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Kingswood Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Kingswood Wealth Advisors, LLC

Investment Activity

  • Kingswood Wealth Advisors, LLC has $2.60 billion in total holdings as of September 30, 2026.
  • Kingswood Wealth Advisors, LLC owns shares of 1,024 different stocks, but just 249 companies or ETFs make up 80% of its holdings.
  • Approximately 10.38% of the portfolio was purchased this quarter.
  • About 5.47% of the portfolio was sold this quarter.
  • This quarter, Kingswood Wealth Advisors, LLC has purchased 995 new stocks and bought additional shares in 516 stocks.
  • Kingswood Wealth Advisors, LLC sold shares of 324 stocks and completely divested from 100 stocks this quarter.

Largest Holdings

Apple
$108,049,406
NVIDIA
$68,120,582
Invesco QQQ
$62,455,572
Microsoft
$48,607,571

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORPORATION COM SHS
$10,858,813 Holding
46137V852 - Invesco Dorsey Wright Healthcare Momentum ETF
$7,476,579 Holding
33740F565 - First Trust Innovation Leaders ETF
$4,481,354 Holding
46138G599 - Invesco Nasdaq Biotechnology ETF
$3,140,392 Holding
25239Y170 - U.S. SMALL CAP VALUE PORTFOLIO: ETF CLASS SHARES
$2,954,501 Holding

Largest Purchases this Quarter

SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK
119,642 shares (about $18.05M)
Invesco S&P 500 Equal Weight Technology ETF
262,000 shares (about $17.26M)
EXXONMOBIL HOLDINGS CORPORATION COM SHS
66,722 shares (about $10.86M)
Invesco Dorsey Wright Healthcare Momentum ETF
123,051 shares (about $7.48M)

