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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
DOW icon
801
Dow Inc
DOW
$22B
– –
-10,126
Closed -$268K
EOG icon
802
EOG Resources
EOG
$75.2B
– –
-1,700
Closed -$203K
EWA icon
803
iShares MSCI Australia ETF
EWA
$1.34B
– –
-11,375
Closed -$299K
FALN icon
804
iShares Fallen Angels USD Bond ETF
FALN
$1.66B
– –
-8,030
Closed -$218K
FISV
805
Fiserv Inc
FISV
$28.3B
– –
-2,492
Closed -$430K
FPEI icon
806
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.94B
– –
-10,700
Closed -$203K
FSM icon
807
Fortuna Silver Mines
FSM
$3.63B
– –
-16,034
Closed -$105K
GASS icon
808
StealthGas
GASS
$353M
– –
-21,000
Closed -$135K
GLNG icon
809
Golar LNG
GLNG
$5.13B
– –
-10,500
Closed -$432K
GSLC icon
810
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
– –
-2,268
Closed -$275K
HEFA icon
811
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.51B
– –
-5,450
Closed -$207K
HYBL icon
812
State Street Blackstone High Income ETF
HYBL
$580M
– –
-16,000
Closed -$457K
IBN icon
813
ICICI Bank
IBN
$107B
– –
-8,859
Closed -$298K
ITUB icon
814
Itaú Unibanco
ITUB
$82.7B
– –
-50,334
Closed -$332K
IYG icon
815
iShares US Financial Services ETF
IYG
$2.23B
– –
-2,845
Closed -$244K
JPI
816
DELISTED
Nuveen Preferred Securities & Income Opportunities Fund
JPI
– –
-22,185
Closed -$461K
KDP icon
817
Keurig Dr Pepper
KDP
$43.8B
– –
-6,497
Closed -$215K
LCID icon
818
Lucid Motors
LCID
$1.97B
– –
-1,206
Closed -$25.4K
LODE icon
819
Comstock
LODE
$258M
– –
-27,000
Closed -$102K
MAGS icon
820
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.27B
– –
-6,800
Closed -$377K
MLPX icon
821
Global X MLP & Energy Infrastructure ETF
MLPX
$3.63B
– –
-3,303
Closed -$207K
NEA icon
822
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.39B
– –
-10,655
Closed -$116K
NTB icon
823
Bank of N.T. Butterfield & Son
NTB
$2.33B
– –
-7,540
Closed -$334K
OLLI icon
824
Ollie's Bargain Outlet
OLLI
$4.38B
– –
-1,543
Closed -$203K
OSCR icon
825
Oscar Health
OSCR
$9.4B
– –
-26,866
Closed -$576K
31 32
33
34 35

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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.