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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
ZMAY
351
Innovator Equity Defined Protection ETF - 1 Yr May
ZMAY
$82.7M
$789K 0.05%
31,421
– –
AIO
352
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$903M
$785K 0.05%
32,686
+3,156
+11% +$77.1K
HYEM icon
353
VanEck Emerging Markets High Yield Bond ETF
HYEM
$522M
$785K 0.05%
39,130
+27,818
+246% +$555K
ESGD icon
354
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
$781K 0.05%
8,401
-469
-5% -$42.4K
ALAB icon
355
Astera Labs
ALAB
$50.2B
$780K 0.05%
+3,983
New +$655K
SOXX icon
356
iShares Semiconductor ETF
SOXX
$41.5B
$779K 0.05%
2,873
+1,058
+58% +$264K
GMAY icon
357
FT Vest US Equity Moderate Buffer ETF May
GMAY
$542M
$767K 0.05%
18,945
-2,050
-10% -$81.6K
BNDX icon
358
Vanguard Total International Bond ETF
BNDX
$82.5B
$764K 0.05%
15,456
-3,579
-19% -$177K
IUSG icon
359
iShares Core S&P US Growth ETF
IUSG
$33.5B
$756K 0.05%
4,595
-62
-1% -$9.74K
XLU icon
360
State Street Utilities Select Sector SPDR ETF
XLU
$21.9B
$756K 0.05%
17,334
+3,238
+23% +$137K
BIV icon
361
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$751K 0.05%
9,618
+6,660
+225% +$516K
SCHZ icon
362
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$749K 0.05%
31,929
+10,043
+46% +$233K
XNET
363
Xunlei
XNET
$319M
$744K 0.05%
+77,758
New +$478K
USA icon
364
Liberty All-Star Equity Fund
USA
$1.85B
$744K 0.05%
117,340
+7,648
+7% +$50.5K
AEM icon
365
Agnico Eagle Mines
AEM
$104B
$743K 0.05%
4,409
+2,457
+126% +$338K
CB icon
366
Chubb
CB
$131B
$743K 0.04%
+2,631
New +$724K
IWS icon
367
iShares Russell Mid-Cap Value ETF
IWS
$15.8B
$739K 0.04%
5,294
+3,380
+177% +$462K
OKE icon
368
Oneok
OKE
$59.7B
$736K 0.04%
10,084
+1,479
+17% +$113K
FAUG icon
369
FT Vest US Equity Buffer ETF August
FAUG
$1.22B
$736K 0.04%
14,174
+7,995
+129% +$404K
BKNG icon
370
Booking.com
BKNG
$155B
$734K 0.04%
3,400
-600
-15% -$134K
GLW icon
371
Corning
GLW
$128B
$733K 0.04%
8,938
+571
+7% +$37.3K
MAS icon
372
Masco
MAS
$14.4B
$732K 0.04%
10,397
+337
+3% +$23.7K
O icon
373
Realty Income
O
$58.6B
$731K 0.04%
12,033
+548
+5% +$31.9K
MGK icon
374
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.6B
$731K 0.04%
9,080
+80
+0.9% +$6.14K
VMRK
375
Vivmark Residential
VMRK
$26.1B
$730K 0.04%
11,276
-484
-4% -$31.6K
13 14
15
16 17

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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.