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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
SMCI icon
451
Super Micro Computer
SMCI
$24B
$559K 0.03%
11,659
-2,672
-19% -$128K
ITW icon
452
Illinois Tool Works
ITW
$79.8B
$558K 0.03%
2,138
-225
-10% -$58.6K
ADI icon
453
Analog Devices
ADI
$175B
$555K 0.03%
2,260
+129
+6% +$31K
CLX icon
454
Clorox
CLX
$12.4B
$552K 0.03%
+4,480
New +$556K
XSW icon
455
State Street SPDR S&P Software & Services ETF
XSW
$531M
$550K 0.03%
2,783
– –
PNC icon
456
PNC Financial Services
PNC
$96.6B
$550K 0.03%
2,738
+542
+25% +$107K
FDX icon
457
FedEx
FDX
$78.3B
$550K 0.03%
2,333
+408
+21% +$94.1K
JCI icon
458
Johnson Controls International
JCI
$84.6B
$544K 0.03%
+4,948
New +$529K
MDT icon
459
Medtronic
MDT
$117B
$544K 0.03%
5,711
-190
-3% -$17.5K
COWG icon
460
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.33B
$543K 0.03%
14,961
+8,356
+127% +$295K
FEZ icon
461
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.52B
$542K 0.03%
+8,725
New +$524K
VLO icon
462
Valero Energy
VLO
$101B
$537K 0.03%
3,157
-166
-5% -$24.8K
XBI icon
463
State Street SPDR S&P Biotech ETF
XBI
$11.3B
$536K 0.03%
5,349
+246
+5% +$22.2K
VCR icon
464
Vanguard Consumer Discretionary ETF
VCR
$6.04B
$535K 0.03%
1,351
+84
+7% +$32K
MPWR icon
465
Monolithic Power Systems
MPWR
$61.7B
$534K 0.03%
+580
New +$470K
BOXX icon
466
Alpha Architect 1-3 Month Box ETF
BOXX
$14B
$532K 0.03%
4,674
+2,892
+162% +$328K
CMCSA icon
467
Comcast
CMCSA
$96B
$529K 0.03%
16,848
+2,869
+21% +$96.2K
SCHF icon
468
Schwab International Equity ETF
SCHF
$69.3B
$527K 0.03%
22,623
+7,829
+53% +$177K
VXUS icon
469
Vanguard Total International Stock ETF
VXUS
$163B
$524K 0.03%
7,129
+394
+6% +$28K
TTWO icon
470
Take-Two Interactive
TTWO
$44B
$521K 0.03%
2,018
+4
+0.2% +$947
SLB icon
471
SLB Ltd
SLB
$85.1B
$515K 0.03%
14,986
-4
-0% -$139
XAR icon
472
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.96B
$514K 0.03%
2,189
+235
+12% +$51.3K
MFLX icon
473
First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF
MFLX
$21M
$513K 0.03%
30,335
+700
+2% +$11.6K
MBSF icon
474
Regan Floating Rate MBS ETF
MBSF
$245M
$512K 0.03%
20,110
-8,980
-31% -$229K
VYMI icon
475
Vanguard International High Dividend Yield ETF
VYMI
$21.4B
$512K 0.03%
+6,048
New +$501K
17 18
19
20 21

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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.