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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
WMB icon
426
Williams Companies
WMB
$90.2B
$623K 0.04%
9,840
-10,210
-51% -$599K
MDY icon
427
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.4B
$622K 0.04%
1,043
+163
+19% +$95.7K
XLV icon
428
State Street Health Care Select Sector SPDR ETF
XLV
$44.5B
$620K 0.04%
4,451
-1,018
-19% -$138K
SPGI icon
429
S&P Global
SPGI
$131B
$618K 0.04%
1,269
-94
-7% -$50.3K
FLCG
430
Federated Hermes MDT Large Cap Growth ETF
FLCG
$610M
$614K 0.04%
18,806
-475
-2% -$14.9K
D icon
431
Dominion Energy
D
$57.7B
$613K 0.04%
10,019
+93
+0.9% +$5.53K
MLYS icon
432
Mineralys Therapeutics
MLYS
$2.26B
$612K 0.04%
+16,143
New +$349K
GENI icon
433
Genius Sports
GENI
$2.15B
$609K 0.04%
49,225
+10,218
+26% +$122K
SNOW icon
434
Snowflake
SNOW
$114B
$609K 0.04%
2,699
+222
+9% +$47.7K
UDR icon
435
UDR
UDR
$11.9B
$606K 0.04%
16,275
-788
-5% -$30.7K
VFH icon
436
Vanguard Financials ETF
VFH
$13.9B
$604K 0.04%
4,606
+175
+4% +$22.7K
FAPR icon
437
FT Vest US Equity Buffer ETF April
FAPR
$1.31B
$601K 0.04%
13,808
-1,367
-9% -$58.6K
FAI
438
First Trust Bloomberg Artificial Intelligence ETF
FAI
$175M
$598K 0.04%
15,125
-245
-2% -$9.11K
CTVA icon
439
Corteva
CTVA
$56B
$594K 0.04%
8,784
-1,335
-13% -$96.8K
USB icon
440
US Bancorp
USB
$97.3B
$593K 0.04%
12,270
-36
-0.3% -$1.7K
CM icon
441
Canadian Imperial Bank of Commerce
CM
$104B
$593K 0.04%
+7,422
New +$559K
SPXL icon
442
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.96B
$592K 0.04%
2,795
+35
+1% +$6.68K
IHS icon
443
IHS Holding
IHS
$2.83B
$591K 0.04%
86,608
+11,879
+16% +$79.4K
SYY icon
444
Sysco
SYY
$39.3B
$590K 0.04%
7,170
+1,784
+33% +$143K
FDN icon
445
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.43B
$584K 0.04%
2,088
+565
+37% +$155K
LRCX icon
446
Lam Research
LRCX
$378B
$577K 0.03%
4,308
+112
+3% +$11.9K
JBL icon
447
Jabil
JBL
$31.6B
$573K 0.03%
2,638
-530
-17% -$115K
IGM icon
448
iShares Expanded Tech Sector ETF
IGM
$10.6B
$572K 0.03%
4,540
+159
+4% +$18.8K
USFR icon
449
WisdomTree Floating Rate Treasury Fund
USFR
$18.7B
$568K 0.03%
11,308
+5,937
+111% +$299K
SCCO icon
450
Southern Copper
SCCO
$177B
$564K 0.03%
+4,827
New +$468K
16 17
18
19 20

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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.