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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
IHE icon
726
iShares US Pharmaceuticals ETF
IHE
$1.69B
$225K 0.01%
3,100
– –
SHW icon
727
Sherwin-Williams
SHW
$83.7B
$225K 0.01%
649
-161
-20% -$56.8K
NBIS
728
Nebius Group N.V.
NBIS
$56.9B
$225K 0.01%
+2,000
New +$139K
VTEB icon
729
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$223K 0.01%
+4,460
New +$219K
AVAV icon
730
AeroVironment
AVAV
$7.52B
$223K 0.01%
+708
New +$183K
ZMAR
731
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
$113M
$221K 0.01%
8,153
-945
-10% -$25.3K
OKTA icon
732
Okta
OKTA
$29.1B
$220K 0.01%
2,397
+327
+16% +$30.5K
SOFI icon
733
SoFi Technologies
SOFI
$23.3B
$220K 0.01%
+8,315
New +$197K
VLUE icon
734
iShares MSCI USA Value Factor ETF
VLUE
$9.77B
$219K 0.01%
+1,752
New +$206K
STRL icon
735
Sterling Infrastructure
STRL
$14.4B
$218K 0.01%
+641
New +$182K
VTIP icon
736
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$218K 0.01%
4,301
+127
+3% +$6.39K
RF icon
737
Regions Financial
RF
$25.8B
$217K 0.01%
+8,235
New +$214K
HWM icon
738
Howmet Aerospace
HWM
$106B
$213K 0.01%
+1,088
New +$198K
LMBS icon
739
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.42B
$212K 0.01%
4,258
-177
-4% -$8.76K
ATAI icon
740
AtaiBeckley Inc
ATAI
$2.7B
$212K 0.01%
40,000
-20,000
-33% -$81.2K
NTRS icon
741
Northern Trust
NTRS
$34.2B
$211K 0.01%
+1,567
New +$202K
SUSL icon
742
iShares ESG MSCI USA Leaders ETF
SUSL
$1.23B
$211K 0.01%
+1,800
New +$202K
ACHR icon
743
Archer Aviation
ACHR
$4.43B
$210K 0.01%
+21,940
New +$217K
STNG icon
744
Scorpio Tankers
STNG
$3.91B
$210K 0.01%
3,742
-9,858
-72% -$486K
CCI icon
745
Crown Castle
CCI
$32.4B
$208K 0.01%
2,161
-686
-24% -$69.4K
ZION icon
746
Zions Bancorporation
ZION
$9.89B
$208K 0.01%
+3,682
New +$205K
TMUS icon
747
T-Mobile US
TMUS
$195B
$207K 0.01%
866
-396
-31% -$95.9K
AMBQ
748
Ambiq Micro
AMBQ
$1.39B
$206K 0.01%
+6,900
New +$252K
UFOX
749
Defiance Space and Connective Tech ETF
UFOX
$855M
$206K 0.01%
+3,337
New +$190K
BDX icon
750
Becton Dickinson
BDX
$51.6B
$206K 0.01%
+1,099
New +$204K
28 29
30
31 32

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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.