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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, VTV, and represent 12.86% of Kingswood Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SSO (+$9.0M), Roundhill Memory Etf (+$8.7M), VUG (+$7.3M), VGT (+$6.9M), VO (+$6.6M), IWF, CAT, FFLG, TBIL, SNDK.
Started 135 new stock positions in DFCF, NUAI, QXO, CORO, Cim Real Estate Finance Trust, CRDO, NTAP, HYD, NTRA, SCI.
Reduced shares in these 10 stocks: SGOV (-$8.4M), CIBR, WDC, XLE, Honeywell International, TPL, , COAL, FPE, SKYY.
Sold out of its positions in AMC, SIVR, AGI, ALB, AA, AVSF, AMT, AR, AUPH, BJ.
Kingswood Wealth Advisors was a net buyer of stock by $123M.
Kingswood Wealth Advisors has $2.5B in assets under management (AUM), dropping by 17.70%.
Central Index Key (CIK): 0001987855

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Portfolio Holdings for Kingswood Wealth Advisors

Kingswood Wealth Advisors holds 995 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Kingswood Wealth Advisors has 995 total positions. Only the first 250 positions are shown.

Sign up to view all of the Kingswood Wealth Advisors June 30, 2026 positions
Download the Kingswood Wealth Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Incorporated Common Stock (AAPL)	3.7	$92M	+3%	319k	289.36	View chart
Spdr S&p 500 Etf Exchange Traded Fund (SPY)	2.6	$63M	+2%	85k	746.76	View chart
Nvidia Corporation Common Stock (NVDA)	2.5	$63M	+4%	313k	200.09	View chart
Invesco Qqq Tr Exchange Traded Fund (QQQ)	2.4	$59M	-4%	80k	736.40	View chart
Vanguard Value Etf Exchange Traded Fund (VTV)	1.7	$42M	+2%	192k	217.93	View chart
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)	1.5	$37M	+8%	53k	686.81	View chart
Amazon Com Incorporated Common Stock (AMZN)	1.5	$36M	-3%	152k	238.34	View chart
Microsoft Corporation Common Stock (MSFT)	1.4	$36M		96k	373.02	View chart
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPYM)	1.2	$30M	-2%	346k	87.85	View chart
Broadcom Incorporated Common Stock (AVGO)	1.2	$30M		79k	377.75	View chart
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)	1.1	$28M		833k	33.84	View chart
Micron Technology Incorporated Common Stock (MU)	1.1	$28M	+2%	24k	1154.31	View chart
Caterpillar Incorporated Common Stock (CAT)	1.1	$27M	+19%	26k	1064.88	View chart
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)	1.1	$27M	+3%	539k	50.39	View chart
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)	1.0	$25M	-3%	70k	357.37	View chart
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)	1.0	$25M	+13%	70k	353.33	View chart
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)	0.9	$23M	-3%	63k	370.04	View chart
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)	0.9	$23M		97k	236.62	View chart
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)	0.9	$22M	+5%	29k	748.90	View chart
Jpmorgan Chase & Company. Common Stock (JPM)	0.8	$20M		60k	327.33	View chart
Proshares Ultra S&p500 Exchange Traded Fund (SSO)	0.7	$18M	+97%	271k	67.38	View chart
