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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 12.80% of Kingswood Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: REMX (+$8.8M), TPL (+$8.0M), QQQ (+$5.2M), SGOV, FTSM, PLTR, VAW, LB, MKTN, SNDK.
Started 148 new stock positions in IFEB, CMCT, PNFP, BE, DWLD, SNDK, VGK, VLUE, IDEV, BJ.
Reduced shares in these 10 stocks: FPE (-$9.1M), SSO (-$6.7M), SCHG (-$5.2M), FUTY (-$5.0M), VGT, CGGR, FCOM, SPY, , BOTZ.
Sold out of its positions in ABBNY, AAGIY, AVAV, EADSY, ALNY, AWK, ACHR, ARM, AstraZeneca, BAESY.
Kingswood Wealth Advisors was a net buyer of stock by $89M.
Kingswood Wealth Advisors has $2.1B in assets under management (AUM), dropping by 1.83%.
Central Index Key (CIK): 0001987855

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Portfolio Holdings for Kingswood Wealth Advisors

Kingswood Wealth Advisors holds 924 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Kingswood Wealth Advisors has 924 total positions. Only the first 250 positions are shown.

Sign up to view all of the Kingswood Wealth Advisors March 31, 2026 positions
Download the Kingswood Wealth Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Incorporated Common Stock (AAPL)	3.7	$78M		309k	253.79	View chart
Spdr S&p 500 Etf Exchange Traded Fund (SPY)	2.6	$54M	-4%	83k	650.31	View chart
Nvidia Corporation Common Stock (NVDA)	2.5	$52M	-3%	300k	174.40	View chart
Invesco Qqq Tr Exchange Traded Fund (QQQ)	2.3	$48M	+11%	84k	577.18	View chart
Vanguard Value Etf Exchange Traded Fund (VTV)	1.8	$37M	-5%	188k	196.20	View chart
Microsoft Corporation Common Stock (MSFT)	1.7	$36M	+3%	96k	370.16	View chart
Amazon Com Incorporated Common Stock (AMZN)	1.5	$33M		157k	208.27	View chart
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)	1.4	$29M		49k	597.55	View chart
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPYM)	1.3	$27M	-2%	356k	76.43	View chart
Broadcom Incorporated Common Stock (AVGO)	1.2	$25M		79k	309.51	View chart
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)	1.2	$24M	-17%	836k	29.13	View chart
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)	1.1	$24M		518k	45.65	View chart
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)	1.0	$21M	+9%	65k	320.81	View chart
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)	1.0	$21M	+2%	72k	287.56	View chart
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)	1.0	$21M	+4%	96k	215.06	View chart
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)	0.9	$18M	+7%	28k	653.21	View chart
Jpmorgan Chase & Company. Common Stock (JPM)	0.8	$18M		60k	294.16	View chart
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)	0.8	$18M		62k	286.86	View chart
Capital Group Growth Etf Shs Creation Unit Exchange Traded Fund (CGGR)	0.7	$16M	-16%	388k	40.19	View chart
Meta Platforms Incorporated Class A Common Stock (META)	0.7	$15M		27k	572.14	View chart
Caterpillar Incorporated Common Stock (CAT)	0.7	$15M	-5%	21k	708.47	View chart
