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Kingswood Wealth Advisors »

Managed Portfolio Series shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Managed Portfolio Series (LST) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Series held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Series by Kingswood Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$421k	10k	40.45

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)

Spdr S&p 500 Etf Exchange Traded Fund (SPY)

Nvidia Corporation Common Stock (NVDA)

Invesco Qqq Tr Exchange Traded Fund (QQQ)

Vanguard Value Etf Exchange Traded Fund (VTV)

Microsoft Corporation Common Stock (MSFT)

Amazon Com Incorporated Common Stock (AMZN)

Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)

Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPYM)

Broadcom Incorporated Common Stock (AVGO)

Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)

Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)

Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)

Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)

Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)

View all positions for Kingswood Wealth Advisors

Top funds holding Managed Portfolio Series

Envestnet Asset Management

Welch Financial Planning

Cetera Investment Advisers

CoreCap Advisors

Cambridge Investment Research Advisors

Castleview Partners

Atria Investments

Heritage Oak Wealth Advisors

LLBH Private Wealth Management

Leuthold Weeden Capital Management

Ashton Thomas Private Wealth

Commonwealth Equity Services

View all funds holding Managed Portfolio Series

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