Capital Group Growth Etf Shs Creation Unit Exchange Traded Fund (CGGR)	0.7	$18M	-4%	371k	47.20	View chart
Tesla Incorporated Common Stock (TSLA)	0.7	$17M	+9%	40k	420.60	View chart
Meta Platforms Incorporated Class A Common Stock (META)	0.6	$16M	+4%	28k	563.28	View chart
Sandisk Corporation Common Stock (SNDK)	0.6	$16M	+31%	6.8k	2273.73	View chart
Lamar Advertising Company New Class A Reit Real Estate Investment Trust (LAMR)	0.6	$15M		97k	155.98	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Exchange Traded Fund (JEPQ)	0.6	$15M	+9%	242k	61.46	View chart
Vanguard Small-cap Etf Exchange Traded Fund (VB)	0.6	$15M	+11%	49k	303.12	View chart
Jpmorgan Equity Premium Income Etf Exchange Traded Fund (JEPI)	0.5	$13M	+3%	238k	56.48	View chart
Advanced Micro Devices Incorporated Common Stock (AMD)	0.5	$13M	-8%	23k	580.91	View chart
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)	0.5	$13M		278k	45.52	View chart
Berkshire Hathaway Incorporated Del Class B Common Stock (BRK.B)	0.5	$13M		25k	500.39	View chart
Walmart Incorporated Common Stock (WMT)	0.5	$13M	+2%	110k	113.26	View chart
Capital Group Core Equity Etf Shs Creation Unit Exchange Traded Fund (CGUS)	0.5	$12M	-2%	279k	44.48	View chart
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)	0.5	$12M	-5%	378k	31.71	View chart
Ishares Tr U.s. Tech Etf Exchange Traded Fund (IYW)	0.5	$12M	+2%	46k	252.23	View chart
Palantir Technologies Incorporated Class A Common Stock (PLTR)	0.5	$11M	+9%	97k	116.67	View chart
Vaneck Rare Earth And Strategic Metals Exchange Traded Fund (REMX)	0.5	$11M	+26%	127k	88.50	View chart
Vaneck Semiconductor Etf Exchange Traded Fund (SMH)	0.5	$11M	+36%	17k	655.91	View chart
Eaton Corporation Common Stock (ETN)	0.4	$11M	-2%	26k	426.12	View chart
Eli Lilly & Company Common Stock (LLY)	0.4	$11M	+7%	9.1k	1199.48	View chart
Ishares Tr Core Us Aggbd Et Exchange Traded Fund (AGG)	0.4	$11M		110k	98.98	View chart
Mastec Incorporated Common Stock (MTZ)	0.4	$11M	-8%	25k	416.06	View chart
Ishares Tr Select Divid Etf Exchange Traded Fund (DVY)	0.4	$10M	+4%	66k	156.30	View chart
Spdr Gold Shares Exchange Traded Fund (GLD)	0.4	$10M	+22%	27k	368.38	View chart
Nextera Energy Incorporated Common Stock (NEE)	0.4	$9.9M		113k	87.77	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$9.4M	+19%	37k	253.97	View chart
Costco Wholesale Corporation Common Stock (COST)	0.4	$9.4M		10k	935.43	View chart
Abbvie Incorporated Common Stock (ABBV)	0.4	$9.3M	+2%	37k	251.65	View chart
Texas Pacific Land Corporation Common Stock (TPL)	0.4	$9.2M	-26%	21k	437.63	View chart
Spdr Financial Select Sector Fund Exchange Traded Fund (XLF)	0.4	$8.9M	-20%	166k	53.61	View chart
Spdr Dow Jones Industrial Average Etf Trust Exchange Traded Fund (DIA)	0.4	$8.7M	+4%	17k	522.39	View chart
Ishares Tr Msci Usa Mmentm Exchange Traded Fund (MTUM)	0.4	$8.7M	-2%	26k	342.83	View chart
Roundhill Memory Etf Exchange Traded Fund	0.4	$8.7M	NEW	118k	73.85	View chart
Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.4	$8.7M	+317%	108k	80.57	View chart
