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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
TMO icon
476
Thermo Fisher Scientific
TMO
$230B
$511K 0.03%
1,053
-219
-17% -$102K
NET icon
477
Cloudflare
NET
$107B
$505K 0.03%
2,355
+71
+3% +$14.5K
SON icon
478
Sonoco
SON
$5.58B
$499K 0.03%
11,577
+4,414
+62% +$204K
IMAX icon
479
IMAX
IMAX
$2.76B
$496K 0.03%
+15,134
New +$429K
FMAR icon
480
FT Vest US Equity Buffer ETF March
FMAR
$1.16B
$491K 0.03%
10,582
– –
ITOT icon
481
iShares Core S&P Total US Stock Market ETF
ITOT
$97.4B
$490K 0.03%
3,366
-791
-19% -$111K
SPOT icon
482
Spotify
SPOT
$113B
$489K 0.03%
700
-468
-40% -$327K
APO icon
483
Apollo Global Management
APO
$79.7B
$487K 0.03%
3,654
+136
+4% +$19.3K
KMB icon
484
Kimberly-Clark
KMB
$36.4B
$486K 0.03%
3,906
+1,568
+67% +$203K
ALL icon
485
Allstate
ALL
$65.9B
$485K 0.03%
2,262
+73
+3% +$14.7K
PEY icon
486
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.17B
$484K 0.03%
22,962
+8,422
+58% +$178K
GOVT icon
487
iShares US Treasury Bond ETF
GOVT
$44.3B
$484K 0.03%
20,914
-4,460
-18% -$102K
YUM icon
488
Yum! Brands
YUM
$42B
$480K 0.03%
3,159
+31
+1% +$4.56K
BSV icon
489
Vanguard Short-Term Bond ETF
BSV
$45.6B
$480K 0.03%
6,085
-1,497
-20% -$118K
LK
490
DELISTED
Luckin Coffee Inc. American Depositary Shares
LK
$479K 0.03%
+12,600
New +$479K
REGN icon
491
Regeneron Pharmaceuticals
REGN
$81.8B
$477K 0.03%
849
+66
+8% +$37.3K
IJK icon
492
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$474K 0.03%
4,940
+1,720
+53% +$162K
TSCO icon
493
Tractor Supply
TSCO
$18.1B
$472K 0.03%
8,291
-89
-1% -$5.24K
RL icon
494
Ralph Lauren
RL
$21.1B
$465K 0.03%
+1,483
New +$442K
SPTM icon
495
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$464K 0.03%
5,748
– –
ETH
496
Grayscale Ethereum Staking Mini ETF Shares
ETH
$2.05B
$463K 0.03%
+11,824
New +$437K
QBTS icon
497
D-Wave Quantum Inc
QBTS
$6.33B
$463K 0.03%
18,739
-5,106
-21% -$93K
TIGO icon
498
Millicom
TIGO
$15.7B
$462K 0.03%
9,524
-543
-5% -$23.8K
VST icon
499
Vistra
VST
$46B
$462K 0.03%
2,359
-53
-2% -$10.5K
KEY icon
500
KeyCorp
KEY
$23.4B
$459K 0.03%
24,575
+13,926
+131% +$258K
18 19
20
21 22

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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.