Kingswood Wealth Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Kingswood Wealth Advisors, LLC reported 995 stock positions worth $2.5 billion. Its top holding was Apple (AAPL) at 3.7% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 2.6%) and Nvidia (NVDA, 2.5%). Compared with Q1 2026, it opened 131 new positions, sold out of 62, added to 452 and reduced 365. The biggest buy was Micron Technology (MU, shares +3%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −71%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0001987855
- Portfolio Value
- $2.5B (Q2 2026)
- SEC Filing
- 0001987855-26-000003 ↗ filed Jul 27, 2026
Holdings Value
Holdings 995 stocks · $2.5B
| AAPL Apple Inc. | 3.72% | 318,568 | $92.2M | Add +3.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.56% | 84,867 | $63.4M | Add +2.3% |
| NVDA Nvidia Corp. | 2.52% | 312,815 | $62.6M | Add +4.4% |
| QQQ Invesco QQQ Trust Series 1 | 2.37% | 79,879 | $58.8M | Reduce -4.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.69% | 192,157 | $41.9M | Add +2.2% |
| VOO Vanguard S&P 500 ETF | 1.48% | 53,321 | $36.6M | Add +8.6% |
| AMZN Amazon.com Inc. | 1.46% | 151,812 | $36.2M | Reduce -3.1% |
| MSFT Microsoft Corp. | 1.44% | 96,066 | $35.8M | Reduce -0.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.22% | 345,568 | $30.4M | Reduce -2.8% |
| AVGO Broadcom Inc. | 1.20% | 78,823 | $29.8M | Reduce -0.3% |
| SCHG Schwab US Large-Cap Growth | 1.14% | 833,309 | $28.2M | Reduce -0.3% |
| MU Micron Technology Inc. | 1.12% | 24,024 | $27.7M | Add +2.7% |
| CAT Caterpillar Inc. | 1.10% | 25,613 | $27.3M | Add +20.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.09% | 538,612 | $27.1M | Add +4.0% |
| GOOGL Alphabet Inc. Class A | 1.01% | 69,753 | $24.9M | Reduce -3.1% |
| GOOG Alphabet Inc. Class C | 1.00% | 69,863 | $24.7M | Add +13.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.94% | 62,924 | $23.3M | Reduce -3.3% |
| VIG Vanguard Dividend Apprec ETF | 0.93% | 97,311 | $23.0M | Add +1.9% |
| IVV iShares Core S&P 500 ETF | 0.89% | 29,366 | $22.0M | Add +5.7% |
| JPM JPMorgan Chase & Co. | 0.79% | 59,945 | $19.6M | Reduce -0.6% |
| SSO Proshares Ultra S&P500 | 0.74% | 271,376 | $18.3M | Add +97.4% |
| CGGR Cap Group Growth Equity | 0.71% | 370,723 | $17.5M | Reduce -4.3% |
| TSLA Tesla Inc. | 0.69% | 40,401 | $17.0M | Add +9.6% |
| META Meta Platforms Inc. Class A | 0.63% | 27,877 | $15.7M | Add +4.2% |
| SNDK Sandisk Corp. | 0.63% | 6,829 | $15.5M | Add +31.8% |
| LAMR Lamar Advertising Co. Class A | 0.61% | 97,306 | $15.2M | Reduce -0.2% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.60% | 242,328 | $14.9M | Add +9.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.60% | 48,951 | $14.8M | Add +11.7% |
| JEPI JPMorgan Equity Premium Inco | 0.54% | 237,900 | $13.4M | Add +3.7% |
| AMD Advanced Micro Devices | 0.53% | 22,632 | $13.1M | Reduce -8.4% |
| GBTC Grayscale Bitcoin Trust ETF | 0.51% | 278,391 | $12.7M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 25,251 | $12.6M | Reduce -1.6% |
