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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
LMT icon
101
Lockheed Martin
LMT
$130B
$3.92M 0.24%
7,850
-425
-5% -$193K
MNA icon
102
NYLIM Merger Arbitrage ETF
MNA
$252M
$3.9M 0.24%
108,615
+45,792
+73% +$1.63M
SCHV
103
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$3.9M 0.24%
133,821
+5,566
+4% +$158K
SMH icon
104
VanEck Semiconductor ETF
SMH
$65.6B
$3.82M 0.23%
11,713
-119
-1% -$35.2K
XLK icon
105
State Street Technology Select Sector SPDR ETF
XLK
$121B
$3.82M 0.23%
27,112
-1,046
-4% -$139K
GD icon
106
General Dynamics
GD
$103B
$3.79M 0.23%
11,106
+8
+0.1% +$2.52K
BRK.A icon
107
Berkshire Hathaway Class A
BRK.A
$1.08T
$3.77M 0.23%
5
– –
GRID
108
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.7B
$3.76M 0.23%
24,880
+22,264
+851% +$3.2M
MU icon
109
Micron Technology
MU
$1.05T
$3.73M 0.23%
22,282
+8,959
+67% +$1.15M
MA icon
110
Mastercard
MA
$521B
$3.72M 0.23%
6,543
+991
+18% +$569K
PULS icon
111
PGIM Ultra Short Bond ETF
PULS
$18.7B
$3.71M 0.22%
74,354
+6,355
+9% +$316K
JNJ icon
112
Johnson & Johnson
JNJ
$646B
$3.62M 0.22%
19,518
+6,758
+53% +$1.16M
KO icon
113
Coca-Cola
KO
$386B
$3.62M 0.22%
54,564
+6,518
+14% +$449K
IYJ icon
114
iShares US Industrials ETF
IYJ
$1.9B
$3.57M 0.22%
24,480
+21,550
+735% +$3.12M
SKYY icon
115
First Trust Cloud Computing ETF
SKYY
$3.37B
$3.49M 0.21%
25,941
+20,698
+395% +$2.61M
TSM icon
116
TSMC
TSM
$2.17T
$3.48M 0.21%
12,461
-3,689
-23% -$902K
APD icon
117
Air Products & Chemicals
APD
$68.6B
$3.47M 0.21%
12,738
-604
-5% -$175K
VEU icon
118
Vanguard FTSE All-World ex-US ETF
VEU
$70.4B
$3.43M 0.21%
48,002
+20,646
+75% +$1.42M
QQQM icon
119
Invesco NASDAQ 100 ETF
QQQM
$104B
$3.42M 0.21%
13,833
+2,686
+24% +$633K
LEGR icon
120
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$131M
$3.34M 0.2%
+59,414
New +$3.24M
CSCO icon
121
Cisco
CSCO
$433B
$3.33M 0.2%
48,723
+13,748
+39% +$937K
BTC
122
Grayscale Bitcoin Mini Trust ETF
BTC
$4.11B
$3.33M 0.2%
65,723
+2,880
+5% +$146K
HON icon
123
Honeywell
HON
$68.9B
$3.29M 0.2%
16,589
+1,106
+7% +$231K
VBK icon
124
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24B
$3.25M 0.2%
10,908
+4,788
+78% +$1.38M
LNG icon
125
Cheniere Energy
LNG
$58.3B
$3.23M 0.2%
13,737
+1,200
+10% +$282K
3 4
5
6 7

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VCM
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SGM
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SQA
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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.