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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
FOCT icon
651
FT Vest US Equity Buffer ETF October
FOCT
$1.18B
$282K 0.02%
5,945
– –
AMCR icon
652
Amcor
AMCR
$21.6B
$280K 0.02%
6,840
-40
-0.6% -$1.79K
ARE icon
653
Alexandria Real Estate Equities
ARE
$8.87B
$279K 0.02%
3,353
-992
-23% -$79.5K
UAL icon
654
United Airlines
UAL
$35.9B
$278K 0.02%
2,879
-552
-16% -$53.1K
FNX icon
655
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.39B
$276K 0.02%
2,197
+341
+18% +$41.2K
IAI icon
656
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.41B
$275K 0.02%
1,554
+144
+10% +$25.1K
TDG icon
657
TransDigm Group
TDG
$65.6B
$274K 0.02%
208
-37
-15% -$52.9K
IJT icon
658
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.08B
$273K 0.02%
1,933
+38
+2% +$5.25K
STLN
659
Starling Oncology
STLN
$629M
$271K 0.02%
77,600
+13,200
+20% +$45.2K
PFEB icon
660
Innovator US Equity Power Buffer ETF February
PFEB
$928M
$270K 0.02%
6,810
-1,501
-18% -$58.3K
PDI icon
661
PIMCO Dynamic Income Fund
PDI
$7.08B
$270K 0.02%
+13,630
New +$264K
ILMN icon
662
Illumina
ILMN
$32.6B
$270K 0.02%
2,838
-972
-26% -$96.4K
CVCO icon
663
Cavco Industries
CVCO
$4.37B
$265K 0.02%
457
-24
-5% -$11.7K
QEFA icon
664
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.07B
$265K 0.02%
3,012
+117
+4% +$10.1K
FJUN icon
665
FT Vest US Equity Buffer ETF June
FJUN
$1.4B
$264K 0.02%
4,714
-964
-17% -$52.8K
WSM icon
666
Williams-Sonoma
WSM
$27.7B
$262K 0.02%
1,341
-98
-7% -$18.7K
CHWY icon
667
Chewy
CHWY
$9.52B
$262K 0.02%
+6,465
New +$249K
SPMD icon
668
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.6B
$261K 0.02%
4,568
-1,203
-21% -$67.8K
ZBH icon
669
Zimmer Biomet
ZBH
$19.2B
$260K 0.02%
2,644
+218
+9% +$21.6K
PWR icon
670
Quanta Services
PWR
$90.6B
$260K 0.02%
+628
New +$244K
CAVA icon
671
CAVA Group
CAVA
$7.82B
$259K 0.02%
4,292
+327
+8% +$24.8K
CGGO icon
672
Capital Group Global Growth Equity ETF
CGGO
$11.8B
$259K 0.02%
7,566
-5,564
-42% -$182K
DG icon
673
Dollar General
DG
$27.1B
$258K 0.02%
2,499
+348
+16% +$38.2K
FNOV icon
674
FT Vest US Equity Buffer ETF November
FNOV
$1.24B
$257K 0.02%
4,866
-2,400
-33% -$124K
FXL icon
675
First Trust Technology AlphaDEX Fund
FXL
$2.76B
$257K 0.02%
+1,530
New +$247K
25 26
27
28 29

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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.