Kingswood Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Kingswood Wealth Advisors, LLCInvestment ActivityKingswood Wealth Advisors, LLC has $2.11 billion in total holdings as of March 31, 2026.Kingswood Wealth Advisors, LLC owns shares of 924 different stocks, but just 241 companies or ETFs make up 80% of its holdings.Approximately 10.72% of the portfolio was purchased this quarter.About 6.52% of the portfolio was sold this quarter.This quarter, Kingswood Wealth Advisors, LLC has purchased 869 new stocks and bought additional shares in 409 stocks.Kingswood Wealth Advisors, LLC sold shares of 335 stocks and completely divested from 93 stocks this quarter.Largest Holdings Apple $78,290,838SPDR S&P 500 ETF Trust $53,947,451NVIDIA $52,241,569Invesco QQQ $48,265,873Vanguard Value ETF $36,905,492 Largest New Holdings this Quarter 92189H805 - VanEck Rare Earth and Strategic Metals ETF $8,822,792 Holding33739Q408 - First Trust Enhanced Short Maturity ETF $4,812,589 Holding92204A801 - Vanguard Materials ETF $3,843,428 Holding31423L875 - FEDERATED HERMES MDT MARKET NEUTRAL ETF $3,369,790 Holding80004C200 - SANDISK CORPORATION $3,292,967 Holding Largest Purchases this Quarter VanEck Rare Earth and Strategic Metals ETF 100,259 shares (about $8.82M)Texas Pacific Land 16,839 shares (about $7.99M)Invesco QQQ 8,945 shares (about $5.16M)iShares 0-3 Month Treasury Bond ETF 49,584 shares (about $4.99M)First Trust Enhanced Short Maturity ETF 80,505 shares (about $4.81M) Largest Sales this Quarter First Trust Preferred Securities and Income ETF 510,911 shares (about $9.07M)ProShares Ultra S&P500 129,127 shares (about $6.70M)Schwab U.S. Large-Cap Growth ETF 176,800 shares (about $5.15M)Fidelity MSCI Utilities Index ETF 85,359 shares (about $5.04M)Vanguard Information Technology ETF 6,720 shares (about $4.69M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKingswood Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$78,290,838$855,779 â–¼-1.1%308,4873.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$53,947,451$2,819,762 â–¼-5.0%82,9562.6%FinanceNVDANVIDIA$52,241,569$1,667,266 â–¼-3.1%299,5502.5%Computer and TechnologyQQQInvesco QQQ$48,265,873$5,162,851 â–²12.0%83,6242.3%FinanceVTVVanguard Value ETF$36,905,492$1,985,156 â–¼-5.1%188,1011.8%ETFMSFTMicrosoft$35,667,558$1,177,493 â–²3.4%96,3561.7%Computer and TechnologyAMZNAmazon.com$32,635,076$463,192 â–²1.4%156,6961.5%Retail/WholesaleVOOVanguard S&P 500 ETF$29,331,221$61,547 â–¼-0.2%49,0861.4%ETFSPLGSPDR Portfolio S&P 500 ETF$27,167,314$565,852 â–¼-2.0%355,4761.3%ETFAVGOBroadcom$24,459,752$189,730 â–¼-0.8%79,0271.2%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$24,340,870$5,150,181 â–¼-17.5%835,5951.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$23,644,954$283,806 â–¼-1.2%517,9621.1%ETFVTIVanguard Total Stock Market ETF$20,869,272$1,882,828 â–²9.9%65,0521.0%ETFGOOGLAlphabet$20,694,425$477,059 â–²2.4%71,9661.0%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$20,529,788$931,852 â–²4.8%95,4611.0%ETFIVViShares Core S&P 500 ETF$18,140,951$1,312,952 â–²7.8%27,7720.9%ETFJPMJPMorgan Chase & Co.