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)	0.7	$15M		280k	52.76	View chart
Tesla Incorporated Common Stock (TSLA)	0.7	$14M		37k	371.75	View chart
Texas Pacific Land Corporation Common Stock (TPL)	0.6	$14M	+141%	29k	474.57	View chart
Walmart Incorporated Common Stock (WMT)	0.6	$13M		107k	124.28	View chart
Jpmorgan Equity Premium Income Etf Exchange Traded Fund (JEPI)	0.6	$13M		229k	56.68	View chart
Palantir Technologies Incorporated Class A Common Stock (PLTR)	0.6	$13M	+47%	88k	146.28	View chart
Lamar Advertising Company New Class A Reit Real Estate Investment Trust (LAMR)	0.6	$12M		98k	126.66	View chart
Berkshire Hathaway Incorporated Del Class B Common Stock (BRK.B)	0.6	$12M	+3%	26k	479.20	View chart
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)	0.6	$12M	+24%	400k	30.68	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Exchange Traded Fund (JEPQ)	0.6	$12M	+7%	221k	55.52	View chart
Ishares Tr 0-3 Mnth Treasry Exchange Traded Fund (SGOV)	0.6	$12M	+72%	118k	100.66	View chart
Vanguard Small-cap Etf Exchange Traded Fund (VB)	0.5	$12M	+28%	44k	261.92	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.5	$11M		67k	169.66	View chart
Capital Group Core Equity Etf Shs Creation Unit Exchange Traded Fund (CGUS)	0.5	$11M		287k	38.42	View chart
Ishares Tr Core Us Aggbd Et Exchange Traded Fund (AGG)	0.5	$11M		109k	99.27	View chart
Nextera Energy Incorporated Common Stock (NEE)	0.5	$11M		113k	92.88	View chart
Spdr Financial Select Sector Fund Exchange Traded Fund (XLF)	0.5	$10M	+12%	208k	49.37	View chart
Costco Wholesale Corporation Common Stock (COST)	0.5	$10M	+22%	10k	996.41	View chart
Spdr Energy Select Sector Fund Exchange Traded Fund (XLE)	0.5	$9.7M	+36%	158k	61.26	View chart
Ishares Tr Select Divid Etf Exchange Traded Fund (DVY)	0.5	$9.5M	+3%	63k	151.41	View chart
Spdr Gold Shares Exchange Traded Fund (GLD)	0.5	$9.5M	-3%	22k	430.29	View chart
Eaton Corporation Common Stock (ETN)	0.4	$9.4M	+5%	26k	357.67	View chart
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)	0.4	$9.4M	-49%	529k	17.75	View chart
Mastec Incorporated Common Stock (MTZ)	0.4	$8.9M		28k	321.74	View chart
Vaneck Rare Earth And Strategic Metals Exchange Traded Fund (REMX)	0.4	$8.8M	NEW	100k	88.00	View chart
First Trust Capital Strength Etf Exchange Traded Fund (FTCS)	0.4	$8.4M		90k	92.76	View chart
Fidelity Total Bond Etf Exchange Traded Fund (FBND)	0.4	$8.3M	+40%	181k	45.62	View chart
Ishares Tr U.s. Tech Etf Exchange Traded Fund (IYW)	0.4	$8.1M	-4%	45k	181.42	View chart
Vanguard High Dividend Yield Etf Exchange Traded Fund (VYM)	0.4	$8.1M	+6%	55k	148.10	View chart
Micron Technology Incorporated Common Stock (MU)	0.4	$7.9M	+3%	23k	337.84	View chart
Abbvie Incorporated Common Stock (ABBV)	0.4	$7.8M	-2%	36k	217.48	View chart
Eli Lilly & Company Common Stock (LLY)	0.4	$7.7M		8.4k	919.79	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$7.5M	-5%	31k	244.44	View chart
Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.4	$7.4M	+5%	26k	287.18	View chart
Ishares Tr Msci Usa Min Vol Exchange Traded Fund (USMV)	0.4	$7.4M	-6%	80k	92.74	View chart
