wisdomtree U.s. Largecap Dividend Fund Exchange Traded Fund (DLN)	0.2	$4.5M		51k	88.08	View chart
Vaneck Semiconductor Etf Exchange Traded Fund (SMH)	0.2	$4.4M	+4%	12k	360.13	View chart
Spdr Portfolio Emerging Markets Etf Exchange Traded Fund (SPEM)	0.2	$4.4M	+8%	94k	46.81	View chart
Schwab U.s. Mid-cap Etf Exchange Traded Fund (SCHM)	0.2	$4.4M	+62%	146k	30.07	View chart
Spdr Technology Select Sector Fund Exchange Traded Fund (XLK)	0.2	$4.4M	+123%	30k	143.97	View chart
Mcdonalds Corporation Common Stock (MCD)	0.2	$4.3M	+46%	14k	305.64	View chart
Mastercard Incorporated Class A Common Stock (MA)	0.2	$4.2M	+13%	7.4k	570.86	View chart
Ishares Tr National Mun Etf Exchange Traded Fund (MUB)	0.2	$4.2M	+156%	39k	107.11	View chart
Vanguard Total International Stock Etf Exchange Traded Fund (VXUS)	0.2	$4.2M	+677%	55k	75.44	View chart
Air Products & Chemicals Incorporated Common Stock (APD)	0.2	$4.2M	+32%	17k	247.03	View chart
General Dynamics Corporation Common Stock (GD)	0.2	$4.1M	+10%	12k	336.65	View chart
Texas Instrs Incorporated Common Stock (TXN)	0.2	$4.1M	+3%	24k	173.49	View chart
Spdr Portfolio S&p 500 Growth Etf Exchange Traded Fund (SPYG)	0.2	$4.1M	+103%	38k	106.70	View chart
Ishares Tr Mrgstr Md Cp Grw Exchange Traded Fund (IMCG)	0.2	$4.1M		51k	79.84	View chart
Qualcomm Incorporated Common Stock (QCOM)	0.2	$4.0M	-2%	24k	171.05	View chart
Trane Technologies Common Stock (TT)	0.2	$4.0M	+2%	10k	389.20	View chart
Vanguard Ftse All-world Ex-us Etf Exchange Traded Fund (VEU)	0.2	$4.0M	+14%	55k	73.56	View chart
NYLI Merger Arbitrage ETF Exchange Traded Fund (MNA)	0.2	$4.0M	+3%	112k	35.79	View chart
Duke Energy Corporation Common Stock (DUK)	0.2	$4.0M	+47%	34k	117.21	View chart
Ishares Tr Eafe Grwth Etf Exchange Traded Fund (EFG)	0.2	$4.0M	-12%	35k	113.92	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrast Index Fund Exchange Traded Fund (GRID)	0.2	$3.9M	+3%	26k	153.02	View chart
Schwab Us Large Cap Value Etf Exchange Traded Fund (SCHV)	0.2	$3.9M		133k	29.61	View chart
Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)	0.2	$3.9M	+12%	16k	252.93	View chart
Lockheed Martin Corporation Common Stock (LMT)	0.2	$3.9M	+3%	8.1k	483.64	View chart
Verizon Communications Incorporated Common Stock (VZ)	0.2	$3.8M	+49%	93k	40.73	View chart
Berkshire Hathaway Incorporated Del Class A Common Stock (BRK.A)	0.2	$3.8M		5.00	754800.00	View chart
Ishares Tr Us Industrials Exchange Traded Fund (IYJ)	0.2	$3.7M	+2%	25k	148.17	View chart
Vanguard Total World Stock Etf Exchange Traded Fund (VT)	0.2	$3.6M	+101%	26k	141.06	View chart
First Trust Indxx Innovative Transaction & Process Etf Exchange Traded Fund (LEGR)	0.2	$3.6M	+2%	61k	59.50	View chart
Ishares Tr Core S&p Scp Etf Exchange Traded Fund (IJR)	0.2	$3.6M	+41%	30k	120.18	View chart
Capital Group Global Growth Shs Creation Unit Exchange Traded Fund (CGGO)	0.2	$3.6M	+1272%	104k	34.65	View chart
