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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
MTUM icon
76
iShares MSCI USA Momentum Factor ETF
MTUM
$24.4B
$4.98M 0.3%
19,427
+380
+2% +$93.1K
SO icon
77
Southern Company
SO
$102B
$4.98M 0.3%
52,556
+28,960
+123% +$2.7M
TPL icon
78
Texas Pacific Land
TPL
$25.1B
$4.97M 0.3%
15,969
-639
-4% -$201K
V icon
79
Visa
V
$712B
$4.97M 0.3%
14,548
-196
-1% -$67.8K
IWF icon
80
iShares Russell 1000 Growth ETF
IWF
$126B
$4.95M 0.3%
42,256
+19,176
+83% +$2.14M
JPIE icon
81
JPMorgan Income ETF
JPIE
$10.6B
$4.94M 0.3%
106,346
+76,868
+261% +$3.56M
HD icon
82
Home Depot
HD
$329B
$4.91M 0.3%
12,128
+2,976
+33% +$1.17M
DGRO icon
83
iShares Core Dividend Growth ETF
DGRO
$43.6B
$4.87M 0.29%
71,575
+25,901
+57% +$1.71M
SDY icon
84
State Street SPDR S&P Dividend ETF
SDY
$22B
$4.79M 0.29%
34,196
+4,727
+16% +$659K
XLE icon
85
State Street Energy Select Sector SPDR ETF
XLE
$41.2B
$4.76M 0.29%
106,546
+84,002
+373% +$3.68M
IJH icon
86
iShares Core S&P Mid-Cap ETF
IJH
$124B
$4.74M 0.29%
72,590
+14,436
+25% +$928K
BAC icon
87
Bank of America
BAC
$436B
$4.72M 0.29%
91,586
+12,767
+16% +$623K
SPDW icon
88
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
$4.69M 0.28%
109,634
+567
+0.5% +$23.5K
BA icon
89
Boeing
BA
$166B
$4.55M 0.28%
21,085
+702
+3% +$158K
EFG icon
90
iShares MSCI EAFE Growth ETF
EFG
$17.1B
$4.53M 0.27%
39,806
+9,602
+32% +$1.07M
VDC icon
91
Vanguard Consumer Staples ETF
VDC
$7.94B
$4.5M 0.27%
21,046
+11,306
+116% +$2.48M
DLN icon
92
WisdomTree US LargeCap Dividend Fund
DLN
$6.35B
$4.48M 0.27%
51,498
-2,265
-4% -$192K
CVX icon
93
Chevron
CVX
$396B
$4.45M 0.27%
28,671
+6,608
+30% +$1.02M
PG icon
94
Procter & Gamble
PG
$334B
$4.42M 0.27%
28,746
+4,292
+18% +$670K
RDVY icon
95
First Trust Rising Dividend Achievers ETF
RDVY
$25.4B
$4.36M 0.26%
64,890
+7,384
+13% +$479K
TT icon
96
Trane Technologies
TT
$98.8B
$4.27M 0.26%
10,118
-548
-5% -$234K
IMCG icon
97
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.1B
$4.21M 0.25%
50,894
+2,681
+6% +$219K
TXN icon
98
Texas Instruments
TXN
$236B
$4.21M 0.25%
22,911
-1,859
-8% -$363K
QCOM icon
99
Qualcomm
QCOM
$175B
$4.05M 0.25%
24,366
+630
+3% +$99.9K
SPEM icon
100
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.8B
$4.04M 0.24%
86,378
+19,286
+29% +$857K
2 3
4
5 6

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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.