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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
XLY icon
51
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.1B
$5.9M 0.36%
49,258
+34,460
+233% +$3.94M
DGRW icon
52
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$5.9M 0.36%
+66,314
New +$5.75M
MTZ icon
53
MasTec
MTZ
$19.4B
$5.85M 0.35%
27,484
+1,391
+5% +$255K
XOM icon
54
ExxonMobil
XOM
$644B
$5.84M 0.35%
51,822
+8,673
+20% +$964K
ABBV icon
55
AbbVie
ABBV
$451B
$5.83M 0.35%
25,172
+14,017
+126% +$2.85M
GS icon
56
Goldman Sachs
GS
$301B
$5.71M 0.35%
7,171
+682
+11% +$505K
AGG icon
57
iShares Core US Aggregate Bond ETF
AGG
$138B
$5.7M 0.35%
56,875
+3,217
+6% +$319K
NFLX icon
58
Netflix
NFLX
$340B
$5.62M 0.34%
46,890
+2,520
+6% +$308K
COST icon
59
Costco
COST
$419B
$5.6M 0.34%
6,048
+357
+6% +$342K
VV icon
60
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$5.58M 0.34%
18,136
+12,415
+217% +$3.68M
RTX icon
61
RTX Corp
RTX
$285B
$5.57M 0.34%
33,272
+768
+2% +$119K
VO icon
62
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$5.54M 0.34%
75,440
+29,148
+63% +$2.09M
IOO icon
63
iShares Global 100 ETF
IOO
$9.36B
$5.5M 0.33%
45,797
+847
+2% +$96.4K
FBND icon
64
Fidelity Total Bond ETF
FBND
$28B
$5.48M 0.33%
118,460
+88,196
+291% +$4.05M
VUG icon
65
Vanguard Morningstar Growth ETF
VUG
$228B
$5.43M 0.33%
67,974
+17,040
+33% +$1.3M
LLY icon
66
Eli Lilly
LLY
$1.05T
$5.38M 0.33%
7,056
+573
+9% +$426K
IBM icon
67
IBM
IBM
$222B
$5.36M 0.32%
18,988
+1,600
+9% +$419K
JEPQ icon
68
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.6B
$5.34M 0.32%
92,843
+4,396
+5% +$244K
ORCL icon
69
Oracle
ORCL
$435B
$5.3M 0.32%
18,849
+1,806
+11% +$460K
VEA icon
70
Vanguard FTSE Developed Markets ETF
VEA
$238B
$5.18M 0.31%
86,530
+12,979
+18% +$756K
CIBR icon
71
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.7B
$5.18M 0.31%
68,111
+34,373
+102% +$2.54M
BIL icon
72
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$5.15M 0.31%
56,092
+25,948
+86% +$2.38M
AMD icon
73
Advanced Micro Devices
AMD
$760B
$5.08M 0.31%
31,397
-1,905
-6% -$307K
IWP icon
74
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$5.01M 0.3%
35,187
+12,687
+56% +$1.79M
SPMO icon
75
Invesco S&P 500 Momentum ETF
SPMO
$21.8B
$5M 0.3%
41,341
+13,796
+50% +$1.61M
1 2
3
4 5

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VCM
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SGM
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SQA
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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.