Vanguard High Dividend Yield Etf Exchange Traded Fund (VYM)	0.3	$8.7M		55k	158.03	View chart
Fidelity Total Bond Etf Exchange Traded Fund (FBND)	0.3	$8.6M	+4%	190k	45.49	View chart
Vanguard Growth Etf Exchange Traded Fund (VUG)	0.3	$8.6M	+569%	100k	86.14	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.3	$8.6M	-6%	63k	136.72	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrast Index Fund Exchange Traded Fund (GRID)	0.3	$8.6M	+42%	45k	191.75	View chart
Intel Corporation Common Stock (INTC)	0.3	$8.4M	+22%	60k	139.63	View chart
First Trust Capital Strength Etf Exchange Traded Fund (FTCS)	0.3	$8.3M		89k	93.92	View chart
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)	0.3	$8.3M	+6%	117k	71.25	View chart
Ishares Tr Core Div Grwth Exchange Traded Fund (DGRO)	0.3	$7.9M	+7%	104k	75.79	View chart
Taiwan Semiconductor Mfg American Depository Receipt (TSM)	0.3	$7.8M	-4%	16k	477.57	View chart
Vanguard Information Technology Etf Exchange Traded Fund (VGT)	0.3	$7.8M	+752%	65k	119.52	View chart
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)	0.3	$7.8M	+4%	105k	73.80	View chart
Parker-hannifin Corporation Common Stock (PH)	0.3	$7.7M		7.9k	978.13	View chart
Applied Matls Incorporated Common Stock (AMAT)	0.3	$7.6M	-6%	11k	722.98	View chart
Ishares Tr Msci Usa Min Vol Exchange Traded Fund (USMV)	0.3	$7.6M		78k	96.46	View chart
First Trust Nasdaq Rising Dividend Achievers Exchange Traded Fund (RDVY)	0.3	$7.4M	+9%	91k	81.06	View chart
Home Depot Incorporated Common Stock (HD)	0.3	$7.2M	-9%	20k	352.68	View chart
Southern Company Common Stock (SO)	0.3	$7.1M	+3%	74k	95.71	View chart
Invesco S&p 500 Revenue Etf Exchange Traded Fund (RWL)	0.3	$7.0M		55k	127.76	View chart
Vaneck Uranium And Nuclear Etf Exchange Traded Fund (NLR)	0.3	$7.0M	+48%	61k	115.98	View chart
Vanguard Large-cap Etf Exchange Traded Fund (VV)	0.3	$7.0M		20k	343.90	View chart
Mrp Synthequity Etf Exchange Traded Fund (SNTH)	0.3	$6.9M	-5%	231k	29.73	View chart
Coca Cola Company Common Stock (KO)	0.3	$6.8M	+5%	84k	81.27	View chart
Goldman Sachs Group Incorporated Common Stock (GS)	0.3	$6.8M	-3%	6.7k	1011.35	View chart
Cisco Systems Incorporated Common Stock (CSCO)	0.3	$6.7M		57k	117.46	View chart
Wisdomtree U.s. Quality Dividend Growth Fund Exchange Traded Fund (DGRW)	0.3	$6.7M		70k	95.62	View chart
Texas Instrs Incorporated Common Stock (TXN)	0.3	$6.6M	-3%	22k	298.07	View chart
Ishares Tr Rus Md Cp Gr Etf Exchange Traded Fund (IWP)	0.3	$6.6M		45k	146.41	View chart
Spdr S&p Dividend Etf Exchange Traded Fund (SDY)	0.3	$6.6M		43k	152.18	View chart
Rtx Corporation Common Stock (RTX)	0.3	$6.5M		35k	189.73	View chart
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)	0.3	$6.5M	-31%	361k	17.88	View chart
First Trust Rba American Industrial Renaissance Etf Exchange Traded Fund (AIRR)	0.3	$6.4M	+8%	48k	133.25	View chart
Ishares Tr Rus 1000 Grw Etf Exchange Traded Fund (IWF)	0.3	$6.4M	+286%	52k	124.17	View chart
Ishares Tr Global 100 Etf Exchange Traded Fund (IOO)	0.3	$6.4M	+2%	47k	136.60	View chart
Jpmorgan Income Etf Exchange Traded Fund (JPIE)	0.3	$6.3M	+9%	138k	46.05	View chart
