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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 $2.48 billion in total holdings as of June 30, 2026.
  • Kingswood Wealth Advisors, LLC owns shares of 995 different stocks, but just 247 companies or ETFs make up 80% of its holdings.
  • Approximately 9.57% of the portfolio was purchased this quarter.
  • About 4.63% of the portfolio was sold this quarter.
  • This quarter, Kingswood Wealth Advisors, LLC has purchased 924 new stocks and bought additional shares in 455 stocks.
  • Kingswood Wealth Advisors, LLC sold shares of 359 stocks and completely divested from 64 stocks this quarter.

Largest Holdings

Apple
$92,180,931
NVIDIA
$62,591,115
Invesco QQQ
$58,822,696
Vanguard Value ETF
$41,876,686

Largest New Holdings this Quarter

77926X320 - ROUNDHILL MEMORY ETF
$8,732,024 Holding
316092337 - FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF
$4,183,379 Holding
84615Q103 - SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK
$3,593,069 Holding
75970E107 - RENASANT CORPORATION
$3,034,038 Holding
922021605 - VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
$1,938,375 Holding

Largest Purchases this Quarter

ProShares Ultra S&P500
133,929 shares (about $9.02M)
ROUNDHILL MEMORY ETF
118,240 shares (about $8.73M)
Vanguard Growth ETF
85,122 shares (about $7.33M)
Vanguard Information Technology ETF
57,615 shares (about $6.89M)
Vanguard Mid-Cap ETF
82,066 shares (about $6.61M)

Largest Sales this Quarter

iShares 0-3 Month Treasury Bond ETF
83,081 shares (about $8.36M)
First Trust Nasdaq Cybersecurity ETF
46,874 shares (about $4.21M)
Western Digital
5,897 shares (about $3.77M)
Energy Select Sector SPDR Fund
68,880 shares (about $3.66M)
Texas Pacific Land
7,697 shares (about $3.37M)