Pgim Ultra Short Bond Etf Exchange Traded Fund (PULS)	0.2	$3.6M	-2%	72k	49.59	View chart
Ge Aerospace Common Stock (GE)	0.2	$3.5M	+21%	11k	308.04	View chart
Prologis Incorporated. Reit Real Estate Investment Trust (PLD)	0.2	$3.5M		27k	127.66	View chart
First Trust Ise Cloud Computing Index Fund Exchange Traded Fund (SKYY)	0.2	$3.5M	+3%	27k	130.08	View chart
Vanguard Consumer Staples Etf Exchange Traded Fund (VDC)	0.2	$3.4M	-22%	16k	211.24	View chart
Capital Group Divid Value Etf Shs Creation Unit Exchange Traded Fund (CGDV)	0.2	$3.4M	NEW	79k	43.64	View chart
Texas Pacific Land Corporation Common Stock (TPL)	0.2	$3.4M	+123%	12k	287.23	View chart
Ge Vernova Incorporated Common Stock (GEV)	0.2	$3.4M	+25%	5.2k	653.62	View chart
Merck & Company Incorporated Common Stock (MRK)	0.2	$3.4M	+10%	32k	105.26	View chart
Motorola Solutions Incorporated Common Stock (MSI)	0.2	$3.4M	+345%	8.8k	383.32	View chart
Unitedhealth Group Incorporated Common Stock (UNH)	0.2	$3.3M	+14%	10k	330.11	View chart
Salesforce Incorporated Common Stock (CRM)	0.2	$3.3M	+22%	12k	264.91	View chart
Vanguard Russell 1000 Growth Etf Exchange Traded Fund (VONG)	0.2	$3.3M	+141%	27k	121.75	View chart
Analog Devices Incorporated Common Stock (ADI)	0.2	$3.3M	+432%	12k	271.20	View chart
Vanguard Small-cap Growth Etf Exchange Traded Fund (VBK)	0.2	$3.2M	-2%	11k	302.12	View chart
Honeywell International Incorporated Common Stock (HON)	0.2	$3.2M	+4%	16k	195.08	View chart
Spdr S&p 600 Small Cap Growth Etf Exchange Traded Fund (SLYG)	0.2	$3.1M		33k	94.19	View chart
Spdr S&p 400 Mid Cap Growth Etf Exchange Traded Fund (MDYG)	0.1	$3.1M		34k	92.43	View chart
Cme Group Incorporated Common Stock (CME)	0.1	$3.1M	+140%	11k	273.09	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Fund (IWM)	0.1	$3.0M	+19%	12k	246.16	View chart
Dimensional Etf Trust World Ex U S Core Equity 2 Etf Exchange Traded Fund (DFAX)	0.1	$3.0M		92k	32.73	View chart
Mid-amer Apt Cmntys Incorporated Reit Real Estate Investment Trust (MAA)	0.1	$3.0M	-2%	22k	138.91	View chart
Proshares S&p 500 Dividend Aristocrats Etf Exchange Traded Fund (NOBL)	0.1	$2.8M	+27%	27k	104.07	View chart
Essex Property Tr Incorporated Reit Real Estate Investment Trust (ESS)	0.1	$2.7M		10k	261.68	View chart
Grayscale Bitcoin Mini Tr Etf Exchange Traded Fund (BTC)	0.1	$2.7M	+6%	70k	38.73	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Exchange Traded Fund (MINT)	0.1	$2.7M	+9%	27k	100.34	View chart
Spdr Portfolio S&p 600 Small Cap Etf Exchange Traded Fund (SPSM)	0.1	$2.7M	+47%	57k	46.96	View chart
Ishares Tr Ishs 5-10yr Invt Exchange Traded Fund (IGIB)	0.1	$2.7M	+6%	49k	53.88	View chart
Chubb Common Stock (CB)	0.1	$2.6M	+215%	8.3k	312.12	View chart
Applied Matls Incorporated Common Stock (AMAT)	0.1	$2.5M	+5%	9.9k	257.00	View chart
Virtus Reaves Utilities Etf Exchange Traded Fund (UTES)	0.1	$2.5M	+5%	32k	78.95	View chart
