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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
AAPL icon
1
Apple
AAPL
$4.67T
$64.6M 3.91%
253,776
+35,764
+16% +$8.08M
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$825B
$52.2M 3.16%
78,372
+5,230
+7% +$3.35M
NVDA icon
3
NVIDIA
NVDA
$5.25T
$49.4M 2.99%
264,746
-5,859
-2% -$1.02M
MSFT icon
4
Microsoft
MSFT
$3.81T
$36.8M 2.22%
70,992
+11,797
+20% +$6.02M
SCHG icon
5
Schwab US Large-Cap Growth ETF
SCHG
$63.1B
$33.8M 2.05%
1,060,720
+244,102
+30% +$7.44M
QQQ icon
6
Invesco QQQ Trust
QQQ
$489B
$33.1M 2%
55,125
+8,823
+19% +$5.05M
AMZN icon
7
Amazon
AMZN
$2.87T
$27.7M 1.68%
126,161
+22,724
+22% +$5.14M
VOO icon
8
Vanguard S&P 500 ETF
VOO
$1.03T
$27.2M 1.65%
44,402
+6,693
+18% +$3.95M
GBTC icon
9
Grayscale Bitcoin Trust
GBTC
$11.6B
$25.6M 1.55%
284,948
+2,693
+1% +$242K
IVV icon
10
iShares Core S&P 500 ETF
IVV
$898B
$21.4M 1.3%
32,006
+3,138
+11% +$2.02M
FPE icon
11
First Trust Preferred Securities and Income ETF
FPE
$6.3B
$21.4M 1.29%
1,171,723
+358,876
+44% +$6.48M
AVGO icon
12
Broadcom
AVGO
$1.75T
$18.9M 1.14%
57,236
+831
+1% +$255K
VTV icon
13
Vanguard Morningstar Value ETF
VTV
$192B
$16M 0.97%
85,852
+35,803
+72% +$6.48M
META icon
14
Meta Platforms (Facebook)
META
$1.47T
$15.4M 0.93%
20,971
+2,221
+12% +$1.65M
SSO icon
15
ProShares Ultra S&P500
SSO
$8.49B
$14.9M 0.9%
265,716
+23,888
+10% +$1.25M
GOOGL icon
16
Alphabet (Google) Class A
GOOGL
$4.24T
$14.9M 0.9%
61,123
+3,541
+6% +$742K
JPM icon
17
JPMorgan Chase
JPM
$951B
$13.9M 0.84%
43,951
+13,952
+47% +$4.15M
MSTR icon
18
Strategy Inc
MSTR
$50.6B
$13.2M 0.8%
41,017
+3,403
+9% +$1.26M
TSLA icon
19
Tesla
TSLA
$1.38T
$12.9M 0.78%
29,052
+1,390
+5% +$482K
BITX icon
20
2x Bitcoin ETF
BITX
$1.21B
$12.7M 0.77%
231,350
-65,104
-22% -$3.81M
LAMR icon
21
Lamar Advertising Co
LAMR
$15.3B
$12M 0.73%
+98,054
New +$12.2M
GOOG icon
22
Alphabet (Google) Class C
GOOG
$4.19T
$11.2M 0.68%
45,966
+12,489
+37% +$2.63M
PLTR icon
23
Palantir
PLTR
$448B
$10.8M 0.65%
59,211
+6,535
+12% +$1.06M
CAT icon
24
Caterpillar
CAT
$368B
$10.6M 0.64%
22,202
+2,487
+13% +$1.06M
VGT icon
25
Vanguard Information Technology ETF
VGT
$147B
$10.5M 0.64%
112,584
+41,704
+59% +$3.64M
1
2 3 4 5

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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.