Home Depot Incorporated Common Stock (HD)	0.4	$7.4M		23k	328.89	View chart
Spdr Dow Jones Industrial Average Etf Trust Exchange Traded Fund (DIA)	0.4	$7.4M	+2%	16k	463.18	View chart
Proshares Ultra S&p500 Exchange Traded Fund (SSO)	0.3	$7.1M	-48%	137k	51.88	View chart
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)	0.3	$7.1M	-13%	101k	70.36	View chart
Parker-hannifin Corporation Common Stock (PH)	0.3	$7.1M	-6%	7.9k	895.24	View chart
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)	0.3	$7.0M	+9%	109k	64.08	View chart
Southern Company Common Stock (SO)	0.3	$6.9M	-2%	72k	96.52	View chart
Chevron Corporation Common Stock (CVX)	0.3	$6.8M	+11%	33k	206.90	View chart
Ishares Tr Core Div Grwth Exchange Traded Fund (DGRO)	0.3	$6.8M	+9%	97k	70.18	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Exchange Traded Fund (BIL)	0.3	$6.7M	+15%	74k	91.64	View chart
Fidelity Wise Origin Bitcoin Fund Exchange Traded Fund (FBTC)	0.3	$6.6M		112k	59.03	View chart
Rtx Corporation Common Stock (RTX)	0.3	$6.5M		34k	192.90	View chart
Vanguard Growth Etf Exchange Traded Fund (VUG)	0.3	$6.5M	+10%	15k	436.78	View chart
Mrp Synthequity Etf Exchange Traded Fund (SNTH)	0.3	$6.4M	+47%	245k	26.24	View chart
Netflix Incorporated Common Stock (NFLX)	0.3	$6.3M		66k	96.15	View chart
Invesco S&p 500 Revenue Etf Exchange Traded Fund (RWL)	0.3	$6.3M	-8%	55k	114.91	View chart
Ishares Tr Msci Usa Mmentm Exchange Traded Fund (MTUM)	0.3	$6.3M	-8%	26k	239.99	View chart
Spdr S&p Dividend Etf Exchange Traded Fund (SDY)	0.3	$6.2M		43k	145.94	View chart
Wisdomtree U.s. Quality Dividend Growth Fund Exchange Traded Fund (DGRW)	0.3	$6.2M	+2%	70k	87.84	View chart
Vanguard Large-cap Etf Exchange Traded Fund (VV)	0.3	$6.1M	+4%	20k	298.86	View chart
Coca Cola Company Common Stock (KO)	0.3	$6.1M		80k	76.05	View chart
Goldman Sachs Group Incorporated Common Stock (GS)	0.3	$5.9M	-8%	6.9k	846.03	View chart
Jpmorgan Income Etf Exchange Traded Fund (JPIE)	0.3	$5.8M	+8%	126k	46.07	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Exchange Traded Fund (IBIT)	0.3	$5.8M	+9%	151k	38.42	View chart
Taiwan Semiconductor Mfg American Depository Receipt (TSM)	0.3	$5.8M	+4%	17k	337.96	View chart
Ishares Tr Rus 1000 Grw Etf Exchange Traded Fund (IWF)	0.3	$5.7M	-9%	13k	426.40	View chart
First Trust Nasdaq Rising Dividend Achievers Exchange Traded Fund (RDVY)	0.3	$5.7M	+8%	83k	68.28	View chart
Ishares Tr Rus Md Cp Gr Etf Exchange Traded Fund (IWP)	0.3	$5.7M	+19%	44k	128.12	View chart
Ishares Tr Global 100 Etf Exchange Traded Fund (IOO)	0.3	$5.5M		46k	120.97	View chart
International Business Machines Common Stock (IBM)	0.3	$5.4M		23k	242.37	View chart
Vaneck Uranium And Nuclear Etf Exchange Traded Fund (NLR)	0.3	$5.4M	-26%	41k	133.19	View chart
Visa Incorporated Com Class A Common Stock (V)	0.3	$5.4M		18k	302.23	View chart
Vanguard Information Technology Etf Exchange Traded Fund (VGT)	0.3	$5.3M	-46%	7.7k	697.71	View chart