Spdr Consumer Discretionary Select Sector Fund Exchange Traded Fund (XLY)	0.3	$6.3M	+75%	54k	117.28	View chart
International Business Machines Common Stock (IBM)	0.3	$6.3M		23k	281.20	View chart
Vanguard Materials Etf Exchange Traded Fund (VAW)	0.3	$6.3M	+62%	28k	228.79	View chart
Visa Incorporated Com Class A Common Stock (V)	0.3	$6.3M	+2%	18k	343.09	View chart
Capital Group Divid Value Etf Shs Creation Unit Exchange Traded Fund (CGDV)	0.3	$6.2M	+5%	126k	49.28	View chart
Fundstrat Granny Shots Us Large Cap Etf Exchange Traded Fund (GRNY)	0.3	$6.2M		225k	27.65	View chart
Bank America Corporation Common Stock (BAC)	0.3	$6.2M		109k	56.98	View chart
Vanguard Small-cap Growth Etf Exchange Traded Fund (VBK)	0.2	$6.1M	+2%	17k	365.71	View chart
Bloom Energy Corporation Com Class A Common Stock (BE)	0.2	$6.0M	-11%	20k	302.70	View chart
First Trust Indxx Innovative Transaction & Process Etf Exchange Traded Fund (LEGR)	0.2	$5.9M	+50%	93k	64.25	View chart
Spdr Technology Select Sector Fund Exchange Traded Fund (XLK)	0.2	$5.9M		31k	190.52	View chart
Ge Vernova Incorporated Common Stock (GEV)	0.2	$5.8M	+5%	4.9k	1174.90	View chart
Seagate Technology Hldngs Plc Ord Common Stock (STX)	0.2	$5.8M	-9%	6.0k	964.93	View chart
Invesco S&p 500 Momentum Etf Exchange Traded Fund (SPMO)	0.2	$5.7M		35k	161.54	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Exchange Traded Fund (BIL)	0.2	$5.6M	-16%	61k	91.64	View chart
Fidelity Wise Origin Bitcoin Fund Exchange Traded Fund (FBTC)	0.2	$5.6M	-2%	109k	51.05	View chart
Boeing Company Common Stock (BA)	0.2	$5.5M		25k	216.47	View chart
Ishares Tr Eafe Grwth Etf Exchange Traded Fund (EFG)	0.2	$5.4M		43k	124.42	View chart
Corning Incorporated Common Stock (GLW)	0.2	$5.4M	+94%	21k	255.43	View chart
Chevron Corporation Common Stock (CVX)	0.2	$5.4M		33k	165.76	View chart
Spdr S&p 600 Small Cap Growth Etf Exchange Traded Fund (SLYG)	0.2	$5.4M	+21%	45k	119.13	View chart
Ishares Tr Us Industrials Exchange Traded Fund (IYJ)	0.2	$5.4M		32k	166.65	View chart
F/m Us Treasury 3 Month Bill Fund - Etf Exchange Traded Fund (TBIL)	0.2	$5.3M	+273%	106k	49.86	View chart
Schwab U.s. Mid-cap Etf Exchange Traded Fund (SCHM)	0.2	$5.3M		143k	36.87	View chart
Vanguard Total International Stock Etf Exchange Traded Fund (VXUS)	0.2	$5.2M		60k	85.49	View chart
Ishares Tr Mrgstr Md Cp Grw Exchange Traded Fund (IMCG)	0.2	$5.1M		52k	98.30	View chart
Analog Devices Incorporated Common Stock (ADI)	0.2	$5.1M	-4%	13k	397.17	View chart
Ishares Tr Core S&p Mcp Etf Exchange Traded Fund (IJH)	0.2	$5.0M	+3%	65k	77.11	View chart
Schwab Us Large Cap Value Etf Exchange Traded Fund (SCHV)	0.2	$5.0M	+4%	143k	34.81	View chart
Wisdomtree U.s. Largecap Dividend Fund Exchange Traded Fund (DLN)	0.2	$5.0M		52k	96.32	View chart
Trane Technologies Common Stock (TT)	0.2	$4.9M		10k	491.16	View chart
Air Products & Chemicals Incorporated Common Stock (APD)	0.2	$4.8M		17k	293.18	View chart
Verizon Communications Incorporated Common Stock (VZ)	0.2	$4.7M	+12%	112k	42.34	View chart
