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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
+1.66%
1 Year Est. Return
+36.19%
3 Year Est. Return
+123.18%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.07B
AUM Growth
+$416M
Cap. Flow
+$415M
Cap. Flow %
20.07%
Top 10 Hldgs %
22.2%
Holding
926
New
136
Increased
486
Reduced
219
Closed
57

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$26.3M
2
VTV icon
Vanguard Morningstar Value ETF
VTV
+$21.1M
3
CGGR icon
Capital Group Growth ETF
CGGR
+$20.6M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$18.1M
5
AAPL icon
Apple
AAPL
+$15.6M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.24M
2
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.41M
3
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.8M
4
SJT
San Juan Basin Royalty Trust
SJT
+$1.74M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.57M

Sector Composition

Rank Sector Weight
1 Miscellaneous 54.8%
2 Technology 15.84%
3 Financials 5.39%
4 Industrials 5.06%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRO icon
851
Brown & Brown
BRO
$24.5B
– –
-3,341
Closed -$313K
BUFQ icon
852
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.6B
– –
-11,882
Closed -$414K
CCI icon
853
Crown Castle
CCI
$32.4B
– –
-2,161
Closed -$208K
CHWY icon
854
Chewy
CHWY
$9.52B
– –
-6,465
Closed -$262K
CSGP icon
855
CoStar Group
CSGP
$13.1B
– –
-2,918
Closed -$246K
DOCU
856
DocuSign
DOCU
$12.2B
– –
-5,326
Closed -$384K
EBAY icon
857
eBay
EBAY
$47B
– –
-2,260
Closed -$206K
EEMV icon
858
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.65B
– –
-3,171
Closed -$202K
FUMB icon
859
First Trust Ultra Short Duration Municipal ETF
FUMB
$250M
– –
-12,163
Closed -$244K
GDDY icon
860
GoDaddy
GDDY
$12.4B
– –
-1,775
Closed -$243K
GL icon
861
Globe Life
GL
$13.3B
– –
-1,597
Closed -$228K
HIMS icon
862
Hims & Hers Health
HIMS
$6.73B
– –
-4,051
Closed -$230K
IAGG icon
863
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
– –
-4,588
Closed -$235K
IAI icon
864
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.41B
– –
-1,554
Closed -$275K
IAK icon
865
iShares US Insurance ETF
IAK
$530M
– –
-4,870
Closed -$653K
ICVT icon
866
iShares Convertible Bond ETF
ICVT
$7.64B
– –
-3,319
Closed -$332K
IDU icon
867
iShares US Utilities ETF
IDU
$1.31B
– –
-3,130
Closed -$347K
IETC icon
868
iShares US Tech Independence Focused ETF
IETC
$702M
– –
-3,012
Closed -$307K
IMAX icon
869
IMAX
IMAX
$2.76B
– –
-15,134
Closed -$496K
INOD icon
870
Innodata
INOD
$1.95B
– –
-3,125
Closed -$241K
IYZ icon
871
iShares US Telecommunications ETF
IYZ
$1.28B
– –
-8,839
Closed -$285K
KKR icon
872
KKR & Co
KKR
$97.6B
– –
-3,119
Closed -$405K
LPX icon
873
Louisiana-Pacific
LPX
$4.98B
– –
-2,310
Closed -$205K
MP icon
874
MP Materials
MP
$10B
– –
-3,589
Closed -$241K
MPLX icon
875
MPLX
MPLX
$60.1B
– –
-4,098
Closed -$205K
33 34
35
36 37

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VCM
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SGM
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SQA
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ROIC
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BHIA
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Kingswood Wealth Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Kingswood Wealth Advisors held 926 positions worth $2.07B, up 25% from $1.65B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Kingswood Wealth Advisors deployed $415M of net new capital in Q4 2025, opening 136 new positions and adding to 486 existing holdings. Its largest new stake was Capital Group Growth ETF: 465,652 shares worth $20.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 55% of assets, up from 54% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $4.24M trimmed.

  • Kingswood Wealth Advisors's largest Q4 2025 buy was Capital Group Growth ETF: 465,652 shares worth $20.7M.
  • Kingswood Wealth Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q4 2025, an estimated $26.3M increase.
  • Kingswood Wealth Advisors's biggest Q4 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $4.24M.
  • Kingswood Wealth Advisors fully exited 2x Ether ETF in Q4 2025, selling an estimated $690K.
  • Kingswood Wealth Advisors's ten largest holdings make up 22% of its $2.07B portfolio in Q4 2025.
  • Kingswood Wealth Advisors opened 136 new positions and closed 57 in Q4 2025.
  • Kingswood Wealth Advisors's portfolio value rose 25% quarter-over-quarter to $2.07B.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.