Fundstrat Granny Shots Us Large Cap Etf Exchange Traded Fund (GRNY)	0.3	$5.3M	+162%	221k	23.87	View chart
Bank America Corporation Common Stock (BAC)	0.2	$5.2M	-4%	107k	48.75	View chart
Lockheed Martin Corporation Common Stock (LMT)	0.2	$5.2M	+5%	8.6k	604.42	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrast Index Fund Exchange Traded Fund (GRID)	0.2	$5.1M	+21%	31k	163.58	View chart
Microstrategy Incorporated Class A Common Stock (MSTR)	0.2	$5.1M	-4%	41k	124.80	View chart
Capital Group Divid Value Etf Shs Creation Unit Exchange Traded Fund (CGDV)	0.2	$5.1M	+52%	120k	42.54	View chart
Boeing Company Common Stock (BA)	0.2	$5.0M	+12%	25k	199.03	View chart
Advanced Micro Devices Incorporated Common Stock (AMD)	0.2	$5.0M	-22%	25k	203.43	View chart
Verizon Communications Incorporated Common Stock (VZ)	0.2	$5.0M	+7%	99k	50.20	View chart
Vanguard Small-cap Growth Etf Exchange Traded Fund (VBK)	0.2	$5.0M	+54%	16k	302.26	View chart
First Trust Rba American Industrial Renaissance Etf Exchange Traded Fund (AIRR)	0.2	$4.9M	+156%	44k	110.78	View chart
Air Products & Chemicals Incorporated Common Stock (APD)	0.2	$4.8M		17k	290.49	View chart
First Trust Etf Iv First Trust Enhanced Short Exchange Traded Fund (FTSM)	0.2	$4.8M	NEW	81k	59.78	View chart
Vaneck Semiconductor Etf Exchange Traded Fund (SMH)	0.2	$4.8M		13k	383.41	View chart
Ishares Tr Eafe Grwth Etf Exchange Traded Fund (EFG)	0.2	$4.8M	+21%	43k	111.37	View chart
Ishares Tr Us Industrials Exchange Traded Fund (IYJ)	0.2	$4.7M	+26%	32k	147.54	View chart
Vanguard Total International Stock Etf Exchange Traded Fund (VXUS)	0.2	$4.6M	+7%	60k	77.11	View chart
Procter And Gamble Company Common Stock (PG)	0.2	$4.6M		32k	144.44	View chart
Oracle Corporation Common Stock (ORCL)	0.2	$4.5M	+4%	31k	147.11	View chart
Landbridge Company Llc Class A Shares Representing Limited Liability Cmpny Intrst Common Stock (LB)	0.2	$4.5M	+355%	66k	69.05	View chart
Duke Energy Corporation Common Stock (DUK)	0.2	$4.5M		35k	130.94	View chart
Wisdomtree U.s. Largecap Dividend Fund Exchange Traded Fund (DLN)	0.2	$4.5M		51k	89.33	View chart
Texas Instrs Incorporated Common Stock (TXN)	0.2	$4.5M	-2%	23k	194.14	View chart
Schwab U.s. Mid-cap Etf Exchange Traded Fund (SCHM)	0.2	$4.4M	-2%	142k	30.96	View chart
Cisco Systems Incorporated Common Stock (CSCO)	0.2	$4.4M	-3%	57k	77.59	View chart
Mcdonalds Corporation Common Stock (MCD)	0.2	$4.3M	-2%	14k	310.78	View chart
General Dynamics Corporation Common Stock (GD)	0.2	$4.3M	+2%	13k	343.22	View chart
Ishares Tr National Mun Etf Exchange Traded Fund (MUB)	0.2	$4.3M	+2%	40k	106.15	View chart
Analog Devices Incorporated Common Stock (ADI)	0.2	$4.2M	+10%	13k	318.14	View chart
Ishares Tr Core S&p Mcp Etf Exchange Traded Fund (IJH)	0.2	$4.2M	-9%	62k	67.53	View chart
Trane Technologies Common Stock (TT)	0.2	$4.2M	-3%	10k	416.74	View chart
First Trust Nasdaq Cea Cybersecurity Etf Exchange Traded Fund (CIBR)	0.2	$4.2M	-5%	66k	62.68	View chart
Schwab Us Large Cap Value Etf Exchange Traded Fund (SCHV)	0.2	$4.2M	+2%	136k	30.50	View chart