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
$92,180,931$2,917,041 â–²3.3%318,5683.7%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$63,375,392$1,427,061 â–²2.3%84,8672.6%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$62,591,115$2,654,192 â–²4.4%312,8152.5%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$58,822,696$2,757,809 â–¼-4.5%79,8792.4%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$41,876,686$883,922 â–²2.2%192,1571.7%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$36,621,171$2,908,622 â–²8.6%53,3211.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$36,182,872$1,164,053 â–¼-3.1%151,8121.5%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$35,834,399$108,175 â–¼-0.3%96,0661.4%Computer and Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$30,356,807$870,379 â–¼-2.8%345,5681.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$29,775,217$77,061 â–¼-0.3%78,8231.2%Computer and Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$28,199,180$77,358 â–¼-0.3%833,3091.1%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$27,731,110$737,603 â–²2.7%24,0241.1%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$27,274,825$4,538,527 â–²20.0%25,6131.1%Industrials
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$27,140,634$1,040,553 â–²4.0%538,6121.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$24,927,773$790,864 â–¼-3.1%69,7531.0%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$24,684,756$2,956,673 â–²13.6%69,8631.0%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$23,284,546$787,450 â–¼-3.3%62,9240.9%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$23,025,803$437,748 â–²1.9%97,3110.9%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$21,992,273$1,193,751 â–²5.7%29,3660.9%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$19,621,874$123,404 â–¼-0.6%59,9450.8%Finance
ProShares Ultra S&P500 stock logo
SSO
ProShares Ultra S&P500
$18,285,314$9,024,136 â–²97.4%271,3760.7%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$17,498,123$793,573 â–¼-4.3%370,7230.7%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$16,992,673$1,487,243 â–²9.6%40,4010.7%Auto/Tires/Trucks
Meta Platforms, Inc. stock logo
META
Meta Platforms
$15,702,576$633,691 â–²4.2%27,8770.6%Computer and Technology
SANDISK CORPORATION
$15,527,302$3,742,560 â–²31.8%6,8290.6%Common Stock
Lamar Advertising Company stock logo
LAMR
Lamar Advertising
$15,177,747$29,168 â–¼-0.2%97,3060.6%Finance
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$14,893,504$1,327,907 â–²9.8%242,3280.6%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$14,837,887$1,556,507 â–²11.7%48,9510.6%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$13,436,617$481,662 â–²3.7%237,9000.5%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$13,147,155$1,211,778 â–¼-8.4%22,6320.5%Computer and Technology
GRAYSCALE BITCOIN TRUST ETF
$12,672,358$71,421 â–¼-0.6%278,3910.5%Exchange Traded Fund
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$12,635,348$207,161 â–¼-1.6%25,2510.5%Finance
WALMART INCORPORATED
$12,500,801$341,251 â–²2.8%110,3730.5%Common Stock
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$12,426,872$345,521 â–¼-2.7%279,3810.5%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$11,994,189$679,831 â–¼-5.4%378,2460.5%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$11,598,825$322,603 â–²2.9%45,9850.5%Manufacturing
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
$11,267,343$992,983 â–²9.7%96,5740.5%Common Stock
VanEck Rare Earth and Strategic Metals ETF stock logo
REMX
VanEck Rare Earth and Strategic Metals ETF
$11,248,085$2,375,163 â–²26.8%127,0970.5%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$11,162,216$2,969,289 â–²36.2%17,0180.5%Manufacturing
Eaton Corporation, PLC stock logo
ETN
Eaton
$10,932,213$301,270 â–¼-2.7%25,6550.4%Industrials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$10,874,484$780,861 â–²7.7%9,0660.4%Medical
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$10,834,548$10,591 â–²0.1%109,4620.4%Finance
MasTec, Inc. stock logo
MTZ
MasTec
$10,529,646$1,040,150 â–¼-9.0%25,3080.4%Construction
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$10,322,398$482,031 â–²4.9%66,0420.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$9,963,574$1,820,534 â–²22.4%27,0470.4%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$9,947,325$70,567 â–²0.7%113,3340.4%Utilities
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$9,362,374$1,537,792 â–²19.7%36,8640.4%Medical
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$9,354,262$73,899 â–¼-0.8%10,0000.4%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$9,322,829$261,211 â–²2.9%37,0470.4%Medical
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$9,212,627$3,368,467 â–¼-26.8%21,0510.4%Energy
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$8,890,735$2,263,414 â–¼-20.3%165,8410.4%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$8,737,427$415,819 â–²5.0%16,7260.4%Finance
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$8,735,539$249,577 â–¼-2.8%25,4810.4%ETF
ROUNDHILL MEMORY ETF
$8,732,024$8,732,024 â–²New Holding118,2400.4%Exchange Traded Fund
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$8,693,474$6,612,036 â–²317.7%107,9000.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$8,676,861$24,337 â–²0.3%54,9060.3%Financial Services
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$8,648,366$401,130 â–²4.9%190,1160.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$8,619,436$7,332,417 â–²569.7%100,0630.3%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$8,612,506$597,464 â–¼-6.5%62,9940.3%Energy
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$8,572,681$2,569,043 â–²42.8%44,7080.3%ETF
Intel Corporation stock logo
INTC
Intel
$8,387,739$1,527,696 â–²22.3%60,0710.3%Computer and Technology
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$8,326,279$157,785 â–¼-1.9%88,6530.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$8,312,406$526,040 â–²6.8%116,6650.3%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$7,855,313$525,678 â–²7.2%103,6460.3%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$7,814,908$325,701 â–¼-4.0%16,3640.3%Computer and Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$7,801,099$6,886,170 â–²752.6%65,2700.3%ETF
First Trust Long/Short Equity ETF stock logo
FTLS
First Trust Long/Short Equity ETF
$7,769,034$312,028 â–²4.2%105,2710.3%ETF
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$7,719,366$20,541 â–¼-0.3%7,8920.3%Industrials
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$7,623,112$506,087 â–¼-6.2%10,5440.3%Computer and Technology
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$7,552,791$144,786 â–¼-1.9%78,3000.3%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$7,378,799$654,477 â–²9.7%91,0290.3%Manufacturing
The Home Depot, Inc. stock logo
HD
Home Depot
$7,181,608$739,216 â–¼-9.3%20,3630.3%Retail/Wholesale
Southern Company (The) stock logo
SO
Southern
$7,086,090$218,410 â–²3.2%74,0370.3%Utilities
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$7,034,721$2,555 â–¼0.0%55,0620.3%ETF
VanEck Uranium and Nuclear ETF stock logo
NLR
VanEck Uranium and Nuclear ETF
$7,032,885$2,312,633 â–²49.0%60,6390.3%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$6,953,730$32,327 â–¼-0.5%20,2200.3%ETF
MRP SYNTHEQUITY ETF
$6,867,571$420,174 â–¼-5.8%230,9980.3%Exchange Traded Fund
CocaCola Company (The) stock logo
KO
CocaCola
$6,816,636$337,597 â–²5.2%83,8760.3%Consumer Staples
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$6,773,999$225,530 â–¼-3.2%6,6980.3%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$6,673,867$15,387 â–²0.2%56,8180.3%Computer and Technology
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$6,671,109$38,726 â–¼-0.6%69,7670.3%Manufacturing
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$6,616,642$243,824 â–¼-3.6%22,1980.3%Computer and Technology
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$6,572,296$102,340 â–²1.6%44,8900.3%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$6,569,449$82,634 â–²1.3%43,1690.3%ETF
RTX Corporation stock logo
RTX
RTX
$6,536,556$113,079 â–²1.8%34,4520.3%Aerospace
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$6,452,998$3,010,956 â–¼-31.8%360,9060.3%ETF
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$6,433,715$523,140 â–²8.9%48,2830.3%Manufacturing
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$6,413,051$4,751,645 â–²286.0%51,6470.3%ETF
iShares Global 100 ETF stock logo
IOO
iShares Global 100 ETF
$6,358,593$136,737 â–²2.2%46,5490.3%ETF
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$6,344,184$534,089 â–²9.2%137,7670.3%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$6,343,033$2,727,792 â–²75.5%54,0850.3%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$6,339,593$17,434 â–²0.3%22,5450.3%Computer and Technology
Vanguard Materials ETF stock logo
VAW
Vanguard Materials ETF
$6,336,582$2,434,331 â–²62.4%27,6960.3%ETF
Visa Inc. stock logo
V
Visa
$6,285,055$135,520 â–²2.2%18,3190.3%Business Services
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$6,222,440$300,066 â–²5.1%126,2670.3%ETF
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
$6,219,204$110,628 â–²1.8%224,9260.3%Exchange Traded Fund
Bank of America Corporation stock logo
BAC
Bank of America
$6,208,719$100,855 â–²1.7%108,9630.3%Finance
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$6,147,923$145,918 â–²2.4%16,8110.2%ETF
Bloom Energy Corporation stock logo
BE
Bloom Energy
$5,954,714$750,696 â–¼-11.2%19,6720.2%Energy
First Trust Indxx Innovative Transaction & Process ETF stock logo
LEGR
First Trust Indxx Innovative Transaction & Process ETF
$5,945,784$1,995,977 â–²50.5%92,5420.2%Manufacturing

Showing largest 100 holdings. View all holdings.
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