Vanguard Long-term Corporate Bond Etf Exchange Traded Fund (VCLT)	0.1	$2.5M	+3%	33k	75.85	View chart
United Parcel Service Incorporated Class B Common Stock (UPS)	0.1	$2.5M	+16%	25k	99.19	View chart
Elevance Health Incorporated Common Stock (ELV)	0.1	$2.5M	+5%	7.1k	350.55	View chart
Invesco S&p 500 Equal Weight Etf Exchange Traded Fund (RSP)	0.1	$2.5M	+2%	13k	191.56	View chart
Ishares Silver Tr Ishares Exchange Traded Fund (SLV)	0.1	$2.5M	+13%	38k	64.42	View chart
Ishares Tr Core 60/40 Balan Exchange Traded Fund (AOR)	0.1	$2.5M	+66%	38k	65.01	View chart
Wells Fargo Company Common Stock (WFC)	0.1	$2.4M	+56%	26k	93.20	View chart
Cheniere Energy Incorporated Common Stock (LNG)	0.1	$2.4M	-8%	13k	194.39	View chart
Lowes Companies Incorporated Common Stock (LOW)	0.1	$2.4M	+2%	10k	241.16	View chart
Pepsico Incorporated Common Stock (PEP)	0.1	$2.4M	+29%	17k	143.52	View chart
Waste Mgmt Incorporated Del Common Stock (WM)	0.1	$2.4M	+15%	11k	219.71	View chart
Invesco Dividend Achievers Etf Exchange Traded Fund (PFM)	0.1	$2.4M		46k	51.51	View chart
Blackrock Incorporated Common Stock (BLK)	0.1	$2.4M	+116%	2.2k	1070.10	View chart
First Trust Health Care Alphadex Fund Exchange Traded Fund (FXH)	0.1	$2.4M	+9%	21k	113.82	View chart
Wisdomtree U.s. Midcap Dividend Fund Exchange Traded Fund (DON)	0.1	$2.4M	-2%	46k	51.60	View chart
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)	0.1	$2.3M	+32%	13k	177.37	View chart
Invesco S&p Midcap Quality Etf Exchange Traded Fund (XMHQ)	0.1	$2.3M	-4%	23k	102.42	View chart
Ishares Tr Msci Usa Qlt Fct Exchange Traded Fund (QUAL)	0.1	$2.3M		12k	198.62	View chart
Spdr S&p 600 Small Cap Value Etf Exchange Traded Fund (SLYV)	0.1	$2.3M	-3%	26k	90.97	View chart
Dell Technologies Incorporated Class C Common Stock (DELL)	0.1	$2.3M	+11%	18k	125.88	View chart
Ishares Tr 20 Yr Tr Bd Etf Exchange Traded Fund (TLT)	0.1	$2.3M	+9%	26k	87.16	View chart
Spdr S&p 400 Mid Cap Value Etf Exchange Traded Fund (MDYV)	0.1	$2.3M	-12%	27k	84.65	View chart
Hca Healthcare Incorporated Common Stock (HCA)	0.1	$2.3M		4.9k	466.88	View chart
Dimensional Etf Tr Dimensional Us Small Cap Value Exchange Traded Fund (DFSV)	0.1	$2.3M		70k	32.89	View chart
Alerian Mlp Etf Exchange Traded Fund (AMLP)	0.1	$2.3M		48k	47.02	View chart
Ishares Core S&p Total U S Stock Market Etf Exchange Traded Fund (ITOT)	0.1	$2.3M	+354%	15k	148.69	View chart
Global X Superdividend Etf Exchange Traded Fund (SDIV)	0.1	$2.2M		93k	24.03	View chart
L3harris Technologies Incorporated Common Stock (LHX)	0.1	$2.2M		7.4k	293.57	View chart
Bristol-myers Squibb Company Common Stock (BMY)	0.1	$2.2M	+3%	40k	53.94	View chart
Crowdstrike Hldgs Incorporated Class A Common Stock (CRWD)	0.1	$2.2M	+22%	4.6k	468.77	View chart
Crh Public Limited Company Ordinary Shares Common Stock (CRH)	0.1	$2.2M		17k	124.80	View chart