Spdr Technology Select Sector Fund Exchange Traded Fund (XLK)	0.2	$4.1M	+2%	31k	132.90	View chart
Ge Vernova Incorporated Common Stock (GEV)	0.2	$4.1M	-9%	4.7k	872.91	View chart
Vanguard Ftse All-world Ex-us Etf Exchange Traded Fund (VEU)	0.2	$4.1M		54k	75.10	View chart
Ishares Tr Mrgstr Md Cp Grw Exchange Traded Fund (IMCG)	0.2	$4.1M		52k	78.77	View chart
Invesco S&p 500 Momentum Etf Exchange Traded Fund (SPMO)	0.2	$3.9M	-31%	35k	112.11	View chart
Fidelity Msci Utilities Index Etf Exchange Traded Fund (FUTY)	0.2	$3.9M	-56%	65k	59.07	View chart
Vanguard Materials Etf Exchange Traded Fund (VAW)	0.2	$3.8M	NEW	17k	225.34	View chart
Applied Matls Incorporated Common Stock (AMAT)	0.2	$3.8M	+13%	11k	341.78	View chart
Merck & Company Incorporated Common Stock (MRK)	0.2	$3.7M	-2%	31k	120.29	View chart
Ishares Tr Core S&p Scp Etf Exchange Traded Fund (IJR)	0.2	$3.7M		30k	124.31	View chart
Global X Robotics & Artificial Intelligence Thematic Etf Exchange Traded Fund (BOTZ)	0.2	$3.7M	-35%	112k	33.22	View chart
Cheniere Energy Incorporated Common Stock (LNG)	0.2	$3.7M	+3%	13k	283.76	View chart
Honeywell International Incorporated Common Stock (HON)	0.2	$3.7M		16k	226.02	View chart
Prologis Incorporated. Reit Real Estate Investment Trust (PLD)	0.2	$3.6M		28k	132.18	View chart
Spdr Portfolio S&p 500 Growth Etf Exchange Traded Fund (SPYG)	0.2	$3.6M	-3%	37k	97.91	View chart
Berkshire Hathaway Incorporated Del Class A Common Stock (BRK.A)	0.2	$3.6M		5.00	718140.00	View chart
Dimensional Etf Trust World Ex U S Core Equity 2 Etf Exchange Traded Fund (DFAX)	0.2	$3.6M	+14%	106k	33.97	View chart
Spdr S&p 600 Small Cap Growth Etf Exchange Traded Fund (SLYG)	0.2	$3.6M	+11%	37k	96.62	View chart
Vanguard Total World Stock Etf Exchange Traded Fund (VT)	0.2	$3.6M		26k	138.32	View chart
2x Bitcoin Strategy Etf Exchange Traded Fund (BITX)	0.2	$3.6M	+2%	241k	14.74	View chart
Ishares Tr S&p 500 Grwt Etf Exchange Traded Fund (IVW)	0.2	$3.6M	-25%	31k	113.11	View chart
First Trust Indxx Innovative Transaction & Process Etf Exchange Traded Fund (LEGR)	0.2	$3.6M		62k	57.76	View chart
Mastercard Incorporated Class A Common Stock (MA)	0.2	$3.5M	-4%	7.1k	499.67	View chart
First Trust Health Care Alphadex Fund Exchange Traded Fund (FXH)	0.2	$3.5M	+54%	32k	109.77	View chart
Spdr S&p 400 Mid Cap Growth Etf Exchange Traded Fund (MDYG)	0.2	$3.5M	+9%	37k	95.96	View chart
Capital Group Global Growth Shs Creation Unit Exchange Traded Fund (CGGO)	0.2	$3.4M	-2%	102k	33.37	View chart
Federated Hermes Mdt Market Neutral Etf Exchange Traded Fund (MKTN)	0.2	$3.4M	NEW	130k	25.96	View chart
Spdr Consumer Discretionary Select Sector Fund Exchange Traded Fund (XLY)	0.2	$3.4M	-36%	31k	108.98	View chart
Motorola Solutions Incorporated Common Stock (MSI)	0.2	$3.3M	-11%	7.7k	434.00	View chart
Sandisk Corporation Common Stock (SNDK)	0.2	$3.3M	NEW	5.2k	635.34	View chart
Wisdomtree Trust Wisdomtree Floating Rate Treasury Fund Exchange Traded Fund (USFR)	0.2	$3.3M	+74%	65k	50.34	View chart
