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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
DOCU
551
DocuSign
DOCU
$12.2B
$384K 0.02%
5,326
+69
+1% +$5.32K
SNPS icon
552
Synopsys
SNPS
$84.8B
$383K 0.02%
+777
New +$439K
QQQX icon
553
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.51B
$379K 0.02%
13,793
-94
-0.7% -$2.52K
VCIT icon
554
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$379K 0.02%
4,502
+2
+0% +$166
JAAA icon
555
Janus Henderson AAA CLO ETF
JAAA
$30B
$376K 0.02%
7,410
-2,239
-23% -$113K
AMT icon
556
American Tower
AMT
$82.1B
$376K 0.02%
1,956
-293
-13% -$61K
YINN icon
557
Direxion Daily FTSE China Bull 3X ETF
YINN
$670M
$375K 0.02%
6,906
– –
INTU icon
558
Intuit
INTU
$97.9B
$371K 0.02%
543
-12
-2% -$8.65K
ACN icon
559
Accenture
ACN
$116B
$368K 0.02%
1,491
-252
-14% -$65.7K
HOOD icon
560
Robinhood
HOOD
$93.7B
$366K 0.02%
+2,553
New +$278K
BCE icon
561
BCE
BCE
$21.9B
$364K 0.02%
15,545
-863
-5% -$20.8K
AXON
562
Axon Enterprise
AXON
$48.8B
$363K 0.02%
506
-36
-7% -$27.3K
FJAN icon
563
FT Vest US Equity Buffer ETF January
FJAN
$1.46B
$363K 0.02%
7,236
-3,287
-31% -$161K
THRO
564
iShares U.S. Thematic Rotation Active ETF
THRO
$6.74B
$360K 0.02%
9,520
+1,968
+26% +$72K
GWW icon
565
W.W. Grainger
GWW
$61.5B
$360K 0.02%
378
+30
+9% +$30.1K
BAP icon
566
Credicorp
BAP
$29.3B
$360K 0.02%
+1,351
New +$334K
EXC icon
567
Exelon
EXC
$45.3B
$357K 0.02%
7,934
+586
+8% +$25.7K
KNSL icon
568
Kinsale Capital Group
KNSL
$8.67B
$357K 0.02%
839
+51
+6% +$23.1K
UL icon
569
Unilever
UL
$140B
$357K 0.02%
5,348
+1,072
+25% +$74K
HAS icon
570
Hasbro
HAS
$13.3B
$355K 0.02%
4,684
-223
-5% -$17.3K
OUNZ icon
571
VanEck Merk Gold Trust
OUNZ
$2.76B
$353K 0.02%
9,479
+156
+2% +$5.2K
XSD icon
572
State Street SPDR S&P Semiconductor ETF
XSD
$2.59B
$351K 0.02%
1,098
-52
-5% -$14.7K
DFAC icon
573
Dimensional US Core Equity 2 ETF
DFAC
$49.3B
$349K 0.02%
9,042
-513
-5% -$19.1K
MAR icon
574
Marriott International
MAR
$91.5B
$347K 0.02%
1,333
+16
+1% +$4.3K
IDU icon
575
iShares US Utilities ETF
IDU
$1.31B
$347K 0.02%
+3,130
New +$338K
21 22
23
24 25

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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 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.