Spdr Energy Select Sector Fund Exchange Traded Fund (XLE)	0.2	$4.7M	-43%	89k	53.11	View chart
Lockheed Martin Corporation Common Stock (LMT)	0.2	$4.6M	+6%	9.1k	509.45	View chart
Vanguard Ftse All-world Ex-us Etf Exchange Traded Fund (VEU)	0.2	$4.6M		55k	83.75	View chart
Ishares Tr Core S&p Scp Etf Exchange Traded Fund (IJR)	0.2	$4.5M		30k	148.31	View chart
Procter And Gamble Company Common Stock (PG)	0.2	$4.5M	-3%	31k	146.65	View chart
Ishares Tr Ishares Semicdtr Exchange Traded Fund (SOXX)	0.2	$4.5M	-4%	7.0k	640.76	View chart
Marvell Technology Incorporated Common Stock (MRVL)	0.2	$4.5M	+20%	15k	297.88	View chart
Netflix Incorporated Common Stock (NFLX)	0.2	$4.4M	-6%	62k	71.40	View chart
General Dynamics Corporation Common Stock (GD)	0.2	$4.4M		12k	354.25	View chart
Spdr Portfolio S&p 500 Growth Etf Exchange Traded Fund (SPYG)	0.2	$4.4M		37k	118.99	View chart
Spdr S&p 400 Mid Cap Growth Etf Exchange Traded Fund (MDYG)	0.2	$4.4M	+6%	39k	112.09	View chart
Fidelity Msci Communication Services Index Etf Exchange Traded Fund (FCOM)	0.2	$4.4M	+39%	63k	69.48	View chart
Oracle Corporation Common Stock (ORCL)	0.2	$4.3M	-4%	30k	146.55	View chart
Ge Aerospace Common Stock (GE)	0.2	$4.3M	+6%	12k	373.72	View chart
Global X Robotics & Artificial Intelligence Thematic Etf Exchange Traded Fund (BOTZ)	0.2	$4.3M		113k	37.94	View chart
Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)	0.2	$4.3M	+12%	14k	302.96	View chart
Crowdstrike Hldgs Incorporated Class A Common Stock (CRWD)	0.2	$4.2M	+9%	5.5k	763.14	View chart
Capital Group Global Growth Shs Creation Unit Exchange Traded Fund (CGGO)	0.2	$4.2M	-2%	99k	42.33	View chart
Fidelity Fundamental Large Cap Growth Etf Exchange Traded Fund (FFLG)	0.2	$4.2M	NEW	121k	34.68	View chart
Qualcomm Incorporated Common Stock (QCOM)	0.2	$4.2M	+4%	23k	184.79	View chart
Calamos Etf Tr Autocallable Exchange Traded Fund (CAIE)	0.2	$4.1M	+660%	150k	27.21	View chart
Vanguard Total World Stock Etf Exchange Traded Fund (VT)	0.2	$4.1M		26k	156.95	View chart
Merck & Company Incorporated Common Stock (MRK)	0.2	$4.1M		32k	128.50	View chart
First Trust Health Care Alphadex Fund Exchange Traded Fund (FXH)	0.2	$4.0M	+2%	33k	122.40	View chart
Federated Hermes Mdt Market Neutral Etf Exchange Traded Fund (MKTN)	0.2	$3.9M	+17%	152k	25.97	View chart
Ishares Tr National Mun Etf Exchange Traded Fund (MUB)	0.2	$3.9M	-8%	37k	107.62	View chart
Prologis Incorporated. Reit Real Estate Investment Trust (PLD)	0.2	$3.9M	+3%	29k	135.47	View chart
Spdr Portfolio S&p 600 Small Cap Etf Exchange Traded Fund (SPSM)	0.2	$3.9M	+9%	67k	57.62	View chart
Unitedhealth Group Incorporated Common Stock (UNH)	0.2	$3.9M	+5%	9.3k	415.63	View chart
Berkshire Hathaway Incorporated Del Class A Common Stock (BRK.A)	0.2	$3.7M		5.00	748850.00	View chart
Schwab Fundamental International Equity Etf Exchange Traded Fund (FNDF)	0.1	$3.7M	+8%	70k	52.76	View chart
Mastercard Incorporated Class A Common Stock (MA)	0.1	$3.7M		7.2k	513.63	View chart
Landbridge Company Llc Class A Shares Representing Limited Liability Cmpny Intrst Common Stock (LB)	0.1	$3.7M	-29%	46k	79.24	View chart
