We are live on ! Find out more
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
SBUX icon
251
Starbucks
SBUX
$123B
$1.37M 0.08%
16,145
-301
-2% -$26.9K
VONV icon
252
Vanguard Russell 1000 Value ETF
VONV
$22B
$1.36M 0.08%
15,186
+729
+5% +$63.7K
ET icon
253
Energy Transfer Partners
ET
$73.4B
$1.35M 0.08%
78,949
+41,178
+109% +$722K
ITA icon
254
iShares US Aerospace & Defense ETF
ITA
$14B
$1.35M 0.08%
6,462
+1,300
+25% +$256K
VONG icon
255
Vanguard Russell 1000 Growth ETF
VONG
$45.1B
$1.35M 0.08%
11,196
+1,432
+15% +$164K
ABT icon
256
Abbott
ABT
$195B
$1.33M 0.08%
9,927
+1,706
+21% +$224K
LQD icon
257
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.9B
$1.33M 0.08%
11,913
+197
+2% +$21.7K
FTHI icon
258
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.46B
$1.32M 0.08%
55,500
+6,320
+13% +$147K
NULG icon
259
Nuveen ESG Large-Cap Growth ETF
NULG
$2.73B
$1.31M 0.08%
13,188
+1,133
+9% +$110K
PAVE icon
260
Global X US Infrastructure Development ETF
PAVE
$13.6B
$1.3M 0.08%
27,345
+1,077
+4% +$49.6K
ANET icon
261
Arista Networks
ANET
$246B
$1.3M 0.08%
8,927
+2,494
+39% +$321K
GDX icon
262
VanEck Gold Miners ETF
GDX
$31B
$1.29M 0.08%
16,897
+571
+3% +$34.4K
OWL icon
263
Blue Owl Capital
OWL
$8.22B
$1.29M 0.08%
76,030
+16,635
+28% +$316K
ADSK icon
264
Autodesk
ADSK
$55B
$1.27M 0.08%
3,997
+93
+2% +$28.3K
CME icon
265
CME Group
CME
$103B
$1.26M 0.08%
4,661
+3,425
+277% +$932K
NULV icon
266
Nuveen ESG Large-Cap Value ETF
NULV
$2.3B
$1.25M 0.08%
28,619
+4,550
+19% +$194K
CVS icon
267
CVS Health
CVS
$119B
$1.25M 0.08%
16,610
+1,004
+6% +$68.8K
ACP
268
abrdn Income Credit Strategies Fund
ACP
$642M
$1.25M 0.08%
215,810
-6,737
-3% -$39.9K
BBUS icon
269
JPMorgan BetaBuilders US Equity ETF
BBUS
$9.2B
$1.25M 0.08%
10,342
-2,324
-18% -$270K
DSI icon
270
iShares MSCI KLD 400 Social ETF
DSI
$5.53B
$1.24M 0.08%
9,878
+924
+10% +$112K
GATX icon
271
GATX Corp
GATX
$6.27B
$1.24M 0.07%
7,074
+1
+0% +$162
GNRC icon
272
Generac Holdings
GNRC
$10.8B
$1.23M 0.07%
7,362
+4,962
+207% +$869K
CEG icon
273
Constellation Energy
CEG
$98.1B
$1.22M 0.07%
3,707
+1,099
+42% +$355K
DE icon
274
Deere & Co
DE
$170B
$1.22M 0.07%
2,661
-94
-3% -$46.3K
ADBE icon
275
Adobe
ADBE
$116B
$1.2M 0.07%
3,414
-377
-10% -$135K
9 10
11
12 13

Similar funds

SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
SG
SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
SGM
Seven Grand Managers Bronxville, New York $2.48B AUM 65.09% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

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.