Kingswood Wealth Advisors, LLC 13F holdings
Kingswood Wealth Advisors, LLC reported 955 positions with a total reported value of $2.5B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-27. Top holdings by reported value: AAPL APPLE INCORPORATED (3.7%), SPY SPDR S&P 500 ETF (2.6%), NVDA NVIDIA CORPORATION (2.5%), QQQ INVESCO QQQ TR (2.4%), GOOGL ALPHABET INCORPORATED CAP STK CLASS A (2.0%). Against 2026-03-31 it opened 132 new positions and exited 66. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 955 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| AAPL APPLE INCORPORATED | 318,568 | $92.2M | 3.7% |
| SPY SPDR S&P 500 ETF | 84,867 | $63.4M | 2.6% |
| NVDA NVIDIA CORPORATION | 312,815 | $62.6M | 2.5% |
| QQQ INVESCO QQQ TR | 79,879 | $58.8M | 2.4% |
| GOOGL ALPHABET INCORPORATED CAP STK CLASS A | 139,616 | $49.6M | 2.0% |
| VANGUARD VALUE ETF | 192,157 | $41.9M | 1.7% |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 53,321 | $36.6M | 1.5% |
| IVZ INVESCO ACTIVELY MANAGED EXCHANGE TRADED FD TR VAR RATE INVT GRADE ETF | 300,984 | $36.3M | 1.5% |
| AMZN AMAZON COM INCORPORATED | 151,812 | $36.2M | 1.5% |
| MSFT MICROSOFT CORPORATION | 96,066 | $35.8M | 1.4% |
| SPDR PORTFOLIO S&P 500 ETF | 345,568 | $30.4M | 1.2% |
| AVGO BROADCOM INCORPORATED | 78,823 | $29.8M | 1.2% |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 833,309 | $28.2M | 1.1% |
| MU MICRON TECHNOLOGY INCORPORATED | 24,024 | $27.7M | 1.1% |
| CAT CATERPILLAR INCORPORATED | 25,613 | $27.3M | 1.1% |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 538,612 | $27.1M | 1.1% |
| VANGUARD TOTAL STOCK MARKET ETF | 62,924 | $23.3M | 0.9% |
| VANGUARD DIVIDEND APPRECIATION ETF | 97,311 | $23.0M | 0.9% |
| ISHARES TR CORE S&P500 ETF | 29,366 | $22.0M | 0.9% |
| WT WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | 277,942 | $19.9M | 0.8% |
| JPM JPMORGAN CHASE & COMPANY. | 59,945 | $19.6M | 0.8% |
| PROSHARES ULTRA S&P500 | 271,376 | $18.3M | 0.7% |
| CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | 370,723 | $17.5M | 0.7% |
| TSLA TESLA INCORPORATED | 40,401 | $17.0M | 0.7% |
| BRK-B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS A | 25,256 | $16.4M | 0.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 132 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ROUNDHILL MEMORY ETF | 118,240 | $8.7M | 0.4% |
| FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF | 120,628 | $4.2M | 0.2% |
| SPCX SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK | 21,029 | $3.6M | 0.1% |
| RNST RENASANT CORPORATION | 71,322 | $3.0M | 0.1% |
| ISHARES 20 YEAR TREASURY BOND ETF | 112,393 | $2.5M | 0.1% |
| VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | 19,268 | $1.9M | <0.1% |
| HONA HONEYWELL AEROSPACE INCORPORATED | 7,948 | $1.8M | <0.1% |
| OSCR OSCAR HEALTH INCORPORATED CLASS A | 53,783 | $1.5M | <0.1% |
| FT VEST GOLD TARGET INCOME ETF | 64,668 | $1.4M | <0.1% |
| AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | 35,110 | $1.2M | <0.1% |
| FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF | 58,821 | $1.2M | <0.1% |
| FCEL FUELCELL ENERGY INC COMMON STOCK | 33,932 | $1.2M | <0.1% |
| INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF | 54,456 | $1.2M | <0.1% |
| GEO GEO GROUP INCORPORATED NEW | 32,026 | $946.4K | <0.1% |
| MXL MAXLINEAR INC | 6,313 | $808.3K | <0.1% |
| SERVICE CORPORATION INTERNATIONAL | 10,115 | $768.3K | <0.1% |
| GH GUARDANT HEALTH INC COMMON STOCK | 5,045 | $756.9K | <0.1% |
| ISHARES INCORPORATED MSCI BRAZIL ETF | 20,233 | $698.0K | <0.1% |
| ARM ARM HOLDINGS PLC SPONSORED ADS | 1,902 | $674.4K | <0.1% |
| IRDM IRIDIUM COMMUNICATIONS INCORPORATED | 11,416 | $626.2K | <0.1% |
| VANGUARD 0-3 MONTH TREASURY BILL ETF | 8,223 | $622.3K | <0.1% |
| ISHARES TR US INFRASTRUC | 9,580 | $603.9K | <0.1% |