Cme Group Incorporated Common Stock (CME)	0.2	$3.2M	-2%	11k	295.35	View chart
Pgim Ultra Short Bond Etf Exchange Traded Fund (PULS)	0.2	$3.2M	-10%	65k	49.50	View chart
Schwab Fundamental International Equity Etf Exchange Traded Fund (FNDF)	0.2	$3.2M	+42%	65k	48.93	View chart
Marathon Pete Corporation Common Stock (MPC)	0.1	$3.2M		13k	244.18	View chart
Ishares Tr Ishs 5-10yr Invt Exchange Traded Fund (IGIB)	0.1	$3.1M	+19%	59k	53.22	View chart
Virtus Newfleet Multi-sector Unconstrained Bond Etf Exchange Traded Fund (NFLT)	0.1	$3.1M	NEW	137k	22.75	View chart
Vanguard Consumer Staples Etf Exchange Traded Fund (VDC)	0.1	$3.1M	-15%	14k	224.59	View chart
Ge Aerospace Common Stock (GE)	0.1	$3.1M	-4%	11k	283.78	View chart
Fidelity Msci Communication Services Index Etf Exchange Traded Fund (FCOM)	0.1	$3.1M	-50%	45k	68.12	View chart
Range Global Coal Index Etf Exchange Traded Fund (COAL)	0.1	$3.1M	NEW	111k	27.44	View chart
Bloom Energy Corporation Com Class A Common Stock (BE)	0.1	$3.0M	NEW	22k	135.49	View chart
Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)	0.1	$3.0M	-19%	13k	237.62	View chart
Vanguard Intermediate-term Corporate Bond Etf Exchange Traded Fund (VCIT)	0.1	$3.0M	+669%	36k	82.75	View chart
Spdr Portfolio S&p 600 Small Cap Etf Exchange Traded Fund (SPSM)	0.1	$2.9M	+8%	61k	48.11	View chart
Spdr Portfolio Emerging Markets Etf Exchange Traded Fund (SPEM)	0.1	$2.9M	-33%	63k	46.91	View chart
Global X Superdividend Etf Exchange Traded Fund (SDIV)	0.1	$2.9M	+25%	117k	25.26	View chart
Invesco S&p 500 Equal Weight Etf Exchange Traded Fund (RSP)	0.1	$2.9M	+18%	15k	191.92	View chart
Vanguard Russell 1000 Growth Etf Exchange Traded Fund (VONG)	0.1	$2.9M		27k	109.69	View chart
Dimensional Etf Tr Dimensional Us Small Cap Value Exchange Traded Fund (DFSV)	0.1	$2.9M	+18%	82k	35.04	View chart
First Trust Ise Cloud Computing Index Fund Exchange Traded Fund (SKYY)	0.1	$2.9M		26k	109.36	View chart
Ishares Incorporated Cur Hd Msci Em Exchange Traded Fund (HEEM)	0.1	$2.9M	NEW	78k	36.92	View chart
Jpmorgan Intl Value Etf Exchange Traded Fund (JIVE)	0.1	$2.9M	NEW	33k	85.64	View chart
First Trust Morningstar Dividend Leaders Index Fund Exchange Traded Fund (FDL)	0.1	$2.8M	+31%	56k	50.80	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Fund (IWM)	0.1	$2.8M	-6%	11k	248.00	View chart
NYLI Merger Arbitrage ETF Exchange Traded Fund (MNA)	0.1	$2.8M	-31%	77k	36.35	View chart
Qualcomm Incorporated Common Stock (QCOM)	0.1	$2.8M	-8%	22k	128.78	View chart
Vanguard Mega Cap Growth Etf Exchange Traded Fund (MGK)	0.1	$2.7M	+109%	7.4k	367.43	View chart
Federated Hermes Enhanced Income Etf Exchange Traded Fund (PAYR)	0.1	$2.7M	NEW	50k	53.62	View chart
Conocophillips Common Stock (COP)	0.1	$2.7M	+29%	20k	132.00	View chart
Proshares S&p 500 Dividend Aristocrats Etf Exchange Traded Fund (NOBL)	0.1	$2.7M	-6%	25k	106.01	View chart
Chubb Common Stock (CB)	0.1	$2.6M	-2%	8.1k	325.93	View chart
Ishares Gold Tr Ishares Exchange Traded Fund (IAU)	0.1	$2.6M	+23%	30k	88.16	View chart
Waste Mgmt Incorporated Del Common Stock (WM)	0.1	$2.6M	+4%	11k	229.80	View chart
