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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
PHM icon
401
Pultegroup
PHM
$24.5B
$669K 0.04%
+5,065
New +$629K
DASH icon
402
DoorDash
DASH
$103B
$667K 0.04%
2,454
+20
+0.8% +$5.02K
CARR icon
403
Carrier Global
CARR
$48.5B
$666K 0.04%
11,158
+471
+4% +$32K
NVO
404
Novo Nordisk
NVO
$202B
$663K 0.04%
11,944
+7,741
+184% +$453K
SPYI icon
405
NEOS S&P 500 High Income ETF
SPYI
$11.6B
$663K 0.04%
12,672
+565
+5% +$29K
KRE icon
406
State Street SPDR S&P Regional Banking ETF
KRE
$4.04B
$662K 0.04%
+10,451
New +$659K
EMLP icon
407
First Trust North American Energy Infrastructure Fund
EMLP
$4.15B
$661K 0.04%
+17,271
New +$652K
NKE icon
408
Nike
NKE
$58.7B
$659K 0.04%
9,450
-1,044
-10% -$77.8K
EMO
409
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.11B
$654K 0.04%
14,549
– –
CAPE icon
410
DoubleLine Shiller CAPE US Equities ETF
CAPE
$244M
$653K 0.04%
20,050
+1,500
+8% +$48.3K
IAK icon
411
iShares US Insurance ETF
IAK
$530M
$653K 0.04%
4,870
-118
-2% -$15.4K
FMAY icon
412
FT Vest US Equity Buffer ETF May
FMAY
$1.46B
$652K 0.04%
12,472
-4,375
-26% -$224K
SWK icon
413
Stanley Black & Decker
SWK
$14.8B
$651K 0.04%
8,753
+3,210
+58% +$235K
IGV icon
414
iShares Expanded Tech-Software Sector ETF
IGV
$15.1B
$650K 0.04%
5,656
+164
+3% +$18.2K
STZ icon
415
Constellation Brands
STZ
$22.3B
$650K 0.04%
4,828
+1,683
+54% +$268K
RGTI icon
416
Rigetti Computing
RGTI
$5.2B
$644K 0.04%
21,610
+920
+4% +$16.1K
VFLO icon
417
VictoryShares Free Cash Flow ETF
VFLO
$10.6B
$643K 0.04%
+17,149
New +$622K
IWD icon
418
iShares Russell 1000 Value ETF
IWD
$84.3B
$642K 0.04%
3,154
+1,375
+77% +$274K
PPA icon
419
Invesco Aerospace & Defense ETF
PPA
$8.08B
$640K 0.04%
4,119
-6
-0.1% -$883
ADP icon
420
Automatic Data Processing
ADP
$114B
$638K 0.04%
2,173
-620
-22% -$187K
TRV icon
421
Travelers Companies
TRV
$77.2B
$636K 0.04%
2,277
+790
+53% +$212K
SPSB icon
422
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
$636K 0.04%
20,986
+5
+0% +$151
TNA icon
423
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.26B
$630K 0.04%
13,924
+390
+3% +$15.4K
ARM icon
424
Arm
ARM
$255B
$626K 0.04%
4,422
-1,536
-26% -$224K
EPI icon
425
WisdomTree India Earnings Fund ETF
EPI
$2.03B
$625K 0.04%
14,150
+3,127
+28% +$142K
15 16
17
18 19

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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.