Dimensional Etf Trust World Ex U S Core Equity 2 Etf Exchange Traded Fund (DFAX)	0.1	$3.6M	-6%	99k	36.84	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Fund (IWM)	0.1	$3.6M	+6%	12k	300.44	View chart
Microstrategy Incorporated Class A Common Stock (MSTR)	0.1	$3.6M	+2%	42k	86.93	View chart
Space Exploration Techn Corporation Class A Com Stk Common Stock (SPCX)	0.1	$3.6M	NEW	21k	170.86	View chart
Asml Holding N V N Y Registry American Depository Receipt (ASML)	0.1	$3.6M	+8%	1.8k	1989.55	View chart
Ishares Incorporated Cur Hd Msci Em Exchange Traded Fund (HEEM)	0.1	$3.5M		79k	44.73	View chart
Mcdonalds Corporation Common Stock (MCD)	0.1	$3.5M	-5%	13k	270.32	View chart
Ishares Tr 0-3 Mnth Treasry Exchange Traded Fund (SGOV)	0.1	$3.5M	-70%	35k	100.67	View chart
Vanguard Mega Cap Growth Etf Exchange Traded Fund (MGK)	0.1	$3.5M	+430%	40k	87.91	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Exchange Traded Fund (IBIT)	0.1	$3.5M	-31%	104k	33.29	View chart
Vanguard Russell 1000 Growth Etf Exchange Traded Fund (VONG)	0.1	$3.4M		27k	127.81	View chart
Duke Energy Corporation Common Stock (DUK)	0.1	$3.4M	-21%	27k	126.58	View chart
Ishares Incorporated Core Msci Emkt Exchange Traded Fund (IEMG)	0.1	$3.4M	+33%	41k	82.84	View chart
Marathon Pete Corporation Common Stock (MPC)	0.1	$3.3M		13k	255.67	View chart
Virtus Newfleet Multi-sector Unconstrained Bond Etf Exchange Traded Fund (NFLT)	0.1	$3.3M	+4%	143k	22.95	View chart
Spdr Portfolio Emerging Markets Etf Exchange Traded Fund (SPEM)	0.1	$3.3M		63k	51.78	View chart
Spdr Bloomberg Convertible Securities Et Exchange Traded Fund (CWB)	0.1	$3.3M	+12%	30k	107.82	View chart
Jpmorgan Intl Value Etf Exchange Traded Fund (JIVE)	0.1	$3.2M	+3%	35k	91.95	View chart
Materion Corporation Common Stock (MTRN)	0.1	$3.2M	-5%	11k	297.39	View chart
Motorola Solutions Incorporated Common Stock (MSI)	0.1	$3.2M		7.6k	415.28	View chart
Palo Alto Networks Incorporated Common Stock (PANW)	0.1	$3.1M	+8%	9.2k	341.02	View chart
Federated Hermes Enhanced Income Etf Exchange Traded Fund (PAYR)	0.1	$3.1M	+17%	58k	53.65	View chart
Invesco Aerospace & Defense Etf Exchange Traded Fund (PPA)	0.1	$3.1M	+53%	18k	176.65	View chart
Cummins Incorporated Common Stock (CMI)	0.1	$3.1M	+6%	4.4k	713.23	View chart
Schwab U.s. Broad Market Etf Exchange Traded Fund (SCHB)	0.1	$3.1M	+30%	107k	28.96	View chart
Cheniere Energy Incorporated Common Stock (LNG)	0.1	$3.1M		13k	239.00	View chart
Spdr S&p 600 Small Cap Value Etf Exchange Traded Fund (SLYV)	0.1	$3.1M	+9%	28k	109.11	View chart
Dimensional Etf Tr Dimensional Us Small Cap Value Exchange Traded Fund (DFSV)	0.1	$3.1M	-4%	79k	38.79	View chart
Ishares Tr Ishs 5-10yr Invt Exchange Traded Fund (IGIB)	0.1	$3.1M	-2%	58k	53.17	View chart
Renasant Corporation Common Stock (RNST)	0.1	$3.0M	NEW	71k	42.54	View chart
Vanguard Intermediate-term Corporate Bond Etf Exchange Traded Fund (VCIT)	0.1	$3.0M	+2%	37k	82.65	View chart
Essex Property Tr Incorporated Reit Real Estate Investment Trust (ESS)	0.1	$3.0M		10k	291.60	View chart
