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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
POR icon
601
Portland General Electric
POR
$5.83B
$323K 0.02%
7,348
-2,339
-24% -$98.2K
CFR icon
602
Cullen/Frost Bankers
CFR
$10B
$321K 0.02%
2,530
+144
+6% +$18.7K
HPE icon
603
Hewlett Packard
HPE
$69.3B
$320K 0.02%
+13,031
New +$288K
ECL icon
604
Ecolab
ECL
$80.4B
$319K 0.02%
1,164
-6
-0.5% -$1.63K
JPEF icon
605
JPMorgan Equity Focus ETF
JPEF
$2.01B
$318K 0.02%
4,289
-458
-10% -$33K
JOBY icon
606
Joby Aviation
JOBY
$6.9B
$318K 0.02%
+19,687
New +$299K
AIT icon
607
Applied Industrial Technologies
AIT
$11.8B
$317K 0.02%
1,215
+252
+26% +$66.1K
FTNT icon
608
Fortinet
FTNT
$122B
$317K 0.02%
+3,767
New +$336K
MTBA icon
609
Simplify MBS ETF
MTBA
$1.46B
$317K 0.02%
6,288
– –
PYPL icon
610
PayPal
PYPL
$45.9B
$316K 0.02%
4,706
+574
+14% +$40.5K
IEUR icon
611
iShares Core MSCI Europe ETF
IEUR
$9.41B
$315K 0.02%
4,621
-828
-15% -$55.2K
BRO icon
612
Brown & Brown
BRO
$24.5B
$313K 0.02%
3,341
+253
+8% +$24.7K
KHPI
613
Kensington Hedged Premium Income ETF
KHPI
$427M
$311K 0.02%
+12,168
New +$311K
FEGE
614
First Eagle Global Equity ETF
FEGE
$2.47B
$310K 0.02%
+7,014
New +$294K
GPIX icon
615
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$5.46B
$310K 0.02%
+5,930
New +$301K
IWB icon
616
iShares Russell 1000 ETF
IWB
$49.1B
$308K 0.02%
844
-1
-0.1% -$352
COF icon
617
Capital One
COF
$132B
$308K 0.02%
1,448
+20
+1% +$4.38K
IETC icon
618
iShares US Tech Independence Focused ETF
IETC
$702M
$307K 0.02%
+3,012
New +$296K
TEVA icon
619
Teva Pharmaceuticals
TEVA
$42.5B
$306K 0.02%
+15,172
New +$266K
KVUE icon
620
Kenvue
KVUE
$36.8B
$306K 0.02%
18,851
+2,246
+14% +$45.8K
OMFL icon
621
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.83B
$304K 0.02%
5,046
-24
-0.5% -$1.41K
SCHK icon
622
Schwab 1000 Index ETF
SCHK
$5.88B
$304K 0.02%
+9,461
New +$293K
EFAV icon
623
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.49B
$304K 0.02%
3,579
-1,037
-22% -$87.5K
XLG icon
624
Invesco S&P 500 Top 50 ETF
XLG
$11B
$303K 0.02%
5,273
+1,143
+28% +$62.5K
TECK icon
625
Teck Resources
TECK
$34B
$303K 0.02%
+6,906
New +$251K
23 24
25
26 27

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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.