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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
PM icon
201
Philip Morris
PM
$299B
$1.75M 0.11%
10,764
+1,653
+18% +$278K
AZO icon
202
AutoZone
AZO
$48.4B
$1.74M 0.11%
406
-5
-1% -$20.1K
VOE icon
203
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.3B
$1.74M 0.11%
9,956
+4,223
+74% +$719K
FSK icon
204
FS KKR Capital
FSK
$3.39B
$1.74M 0.11%
116,296
+1,621
+1% +$30.7K
HUM icon
205
Humana
HUM
$46.3B
$1.73M 0.1%
6,647
-1,489
-18% -$392K
STT icon
206
State Street
STT
$53.1B
$1.71M 0.1%
14,759
+134
+0.9% +$15K
FVD icon
207
First Trust Value Line Dividend Fund
FVD
$8.26B
$1.69M 0.1%
36,530
-2,793
-7% -$128K
GRNY
208
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.75B
$1.67M 0.1%
66,952
+38,822
+138% +$918K
DIVO icon
209
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.9B
$1.67M 0.1%
37,525
+16,848
+81% +$730K
BUFR icon
210
FT Vest Fund of Buffer ETFs
BUFR
$10.4B
$1.66M 0.1%
49,578
-3,985
-7% -$130K
TJX icon
211
TJX Companies
TJX
$149B
$1.64M 0.1%
11,377
+2,277
+25% +$303K
MUB icon
212
iShares National Muni Bond ETF
MUB
$45.5B
$1.63M 0.1%
15,290
+3,198
+26% +$335K
DYNF icon
213
BlackRock US Equity Factor Rotation ETF
DYNF
$41.2B
$1.62M 0.1%
27,401
+7,298
+36% +$414K
MARM icon
214
FT Vest US Equity Max Buffer ETF March
MARM
$110M
$1.6M 0.1%
49,151
-1,010
-2% -$32.7K
IEMG icon
215
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$1.6M 0.1%
24,201
+2,315
+11% +$144K
OBDC icon
216
Blue Owl Capital
OBDC
$5.57B
$1.59M 0.1%
124,604
+3,045
+3% +$43.4K
NOC icon
217
Northrop Grumman
NOC
$77.5B
$1.58M 0.1%
2,595
-130
-5% -$73.7K
EIPI
218
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.1B
$1.58M 0.1%
79,520
– –
BX icon
219
Blackstone
BX
$107B
$1.57M 0.1%
9,191
-16
-0.2% -$2.74K
INTC icon
220
Intel
INTC
$473B
$1.57M 0.1%
46,785
+107
+0.2% +$2.59K
STX icon
221
Seagate
STX
$188B
$1.56M 0.09%
6,614
-2,848
-30% -$486K
SDVY icon
222
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.6B
$1.56M 0.09%
40,974
+2,309
+6% +$85.7K
FNDX icon
223
Schwab Fundamental US Large Company Index ETF
FNDX
$27.6B
$1.55M 0.09%
59,088
-2,270
-4% -$57.6K
IEFA icon
224
iShares Core MSCI EAFE ETF
IEFA
$195B
$1.55M 0.09%
17,717
+2,139
+14% +$182K
EMGF icon
225
iShares Emerging Markets Equity Factor ETF
EMGF
$1.9B
$1.54M 0.09%
27,243
+8,798
+48% +$475K
7 8
9
10 11

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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.