Dell Technologies Incorporated Class C Common Stock (DELL)	0.1	$2.9M	-20%	6.8k	431.43	View chart
Vertiv Holdings Company Com Class A Common Stock (VRT)	0.1	$2.9M	-5%	8.7k	334.83	View chart
NYLI Merger Arbitrage ETF Exchange Traded Fund (MNA)	0.1	$2.9M	+3%	80k	36.48	View chart
Global X Nasdaq 100 Covered Call Etf Exchange Traded Fund (QYLD)	0.1	$2.9M	+51%	157k	18.43	View chart
Invesco S&p 500 Equal Weight Etf Exchange Traded Fund (RSP)	0.1	$2.9M	-12%	13k	212.76	View chart
Ishares Tr S&p 500 Grwt Etf Exchange Traded Fund (IVW)	0.1	$2.9M	-33%	21k	137.53	View chart
Ishares Core S&p Total U S Stock Market Etf Exchange Traded Fund (ITOT)	0.1	$2.8M		17k	164.27	View chart
Mid-amer Apt Cmntys Incorporated Reit Real Estate Investment Trust (MAA)	0.1	$2.8M		21k	138.94	View chart
Lam Research Corporation Common Stock (LRCX)	0.1	$2.8M	+23%	6.6k	433.30	View chart
Altria Group Incorporated Common Stock (MO)	0.1	$2.8M	+13%	39k	71.95	View chart
Invesco Dividend Achievers Etf Exchange Traded Fund (PFM)	0.1	$2.8M	+3%	51k	55.45	View chart
Proshares S&p 500 Dividend Aristocrats Etf Exchange Traded Fund (NOBL)	0.1	$2.8M	+99%	50k	56.16	View chart
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)	0.1	$2.8M		14k	197.60	View chart
First Trust Morningstar Dividend Leaders Index Fund Exchange Traded Fund (FDL)	0.1	$2.8M	+2%	57k	48.66	View chart
First Trust Etf Iv First Trust Enhanced Short Exchange Traded Fund (FTSM)	0.1	$2.8M	-42%	47k	59.73	View chart
Ishares Tr Core 60/40 Balan Exchange Traded Fund (AOR)	0.1	$2.8M		40k	69.50	View chart
Global X U.s. Infrastructure Development Etf Exchange Traded Fund (PAVE)	0.1	$2.7M	+2%	47k	58.92	View chart
Pgim Ultra Short Bond Etf Exchange Traded Fund (PULS)	0.1	$2.7M	-15%	55k	49.55	View chart
United Parcel Service Incorporated Class B Common Stock (UPS)	0.1	$2.7M	-2%	25k	107.50	View chart
Kla Corporation Common Stock (KLAC)	0.1	$2.7M	+1616%	9.0k	301.71	View chart
Spdr Series Trust State Street Spdr S&p 400 Mid Cap Value Etf Exchange Traded Fund (MDYV)	0.1	$2.7M	+4%	28k	94.85	View chart
Johnson Controls International Common Stock (JCI)	0.1	$2.7M	+2%	18k	146.11	View chart
First Eagle Overseas Equity Etf Exchange Traded Fund (FEOE)	0.1	$2.6M	+55%	50k	53.40	View chart
2x Bitcoin Strategy Etf Exchange Traded Fund (BITX)	0.1	$2.6M	+5%	255k	10.32	View chart
State Str Corporation Common Stock (STT)	0.1	$2.6M	+4%	16k	169.60	View chart
Vanguard Small-cap Value Etf Exchange Traded Fund (VBR)	0.1	$2.6M	+6%	11k	243.00	View chart
Ishares Tr Core Msci Eafe Exchange Traded Fund (IEFA)	0.1	$2.5M		26k	96.58	View chart
Humana Incorporated Common Stock (HUM)	0.1	$2.5M		6.4k	397.22	View chart
Elevance Health Incorporated Common Stock (ELV)	0.1	$2.5M	-7%	6.6k	386.73	View chart
Fidelity Msci Utilities Index Etf Exchange Traded Fund (FUTY)	0.1	$2.5M	-33%	43k	58.42	View chart
Chubb Common Stock (CB)	0.1	$2.5M	-8%	7.4k	340.73	View chart
Ishares 20 Year Treasury Bond Etf Exchange Traded Fund (TLTW)	0.1	$2.5M	+21%	112k	22.34	View chart