Seagate Technology Hldngs Plc Ord Common Stock (STX)	0.1	$2.6M	+6%	6.6k	391.73	View chart
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)	0.1	$2.6M	+5%	14k	184.28	View chart
United Parcel Service Incorporated Class B Common Stock (UPS)	0.1	$2.6M	+4%	26k	98.38	View chart
Ishares Tr Core 60/40 Balan Exchange Traded Fund (AOR)	0.1	$2.6M	+5%	40k	64.35	View chart
Mid-amer Apt Cmntys Incorporated Reit Real Estate Investment Trust (MAA)	0.1	$2.5M	-3%	21k	122.12	View chart
Invesco Dividend Achievers Etf Exchange Traded Fund (PFM)	0.1	$2.5M	+5%	49k	51.09	View chart
L3harris Technologies Incorporated Common Stock (LHX)	0.1	$2.5M	-2%	7.2k	345.16	View chart
Essex Property Tr Incorporated Reit Real Estate Investment Trust (ESS)	0.1	$2.5M		10k	242.00	View chart
Ishares Core S&p Total U S Stock Market Etf Exchange Traded Fund (ITOT)	0.1	$2.5M	+14%	17k	142.43	View chart
Lowes Companies Incorporated Common Stock (LOW)	0.1	$2.5M	+4%	11k	236.28	View chart
Ishares Silver Tr Ishares Exchange Traded Fund (SLV)	0.1	$2.5M	-4%	36k	68.14	View chart
Spdr Bloomberg Convertible Securities Et Exchange Traded Fund (CWB)	0.1	$2.5M	+99%	27k	91.52	View chart
Spdr S&p 600 Small Cap Value Etf Exchange Traded Fund (SLYV)	0.1	$2.4M		26k	94.58	View chart
Ishares Tr Core Msci Eafe Exchange Traded Fund (IEFA)	0.1	$2.4M	+20%	27k	90.53	View chart
At&t Incorporated Common Stock (T)	0.1	$2.4M	+12%	83k	28.99	View chart
Ishares Tr Ishares Semicdtr Exchange Traded Fund (SOXX)	0.1	$2.4M	+69%	7.3k	328.65	View chart
Amplify Cwp Enhanced Dividend Income Etf Exchange Traded Fund (DIVO)	0.1	$2.4M	+26%	53k	44.85	View chart
Unitedhealth Group Incorporated Common Stock (UNH)	0.1	$2.4M	-13%	8.8k	270.58	View chart
Pfizer Incorporated Common Stock (PFE)	0.1	$2.4M	+19%	85k	28.08	View chart
Western Digital Corporation Common Stock (WDC)	0.1	$2.3M	NEW	8.7k	270.49	View chart
Hca Healthcare Incorporated Common Stock (HCA)	0.1	$2.3M		5.0k	473.22	View chart
Pepsico Incorporated Common Stock (PEP)	0.1	$2.3M	-10%	15k	155.29	View chart
Johnson Controls International Common Stock (JCI)	0.1	$2.3M	+2%	18k	130.95	View chart
Global X U.s. Infrastructure Development Etf Exchange Traded Fund (PAVE)	0.1	$2.3M	+52%	46k	50.81	View chart
Vertiv Holdings Company Com Class A Common Stock (VRT)	0.1	$2.3M	-2%	9.2k	250.59	View chart
Spdr Series Trust State Street Spdr S&p 400 Mid Cap Value Etf Exchange Traded Fund (MDYV)	0.1	$2.3M		27k	85.15	View chart
Grayscale Bitcoin Mini Tr Etf Exchange Traded Fund (BTC)	0.1	$2.3M	+9%	77k	29.99	View chart
Altria Group Incorporated Common Stock (MO)	0.1	$2.3M	+35%	35k	65.99	View chart
Spdr Industrial Select Sector Fund Exchange Traded Fund (XLI)	0.1	$2.2M	+71%	14k	161.73	View chart
Northrop Grumman Corporation Common Stock (NOC)	0.1	$2.2M	+2%	3.3k	682.34	View chart
Cummins Incorporated Common Stock (CMI)	0.1	$2.2M		4.1k	538.04	View chart
Tjx Companies Incorporated Common Stock (TJX)	0.1	$2.2M	+9%	14k	159.69	View chart
