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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
IBB icon
626
iShares Biotechnology ETF
IBB
$10.5B
$303K 0.02%
2,098
+182
+9% +$24.8K
RSPG icon
627
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$622M
$303K 0.02%
3,800
– –
VFQY icon
628
Vanguard US Quality Factor ETF
VFQY
$499M
$302K 0.02%
2,000
– –
BMEZ icon
629
BlackRock Health Sciences Trust II
BMEZ
$1.05B
$299K 0.02%
20,721
-3,572
-15% -$50.7K
JPC icon
630
Nuveen Preferred & Income Opportunities Fund
JPC
$2.77B
$298K 0.02%
+36,400
New +$295K
SPAB icon
631
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$10.3B
$298K 0.02%
11,527
+954
+9% +$24.4K
IFRA icon
632
iShares US Infrastructure ETF
IFRA
$4.2B
$297K 0.02%
5,630
– –
XLP icon
633
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$297K 0.02%
3,784
+792
+26% +$64K
CSX icon
634
CSX Corp
CSX
$95B
$296K 0.02%
8,324
+331
+4% +$11.3K
AIQ icon
635
Global X Artificial Intelligence & Technology ETF
AIQ
$10.4B
$294K 0.02%
+5,959
New +$271K
IJJ icon
636
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.83B
$293K 0.02%
2,260
+238
+12% +$30.5K
DRI icon
637
Darden Restaurants
DRI
$24.5B
$292K 0.02%
+1,536
New +$316K
KLAC icon
638
KLA
KLAC
$229B
$292K 0.02%
2,710
+90
+3% +$8.4K
IBKR icon
639
Interactive Brokers
IBKR
$43.4B
$291K 0.02%
4,229
+68
+2% +$4.28K
XYZ
640
Block Inc
XYZ
$50.2B
$290K 0.02%
4,017
+301
+8% +$22.5K
MSTY icon
641
YieldMax MSTR Option Income Strategy ETF
MSTY
$913M
$288K 0.02%
+4,120
New +$375K
AI icon
642
C3.ai
AI
$1.64B
$287K 0.02%
16,578
-3,242
-16% -$67.7K
BITB icon
643
Bitwise Bitcoin ETF
BITB
$2.87B
$287K 0.02%
4,610
+111
+2% +$6.91K
RDVI icon
644
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.71B
$286K 0.02%
+11,074
New +$279K
SOUN icon
645
SoundHound AI
SOUN
$3.16B
$286K 0.02%
17,796
+3,721
+26% +$49.4K
MDLZ icon
646
Mondelez International
MDLZ
$79.6B
$286K 0.02%
4,579
-1,461
-24% -$94.2K
PAYX icon
647
Paychex
PAYX
$45.2B
$286K 0.02%
2,255
+163
+8% +$22.6K
XIFR
648
XPLR Infrastructure LP
XIFR
$1.11B
$286K 0.02%
28,077
-4,714
-14% -$45.6K
IYZ icon
649
iShares US Telecommunications ETF
IYZ
$1.28B
$285K 0.02%
8,839
+1,187
+16% +$36.5K
ICE icon
650
Intercontinental Exchange
ICE
$91.1B
$283K 0.02%
1,682
+244
+17% +$43.6K
24 25
26
27 28

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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.