| WMT Walmart Inc. | 0.50% | 110,373 | $12.5M | Add +2.8% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.50% | 279,381 | $12.4M | Reduce -2.7% |
| SCHD Schwab US DVD Equity ETF | 0.48% | 378,246 | $12.0M | Reduce -5.4% |
| IYW iShares Ustechnology ETF | 0.47% | 45,985 | $11.6M | Add +2.9% |
| PLTR Palantir Technologies Inc. Class A | 0.45% | 96,574 | $11.3M | Add +9.7% |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.45% | 127,097 | $11.2M | Add +26.8% |
| SMH Vaneck Semiconductor ETF | 0.45% | 17,018 | $11.2M | Add +36.2% |
| ETN Eaton Corp. PLC | 0.44% | 25,655 | $10.9M | Reduce -2.7% |
| LLY Eli Lilly & Co. | 0.44% | 9,066 | $10.9M | Add +7.7% |
| AGG iShares Core U.S. Aggregate | 0.44% | 109,462 | $10.8M | Add +0.1% |
| MTZ Mastec Inc. | 0.42% | 25,308 | $10.5M | Reduce -9.0% |
| DVY iShares Select Dividend ETF | 0.42% | 66,042 | $10.3M | Add +4.9% |
| GLD SPDR Gold Shares | 0.40% | 27,047 | $10.0M | Add +22.4% |
| NEE Nextera Energy Inc. | 0.40% | 113,334 | $9.9M | Add +0.7% |
| JNJ Johnson & Johnson | 0.38% | 36,864 | $9.4M | Add +19.6% |
| COST Costco Wholesale Corp. | 0.38% | 10,000 | $9.4M | Reduce -0.8% |
| ABBV Abbvie Inc. | 0.38% | 37,047 | $9.3M | Add +2.9% |
| TPL Texas Pacific Land Corp. | 0.37% | 21,051 | $9.2M | Reduce -26.8% |
| XLF SS Financial Select Sector | 0.36% | 165,841 | $8.9M | Reduce -20.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.35% | 16,726 | $8.7M | Add +5.0% |
| MTUM iShares MSCI USA Momentum Fa | 0.35% | 25,481 | $8.7M | Reduce -2.8% |
| DRAM Roundhill Memory ETF | 0.35% | 118,240 | $8.7M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.35% | 107,900 | $8.7M | Add +4.4% |
| VYM Vanguard High DVD Yield ETF | 0.35% | 54,906 | $8.7M | Add +0.3% |
| FBND Fidelity Total Bond ETF | 0.35% | 190,116 | $8.6M | Add +4.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.35% | 100,063 | $8.6M | Add +11.6% |
| XOM Exxon Mobil Corp. | 0.35% | 62,994 | $8.6M | Reduce -6.5% |
| GRID First TRST Nasd Class Edg Sgiif | 0.35% | 44,708 | $8.6M | Add +42.8% |
| INTC Intel Corp. | 0.34% | 60,071 | $8.4M | Add +22.3% |
| FTCS First Trust Capital Strength | 0.34% | 88,653 | $8.3M | Reduce -1.9% |
| VEA Vanguard Ftse Developed ETF | 0.34% | 116,665 | $8.3M | Add +6.8% |
| DGRO iShares Core Dividend Growth | 0.32% | 103,646 | $7.9M | Add +7.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.32% | 16,364 | $7.8M | Reduce -4.0% |
| VGT Vanguard Info Tech ETF | 0.31% | 65,270 | $7.8M | Add +6.6% |
| FTLS First Trust Long/Short Eqty | 0.31% | 105,271 | $7.8M | Add +4.2% |
| PH Parker Hannifin Corp. | 0.31% | 7,892 | $7.7M | Reduce -0.3% |
| AMAT Applied Materials Inc. | 0.31% | 10,544 | $7.6M | Reduce -6.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.30% | 78,300 | $7.6M | Reduce -1.9% |
| RDVY First Trust Rising Dividend | 0.30% | 91,029 | $7.4M | Add +9.7% |
| HD Home Depot Inc. | 0.29% | 20,363 | $7.2M | Reduce -9.3% |