$17,744,397$274,158 â–¼-1.5%60,3220.8%FinanceGOOGAlphabet$17,640,416$192,769 â–²1.1%61,4950.8%Computer and TechnologyCGGRCapital Group Growth ETF$15,575,069$3,139,481 â–¼-16.8%387,5360.7%ETFMETAMeta Platforms$15,305,812$55,497 â–²0.4%26,7520.7%Computer and TechnologyCATCaterpillar$15,126,444$842,365 â–¼-5.3%21,3510.7%IndustrialsGRAYSCALE BITCOIN TRUST ETF$14,770,690$204,445 â–¼-1.4%279,9600.7%Exchange Traded FundTSLATesla$13,704,564$118,588 â–²0.9%36,8650.7%Auto/Tires/TrucksTPLTexas Pacific Land$13,642,847$7,991,231 â–²141.4%28,7480.6%EnergyWALMART INCORPORATED$13,342,704$89,730 â–²0.7%107,3600.6%Common StockJEPIJPMorgan Equity Premium Income ETF$13,000,776$189,481 â–¼-1.4%229,3720.6%ETFPALANTIR TECHNOLOGIES INCORPORATED CLASS A$12,881,856$4,129,046 â–²47.2%88,0630.6%Common StockLAMRLamar Advertising$12,348,403$1,900 â–¼0.0%97,4930.6%FinanceBRK.BBerkshire Hathaway$12,298,668$465,782 â–²3.9%25,6650.6%FinanceSCHDSchwab US Dividend Equity ETF$12,262,338$2,379,787 â–²24.1%399,6850.6%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$12,254,457$900,865 â–²7.9%220,7220.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$11,855,473$4,991,142 â–²72.7%117,7770.6%ETFVBVanguard Small-Cap ETF$11,476,338$2,577,042 â–²29.0%43,8160.5%ETFXOMExxonMobil$11,429,270$210,044 â–¼-1.8%67,3640.5%EnergyCGUSCapital Group Core Equity ETF$11,032,254$156,292 â–²1.4%287,1490.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$10,855,682$9,728 â–²0.1%109,3550.5%FinanceNEENextEra Energy$10,451,773$40,031 â–¼-0.4%112,5300.5%UtilitiesXLFFinancial Select Sector SPDR Fund$10,271,982$1,172,144 â–²12.9%208,0610.5%ETFCOSTCostco Wholesale$10,042,846$1,831,407 â–²22.3%10,0790.5%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$9,674,179$2,568,203 â–²36.1%157,9200.5%ETFDVYiShares Select Dividend ETF$9,532,437$282,681 â–²3.1%62,9580.5%ETFGLDSPDR Gold Shares$9,511,560$309,378 â–¼-3.2%22,1050.5%FinanceETNEaton$9,428,772$461,388 â–²5.1%26,3620.4%IndustrialsFPEFirst Trust Preferred Securities and Income ETF$9,395,151$9,068,675 â–¼-49.1%529,3040.4%ETFMTZMasTec$8,946,946$52,122 â–¼-0.6%27,8080.4%ConstructionREMXVanEck Rare Earth and Strategic Metals ETF$8,822,792$8,822,792 â–²New Holding100,2590.4%ETFFTCSFirst Trust Capital Strength ETF$8,379,315$64,097 â–²0.8%90,3330.4%ETFFBNDFidelity Total Bond ETF$8,270,801$2,385,876 â–²40.5%181,2980.4%ETFIYWiShares U.S. Technology ETF$8,110,605$339,620 â–¼-4.0%44,7060.4%ManufacturingVYMVanguard High Dividend Yield ETF$8,108,728$494,948 â–²6.5%54,7520.4%Financial ServicesMUMicron Technology$7,900,366$251,352 â–²3.3%23,3850.4%Computer and TechnologyABBVAbbVie$7,831,298$241,405 â–¼-3.0%36,0090.4%MedicalLLYEli Lilly and Company$7,740,029$136,129 â–²1.8%8,4150.4%MedicalJNJJohnson & Johnson$7,530,847$442,919 â–¼-5.6%30,8090.4%MedicalVOVanguard Mid-Cap ETF$7,419,120$408,089 â–²5.8%25,8340.