Wisdomtree Trust Wisdomtree Floating Rate Treasury Fund Exchange Traded Fund (USFR)	0.1	$2.5M	-23%	50k	50.35	View chart
Amplify Cwp Enhanced Dividend Income Etf Exchange Traded Fund (DIVO)	0.1	$2.5M		54k	45.70	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Exchange Traded Fund (SPMD)	0.1	$2.4M	+240%	36k	67.56	View chart
Cme Group Incorporated Common Stock (CME)	0.1	$2.4M		11k	220.83	View chart
Ishares Tr Rus 1000 Val Etf Exchange Traded Fund (IWD)	0.1	$2.3M		9.7k	242.42	View chart
Philip Morris International Incorporated Common Stock (PM)	0.1	$2.3M	+7%	13k	180.90	View chart
Wells Fargo Company Common Stock (WFC)	0.1	$2.3M	+4%	28k	82.64	View chart
Amgen Incorporated Common Stock (AMGN)	0.1	$2.3M	+25%	6.4k	362.13	View chart
Ark Etf Trust Innovation Etf Exchange Traded Fund (ARKK)	0.1	$2.3M		29k	80.82	View chart
Spdr S&p Biotech Etf Exchange Traded Fund (XBI)	0.1	$2.3M	+41%	14k	158.25	View chart
American Elec Pwr Company Incorporated Common Stock (AEP)	0.1	$2.3M	+5%	17k	136.81	View chart
Global X Superdividend Etf Exchange Traded Fund (SDIV)	0.1	$2.3M	-20%	92k	24.44	View chart
Tjx Companies Incorporated Common Stock (TJX)	0.1	$2.2M	+7%	15k	151.49	View chart
Virtus Reaves Utilities Etf Exchange Traded Fund (UTES)	0.1	$2.2M	+20%	27k	81.74	View chart
Deere & Company Common Stock (DE)	0.1	$2.2M		3.5k	634.39	View chart
First Trust Buywrite Income Etf Exchange Traded Fund (FTHI)	0.1	$2.2M	+20%	93k	23.85	View chart
Ishares Tr Core S&p Us Gwt Exchange Traded Fund (IUSG)	0.1	$2.2M		12k	188.09	View chart
Lowes Companies Incorporated Common Stock (LOW)	0.1	$2.2M	-5%	10k	220.50	View chart
Spdr Industrial Select Sector Fund Exchange Traded Fund (XLI)	0.1	$2.2M	-14%	12k	185.23	View chart
Citigroup Incorporated Common Stock (C)	0.1	$2.2M		16k	139.96	View chart
iShares Flexible Income Active ETF Exchange Traded Fund (BINC)	0.1	$2.2M	+8%	42k	52.34	View chart
Morgan Stanley Common Stock (MS)	0.1	$2.2M	-17%	10k	209.04	View chart
Freeport-mcmoran Incorporated Class B Common Stock (FCX)	0.1	$2.2M	-4%	34k	62.89	View chart
Wisdomtree U.s. Midcap Dividend Fund Exchange Traded Fund (DON)	0.1	$2.2M		38k	56.52	View chart
Goldman Sachs Nasdaq 100 Premium Income Etf Exchange Traded Fund (GPIQ)	0.1	$2.2M		36k	59.31	View chart
Vanguard Admiral Fds Inc S&p 500 Growth Index Fd Etf Exchange Traded Fund (VOOG)	0.1	$2.2M	+437%	26k	82.62	View chart
Invesco S&p Smallcap Momentum Etf Exchange Traded Fund (XSMO)	0.1	$2.1M		23k	93.63	View chart
Invesco S&p Midcap Quality Etf Exchange Traded Fund (XMHQ)	0.1	$2.1M	-4%	19k	112.88	View chart
Ishares Tr Core High Dv Etf Exchange Traded Fund (HDV)	0.1	$2.1M	+393%	78k	27.41	View chart
L3harris Technologies Incorporated Common Stock (LHX)	0.1	$2.1M		7.3k	290.60	View chart

Past Filings by Kingswood Wealth Advisors

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

Kingswood Wealth Advisors 2026 Q2 filed July 27, 2026
Kingswood Wealth Advisors 2026 Q1 filed April 28, 2026
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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