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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
EBAY icon
751
eBay
EBAY
$47B
$206K 0.01%
+2,260
New +$200K
KMI icon
752
Kinder Morgan
KMI
$70.3B
$206K 0.01%
+7,260
New +$199K
EWL icon
753
iShares MSCI Switzerland ETF
EWL
$2.41B
$205K 0.01%
3,719
-90
-2% -$4.93K
LPX icon
754
Louisiana-Pacific
LPX
$4.98B
$205K 0.01%
+2,310
New +$213K
NNE
755
Nano Nuclear Energy
NNE
$965M
$205K 0.01%
+5,319
New +$189K
MPLX icon
756
MPLX
MPLX
$60.1B
$205K 0.01%
+4,098
New +$208K
HAL icon
757
Halliburton
HAL
$30.1B
$203K 0.01%
+8,245
New +$182K
TTE icon
758
TotalEnergies
TTE
$191B
$203K 0.01%
+3,394
New +$209K
EEMV icon
759
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.65B
$202K 0.01%
+3,171
New +$201K
QJUN icon
760
FT Vest Growth-100 Buffer ETF June
QJUN
$709M
$201K 0.01%
+6,475
New +$196K
MFA
761
MFA Financial
MFA
$893M
$193K 0.01%
21,000
– –
OPEN icon
762
Opendoor
OPEN
$3.19B
$184K 0.01%
+23,865
New +$96.8K
NAZ icon
763
Nuveen Arizona Quality Municipal Income Fund
NAZ
$158M
$178K 0.01%
15,000
-7,000
-32% -$82.5K
FCT
764
DELISTED
First Trust Senior Floating Rate Income Fund II
FCT
$167K 0.01%
16,691
-416
-2% -$4.2K
PR
765
Permian Resources
PR
$19B
$166K 0.01%
12,962
+2,460
+23% +$33.7K
PDBC icon
766
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$7.01B
$164K 0.01%
12,237
-33,664
-73% -$447K
RYLD icon
767
Global X Russell 2000 Covered Call ETF
RYLD
$1.39B
$160K 0.01%
10,646
-16,778
-61% -$251K
PDO
768
PIMCO Dynamic Income Opportunities Fund
PDO
$1.79B
$150K 0.01%
+10,630
New +$146K
NAN icon
769
Nuveen New York Quality Municipal Income Fund
NAN
$360M
$149K 0.01%
13,000
– –
AGNC icon
770
AGNC Investment
AGNC
$12.9B
$145K 0.01%
+14,771
New +$143K
GBDC icon
771
Golub Capital BDC
GBDC
$3.38B
$143K 0.01%
+10,457
New +$154K
CION icon
772
CION Investment
CION
$363M
$138K 0.01%
14,599
– –
DBRG icon
773
DigitalBridge
DBRG
$2.99B
$131K 0.01%
11,198
-5,285
-32% -$59K
HL icon
774
Hecla Mining
HL
$13.7B
$130K 0.01%
10,720
-312,374
-97% -$2.51M
FNM
775
DELISTED
FANNIE MAE
FNM
$121K 0.01%
+10,003
New +$121K
29 30
31
32 33

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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.