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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
TOWN icon
701
Towne Bank
TOWN
$3.46B
$240K 0.01%
6,947
– –
KR icon
702
Kroger
KR
$35.4B
$240K 0.01%
3,560
-1,509
-30% -$105K
VOOV icon
703
Vanguard S&P 500 Value ETF
VOOV
$6.79B
$240K 0.01%
1,201
+23
+2% +$4.46K
VDE icon
704
Vanguard Energy ETF
VDE
$10.7B
$240K 0.01%
1,903
+34
+2% +$4.18K
ETR icon
705
Entergy
ETR
$49.3B
$239K 0.01%
+2,567
New +$226K
SPXX icon
706
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$346M
$238K 0.01%
13,625
– –
NVS icon
707
Novartis
NVS
$292B
$237K 0.01%
+1,851
New +$226K
GPN icon
708
Global Payments
GPN
$24.3B
$236K 0.01%
2,844
-46
-2% -$3.87K
B
709
Barrick Mining
B
$75.1B
$236K 0.01%
+7,204
New +$183K
IAGG icon
710
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$235K 0.01%
4,588
-281
-6% -$14.4K
GFEB icon
711
FT Vest US Equity Moderate Buffer ETF February
GFEB
$384M
$235K 0.01%
5,789
– –
RIVN icon
712
Rivian
RIVN
$23.3B
$233K 0.01%
+15,850
New +$212K
WHR icon
713
Whirlpool
WHR
$2.68B
$231K 0.01%
2,938
-80
-3% -$7.34K
TGTX icon
714
TG Therapeutics
TGTX
$8.26B
$231K 0.01%
6,384
-1,900
-23% -$62.6K
HIMS icon
715
Hims & Hers Health
HIMS
$6.73B
$230K 0.01%
4,051
-786
-16% -$40.3K
SIRI icon
716
SiriusXM
SIRI
$9.62B
$229K 0.01%
+9,852
New +$228K
HLT icon
717
Hilton Worldwide
HLT
$72.4B
$229K 0.01%
883
-102
-10% -$27.6K
EQT icon
718
EQT Corp
EQT
$34.1B
$229K 0.01%
4,206
+94
+2% +$4.97K
GL icon
719
Globe Life
GL
$13.3B
$228K 0.01%
+1,597
New +$216K
SRE icon
720
Sempra
SRE
$55.1B
$228K 0.01%
+2,532
New +$205K
ILCB icon
721
iShares Morningstar US Equity ETF
ILCB
$1.31B
$226K 0.01%
2,450
-400
-14% -$35.6K
IDA icon
722
Idacorp
IDA
$7.85B
$226K 0.01%
+1,713
New +$212K
SI
723
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$226K 0.01%
+1,674
New +$226K
IWY icon
724
iShares Russell Top 200 Growth ETF
IWY
$16B
$225K 0.01%
+823
New +$213K
NDAQ icon
725
Nasdaq
NDAQ
$55.5B
$225K 0.01%
2,545
-21
-0.8% -$1.95K
27 28
29
30 31

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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.