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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
+1.66%
1 Year Est. Return
+36.19%
3 Year Est. Return
+123.18%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.07B
AUM Growth
+$416M
Cap. Flow
+$415M
Cap. Flow %
20.07%
Top 10 Hldgs %
22.2%
Holding
926
New
136
Increased
486
Reduced
219
Closed
57

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$26.3M
2
VTV icon
Vanguard Morningstar Value ETF
VTV
+$21.1M
3
CGGR icon
Capital Group Growth ETF
CGGR
+$20.6M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$18.1M
5
AAPL icon
Apple
AAPL
+$15.6M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.24M
2
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.41M
3
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.8M
4
SJT
San Juan Basin Royalty Trust
SJT
+$1.74M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.57M

Sector Composition

Rank Sector Weight
1 Miscellaneous 54.8%
2 Technology 15.84%
3 Financials 5.39%
4 Industrials 5.06%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BP icon
476
BP
BP
$109B
$605K 0.03%
17,420
+4,866
+39% +$171K
AVUV icon
477
Avantis US Small Cap Value ETF
AVUV
$31.3B
$603K 0.03%
+5,916
New +$592K
DXJ icon
478
WisdomTree Japan Hedged Equity Fund
DXJ
$7.34B
$602K 0.03%
4,175
-1,388
-25% -$190K
WULF icon
479
TeraWulf
WULF
$7.66B
$600K 0.03%
+52,189
New +$700K
APO icon
480
Apollo Global Management
APO
$79.7B
$597K 0.03%
4,121
+467
+13% +$62K
IGM icon
481
iShares Expanded Tech Sector ETF
IGM
$10.6B
$588K 0.03%
4,556
+16
+0.4% +$2.07K
MELI icon
482
Mercado Libre
MELI
$99.7B
$586K 0.03%
291
+100
+52% +$210K
TFI icon
483
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.09B
$585K 0.03%
+12,803
New +$585K
CAPE icon
484
DoubleLine Shiller CAPE US Equities ETF
CAPE
$244M
$585K 0.03%
18,150
-1,900
-9% -$60.9K
NUE icon
485
Nucor
NUE
$56.8B
$582K 0.03%
3,569
+437
+14% +$65.7K
FLOT icon
486
iShares Floating Rate Bond ETF
FLOT
$10.6B
$581K 0.03%
11,430
+2,916
+34% +$149K
VRTX icon
487
Vertex Pharmaceuticals
VRTX
$137B
$578K 0.03%
+1,276
New +$550K
SNPS icon
488
Synopsys
SNPS
$84.8B
$578K 0.03%
1,230
+453
+58% +$201K
REGN icon
489
Regeneron Pharmaceuticals
REGN
$81.8B
$565K 0.03%
732
-117
-14% -$79.5K
FLCG
490
Federated Hermes MDT Large Cap Growth ETF
FLCG
$610M
$562K 0.03%
17,006
-1,800
-10% -$59K
LIN icon
491
Linde
LIN
$226B
$557K 0.03%
1,307
+441
+51% +$189K
STZ icon
492
Constellation Brands
STZ
$22.3B
$554K 0.03%
4,014
-814
-17% -$112K
ALAB icon
493
Astera Labs
ALAB
$50.2B
$553K 0.03%
3,324
-659
-17% -$110K
OKLO
494
Oklo
OKLO
$7.47B
$551K 0.03%
7,681
+361
+5% +$40.3K
HLT icon
495
Hilton Worldwide
HLT
$72.4B
$550K 0.03%
1,914
+1,031
+117% +$281K
UDR icon
496
UDR
UDR
$11.9B
$544K 0.03%
14,822
-1,453
-9% -$51.7K
TTWO icon
497
Take-Two Interactive
TTWO
$44B
$542K 0.03%
2,118
+100
+5% +$24.9K
EPI icon
498
WisdomTree India Earnings Fund ETF
EPI
$2.03B
$540K 0.03%
11,668
-2,482
-18% -$114K
SPSB icon
499
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
$537K 0.03%
17,774
-3,212
-15% -$97.1K
FAPR icon
500
FT Vest US Equity Buffer ETF April
FAPR
$1.31B
$536K 0.03%
12,061
-1,747
-13% -$76.6K
18 19
20
21 22

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SG
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VCM
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SGM
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SQA
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SW
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ROIC
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BHIA
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Kingswood Wealth Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Kingswood Wealth Advisors held 926 positions worth $2.07B, up 25% from $1.65B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Kingswood Wealth Advisors deployed $415M of net new capital in Q4 2025, opening 136 new positions and adding to 486 existing holdings. Its largest new stake was Capital Group Growth ETF: 465,652 shares worth $20.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 55% of assets, up from 54% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $4.24M trimmed.

  • Kingswood Wealth Advisors's largest Q4 2025 buy was Capital Group Growth ETF: 465,652 shares worth $20.7M.
  • Kingswood Wealth Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q4 2025, an estimated $26.3M increase.
  • Kingswood Wealth Advisors's biggest Q4 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $4.24M.
  • Kingswood Wealth Advisors fully exited 2x Ether ETF in Q4 2025, selling an estimated $690K.
  • Kingswood Wealth Advisors's ten largest holdings make up 22% of its $2.07B portfolio in Q4 2025.
  • Kingswood Wealth Advisors opened 136 new positions and closed 57 in Q4 2025.
  • Kingswood Wealth Advisors's portfolio value rose 25% quarter-over-quarter to $2.07B.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.