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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
TFC icon
376
Truist Financial
TFC
$61.6B
$729K 0.04%
15,948
-237
-1% -$10.7K
ALTY icon
377
Global X Alternative Income ETF
ALTY
$48.3M
$728K 0.04%
61,341
+44,899
+273% +$527K
KBWD icon
378
Invesco KBW High Dividend Yield Financial ETF
KBWD
$413M
$726K 0.04%
53,680
+11,239
+26% +$158K
JBBB icon
379
Janus Henderson B-BBB CLO ETF
JBBB
$1.47B
$725K 0.04%
15,042
+5
+0% +$241
DLR icon
380
Digital Realty Trust
DLR
$68.8B
$724K 0.04%
4,187
-564
-12% -$96.4K
IDV icon
381
iShares International Select Dividend ETF
IDV
$8.6B
$723K 0.04%
19,781
-623
-3% -$22.4K
ENB icon
382
Enbridge
ENB
$110B
$718K 0.04%
14,225
+3,240
+29% +$152K
BBAI icon
383
BigBear.ai
BBAI
$1.46B
$717K 0.04%
110,023
-15,113
-12% -$96.7K
FR icon
384
First Industrial Realty Trust
FR
$8.21B
$717K 0.04%
13,937
-995
-7% -$50K
FNDC icon
385
Schwab Fundamental International Small Company Index ETF
FNDC
$3.18B
$716K 0.04%
16,097
-118
-0.7% -$5.13K
DXJ icon
386
WisdomTree Japan Hedged Equity Fund
DXJ
$7.34B
$712K 0.04%
5,563
+760
+16% +$93.3K
NBXG
387
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.21B
$712K 0.04%
46,290
+856
+2% +$12.7K
IHI icon
388
iShares US Medical Devices ETF
IHI
$3.41B
$706K 0.04%
11,753
+3,364
+40% +$206K
VWO icon
389
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$702K 0.04%
12,954
+605
+5% +$31.2K
CMI icon
390
Cummins
CMI
$77.8B
$699K 0.04%
1,656
+148
+10% +$56.7K
SYK icon
391
Stryker
SYK
$127B
$698K 0.04%
1,888
+701
+59% +$271K
EEM icon
392
iShares MSCI Emerging Markets ETF
EEM
$31.2B
$696K 0.04%
13,037
+50
+0.4% +$2.51K
SCHW
393
Charles Schwab
SCHW
$191B
$695K 0.04%
7,285
-1,671
-19% -$159K
MRVL icon
394
Marvell Technology
MRVL
$195B
$695K 0.04%
8,264
+1,894
+30% +$139K
IUSV icon
395
iShares Core S&P US Value ETF
IUSV
$28B
$694K 0.04%
6,940
-142
-2% -$13.8K
ETHU
396
2x Ether ETF
ETHU
$1.16B
$690K 0.04%
+5,311
New +$675K
DGX icon
397
Quest Diagnostics
DGX
$26.8B
$686K 0.04%
3,597
-82
-2% -$14.6K
EPD icon
398
Enterprise Products Partners
EPD
$84.3B
$680K 0.04%
21,732
+3,649
+20% +$115K
CLS icon
399
Celestica
CLS
$37.7B
$670K 0.04%
2,720
+991
+57% +$200K
SCHX icon
400
Schwab US Large- Cap ETF
SCHX
$74.3B
$669K 0.04%
25,412
+3,686
+17% +$93.6K
14 15
16
17 18

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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.