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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
ETHA
126
iShares Ethereum Trust ETF
ETHA
$7.57B
$3.2M 0.19%
101,447
+32,670
+48% +$969K
SLYG icon
127
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.02B
$3.18M 0.19%
33,712
+747
+2% +$68.7K
PLD icon
128
Prologis
PLD
$134B
$3.17M 0.19%
27,656
-2,835
-9% -$312K
MDYG icon
129
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.87B
$3.12M 0.19%
34,114
+199
+0.6% +$17.9K
MAA icon
130
Mid-America Apartment Communities
MAA
$15B
$3.08M 0.19%
22,047
-1,731
-7% -$250K
UNH icon
131
UnitedHealth
UNH
$353B
$3.06M 0.19%
8,862
+1,941
+28% +$587K
SJT
132
San Juan Basin Royalty Trust
SJT
$126M
$2.97M 0.18%
491,900
+6,085
+1% +$35.8K
MCD icon
133
McDonald's
MCD
$188B
$2.95M 0.18%
9,698
+3,249
+50% +$989K
IVW icon
134
iShares S&P 500 Growth ETF
IVW
$76.8B
$2.94M 0.18%
24,378
+3,120
+15% +$359K
ARKK icon
135
ARK Innovation ETF
ARKK
$6.46B
$2.93M 0.18%
33,895
+74
+0.2% +$5.66K
DFAX icon
136
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.6B
$2.87M 0.17%
91,508
– –
DUK icon
137
Duke Energy
DUK
$93.8B
$2.87M 0.17%
23,197
+2,987
+15% +$362K
GE icon
138
GE Aerospace
GE
$355B
$2.83M 0.17%
9,401
+1,737
+23% +$475K
ESS icon
139
Essex Property Trust
ESS
$18.3B
$2.77M 0.17%
10,345
-307
-3% -$83K
VZ icon
140
Verizon
VZ
$208B
$2.73M 0.17%
62,160
+8,806
+17% +$381K
SCHM icon
141
Schwab US Mid-Cap ETF
SCHM
$14.9B
$2.66M 0.16%
89,737
+3,544
+4% +$103K
MDYV icon
142
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.82B
$2.57M 0.16%
30,835
-698
-2% -$57.5K
SPYM
143
State Street SPDR Portfolio S&P 500 ETF
SPYM
$171B
$2.54M 0.15%
32,420
+3,214
+11% +$242K
IJR icon
144
iShares Core S&P Small-Cap ETF
IJR
$110B
$2.54M 0.15%
21,366
+3,500
+20% +$403K
SNTH
145
MRP SynthEquity ETF
SNTH
$262M
$2.54M 0.15%
83,567
+34,232
+69% +$986K
GEV icon
146
GE Vernova
GEV
$243B
$2.53M 0.15%
4,109
+376
+10% +$228K
IGIB icon
147
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.7B
$2.52M 0.15%
46,618
-1,971
-4% -$105K
XMHQ icon
148
Invesco S&P MidCap Quality ETF
XMHQ
$5.61B
$2.52M 0.15%
24,012
-3,793
-14% -$390K
UTES icon
149
Virtus Reaves Utilities ETF
UTES
$1.24B
$2.51M 0.15%
30,115
+2,523
+9% +$201K
IWM icon
150
iShares Russell 2000 ETF
IWM
$80.8B
$2.49M 0.15%
10,298
+832
+9% +$191K
4 5
6
7 8

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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.