| SO The Southern Co. | 0.29% | 74,037 | $7.1M | Add +3.2% |
| RWL Invesco S&P 500 Revenue ETF | 0.28% | 55,062 | $7.0M | Reduce -0.0% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.28% | 60,639 | $7.0M | Add +49.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.28% | 20,220 | $7.0M | Reduce -0.5% |
| SNTH MRP Synthequity ETF | 0.28% | 230,998 | $6.9M | Reduce -5.8% |
| KO The Coca-Cola Co. | 0.27% | 83,876 | $6.8M | Add +5.2% |
| GS Goldman Sachs Group Inc. | 0.27% | 6,698 | $6.8M | Reduce -3.2% |
| CSCO Cisco Systems Inc. | 0.27% | 56,818 | $6.7M | Add +0.2% |
| DGRW Wisdomtree U.S. Quality Divi | 0.27% | 69,767 | $6.7M | Reduce -0.6% |
| TXN Texas Instruments Inc. | 0.27% | 22,198 | $6.6M | Reduce -3.5% |
| IWP iShares Russell Mid-Cap Grow | 0.27% | 44,890 | $6.6M | Add +1.6% |
| SDY SS SPDR S&P Dividend ETF | 0.26% | 43,169 | $6.6M | Add +1.3% |
| RTX RTX Corp. | 0.26% | 34,452 | $6.5M | Add +1.8% |
| FPE FT-Preferred Secur & Inc. ETF | 0.26% | 360,906 | $6.5M | Reduce -31.8% |
| AIRR First Trust Rba American Ind | 0.26% | 48,283 | $6.4M | Add +8.8% |
| IWF iShares Russell 1000 Growth | 0.26% | 51,647 | $6.4M | Reduce -3.5% |
| IOO iShares Global 100 ETF | 0.26% | 46,549 | $6.4M | Add +2.2% |
| JPIE JPMorgan Income ETF | 0.26% | 137,767 | $6.3M | Add +9.2% |
| XLY SS Consumer Disc Select Sect | 0.26% | 54,085 | $6.3M | Add +75.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 22,545 | $6.3M | Add +0.3% |
| VAW Vanguard Materials ETF | 0.26% | 27,696 | $6.3M | Add +62.4% |
| V Visa Inc. Class A | 0.25% | 18,319 | $6.3M | Add +2.2% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.25% | 126,267 | $6.2M | Add +5.1% |
| GRNY Fundstr Gran SH US LRG Cap | 0.25% | 224,926 | $6.2M | Add +1.8% |
| BAC Bank of America Corp. | 0.25% | 108,963 | $6.2M | Add +1.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.25% | 16,811 | $6.1M | Add +2.4% |
| BE Bloom Energy Corp. Class A | 0.24% | 19,672 | $6.0M | Reduce -11.2% |
| LEGR First Trust Indxx Innovative | 0.24% | 92,542 | $5.9M | Add +50.5% |
Portfolio Sells Q1 2026 → Q2 2026
| SGOV iShares 0-3 Month Treasury B | Reduce -70.5% | 0.14% | −0.42 |
| TPL Texas Pacific Land Corp. | Reduce -26.8% | 0.37% | −0.28 |
| XLE SS Energy Select Sector | Reduce -43.6% | 0.19% | −0.27 |
| MSFT Microsoft Corp. | Reduce -0.3% | 1.44% | −0.25 |
| XOM Exxon Mobil Corp. | Reduce -6.5% | 0.35% | −0.20 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -0.6% | 0.51% | −0.19 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -31.8% | 0.26% | −0.19 |
| VDC Vanguard Consumer Staple ETF | Sold out | 0.00% | −0.15 |
| COAL Range Global Coal Index ETF | Sold out | 0.00% | −0.14 |
| IBIT iShares Bitcoin Trust ETF | Reduce -31.1% | 0.14% | −0.14 |
| XLF SS Financial Select Sector | Reduce -20.3% | 0.36% | −0.13 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -70.6% | 0.07% | −0.13 |
| NFLX Netflix Inc. | Reduce -6.2% | 0.18% | −0.12 |
