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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
PSX icon
676
Phillips 66
PSX
$97.4B
$257K 0.02%
1,887
+131
+7% +$16.8K
RPC
677
Ridgepost Capital
RPC
$955M
$256K 0.02%
23,574
– –
ADX icon
678
Adams Diversified Equity Fund
ADX
$3.24B
$256K 0.02%
11,475
+554
+5% +$12.1K
MRSH
679
Marsh
MRSH
$91.9B
$256K 0.02%
+1,269
New +$261K
COWZ icon
680
Pacer US Cash Cows 100 ETF
COWZ
$20.2B
$255K 0.02%
4,440
-7,878
-64% -$448K
ABNB icon
681
Airbnb
ABNB
$112B
$254K 0.02%
2,092
-174
-8% -$22.5K
APLD icon
682
Applied Digital
APLD
$7.2B
$253K 0.02%
+11,050
New +$164K
GNT
683
GAMCO Natural Resources, Gold & Income Trust
GNT
$154M
$253K 0.02%
36,000
– –
FCAL icon
684
First Trust California Municipal High income ETF
FCAL
$220M
$253K 0.02%
5,189
-2,033
-28% -$97.6K
UTHR icon
685
United Therapeutics
UTHR
$22.1B
$252K 0.02%
601
-138
-19% -$46.4K
FITB
686
Fifth Third Bancorp
FITB
$49.5B
$251K 0.02%
+5,644
New +$247K
BAI
687
iShares A.I. Innovation and Tech Active ETF
BAI
$13.9B
$250K 0.02%
+7,333
New +$231K
NRG icon
688
NRG Energy
NRG
$23.4B
$249K 0.02%
1,537
-21,642
-93% -$3.37M
RMD icon
689
ResMed
RMD
$34.7B
$247K 0.01%
902
+65
+8% +$17.8K
XHB icon
690
State Street SPDR S&P Homebuilders ETF
XHB
$1.39B
$247K 0.01%
+2,226
New +$244K
AZN icon
691
AstraZeneca
AZN
$252B
$247K 0.01%
+1,607
New +$243K
CSGP icon
692
CoStar Group
CSGP
$13.1B
$246K 0.01%
2,918
-82
-3% -$7.25K
ZJUN
693
Innovator Equity Defined Protection ETF - 1 Yr June
ZJUN
$161M
$245K 0.01%
+9,233
New +$243K
FUMB icon
694
First Trust Ultra Short Duration Municipal ETF
FUMB
$250M
$244K 0.01%
12,163
– –
GDDY icon
695
GoDaddy
GDDY
$12.4B
$243K 0.01%
+1,775
New +$273K
PSKY
696
Paramount Skydance Corp
PSKY
$12.2B
$243K 0.01%
+12,827
New +$203K
ED icon
697
Consolidated Edison
ED
$39.8B
$242K 0.01%
+2,411
New +$242K
OTIS icon
698
Otis Worldwide
OTIS
$27.3B
$241K 0.01%
2,638
+535
+25% +$48.6K
INOD icon
699
Innodata
INOD
$1.95B
$241K 0.01%
+3,125
New +$158K
MP icon
700
MP Materials
MP
$10B
$241K 0.01%
+3,589
New +$226K
26 27
28
29 30

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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.