Asml Holding N V N Y Registry Common Stock (ASML)	0.1	$2.2M	+4%	1.7k	1320.69	View chart
Ishares Tr Msci Usa Qlt Fct Exchange Traded Fund (QUAL)	0.1	$2.2M	-3%	11k	191.82	View chart
Intel Corporation Common Stock (INTC)	0.1	$2.2M	-11%	49k	44.13	View chart
Ishares Incorporated Core Msci Emkt Exchange Traded Fund (IEMG)	0.1	$2.2M	+29%	31k	69.75	View chart
Bristol-myers Squibb Company Common Stock (BMY)	0.1	$2.2M	-12%	36k	60.65	View chart
Ishares Tr Core High Dv Etf Exchange Traded Fund (HDV)	0.1	$2.1M		16k	135.72	View chart
Vanguard Small-cap Value Etf Exchange Traded Fund (VBR)	0.1	$2.1M	+35%	9.9k	217.25	View chart
Wells Fargo Company Common Stock (WFC)	0.1	$2.1M	+2%	27k	79.61	View chart
Freeport-mcmoran Incorporated Class B Common Stock (FCX)	0.1	$2.1M	-8%	36k	58.78	View chart
Ishares 20 Year Treasury Bond Exchange Traded Fund (TLTW)	0.1	$2.1M	NEW	92k	22.62	View chart
Ft Energy Income Partners Enhanced Income Etf Exchange Traded Fund (EIPI)	0.1	$2.1M	+16%	93k	22.49	View chart
Schwab U.s. Broad Market Etf Exchange Traded Fund (SCHB)	0.1	$2.1M	+14%	83k	25.10	View chart
Elevance Health Incorporated Common Stock (ELV)	0.1	$2.1M		7.1k	292.75	View chart
Ishares Tr Rus 1000 Val Etf Exchange Traded Fund (IWD)	0.1	$2.1M	+6%	9.7k	213.68	View chart
Morgan Stanley Common Stock (MS)	0.1	$2.1M	+9%	13k	164.57	View chart
American Elec Pwr Company Incorporated Common Stock (AEP)	0.1	$2.1M	+2%	16k	131.08	View chart
Invesco S&p Midcap Quality Etf Exchange Traded Fund (XMHQ)	0.1	$2.1M	-12%	20k	103.37	View chart
Wisdomtree U.s. Midcap Dividend Fund Exchange Traded Fund (DON)	0.1	$2.0M	-15%	39k	52.54	View chart
Salesforce Incorporated Common Stock (CRM)	0.1	$2.0M	-12%	11k	186.67	View chart
Vaneck Gold Miners Etf Exchange Traded Fund (GDX)	0.1	$2.0M	-8%	22k	91.77	View chart
iShares Flexible Income Active ETF Exchange Traded Fund (BINC)	0.1	$2.0M	+14%	38k	51.93	View chart
Vanguard Health Care Etf Exchange Traded Fund (VHT)	0.1	$2.0M	+12%	7.3k	272.31	View chart
Cambria Shareholder Yield Etf Exchange Traded Fund (SYLD)	0.1	$2.0M	+2%	26k	75.41	View chart
Vanguard Admiral Fds Inc S&p 500 Growth Index Fd Etf Exchange Traded Fund (VOOG)	0.1	$2.0M	+24%	4.9k	407.65	View chart
Philip Morris International Incorporated Common Stock (PM)	0.1	$2.0M	-2%	12k	165.34	View chart
Crowdstrike Hldgs Incorporated Class A Common Stock (CRWD)	0.1	$2.0M	+8%	5.0k	390.41	View chart
Deere & Company Common Stock (DE)	0.1	$2.0M	+22%	3.5k	563.32	View chart
Ark Etf Trust Innovation Etf Exchange Traded Fund (ARKK)	0.1	$1.9M	+3%	29k	67.59	View chart
Invesco Aerospace & Defense Etf Exchange Traded Fund (PPA)	0.1	$1.9M	+180%	12k	165.69	View chart
Wisdomtree Managed Futures Strategy Fund Exchange Traded Fund (WTMF)	0.1	$1.9M	+85%	48k	39.69	View chart
State Str Corporation Common Stock (STT)	0.1	$1.9M		15k	126.56	View chart
Alerian Mlp Etf Exchange Traded Fund (AMLP)	0.1	$1.9M	-26%	35k	52.64	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 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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