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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
NGG icon
526
National Grid
NGG
$79.8B
$421K 0.03%
5,878
+2,707
+85% +$190K
FCNCA icon
527
First Citizens BancShares
FCNCA
$24.8B
$420K 0.03%
235
– –
HRL icon
528
Hormel Foods
HRL
$11.9B
$417K 0.03%
+16,859
New +$467K
COP icon
529
ConocoPhillips
COP
$157B
$415K 0.03%
4,386
+607
+16% +$57.4K
QTUM icon
530
Defiance Quantum ETF
QTUM
$5.53B
$415K 0.03%
3,953
+998
+34% +$95.6K
BUFQ icon
531
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.6B
$414K 0.03%
11,882
-1,557
-12% -$52.9K
YJUN icon
532
FT Vest International Equity Buffer ETF June
YJUN
$144M
$413K 0.03%
16,455
– –
PFF icon
533
iShares Preferred and Income Securities ETF
PFF
$13.1B
$412K 0.02%
13,025
-4,797
-27% -$151K
BUYW icon
534
Main BuyWrite ETF
BUYW
$1.33B
$411K 0.02%
28,948
+4,417
+18% +$62.6K
LIN icon
535
Linde
LIN
$226B
$411K 0.02%
866
+243
+39% +$115K
SNOV icon
536
FT Vest US Small Cap Moderate Buffer ETF November
SNOV
$116M
$411K 0.02%
16,630
+2,500
+18% +$59.8K
JAJL
537
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$283M
$406K 0.02%
+14,186
New +$403K
XLC icon
538
State Street Communication Services Select Sector SPDR ETF
XLC
$22.8B
$406K 0.02%
3,431
+403
+13% +$44.8K
KKR icon
539
KKR & Co
KKR
$97.6B
$405K 0.02%
3,119
-513
-14% -$72.8K
DHR icon
540
Danaher
DHR
$152B
$405K 0.02%
2,044
-1,161
-36% -$231K
QQQI icon
541
NEOS Nasdaq 100 High Income ETF
QQQI
$14.2B
$404K 0.02%
+7,457
New +$396K
GSK icon
542
GSK
GSK
$102B
$401K 0.02%
+9,284
New +$363K
TRP icon
543
TC Energy
TRP
$64.4B
$399K 0.02%
7,342
+202
+3% +$10.1K
IWR icon
544
iShares Russell Mid-Cap ETF
IWR
$57.1B
$397K 0.02%
4,113
+484
+13% +$45.9K
GAB icon
545
Gabelli Equity Trust
GAB
$1.76B
$395K 0.02%
64,836
– –
HBAN icon
546
Huntington Bancshares
HBAN
$34.2B
$391K 0.02%
22,651
-1,001
-4% -$17.1K
FETH
547
Fidelity Ethereum Fund
FETH
$1.31B
$389K 0.02%
+9,365
New +$367K
ZAPR
548
Innovator Equity Defined Protection ETF - 1 Yr April
ZAPR
$67.4M
$388K 0.02%
15,262
-205
-1% -$5.18K
USHY icon
549
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29B
$386K 0.02%
10,216
+1,350
+15% +$50.6K
FSCO
550
FS Credit Opportunities Corp
FSCO
$1.05B
$385K 0.02%
55,699
+7,350
+15% +$53.9K
20 21
22
23 24

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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.