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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
EMB icon
276
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$1.2M 0.07%
12,592
-787
-6% -$73.7K
CWB icon
277
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.59B
$1.2M 0.07%
13,224
+791
+6% +$68K
BLK icon
278
Blackrock
BLK
$180B
$1.2M 0.07%
1,026
+317
+45% +$354K
TLH icon
279
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$1.19M 0.07%
11,524
+6,428
+126% +$650K
VNQ icon
280
Vanguard Real Estate ETF
VNQ
$38.6B
$1.18M 0.07%
12,902
+4,848
+60% +$440K
HE icon
281
Hawaiian Electric Industries
HE
$1.97B
$1.18M 0.07%
106,686
-4,205
-4% -$47.9K
CRWV
282
CoreWeave
CRWV
$46.5B
$1.18M 0.07%
8,598
+5,438
+172% +$643K
C icon
283
Citigroup
C
$223B
$1.17M 0.07%
11,556
+743
+7% +$70.5K
JPST icon
284
JPMorgan Ultra-Short Income ETF
JPST
$40.8B
$1.17M 0.07%
23,110
-1,537
-6% -$77.8K
WELL icon
285
Welltower
WELL
$172B
$1.17M 0.07%
6,565
+3,472
+112% +$571K
EQWL icon
286
Invesco S&P 100 Equal Weight ETF
EQWL
$2.82B
$1.17M 0.07%
10,192
-1,212
-11% -$136K
XLI icon
287
State Street Industrial Select Sector SPDR ETF
XLI
$32.9B
$1.17M 0.07%
7,574
+38
+0.5% +$5.76K
RDIV icon
288
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.41B
$1.17M 0.07%
22,371
-495
-2% -$24.9K
TGT icon
289
Target
TGT
$74.1B
$1.16M 0.07%
12,948
-224
-2% -$22.1K
BMNR
290
BitMine Immersion Technologies
BMNR
$14.4B
$1.15M 0.07%
+22,186
New +$1.12M
AFL icon
291
Aflac
AFL
$58.4B
$1.15M 0.07%
10,297
+1,735
+20% +$182K
APP icon
292
Applovin
APP
$106B
$1.15M 0.07%
1,596
-80
-5% -$36.9K
IGSB icon
293
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
$1.14M 0.07%
21,502
-283
-1% -$14.9K
MCK icon
294
McKesson
MCK
$104B
$1.13M 0.07%
1,466
+23
+2% +$16.2K
TFLO icon
295
iShares Treasury Floating Rate Bond ETF
TFLO
$6.68B
$1.13M 0.07%
22,273
-2,152
-9% -$109K
QYLD icon
296
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.34B
$1.13M 0.07%
66,183
+25,294
+62% +$425K
SHOP icon
297
Shopify
SHOP
$197B
$1.13M 0.07%
7,571
+999
+15% +$135K
OEF icon
298
iShares S&P 100 ETF
OEF
$20.5B
$1.12M 0.07%
3,364
+872
+35% +$277K
MS icon
299
Morgan Stanley
MS
$337B
$1.12M 0.07%
7,022
+209
+3% +$30.9K
HELO icon
300
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.81B
$1.12M 0.07%
17,162
+3,588
+26% +$229K
10 11
12
13 14

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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.