Largest Sales this Quarter

VanEck Rare Earth and Strategic Metals ETF
121,824 shares (about $7.83M)
Fidelity Total Bond ETF
180,623 shares (about $7.82M)
ROUNDHILL MEMORY ETF
87,581 shares (about $5.29M)
VanEck Uranium and Nuclear ETF
49,916 shares (about $5.16M)
SANDISK CORPORATION
2,507 shares (about $4.36M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofKingswood Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$108,049,406$1,959,824 ▲1.8%324,4534.1%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$68,120,582$3,320,192 ▼-4.6%298,2772.6%Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$65,931,123$1,208,773 ▲1.9%86,4522.5%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$62,455,572$3,363,721 ▲5.7%84,4262.4%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$48,607,571$664,719 ▼-1.3%94,7701.9%Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$41,872,881$351,562 ▲0.8%193,7841.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$40,497,534$3,127,217 ▲8.4%57,7831.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$38,424,493$600,453 ▲1.6%154,2221.5%Consumer Discretionary
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$31,132,833$111,851 ▲0.4%346,8141.2%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$30,517,063$576,281 ▲1.9%849,3481.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$28,306,178$4,305,487 ▲17.9%82,2661.1%Communication Services
Broadcom Inc. stock logo
AVGO
Broadcom
$28,230,463$548,560 ▲2.0%80,3851.1%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$28,167,901$4,362,827 ▲18.3%82,6671.1%Communication Services
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$27,480,267$436,576 ▲1.6%547,3071.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$24,716,733$1,168,006 ▲5.0%66,0450.9%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$24,434,121$1,154,603 ▼-4.5%22,9400.9%Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$23,708,914$1,005,331 ▲4.4%101,6200.9%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$23,544,890$2,777,809 ▲13.4%29,0390.9%Industrials
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$22,742,355$252,727 ▲1.1%29,6960.9%ETF
SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK
$21,221,555$18,049,131 ▲568.9%140,6710.8%Common Stock
Meta Platforms, Inc. stock logo
META
Meta Platforms
$20,778,608$562,740 ▲2.8%28,6530.8%Communication Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$20,175,905$344,392 ▲1.7%60,9860.8%Finance
ProShares Ultra S&P500 stock logo
SSO
ProShares Ultra S&P500
$18,578,914$235,583 ▼-1.3%267,9780.7%ETF
GRAYSCALE BITCOIN TRUST ETF
$17,791,157$190,088 ▼-1.1%275,4480.7%Exchange Traded Fund
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$17,600,011$17,255,300 ▲5,005.7%267,2340.7%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$16,833,601$749,773 ▼-4.3%354,9150.6%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$15,854,849$1,520,022 ▲10.6%44,6850.6%Consumer Discretionary
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
$15,797,717$2,266,490 ▼-12.5%84,4570.6%Common Stock
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$15,287,286$2,982,937 ▲24.2%469,9440.6%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$15,137,829$1,211,652 ▲8.7%53,2100.6%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$14,952,592$107,573 ▲0.7%244,0840.6%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$14,541,838$1,167,125 ▲8.7%258,6600.6%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$14,272,987$427,621 ▲3.1%23,3310.5%Technology
Lamar Advertising Company stock logo
LAMR
Lamar Advertising
$14,004,765$18,014 ▼-0.1%97,1810.5%Real Estate
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$12,629,613$448,210 ▲3.7%47,6770.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$11,986,932$586,574 ▼-4.7%24,0730.5%Finance
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$11,661,017$771,453 ▼-6.2%262,0450.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$11,498,015$1,197,369 ▲11.6%30,1910.4%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$11,274,401$250,093 ▲2.3%26,2370.4%Industrials
WALMART INCORPORATED
$11,147,714$322,256 ▼-2.8%107,2720.4%Common Stock
EXXONMOBIL HOLDINGS CORPORATION COM SHS
$10,858,813$10,858,813 ▲New Holding66,7220.4%Common Stock
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$10,799,824$310,087 ▲3.0%9,3340.4%Healthcare
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$10,546,588$503,652 ▲5.0%69,3540.4%ETF
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$10,484,670$4,300,320 ▲69.5%233,5640.4%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$10,423,935$1,917,776 ▲22.5%20,4970.4%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$10,217,738$130,844 ▼-1.3%108,0780.4%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$9,936,703$245,377 ▲2.5%37,9850.4%Healthcare
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$9,845,323$8,030,301 ▲442.4%97,9150.4%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$9,659,308$100,072 ▼-1.0%36,4860.4%Healthcare
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$9,537,446$3,506,877 ▲58.2%10,5930.4%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$9,261,108$244,467 ▲2.7%102,7760.4%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$9,012,493$428,611 ▲5.0%118,9930.3%Utilities
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$8,962,616$141,108 ▼-1.6%9,8450.3%Consumer Staples
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$8,878,147$356,802 ▲4.2%57,2050.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$8,501,784$264,081 ▲3.2%120,4050.3%ETF
CALAMOS ETF TR AUTOCALLABLE INC
$8,467,744$4,480,413 ▲112.4%318,0970.3%Exchange Traded Fund
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$8,433,266$28,231 ▼-0.3%107,5400.3%ETF
First Trust Long/Short Equity ETF stock logo
FTLS
First Trust Long/Short Equity ETF
$8,329,866$256,606 ▲3.2%108,6170.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$8,278,674$76,156 ▲0.9%65,8760.3%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$8,255,919$64,194 ▼-0.8%87,9690.3%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$8,172,472$2,095,089 ▲34.5%41,7500.3%ETF
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$8,089,835$2,818,910 ▲53.5%162,2840.3%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$8,089,624$275,776 ▲3.5%107,3040.3%ETF
FIDELITY WISE ORIGIN BITCOIN FUND
$7,989,582$42,422 ▲0.5%109,9890.3%Exchange Traded Fund
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$7,881,539$416,499 ▲5.6%17,2770.3%Technology
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$7,806,563$279,577 ▼-3.5%24,6000.3%ETF
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$7,715,064$495,044 ▲6.9%89,6270.3%Consumer Staples
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$7,668,213$2,696,146 ▼-26.0%12,5910.3%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$7,539,175$90,425 ▼-1.2%77,3720.3%ETF
SANDISK CORPORATION
$7,519,433$4,361,689 ▼-36.7%4,3220.3%Common Stock
Invesco Dorsey Wright Healthcare Momentum ETF stock logo
PTH
Invesco Dorsey Wright Healthcare Momentum ETF
$7,476,579$7,476,579 ▲New Holding123,0510.3%ETF
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$7,466,674$73,568 ▼-1.0%7,8150.3%Industrials
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$7,438,163$480,150 ▼-6.1%41,9970.3%ETF
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$7,415,828$330,450 ▲4.7%57,6300.3%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$7,332,835$5,872,198 ▲402.0%27,6970.3%Technology
Intel Corporation stock logo
INTC
Intel
$7,300,988$78,631 ▲1.1%60,7250.3%Technology
MRP SYNTHEQUITY ETF
$7,112,067$297,626 ▲4.4%241,0870.3%Exchange Traded Fund
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$7,072,628$41,871 ▼-0.6%20,1010.3%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$6,984,168$142,488 ▼-2.0%89,2090.3%ETF
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
$6,922,707$663,021 ▲10.6%248,7500.3%Exchange Traded Fund
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$6,763,135$21,004 ▼-0.3%69,5510.3%ETF
Chevron Corporation stock logo
CVX
Chevron
$6,759,970$124,772 ▲1.9%33,1030.3%Energy
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$6,752,169$106,872 ▼-1.6%20,7230.3%Energy
Visa Inc. stock logo
V
Visa
$6,741,758$159,183 ▲2.4%18,7620.3%Finance
iShares Global 100 ETF stock logo
IOO
iShares Global 100 ETF
$6,596,234$107,287 ▼-1.6%45,8040.3%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$6,593,869$4,084,906 ▲162.8%130,8570.3%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$6,488,361$373,045 ▲6.1%60,2840.2%Technology
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$6,480,962$157,611 ▲2.5%44,2450.2%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$6,471,880$541,033 ▲9.1%118,9030.2%Finance
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$6,389,317$221,192 ▲3.6%130,7950.2%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$6,353,740$173,338 ▲2.8%46,1490.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$6,269,063$200,292 ▼-3.1%50,0480.2%ETF
Southern Company (The) stock logo
SO
Southern
$6,262,473$125,578 ▲2.0%75,5520.2%Utilities
Strategy Inc stock logo
MSTR
Strategy
$6,257,707$156,764 ▼-2.4%40,8760.2%Technology
RTX Corporation stock logo
RTX
RTX
$6,233,365$162,629 ▼-2.5%33,5760.2%Industrials
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$6,179,815$557,078 ▲9.9%67,4360.2%ETF
ISHARES BITCOIN TRUST ETF SHS BEN INT
$6,152,417$1,221,943 ▲24.8%129,9620.2%Exchange Traded Fund
Bloom Energy Corporation stock logo
BE
Bloom Energy
$6,068,355$619,604 ▲11.4%21,9090.2%Industrials
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$6,036,095$181,214 ▼-2.9%21,5510.2%Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$5,970,230$177,235 ▲3.1%20,9860.2%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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