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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
PFFR icon
326
InfraCap REIT Preferred ETF
PFFR
$121M
$912K 0.06%
48,789
+32,860
+206% +$608K
MSI icon
327
Motorola Solutions
MSI
$80.4B
$899K 0.05%
1,966
+1,036
+111% +$467K
DDFS
328
Innovator Equity Dual Directional 15 Buffer ETF - September
DDFS
$42.9M
$891K 0.05%
+42,669
New +$885K
MTN icon
329
Vail Resorts
MTN
$5.06B
$879K 0.05%
5,880
-907
-13% -$141K
AIRR icon
330
First Trust RBA American Industrial Renaissance ETF
AIRR
$9.61B
$878K 0.05%
9,082
+4,048
+80% +$362K
HYG icon
331
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$871K 0.05%
10,730
-949
-8% -$76.5K
UNP icon
332
Union Pacific
UNP
$183B
$864K 0.05%
3,654
+218
+6% +$49.1K
MPC icon
333
Marathon Petroleum
MPC
$104B
$862K 0.05%
4,473
+1,834
+69% +$323K
BINC icon
334
BlackRock Flexible Income ETF
BINC
$16.6B
$855K 0.05%
16,068
+2,643
+20% +$140K
SPHY icon
335
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.9B
$854K 0.05%
35,674
+25,154
+239% +$597K
BND icon
336
Vanguard Total Bond Market
BND
$161B
$854K 0.05%
11,477
-376
-3% -$27.7K
WAB icon
337
Wabtec
WAB
$49.4B
$840K 0.05%
4,192
+43
+1% +$8.49K
IONQ icon
338
IonQ
IONQ
$15.9B
$833K 0.05%
13,542
+4,440
+49% +$209K
IR icon
339
Ingersoll Rand
IR
$30.5B
$828K 0.05%
10,024
+469
+5% +$38.4K
AMPX icon
340
Amprius Technologies
AMPX
$1.44B
$817K 0.05%
77,705
-7,703
-9% -$60.6K
OKLO
341
Oklo
OKLO
$7.47B
$817K 0.05%
7,320
+328
+5% +$25.7K
SPYV icon
342
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
$812K 0.05%
14,683
-2,436
-14% -$131K
COIN icon
343
Coinbase
COIN
$47.1B
$812K 0.05%
2,407
+709
+42% +$240K
EMR icon
344
Emerson Electric
EMR
$86.6B
$805K 0.05%
6,134
+546
+10% +$74.4K
BABA icon
345
Alibaba
BABA
$296B
$805K 0.05%
4,502
-247
-5% -$32.4K
TOL icon
346
Toll Brothers
TOL
$13.5B
$800K 0.05%
5,790
-73
-1% -$9.53K
FJUL icon
347
FT Vest US Equity Buffer ETF July
FJUL
$1.29B
$799K 0.05%
14,603
+4,626
+46% +$247K
PTLC icon
348
Pacer Trendpilot US Large Cap ETF
PTLC
$3.36B
$798K 0.05%
14,568
+119
+0.8% +$6.26K
FV icon
349
First Trust Dorsey Wright Focus 5 ETF
FV
$3.8B
$798K 0.05%
+12,880
New +$785K
FIX icon
350
Comfort Systems
FIX
$53.5B
$795K 0.05%
964
+254
+36% +$172K
12 13
14
15 16

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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.