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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
XMMO icon
301
Invesco S&P MidCap Momentum ETF
XMMO
$7.23B
$1.11M 0.07%
8,172
-616
-7% -$81.1K
ETHE
302
Grayscale Ethereum Staking ETF Shares
ETHE
$1.86B
$1.1M 0.07%
32,224
-1,503
-4% -$48.6K
AMGN icon
303
Amgen
AMGN
$234B
$1.1M 0.07%
3,912
+640
+20% +$186K
OXY icon
304
Occidental Petroleum
OXY
$59.1B
$1.1M 0.07%
23,280
+791
+4% +$35.7K
BDJ icon
305
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.75B
$1.08M 0.07%
119,062
+1,271
+1% +$11.4K
WPM icon
306
Wheaton Precious Metals
WPM
$69.6B
$1.08M 0.07%
9,615
-306
-3% -$29.9K
EFA icon
307
iShares MSCI EAFE ETF
EFA
$79.6B
$1.06M 0.06%
11,388
+2,691
+31% +$245K
RKT icon
308
Rocket Companies
RKT
$39B
$1.05M 0.06%
54,192
-17,655
-25% -$308K
AXP icon
309
American Express
AXP
$225B
$1.03M 0.06%
3,107
+763
+33% +$243K
FDL icon
310
First Trust Morningstar Dividend Leaders Index Fund
FDL
$8.09B
$1.02M 0.06%
23,408
-3,504
-13% -$152K
SPLV icon
311
Invesco S&P 500 Low Volatility ETF
SPLV
$7.03B
$1.01M 0.06%
13,800
+1,501
+12% +$110K
ASML icon
312
ASML
ASML
$651B
$1.01M 0.06%
1,047
-30
-3% -$23.6K
TJUL icon
313
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$115M
$1M 0.06%
34,297
-1,251
-4% -$36.2K
FLCV
314
Federated Hermes MDT Large Cap Value ETF
FLCV
$139M
$998K 0.06%
32,725
+3,625
+12% +$109K
BTI icon
315
British American Tobacco
BTI
$121B
$994K 0.06%
18,734
+5,921
+46% +$321K
IVE icon
316
iShares S&P 500 Value ETF
IVE
$50.2B
$992K 0.06%
4,806
+555
+13% +$111K
VOT icon
317
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.6B
$990K 0.06%
3,370
+870
+35% +$251K
COKE icon
318
Coca-Cola Consolidated
COKE
$13.2B
$990K 0.06%
8,450
-2
-0% -$232
XYLD icon
319
Global X S&P 500 Covered Call ETF
XYLD
$3.3B
$973K 0.06%
24,782
+10,298
+71% +$402K
ISRG icon
320
Intuitive Surgical
ISRG
$132B
$972K 0.06%
2,173
+52
+2% +$25K
SPYD icon
321
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.7B
$955K 0.06%
21,702
+4,356
+25% +$191K
SPHQ icon
322
Invesco S&P 500 Quality ETF
SPHQ
$19.6B
$953K 0.06%
13,006
-900
-6% -$65K
GILD icon
323
Gilead Sciences
GILD
$181B
$952K 0.06%
8,574
-1,405
-14% -$160K
LULU icon
324
lululemon athletica
LULU
$13.7B
$945K 0.06%
+5,311
New +$1.06M
WTMF icon
325
WisdomTree Managed Futures Strategy Fund
WTMF
$261M
$929K 0.06%
24,523
+12,767
+109% +$466K
11 12
13
14 15

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VCM
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SGM
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SQA
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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.