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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
FXH icon
176
First Trust Health Care AlphaDEX Fund
FXH
$1.15B
$2.08M 0.13%
18,957
+16,515
+676% +$1.73M
WM icon
177
Waste Management
WM
$87.8B
$2.07M 0.13%
9,390
-610
-6% -$137K
EFV icon
178
iShares MSCI EAFE Value ETF
EFV
$31.6B
$2.05M 0.12%
30,247
+1,674
+6% +$110K
VYM icon
179
Vanguard High Dividend Yield ETF
VYM
$82.8B
$2.05M 0.12%
14,517
+5,452
+60% +$749K
HDV
180
iShares Core High Dividend ETF
HDV
$15.2B
$2.02M 0.12%
82,470
+60,630
+278% +$1.47M
MO icon
181
Altria Group
MO
$115B
$1.98M 0.12%
29,921
+4,761
+19% +$302K
XSMO icon
182
Invesco S&P SmallCap Momentum ETF
XSMO
$2.97B
$1.98M 0.12%
26,848
+2,976
+12% +$210K
SPYG icon
183
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.6B
$1.97M 0.12%
18,815
-365
-2% -$36.4K
AMAT icon
184
Applied Materials
AMAT
$366B
$1.92M 0.12%
9,366
+2,923
+45% +$530K
CRWD icon
185
CrowdStrike
CRWD
$224B
$1.87M 0.11%
15,216
+792
+5% +$90K
MOAT icon
186
VanEck Morningstar Wide Moat ETF
MOAT
$12.5B
$1.86M 0.11%
18,727
+698
+4% +$68.1K
GPC icon
187
Genuine Parts
GPC
$19B
$1.84M 0.11%
13,298
+163
+1% +$21.9K
FNDF icon
188
Schwab Fundamental International Large Company Index ETF
FNDF
$26B
$1.84M 0.11%
42,767
+18,536
+76% +$771K
TQQQ icon
189
ProShares UltraPro QQQ
TQQQ
$36.2B
$1.84M 0.11%
35,506
-1,512
-4% -$69K
VGIT icon
190
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.3B
$1.83M 0.11%
30,415
+20,894
+219% +$1.25M
SCHB icon
191
Schwab US Broad Market ETF
SCHB
$44.7B
$1.82M 0.11%
70,637
-4,893
-6% -$121K
PEP icon
192
PepsiCo
PEP
$193B
$1.81M 0.11%
12,922
+1,767
+16% +$252K
ORLY icon
193
O'Reilly Automotive
ORLY
$71.6B
$1.8M 0.11%
16,724
+10,923
+188% +$1.1M
UPS icon
194
United Parcel Service
UPS
$89.6B
$1.8M 0.11%
21,525
+3,562
+20% +$323K
SPSM icon
195
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$1.78M 0.11%
38,381
+2,490
+7% +$112K
SYLD icon
196
Cambria Shareholder Yield ETF
SYLD
$1.03B
$1.77M 0.11%
25,833
+4,080
+19% +$276K
VT icon
197
Vanguard Total World Stock ETF
VT
$81.2B
$1.77M 0.11%
12,853
+36
+0.3% +$4.78K
IAU icon
198
iShares Gold Trust
IAU
$66.1B
$1.77M 0.11%
24,331
+2,131
+10% +$139K
BMY icon
199
Bristol-Myers Squibb
BMY
$136B
$1.77M 0.11%
39,220
-2,359
-6% -$110K
VRT icon
200
Vertiv
VRT
$99B
$1.75M 0.11%
11,603
+3,901
+51% +$520K
6 7
8
9 10

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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 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.