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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
ADM icon
501
Archer Daniels Midland
ADM
$39.3B
$459K 0.03%
7,685
-2,247
-23% -$131K
ULST icon
502
State Street Ultra Short Term Bond ETF
ULST
$522M
$452K 0.03%
11,097
+1,908
+21% +$77.5K
FTSL icon
503
First Trust Senior Loan Fund ETF
FTSL
$2.35B
$451K 0.03%
9,838
+5,040
+105% +$232K
RACE icon
504
Ferrari
RACE
$73.9B
$451K 0.03%
929
+144
+18% +$69K
ULTA icon
505
Ulta Beauty
ULTA
$22.1B
$451K 0.03%
824
+102
+14% +$52.3K
EA
506
DELISTED
Electronic Arts
EA
$447K 0.03%
2,214
-1
-0% -$166
MELI icon
507
Mercado Libre
MELI
$99.7B
$446K 0.03%
191
– –
BEN icon
508
Franklin Templeton
BEN
$17.6B
$446K 0.03%
19,297
+10,296
+114% +$254K
FDEC icon
509
FT Vest US Equity Buffer ETF December
FDEC
$1.35B
$446K 0.03%
9,048
-1,500
-14% -$71.8K
TECL icon
510
Direxion Daily Technology Bull 3x ETF
TECL
$5.86B
$444K 0.03%
3,568
+48
+1% +$5.04K
ARCC icon
511
Ares Capital
ARCC
$14.3B
$442K 0.03%
21,653
+2,579
+14% +$57.3K
XLB icon
512
State Street Materials Select Sector SPDR ETF
XLB
$8.81B
$442K 0.03%
9,862
+584
+6% +$26.4K
FNDE icon
513
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$10.2B
$440K 0.03%
12,161
+151
+1% +$5.2K
KNG icon
514
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.45B
$439K 0.03%
8,911
+4,781
+116% +$238K
WPC icon
515
W.P. Carey
WPC
$16.1B
$439K 0.03%
6,490
-48
-0.7% -$3.14K
TOTL icon
516
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.99B
$438K 0.03%
10,800
-554
-5% -$22.2K
FLOT icon
517
iShares Floating Rate Bond ETF
FLOT
$10.6B
$435K 0.03%
8,514
-812
-9% -$41.4K
BP icon
518
BP
BP
$109B
$433K 0.03%
12,554
+3,371
+37% +$113K
MBB icon
519
iShares MBS ETF
MBB
$39B
$432K 0.03%
4,541
+39
+0.9% +$3.66K
BLD
520
DELISTED
TopBuild
BLD
$432K 0.03%
1,105
-6
-0.5% -$2.4K
SRLN icon
521
State Street Blackstone Senior Loan ETF
SRLN
$5.48B
$430K 0.03%
10,333
+4,685
+83% +$194K
VPU
522
Vanguard Utilities ETF
VPU
$8.26B
$427K 0.03%
2,256
+762
+51% +$140K
MMM icon
523
3M
MMM
$89.9B
$426K 0.03%
2,748
+915
+50% +$141K
TROW icon
524
T. Rowe Price
TROW
$23.7B
$425K 0.03%
4,142
+1,870
+82% +$197K
NUE icon
525
Nucor
NUE
$56.8B
$424K 0.03%
3,132
+526
+20% +$74.5K
19 20
21
22 23

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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.