Global X Nasdaq 100 Covered Call Etf Exchange Traded Fund (QYLD)	0.1	$2.1M	+81%	120k	17.67	View chart
Marathon Pete Corporation Common Stock (MPC)	0.1	$2.1M	+192%	13k	162.63	View chart
Vaneck Bdc Income Etf Exchange Traded Fund (BIZD)	0.1	$2.1M	+4%	150k	14.18	View chart
Ark Etf Trust Innovation Etf Exchange Traded Fund (ARKK)	0.1	$2.1M	-19%	27k	76.92	View chart
Johnson Controls International Common Stock (JCI)	0.1	$2.1M	+253%	18k	119.75	View chart
Fundstrat Granny Shots Us Large Cap Etf Exchange Traded Fund (GRNY)	0.1	$2.1M	+25%	84k	24.76	View chart
Cummins Incorporated Common Stock (CMI)	0.1	$2.1M	+146%	4.1k	510.40	View chart
Uber Technologies Incorporated Common Stock (UBER)	0.1	$2.1M	+2%	25k	81.71	View chart
Ishares Ethereum Trust Etf Exchange Traded Fund (ETHA)	0.1	$2.1M	-9%	92k	22.43	View chart
Schwab Fundamental International Equity Etf Exchange Traded Fund (FNDF)	0.1	$2.1M	+6%	46k	45.21	View chart
Intel Corporation Common Stock (INTC)	0.1	$2.0M	+18%	56k	36.90	View chart
Shopify Incorporated Class A Sub Vtg Common Stock (SHOP)	0.1	$2.0M	+67%	13k	160.97	View chart
Vaneck Gold Miners Etf Exchange Traded Fund (GDX)	0.1	$2.0M	+40%	24k	85.77	View chart
Morgan Stanley Common Stock (MS)	0.1	$2.0M	+62%	11k	177.52	View chart
Intuitive Surgical Incorporated Common Stock (ISRG)	0.1	$2.0M	+64%	3.6k	566.36	View chart
Freeport-mcmoran Incorporated Class B Common Stock (FCX)	0.1	$2.0M	+13%	40k	50.79	View chart
Ishares Tr Core Msci Eafe Exchange Traded Fund (IEFA)	0.1	$2.0M	+25%	22k	89.46	View chart
Vanguard Intermediate-term Treasury Etf Exchange Traded Fund (VGIT)	0.1	$2.0M	+9%	33k	59.93	View chart
Philip Morris International Incorporated Common Stock (PM)	0.1	$2.0M	+14%	12k	160.40	View chart
Ishares Gold Tr Ishares Exchange Traded Fund (IAU)	0.1	$2.0M		24k	81.17	View chart
Ishares Tr Core High Dv Etf Exchange Traded Fund (HDV)	0.1	$1.9M	-3%	16k	121.61	View chart
Blackstone Incorporated Common Stock (BX)	0.1	$1.9M	+36%	13k	154.14	View chart
Tjx Companies Incorporated Common Stock (TJX)	0.1	$1.9M	+10%	13k	153.61	View chart
State Str Corporation Common Stock (STT)	0.1	$1.9M		15k	129.01	View chart
Disney Walt Company Common Stock (DIS)	0.1	$1.9M	+33%	17k	113.77	View chart
Ishares Tr Rus 1000 Val Etf Exchange Traded Fund (IWD)	0.1	$1.9M	+187%	9.1k	210.34	View chart
Schwab U.s. Broad Market Etf Exchange Traded Fund (SCHB)	0.1	$1.9M		72k	26.23	View chart
Wisdomtree Trust Wisdomtree Floating Rate Treasury Fund Exchange Traded Fund (USFR)	0.1	$1.9M	+230%	37k	50.32	View chart
First Trust Morningstar Dividend Leaders Index Fund Exchange Traded Fund (FDL)	0.1	$1.9M	+81%	42k	44.34	View chart
Amplify Cwp Enhanced Dividend Income Etf Exchange Traded Fund (DIVO)	0.1	$1.9M	+12%	42k	44.50	View chart
Capital One Finl Corporation Common Stock (COF)	0.1	$1.9M	+432%	7.7k	242.35	View chart
Vanguard Health Care Etf Exchange Traded Fund (VHT)	0.1	$1.9M	+18%	6.5k	287.87	View chart