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$7,400,736$507,844 â–¼-6.4%79,8010.4%ETFHDHome Depot$7,386,600$26,640 â–²0.4%22,4590.4%Retail/WholesaleDIASPDR Dow Jones Industrial Average ETF Trust$7,378,449$195,462 â–²2.7%15,9300.4%FinanceSSOProShares Ultra S&P500$7,130,750$6,699,108 â–¼-48.4%137,4470.3%ETFFTLSFirst Trust Long/Short Equity ETF$7,109,368$1,120,128 â–¼-13.6%101,0430.3%ETFPHParker-Hannifin$7,084,051$468,212 â–¼-6.2%7,9130.3%IndustrialsVEAVanguard FTSE Developed Markets ETF$7,002,782$579,218 â–²9.0%109,2820.3%ETFSOSouthern$6,925,783$188,600 â–¼-2.7%71,7550.3%UtilitiesCVXChevron$6,816,919$698,699 â–²11.4%32,9480.3%EnergyDGROiShares Core Dividend Growth ETF$6,787,083$606,072 â–²9.8%96,7100.3%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$6,747,890$898,436 â–²15.4%73,6350.3%ETFFIDELITY WISE ORIGIN BITCOIN FUND$6,610,416$99,229 â–¼-1.5%111,9840.3%Exchange Traded FundRTXRTX$6,530,799$16,782 â–²0.3%33,8560.3%AerospaceVUGVanguard Growth ETF$6,525,983$612,371 â–²10.4%14,9410.3%ETFMRP SYNTHEQUITY ETF$6,432,237$2,065,508 â–²47.3%245,1310.3%Exchange Traded FundNFLXNetflix$6,333,304$34,326 â–¼-0.5%65,8690.3%Consumer DiscretionaryRWLInvesco S&P 500 Revenue ETF$6,329,473$617,526 â–¼-8.9%55,0820.3%ETFMTUMiShares MSCI USA Momentum Factor ETF$6,289,948$550,781 â–¼-8.1%26,2090.3%ETFSDYSPDR S&P Dividend ETF$6,220,797$50,933 â–²0.8%42,6260.3%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$6,163,891$137,645 â–²2.3%70,1720.3%ManufacturingVVVanguard Large-Cap ETF$6,070,978$252,833 â–²4.3%20,3140.3%ETFKOCocaCola$6,062,890$101,071 â–²1.7%79,7220.3%Consumer StaplesGSThe Goldman Sachs Group$5,855,400$515,235 â–¼-8.1%6,9210.3%FinanceJPIEJPMorgan Income ETF$5,812,585$431,214 â–²8.0%126,1690.3%ETFISHARES BITCOIN TRUST ETF SHS BEN INT$5,811,102$479,827 â–²9.0%151,2520.3%Exchange Traded FundTSMTaiwan Semiconductor Manufacturing$5,760,809$252,792 â–²4.6%17,0460.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$5,705,178$611,025 â–¼-9.7%13,3800.3%ETFRDVYFirst Trust Rising Dividend Achievers ETF$5,664,155$433,918 â–²8.3%82,9550.3%ManufacturingIWPiShares Russell Mid-Cap Growth ETF$5,661,764$906,195 â–²19.1%44,1910.3%ETFIOOiShares Global 100 ETF$5,509,942$109,478 â–¼-1.9%45,5480.3%ETFIBMInternational Business Machines$5,449,237$6,302 â–¼-0.1%22,4830.3%Computer and TechnologyNLRVanEck Uranium and Nuclear ETF$5,420,670$1,924,718 â–¼-26.2%40,6990.3%ETFVVisa$5,417,248$58,633 â–²1.1%17,9240.3%Business ServicesVGTVanguard Information Technology ETF$5,340,954$4,688,597 â–¼-46.7%7,6550.3%ETFFUNDSTRAT GRANNY SHOTS US LARGE CAP ETF$5,273,480$3,261,907 â–²162.2%220,9250.3%Exchange Traded FundBACBank of America$5,225,648$232,196 â–¼-4.3%107,1930.2%FinanceLMTLockheed Martin$5,173,206$279,241 â–²5.7%8,5590.2%AerospaceGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$5,121,746$901,336 â–²21.4%31,3100.2%ETFMSTRStrategy$5,116,301$218,899 â–¼-4.1%40,9960.2%Computer and TechnologyCGDVCapital Group Dividend Value ETF$5,112,392$1,770,819 â–²53.0%120,1780.2%ETFBABoeing$5,048,595$577,585 â–²12.9%25,3660.2%AerospaceAMDAdvanced Micro Devices$5,028,383$1,430,316 â–¼-22.1%24,7180.2%Computer and TechnologyVZVerizon Communications$4,981,856$329,815 â–²7.1%99,2400.2%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$4,960,624$1,756,711 â–²54.8%16,4120.2%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$4,913,898$2,999,165 â–²156.6%44,3570.2%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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