We are live on ! Find out more
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
CGUS icon
151
Capital Group Core Equity ETF
CGUS
$11.8B
$2.49M 0.15%
63,013
+442
+0.7% +$17K
VCLT icon
152
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.81B
$2.47M 0.15%
31,821
+4,894
+18% +$372K
MINT icon
153
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.4B
$2.47M 0.15%
24,497
+18,197
+289% +$1.83M
LOW icon
154
Lowe's Companies
LOW
$117B
$2.46M 0.15%
9,799
+4,733
+93% +$1.16M
DON icon
155
WisdomTree US MidCap Dividend Fund
DON
$4.05B
$2.45M 0.15%
+46,845
New +$2.43M
MRK icon
156
Merck
MRK
$366B
$2.43M 0.15%
28,897
+5,262
+22% +$433K
UBER icon
157
Uber
UBER
$161B
$2.42M 0.15%
24,683
+4,088
+20% +$382K
CRM icon
158
Salesforce
CRM
$211B
$2.41M 0.15%
10,182
-107
-1% -$27K
RSP icon
159
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$2.4M 0.14%
12,628
+2,667
+27% +$497K
SLYV icon
160
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.03B
$2.35M 0.14%
26,474
+185
+0.7% +$15.8K
DELL icon
161
Dell
DELL
$295B
$2.35M 0.14%
16,545
+463
+3% +$60.1K
QUAL icon
162
iShares MSCI USA Quality Factor ETF
QUAL
$47.8B
$2.32M 0.14%
11,912
+2,016
+20% +$378K
PFM icon
163
Invesco Dividend Achievers ETF
PFM
$804M
$2.3M 0.14%
+45,366
New +$2.24M
ESGU icon
164
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$2.29M 0.14%
15,719
-734
-4% -$103K
AMLP icon
165
Alerian MLP ETF
AMLP
$13.4B
$2.27M 0.14%
48,345
+9,723
+25% +$470K
LHX icon
166
L3Harris
LHX
$48.9B
$2.23M 0.13%
7,300
-810
-10% -$221K
DFSV
167
Dimensional US Small Cap Value ETF
DFSV
$8.34B
$2.2M 0.13%
69,246
+921
+1% +$28.8K
SDIV icon
168
Global X SuperDividend ETF
SDIV
$1.23B
$2.2M 0.13%
91,661
+47,085
+106% +$1.11M
NOBL icon
169
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$2.16M 0.13%
41,938
+1,340
+3% +$69.3K
TLT icon
170
iShares 20+ Year Treasury Bond ETF
TLT
$46.8B
$2.16M 0.13%
24,167
-163
-0.7% -$14.3K
ELV icon
171
Elevance Health
ELV
$85.5B
$2.16M 0.13%
6,681
-564
-8% -$175K
LB
172
LandBridge Co
LB
$2.47B
$2.15M 0.13%
40,363
-4,528
-10% -$250K
BIZD icon
173
VanEck BDC Income ETF
BIZD
$1.7B
$2.14M 0.13%
143,566
+31,839
+28% +$509K
CRH icon
174
CRH
CRH
$63.8B
$2.11M 0.13%
17,604
+759
+5% +$80.2K
HCA icon
175
HCA Healthcare
HCA
$90.5B
$2.08M 0.13%
4,882
+1,887
+63% +$731K
5 6
7
8 9

Similar funds

SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
SG
SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
SGM
Seven Grand Managers Bronxville, New York $2.48B AUM 65.09% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

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.