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KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.48B
1-Year Est. Return 36.19%
This Fund
S&P 500
This Quarter Est. Return
+9.14%
1 Year Est. Return
+36.19%
3 Year Est. Return
+123.18%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.65B
AUM Growth
+$386M
Cap. Flow
+$280M
Cap. Flow %
16.96%
Top 10 Hldgs %
22.5%
Holding
858
New
115
Increased
429
Reduced
213
Closed
68

Top Buys

Rank Stock Value
1
LAMR icon
Lamar Advertising Co
LAMR
+$12.2M
2
AAPL icon
Apple
AAPL
+$8.08M
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.44M
4
VTV icon
Vanguard Morningstar Value ETF
VTV
+$6.48M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$6.48M

Top Sells

Rank Stock Value
1
BITX icon
2x Bitcoin ETF
BITX
+$3.81M
2
NRG icon
NRG Energy
NRG
+$3.37M
3
HL icon
Hecla Mining
HL
+$2.51M
4
XVOL
Acruence Active Hedge US Equity ETF
XVOL
+$2.2M
5
NVDA icon
NVIDIA
NVDA
+$1.02M

Sector Composition

Rank Sector Weight
1 Miscellaneous 54.14%
2 Technology 16.34%
3 Industrials 5.47%
4 Financials 5.1%
5 Consumer Discretionary 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CI icon
226
Cigna
CI
$73.7B
$1.53M 0.09%
5,302
-196
-4% -$58K
PFE icon
227
Pfizer
PFE
$159B
$1.52M 0.09%
59,840
+4,704
+9% +$116K
VOOG icon
228
Vanguard S&P 500 Growth ETF
VOOG
$26.9B
$1.5M 0.09%
20,652
+474
+2% +$32.8K
TDIV icon
229
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.39B
$1.49M 0.09%
15,115
+109
+0.7% +$10.2K
SMR icon
230
NuScale Power
SMR
$3.81B
$1.48M 0.09%
41,225
+5,839
+17% +$233K
PANW icon
231
Palo Alto Networks
PANW
$303B
$1.47M 0.09%
7,218
+22
+0.3% +$4.21K
VBR icon
232
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.6B
$1.47M 0.09%
7,037
+3,025
+75% +$619K
AOR icon
233
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.76B
$1.46M 0.09%
22,731
+12,271
+117% +$767K
PDCC
234
Pearl Diver Credit Co
PDCC
$60.3M
$1.46M 0.09%
88,685
+10,000
+13% +$171K
DIS icon
235
Walt Disney
DIS
$187B
$1.45M 0.09%
12,631
+1,021
+9% +$120K
SGOV icon
236
iShares 0-3 Month Treasury Bond ETF
SGOV
$104B
$1.44M 0.09%
14,323
+5,768
+67% +$580K
FXU icon
237
First Trust Utilities AlphaDEX Fund
FXU
$795M
$1.43M 0.09%
31,565
+15,826
+101% +$697K
DVN icon
238
Devon Energy
DVN
$52.1B
$1.43M 0.09%
40,891
+2,700
+7% +$91.9K
SCHH icon
239
Schwab US REIT ETF
SCHH
$11.3B
$1.43M 0.09%
66,247
+6,729
+11% +$144K
SLV icon
240
iShares Silver Trust
SLV
$32.3B
$1.43M 0.09%
33,696
-136
-0.4% -$4.88K
VHT icon
241
Vanguard Health Care ETF
VHT
$19.3B
$1.43M 0.09%
5,495
+2,336
+74% +$586K
STEW
242
SRH Total Return Fund
STEW
$1.79B
$1.42M 0.09%
78,375
– –
NOW icon
243
ServiceNow
NOW
$150B
$1.42M 0.09%
7,715
+1,395
+22% +$261K
AEP icon
244
American Electric Power
AEP
$66.6B
$1.41M 0.09%
12,494
+8,370
+203% +$916K
IUSB icon
245
iShares Core Universal USD Bond ETF
IUSB
$43.6B
$1.4M 0.08%
30,040
+3,196
+12% +$148K
WFC icon
246
Wells Fargo
WFC
$262B
$1.4M 0.08%
16,725
+2,357
+16% +$191K
MTRN icon
247
Materion
MTRN
$4.95B
$1.4M 0.08%
11,568
-350
-3% -$36.8K
T icon
248
AT&T
T
$178B
$1.38M 0.08%
48,904
+5,494
+13% +$156K
FCX icon
249
Freeport-McMoran
FCX
$110B
$1.38M 0.08%
35,060
-540
-2% -$23.4K
VEGN icon
250
US Vegan Climate ETF
VEGN
$184M
$1.37M 0.08%
23,104
+2,680
+13% +$153K
8 9
10
11 12

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SG
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VCM
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SGM
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SQA
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SW
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ROIC
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BHIA
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Kingswood Wealth Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Kingswood Wealth Advisors held 858 positions worth $1.65B, up 31% from $1.27B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Kingswood Wealth Advisors deployed $280M of net new capital in Q3 2025, opening 115 new positions and adding to 429 existing holdings. Its largest new stake was Lamar Advertising Co: 98,054 shares worth $12M.

By sector, the portfolio is most concentrated in Miscellaneous at 54% of assets, up from 51% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was 2x Bitcoin ETF, an estimated $3.81M trimmed.

  • Kingswood Wealth Advisors's largest Q3 2025 buy was Lamar Advertising Co: 98,054 shares worth $12M.
  • Kingswood Wealth Advisors added most to Apple in Q3 2025, an estimated $8.08M increase.
  • Kingswood Wealth Advisors's biggest Q3 2025 reduction was 2x Bitcoin ETF, cutting an estimated $3.81M.
  • Kingswood Wealth Advisors fully exited Acruence Active Hedge US Equity ETF in Q3 2025, selling an estimated $2.2M.
  • Kingswood Wealth Advisors's ten largest holdings make up 22% of its $1.65B portfolio in Q3 2025.
  • Kingswood Wealth Advisors opened 115 new positions and closed 68 in Q3 2025.
  • Kingswood Wealth Advisors's portfolio value rose 31% quarter-over-quarter to $1.65B.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.