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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
PARA
826
DELISTED
Paramount Global Class B
PARA
– –
-16,530
Closed -$213K
PEG icon
827
Public Service Enterprise Group
PEG
$36.5B
– –
-3,004
Closed -$253K
PGX icon
828
Invesco Preferred ETF
PGX
$3.72B
– –
-12,675
Closed -$141K
PPBT
829
Purple Biotech
PPBT
$2.73M
– –
-1,680
Closed -$39.4K
PRU icon
830
Prudential Financial
PRU
$41.3B
– –
-2,149
Closed -$231K
RDW icon
831
Redwire
RDW
$2.72B
– –
-10,575
Closed -$172K
RIO icon
832
Rio Tinto
RIO
$168B
– –
-3,565
Closed -$208K
ROOT icon
833
Root
ROOT
$874M
– –
-1,652
Closed -$211K
SKWD icon
834
Skyward Specialty Insurance
SKWD
$2.36B
– –
-4,122
Closed -$238K
SND icon
835
Smart Sand
SND
$220M
– –
-11,000
Closed -$22.1K
STM icon
836
STMicroelectronics
STM
$44B
– –
-6,599
Closed -$201K
TEAM icon
837
Atlassian
TEAM
$48.2B
– –
-1,789
Closed -$363K
TIP icon
838
iShares TIPS Bond ETF
TIP
$15B
– –
-1,819
Closed -$200K
TTD icon
839
Trade Desk
TTD
$6.38B
– –
-5,975
Closed -$430K
VGK icon
840
Vanguard FTSE Europe ETF
VGK
$30.9B
– –
-3,520
Closed -$273K
VGSH icon
841
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
– –
-5,224
Closed -$307K
VRTX icon
842
Vertex Pharmaceuticals
VRTX
$137B
– –
-557
Closed -$248K
VXRT
843
DELISTED
Vaxart
VXRT
– –
-20,005
Closed -$9.04K
WBA
844
DELISTED
Walgreens Boots Alliance
WBA
– –
-10,532
Closed -$121K
WCN
845
Waste Connections
WCN
$41.7B
– –
-1,763
Closed -$329K
WDAY icon
846
Workday
WDAY
$49.3B
– –
-883
Closed -$212K
WTRG icon
847
Essential Utilities
WTRG
$11.7B
– –
-5,524
Closed -$205K
XVOL
848
DELISTED
Acruence Active Hedge US Equity ETF
XVOL
– –
-100,054
Closed -$2.2M
YPF icon
849
YPF Sociedad Anonima ADS
YPF
$19.7B
– –
-9,882
Closed -$311K
ZIM icon
850
ZIM Integrated Shipping Services
ZIM
$3.31B
– –
-21,248
Closed -$342K
31 32 33
34
35

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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.