Medtronic Common Stock (MDT)	0.1	$1.9M	+238%	19k	96.06	View chart
Ishares Tr Core S&p Us Gwt Exchange Traded Fund (IUSG)	0.1	$1.9M	+140%	11k	167.94	View chart
Invesco S&p Smallcap Momentum Etf Exchange Traded Fund (XSMO)	0.1	$1.8M	-4%	26k	72.01	View chart
At&t Incorporated Common Stock (T)	0.1	$1.8M	+51%	74k	24.84	View chart
Northrop Grumman Corporation Common Stock (NOC)	0.1	$1.8M	+22%	3.2k	570.20	View chart
Cambria Shareholder Yield Etf Exchange Traded Fund (SYLD)	0.1	$1.8M		26k	69.52	View chart
First Trust Utilities Alphadex Fund Exchange Traded Fund (FXU)	0.1	$1.8M	+25%	40k	45.01	View chart
Vaneck Morningstar Wide Moat Etf Exchange Traded Fund (MOAT)	0.1	$1.8M	-7%	17k	103.56	View chart
Citigroup Incorporated Common Stock (C)	0.1	$1.8M	+31%	15k	116.69	View chart
Jpmorgan Core Plus Bond Etf Exchange Traded Fund (JCPB)	0.1	$1.8M	NEW	37k	47.35	View chart
iShares Flexible Income Active ETF Exchange Traded Fund (BINC)	0.1	$1.8M	+108%	33k	52.77	View chart
Pfizer Incorporated Common Stock (PFE)	0.1	$1.8M	+18%	71k	24.90	View chart
American Elec Pwr Company Incorporated Common Stock (AEP)	0.1	$1.8M	+22%	15k	115.31	View chart
First Trust Value Line Dividend Index Fund Exchange Traded Fund (FVD)	0.1	$1.7M	+3%	38k	46.08	View chart
Vanguard Admiral Fds Inc S&p 500 Growth Index Fd Etf Exchange Traded Fund (VOOG)	0.1	$1.7M	+13%	3.9k	444.60	View chart
Seagate Technology Hldngs Plc Ord Common Stock (STX)	0.1	$1.7M	-5%	6.2k	275.41	View chart
First Trust Rba American Industrial Renaissance Etf Exchange Traded Fund (AIRR)	0.1	$1.7M	+90%	17k	98.32	View chart
Genuine Parts Company Common Stock (GPC)	0.1	$1.7M	+3%	14k	122.96	View chart
Asml Holding N V N Y Registry American Depository Receipt (ASML)	0.1	$1.7M	+50%	1.6k	1069.63	View chart
Autozone Incorporated Common Stock (AZO)	0.1	$1.7M	+21%	494.00	3391.50	View chart
Fs Kkr Cap Corporation Common Stock (FSK)	0.1	$1.7M	-3%	112k	14.81	View chart
Humana Incorporated Common Stock (HUM)	0.1	$1.6M	-3%	6.4k	256.13	View chart

Past Filings by Kingswood Wealth Advisors

SEC 13F filings are viewable for Kingswood Wealth Advisors going back to 2023

Kingswood Wealth Advisors 2025 Q4 filed Jan. 28, 2026
Kingswood Wealth Advisors 2025 Q3 filed Oct. 23, 2025
Kingswood Wealth Advisors 2025 Q1 restated filed July 25, 2025
Kingswood Wealth Advisors 2025 Q2 filed July 23, 2025
Kingswood Wealth Advisors 2025 Q1 filed April 21, 2025
Kingswood Wealth Advisors 2024 Q4 filed Jan. 22, 2025
Kingswood Wealth Advisors 2024 Q3 filed Oct. 21, 2024
Kingswood Wealth Advisors 2024 Q2 filed July 9, 2024
Kingswood Wealth Advisors 2024 Q1 filed April 15, 2024
Kingswood Wealth Advisors 2023 Q4 filed Jan. 16, 2024
Kingswood Wealth Advisors 2023 Q3 filed Oct. 24, 2023
Kingswood Wealth Advisors 2023 Q2 filed Aug. 9, 2023

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