| FTSM First Trust Enh Short Mat FD | Reduce -42.0% | 0.11% | −0.12 |
| SKYY First Trust Cloud Computing | Reduce -84.2% | 0.02% | −0.11 |
| CVX Chevron Corp. | Reduce -1.4% | 0.22% | −0.11 |
| HON Honeywell International Inc. | Reduce -1.7% | 0.07% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -0.8% | 0.38% | −0.10 |
| SCHD Schwab US DVD Equity ETF | Reduce -5.4% | 0.48% | −0.10 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -16.7% | 0.23% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -3.1% | 1.46% | −0.09 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -2.3% | 0.23% | −0.09 |
| FUTY Fidelity MSCI US Utilities | Reduce -33.8% | 0.10% | −0.08 |
| DUK Duke Energy Corp. | Reduce -21.6% | 0.14% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.6% | 0.51% | −0.07 |
| LB Landbridge Co. LLC-A | Reduce -29.9% | 0.15% | −0.07 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.8% | 1.22% | −0.07 |
| WM Waste Management Inc. | Reduce -41.9% | 0.06% | −0.06 |
| MCD McDonald's Corp. | Reduce -5.8% | 0.14% | −0.06 |
| FTCS First Trust Capital Strength | Reduce -1.9% | 0.34% | −0.06 |
| HD Home Depot Inc. | Reduce -9.3% | 0.29% | −0.06 |
| AR Antero Resources Corp. | Sold out | 0.00% | −0.06 |
| CME Cme Group Inc. | Reduce -1.9% | 0.10% | −0.06 |
| USFR Wisdomtree Floating Rate Tre | Reduce -23.7% | 0.10% | −0.05 |
| COP Conocophillips | Reduce -14.0% | 0.07% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Reduce -34.0% | 0.11% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.3% | 0.94% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -0.6% | 0.79% | −0.05 |
| LNG Cheniere Energy Inc. | Reduce -0.4% | 0.12% | −0.05 |
| SDIV Global X Superdividend ETF | Reduce -20.7% | 0.09% | −0.05 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.9% | 0.30% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -70.3% | 0.01% | −0.05 |
| ACP Abrdn Income Credit Strat | Reduce -92.4% | 0.00% | −0.05 |
| IAU iShares Gold Trust | Reduce -11.7% | 0.08% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -8.5% | 0.16% | −0.04 |
| PULS Pgim Ultra Short Bond ETF | Reduce -15.0% | 0.11% | −0.04 |
| SLV iShares Silver Trust | Reduce -3.6% | 0.08% | −0.04 |
| CRM Salesforce Inc. | Reduce -20.0% | 0.05% | −0.04 |
| ORCL Oracle Corp. | Reduce -4.1% | 0.18% | −0.04 |
| WDC Western Digital Corp. | Reduce -67.9% | 0.07% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +2.7% | 1.12% | +0.74 |
| SNDK Sandisk Corp. | Add +31.8% | 0.63% | +0.47 |
| SSO Proshares Ultra S&P500 | Add +97.4% | 0.74% | +0.40 |
| CAT Caterpillar Inc. | Add +20.0% | 1.10% | +0.38 |
| DRAM Roundhill Memory ETF | New | 0.35% | +0.35 |
| INTC Intel Corp. | Add +22.3% | 0.34% | +0.24 |
| SMH Vaneck Semiconductor ETF | Add +36.2% | 0.45% | +0.22 |
| FFLG Fidelity Fndmntl L/C GRW ETF | New | 0.17% | +0.17 |
| GOOG Alphabet Inc. Class C | Add +13.6% | 1.00% | +0.16 |
| GLW Corning Inc. | Add +94.9% | 0.22% | +0.15 |
| TBIL F/M US Treasury 3 Month Bill | Add +273.5% | 0.21% | +0.15 |