| ON ON SEMICONDUCTOR CORPORATION | 6,197 | $585.9K | <0.1% |
| SPDR BLOOMBERG INT GRD FLT RT ETF | 18,927 | $583.9K | <0.1% |
| CTAS CINTAS CORPORATION | 3,102 | $527.7K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 66 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| VANGUARD CONSUMER STAPLES ETF | 13,740 | $3.1M | 0.1% |
| RANGE GLOBAL COAL INDEX ETF | 111,296 | $3.1M | 0.1% |
| ISHARES 20 YEAR TREASURY BOND | 92,404 | $2.1M | <0.1% |
| FT VEST GOLD STRATEGY TARGET INCOME ETF | 53,657 | $1.4M | <0.1% |
| AR ANTERO RESOURCES CORPORATION | 28,817 | $1.2M | <0.1% |
| INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - | 55,171 | $1.2M | <0.1% |
| ISHARES TR 20 YR TR BD ETF | 7,868 | $682.1K | <0.1% |
| BBY BEST BUY INCORPORATED | 10,416 | $668.7K | <0.1% |
| ZTS ZOETIS INCORPORATED CLASS A | 5,449 | $644.1K | <0.1% |
| PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND | 5,437 | $521.0K | <0.1% |
| AVANTIS SHORT-TERM FIXED INCOME ETF | 11,039 | $516.6K | <0.1% |
| TSCO TRACTOR SUPPLY COMPANY | 10,551 | $478.0K | <0.1% |
| LEUTHOLD SELECT INDUSTRIES ETF | 10,397 | $420.6K | <0.1% |
| LULU LULULEMON ATHLETICA INCORPORATED | 2,677 | $409.8K | <0.1% |
| REX NVDA GROWTH & INCOME ETF | 16,803 | $399.4K | <0.1% |
| ADCT ADC THERAPEUTICS SA SHS | 105,107 | $394.2K | <0.1% |
| KRATOS DEFENSE & SEC SOLUTIONS COM NEW | 5,074 | $357.8K | <0.1% |
| NKE NIKE INCORPORATED CLASS B | 6,720 | $355.0K | <0.1% |
| ISHARES TR CORE INTL AGGR | 5,724 | $286.5K | <0.1% |
| ISHARES CORE AGGRESSIVE ALLOCATI ETF | 3,202 | $283.3K | <0.1% |
| ACN ACCENTURE PLC IRELAND SHS CLASS A | 1,404 | $278.4K | <0.1% |
| 2X SOLANA ETF | 6,038 | $273.8K | <0.1% |
| SPDR S&P HOMEBUILDERS ETF | 2,744 | $270.9K | <0.1% |
| HBAN HUNTINGTON BANCSHARES INCORPORATED | 17,138 | $268.2K | <0.1% |
| SPINNAKER ETF SER SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF | 6,550 | $266.8K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| PROSHARES ULTRA S&P500 | 137,447 | 271,376 | +97.4% | $18.3M |
| VANGUARD GROWTH ETF | 14,941 | 100,063 | +569.7% | $8.6M |
| VANGUARD INFORMATION TECHNOLOGY ETF | 7,655 | 65,270 | +752.6% | $7.8M |
| VANGUARD MID-CAP ETF | 25,834 | 107,900 | +317.7% | $8.7M |
| ISHARES TR RUS 1000 GRW ETF | 13,380 | 51,647 | +286.0% | $6.4M |
| CAT CATERPILLAR INCORPORATED | 21,351 | 25,613 | +20.0% | $27.3M |
| IVZ INVESCO ACTIVELY MANAGED EXCHANGE TRADED FD TR VAR RATE INVT GRADE ETF | 266,429 | 300,984 | +13.0% | $36.3M |
| F/M US TREASURY 3 MONTH BILL FUND - ETF | 28,308 | 105,736 | +273.5% | $5.3M |
| SNDK SANDISK CORPORATION | 5,183 | 6,829 | +31.8% | $15.5M |
| CALAMOS ETF TR AUTOCALLABLE INC | 19,693 | 149,787 | +660.6% | $4.1M |
| VANECK SEMICONDUCTOR ETF | 12,491 | 17,018 | +36.2% | $11.2M |
| AAPL APPLE INCORPORATED | 308,487 | 318,568 | +3.3% | $92.2M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ISHARES TR 0-3 MNTH TREASRY | 117,777 | 34,696 | -70.5% | $3.5M |
| FIRST TRUST NASDAQ CEA CYBERSECURITY ETF | 66,430 | 19,556 | -70.6% | $1.8M |
| WDC WESTERN DIGITAL CORPORATION | 8,687 | 2,790 | -67.9% | $1.8M |
| SPDR ENERGY SELECT SECTOR FUND | 157,920 | 89,040 | -43.6% | $4.7M |
| TPL TEXAS PACIFIC LAND CORPORATION | 28,748 | 21,051 | -26.8% | $9.2M |
| FIRST TRUST PREFERRED SECURITIES AND INCOME ETF | 529,304 | 360,906 | -31.8% | $6.5M |
| FIRST TRUST ISE CLOUD COMPUTING INDEX FUND | 26,312 | 4,153 | -84.2% | $558.9K |
| QQQ INVESCO QQQ TR | 83,624 | 79,879 | -4.5% | $58.8M |
| SPDR FINANCIAL SELECT SECTOR FUND | 208,061 | 165,841 | -20.3% | $8.9M |
| FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT | 80,505 | 46,654 | -42.0% | $2.8M |
| HONEYWELL INTERNATIONAL INCORPORATED | 16,178 | 7,952 | -50.8% | $1.8M |
| IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT | 151,252 | 104,150 | -31.1% | $3.5M |
CIK 1987855 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
