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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
FDVV icon
576
Fidelity High Dividend ETF
FDVV
$10.4B
$347K 0.02%
6,230
+751
+14% +$40.8K
PGR icon
577
Progressive
PGR
$127B
$345K 0.02%
1,399
-313
-18% -$77.2K
RY icon
578
Royal Bank of Canada
RY
$283B
$344K 0.02%
2,334
+744
+47% +$103K
GEHC icon
579
GE HealthCare
GEHC
$32.4B
$342K 0.02%
4,549
-1,316
-22% -$98.2K
OZ icon
580
Belpointe PREP
OZ
$194M
$342K 0.02%
5,337
– –
BCAT icon
581
BlackRock Capital Allocation Term Trust
BCAT
$1.68B
$341K 0.02%
23,084
-3,317
-13% -$49.6K
FFEB icon
582
FT Vest US Equity Buffer ETF February
FFEB
$1.42B
$340K 0.02%
6,163
-80
-1% -$4.3K
F icon
583
Ford
F
$55.3B
$338K 0.02%
28,236
+10,184
+56% +$117K
CSM icon
584
ProShares Large Cap Core Plus
CSM
$530M
$338K 0.02%
4,409
+1,250
+40% +$91.6K
NSC icon
585
Norfolk Southern
NSC
$78.3B
$337K 0.02%
1,122
+101
+10% +$28.1K
MTB icon
586
M&T Bank
MTB
$34.3B
$336K 0.02%
1,702
+2
+0.1% +$392
IJS icon
587
iShares S&P Small-Cap 600 Value ETF
IJS
$8.28B
$334K 0.02%
3,017
+107
+4% +$11.4K
ICVT icon
588
iShares Convertible Bond ETF
ICVT
$7.64B
$332K 0.02%
+3,319
New +$312K
CDNS icon
589
Cadence Design Systems
CDNS
$93.7B
$331K 0.02%
943
-220
-19% -$75.7K
RDDT icon
590
Reddit
RDDT
$29.4B
$331K 0.02%
1,439
+69
+5% +$14.1K
HPQ icon
591
HP
HPQ
$27.5B
$331K 0.02%
+12,141
New +$324K
RIOT icon
592
Riot Platforms
RIOT
$7.13B
$329K 0.02%
+17,299
New +$240K
CFG icon
593
Citizens Financial Group
CFG
$29.4B
$328K 0.02%
6,163
-221
-3% -$11K
FDV icon
594
Federated Hermes US Strategic Dividend ETF
FDV
$906M
$327K 0.02%
11,442
+1,508
+15% +$42.8K
CAH icon
595
Cardinal Health
CAH
$54.6B
$327K 0.02%
2,082
-266
-11% -$41.1K
FDLO icon
596
Fidelity Low Volatility Factor ETF
FDLO
$1.44B
$326K 0.02%
4,950
+22
+0.4% +$1.41K
PSA icon
597
Public Storage
PSA
$58.5B
$326K 0.02%
1,127
-1
-0.1% -$287
EXPD icon
598
Expeditors International
EXPD
$24.8B
$325K 0.02%
2,651
+32
+1% +$3.81K
BOND icon
599
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.55B
$325K 0.02%
3,478
+746
+27% +$68.8K
URI icon
600
United Rentals
URI
$64.1B
$325K 0.02%
340
-16
-4% -$14.3K
22 23
24
25 26

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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.