| SPCX Space Exploration Techn Class A | New | 0.14% | +0.14 |
| CAIE Calamos Autocallable Inc. ETF | Add +660.6% | 0.16% | +0.14 |
| RNST Renasant Corp. | New | 0.12% | +0.12 |
| MRVL Marvell Technology Inc. | Add +20.4% | 0.18% | +0.12 |
| GRID First TRST Nasd Class Edg Sgiif | Add +42.8% | 0.35% | +0.10 |
| XLY SS Consumer Disc Select Sect | Add +75.5% | 0.26% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +8.6% | 1.48% | +0.08 |
| IYW iShares Ustechnology ETF | Add +2.9% | 0.47% | +0.08 |
| VTEC Vanguard Ca Tax-Ex Bond | New | 0.08% | +0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +9.7% | 0.17% | +0.08 |
| VAW Vanguard Materials ETF | Add +62.4% | 0.26% | +0.07 |
| KLAC KLA Corp. | Add +71.7% | 0.11% | +0.07 |
| LEGR First Trust Indxx Innovative | Add +50.5% | 0.24% | +0.07 |
| LLY Eli Lilly & Co. | Add +7.7% | 0.44% | +0.07 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +240.6% | 0.10% | +0.07 |
| PANW Palo Alto Networks Inc. | Add +8.1% | 0.13% | +0.06 |
| OSCR Oscar Health Inc. Class A | New | 0.06% | +0.06 |
| VGT Vanguard Info Tech ETF | Add +6.6% | 0.31% | +0.06 |
| LRCX Lam Research Corp. | Add +23.4% | 0.11% | +0.06 |
| CSCO Cisco Systems Inc. | Add +0.2% | 0.27% | +0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +11.7% | 0.60% | +0.05 |
| HUM Humana Inc. | Add +1.7% | 0.10% | +0.05 |
| AB Alliancebernstein Holding LP | New | 0.05% | +0.05 |
| ACYN FT Lad Autocall Bar Inc. ETF | New | 0.05% | +0.05 |
| FCEL Fuelcell Energy Inc. | New | 0.05% | +0.05 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +21.5% | 0.22% | +0.05 |
| NVDA Nvidia Corp. | Add +4.4% | 2.52% | +0.04 |
| SPMO Invesco S&P 500 Momentum ETF | Add +1.0% | 0.23% | +0.04 |
| QTEC First Trust Nasdq 100 Tech I | Add +68.2% | 0.08% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +5.6% | 0.16% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +8.2% | 0.14% | +0.04 |
| GEV GE Vernova Inc. | Add +5.2% | 0.23% | +0.04 |
| GEO The Geo Group Inc. | New | 0.04% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +11.6% | 0.35% | +0.04 |
| QCOM Qualcomm Inc. | Add +4.6% | 0.17% | +0.04 |
| DFTX Definium Therapeutics Inc. | Add +18.3% | 0.06% | +0.04 |
| IEMG iShares Core MSCI Emerging | Add +33.6% | 0.14% | +0.04 |
| PPA Invesco Aerospace & Defense | Add +53.1% | 0.13% | +0.04 |
| TSLA Tesla Inc. | Add +9.6% | 0.69% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 995 | $2.5B | AAPL, SPY, NVDA, QQQ, VTV |
| Q1 2026 | 924 | $2.1B | AAPL, SPY, NVDA, QQQ, VTV |
| Q4 2025 | 869 | $2.1B | AAPL, SPY, NVDA, QQQ, MSFT |
| Q3 2025 | 790 | $1.7B | AAPL, SPY, NVDA, MSFT, SCHG |
| Q2 2025 | 743 | $1.3B | SPY, AAPL, NVDA, MSFT, QQQ |
| Q1 2025Amended | 723 | $1.1B | AAPL, NVDA, SPY, MSFT, QQQ |
| Q4 2024 | 795 | $1.3B | AAPL, NVDA, SPY, MSFT, QQQ |
| Q3 2024 | 663 | $1.4B | AAPL, NVDA, MSFT, AMZN, SPY |
| Q2 2024 | 653 | $1.1B | AAPL, NVDA, MSFT, SPY, AMZN |
| Q1 2024 | 617 | $866.9M | AAPL, MSFT, NVDA, AMZN, SPY |