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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
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.08T
$9.76M 0.59%
19,407
+3,281
+20% +$1.59M
XLF icon
27
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$9.75M 0.59%
181,066
+100,728
+125% +$5.34M
IYW icon
28
iShares US Technology ETF
IYW
$25.3B
$9.12M 0.55%
46,544
+7,311
+19% +$1.34M
VIG icon
29
Vanguard Dividend Appreciation ETF
VIG
$113B
$9.08M 0.55%
42,086
+16,915
+67% +$3.55M
JEPI icon
30
JPMorgan Equity Premium Income ETF
JEPI
$46.2B
$8.99M 0.54%
157,491
+32,333
+26% +$1.84M
FBTC icon
31
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.4B
$8.97M 0.54%
89,873
-1,058
-1% -$106K
DVY icon
32
iShares Select Dividend ETF
DVY
$23.8B
$8.34M 0.5%
58,710
+1,894
+3% +$262K
FUTY icon
33
Fidelity MSCI Utilities Index ETF
FUTY
$2.24B
$8.32M 0.5%
147,303
+105,999
+257% +$5.79M
FTCS icon
34
First Trust Capital Strength ETF
FTCS
$8B
$8.17M 0.49%
87,278
+31,483
+56% +$2.9M
FTLS icon
35
First Trust Long/Short Equity ETF
FTLS
$2.52B
$7.92M 0.48%
113,163
+45,234
+67% +$3.05M
DIA icon
36
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46B
$7.88M 0.48%
16,997
-49
-0.3% -$22.1K
SCHD icon
37
Schwab US Dividend Equity ETF
SCHD
$111B
$7.7M 0.47%
282,121
+225,851
+401% +$6.16M
USMV icon
38
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$7.68M 0.46%
80,685
+1,718
+2% +$161K
GLD icon
39
SPDR Gold Trust
GLD
$149B
$7.45M 0.45%
20,957
+5,770
+38% +$1.84M
VB icon
40
Vanguard Morningstar Small-Cap ETF
VB
$81.3B
$7.32M 0.44%
28,798
+5,351
+23% +$1.33M
NLR icon
41
VanEck Uranium + Nuclear Energy ETF
NLR
$4.15B
$7.15M 0.43%
52,715
+37,626
+249% +$4.48M
VTI icon
42
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
$7.13M 0.43%
21,716
-529
-2% -$167K
RWL icon
43
Invesco S&P 500 Revenue ETF
RWL
$9.98B
$7M 0.42%
63,252
+19,031
+43% +$2.03M
NEE icon
44
NextEra Energy
NEE
$171B
$6.9M 0.42%
91,347
+7,699
+9% +$563K
IBIT icon
45
iShares Bitcoin Trust
IBIT
$58.6B
$6.8M 0.41%
104,580
+1,842
+2% +$120K
WMT icon
46
Walmart Inc
WMT
$820B
$6.77M 0.41%
65,683
+16,909
+35% +$1.68M
ETN icon
47
Eaton
ETN
$156B
$6.65M 0.4%
17,776
+5,544
+45% +$2.02M
FCOM icon
48
Fidelity MSCI Communication Services Index ETF
FCOM
$1.79B
$6.31M 0.38%
88,867
+80,357
+944% +$5.43M
PH icon
49
Parker-Hannifin
PH
$125B
$6.27M 0.38%
8,269
-1,178
-12% -$869K
BOTZ icon
50
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.4B
$6.01M 0.36%
169,675
+120,170
+243% +$4.05M
1
2
3 4 5

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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.