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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
SG icon
776
Sweetgreen
SG
$830M
$116K 0.01%
14,487
+3,035
+27% +$33K
SNAP icon
777
Snap
SNAP
$9.18B
$112K 0.01%
14,519
+237
+2% +$1.97K
TRVI icon
778
Trevi Therapeutics
TRVI
$2.39B
$99.8K 0.01%
10,907
-3,725
-25% -$27.9K
FINV
779
FinVolution Group
FINV
$803M
$94.4K 0.01%
+12,807
New +$112K
AQN icon
780
Algonquin Power & Utilities
AQN
$4.36B
$83.8K 0.01%
15,610
-62
-0.4% -$356
NUVB icon
781
Nuvation Bio
NUVB
$2.34B
$80.4K ﹤0.01%
21,730
– –
BRSP
782
BrightSpire Capital
BRSP
$601M
$72.8K ﹤0.01%
13,401
-1,072
-7% -$5.83K
WEAV icon
783
Weave Communications
WEAV
$583M
$67.6K ﹤0.01%
10,125
+97
+1% +$747
ALT icon
784
Altimmune
ALT
$605M
$58.1K ﹤0.01%
15,400
+5,000
+48% +$19.3K
RC
785
Ready Capital
RC
$302M
$46.6K ﹤0.01%
12,047
– –
AG icon
786
First Majestic Silver
AG
$10.2B
– –
-15,000
Closed -$124K
AGI icon
787
Alamos Gold
AGI
$15.4B
– –
-8,320
Closed -$221K
ARB icon
788
AltShares Merger Arbitrage ETF
ARB
$102M
– –
-7,750
Closed -$221K
AUPH icon
789
Aurinia Pharmaceuticals
AUPH
$2.17B
– –
-17,000
Closed -$144K
AWK icon
790
American Water Works
AWK
$27.5B
– –
-1,962
Closed -$273K
BUFG icon
791
FT Vest Buffered Allocation Growth ETF
BUFG
$331M
– –
-20,975
Closed -$536K
CCJ icon
792
Cameco
CCJ
$43.6B
– –
-4,175
Closed -$310K
CDE icon
793
Coeur Mining
CDE
$21.7B
– –
-54,000
Closed -$478K
CF icon
794
CF Industries
CF
$19B
– –
-2,312
Closed -$213K
CMG icon
795
Chipotle Mexican Grill
CMG
$48.1B
– –
-3,747
Closed -$210K
CORZ icon
796
Core Scientific
CORZ
$5.31B
– –
-14,240
Closed -$243K
CTAS icon
797
Cintas
CTAS
$81.7B
– –
-1,017
Closed -$227K
CWT icon
798
California Water Service
CWT
$3.12B
– –
-6,325
Closed -$288K
DAVE icon
799
Dave Inc
DAVE
$4.83B
– –
-775
Closed -$208K
DKNG icon
800
DraftKings
DKNG
$12.5B
– –
-5,081
Closed -$218K
30 31
32
33 34

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SG
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VCM
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SGM
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SQA
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SW
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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.