Kingswood Wealth Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 9, 2024), Kingswood Wealth Advisors, LLC reported 653 stock positions worth $1.1 billion. Its top holding was Apple (AAPL) at 5.7% of the portfolio, followed by Nvidia (NVDA, 5.4%) and Microsoft (MSFT, 4.3%). Compared with Q1 2024, it opened 106 new positions, sold out of 70, added to 378 and reduced 145. The biggest buy was Nvidia (NVDA, shares +48%) and the biggest sale Grayscale Bitcoin Trust ETF (GBTC, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0001987855
- Portfolio Value
- $1.1B (Q2 2024)
- SEC Filing
- 0001987855-24-000003 ↗ filed Jul 9, 2024
Holdings Value
Holdings 653 stocks · $1.1B
| AAPL Apple Inc. | 5.69% | 299,798 | $63.1M | Add +19.4% |
| NVDA Nvidia Corp. | 5.43% | 488,008 | $60.3M | Add +48.2% |
| MSFT Microsoft Corp. | 4.28% | 106,304 | $47.5M | Add +28.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.92% | 59,619 | $32.4M | Add +57.1% |
| AMZN Amazon.com Inc. | 2.43% | 139,800 | $27.0M | Add +26.4% |
| META Meta Platforms Inc. Class A | 1.52% | 33,357 | $16.8M | Add +17.7% |
| GBTC Grayscale Bitcoin Trust ETF | 1.42% | 295,282 | $15.7M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 1.27% | 76,782 | $14.1M | Add +9.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.26% | 29,271 | $14.0M | Add +32.4% |
| GOOGL Alphabet Inc. Class A | 1.26% | 76,575 | $13.9M | Add +22.6% |
| AVGO Broadcom Inc. | 1.22% | 8,436 | $13.5M | Add +101.0% |
| LLY Eli Lilly & Co. | 1.13% | 13,799 | $12.5M | Add +53.0% |
| IVV iShares Core S&P 500 ETF | 0.99% | 20,162 | $11.0M | Add +14.9% |
| JPM JPMorgan Chase & Co. | 0.83% | 45,401 | $9.2M | Add +31.5% |
| TSLA Tesla Inc. | 0.74% | 41,361 | $8.2M | Add +14.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.74% | 20,100 | $8.2M | Add +22.5% |
| UNH Unitedhealth Group Inc. | 0.69% | 15,102 | $7.7M | Add +4.5% |
| NEE Nextera Energy Inc. | 0.67% | 105,757 | $7.5M | Add +44.3% |
| V Visa Inc. Class A | 0.65% | 27,525 | $7.2M | Add +7.6% |
| COST Costco Wholesale Corp. | 0.62% | 8,040 | $6.8M | Add +40.8% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.61% | 4,917 | $6.8M | Add +13.5% |
| NFLX Netflix Inc. | 0.60% | 9,898 | $6.7M | Add +21.6% |
| CAT Caterpillar Inc. | 0.59% | 19,718 | $6.6M | Add +46.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.59% | 16,752 | $6.6M | Add +105.8% |
| TXN Texas Instruments Inc. | 0.57% | 32,546 | $6.3M | Add +46.1% |
| XOM Exxon Mobil Corp. | 0.56% | 54,348 | $6.3M | Add +19.4% |
| MRK Merck & Co. Inc. | 0.56% | 49,902 | $6.2M | Add +32.3% |
| GE General Electric filed as GE AEROSPACE | 0.54% | 37,544 | $6.0M | Add +8.1% |
| ELV Elevance Health Inc. | 0.53% | 10,826 | $5.9M | Add +21.3% |
| SSO Proshares Ultra S&P500 | 0.52% | 69,671 | $5.8M | Add +47.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.51% | 66,940 | $5.6M | Add +33.4% |
| ETHE Grayscale Ethereum Staking E | 0.48% | 168,682 | $5.3M | Reduce -8.4% |
| FBTC Fidelity Wise Origin Bitcoin | 0.48% | 100,916 | $5.3M | Add +38.0% |
| SCHG Schwab US Large-Cap Growth | 0.48% | 52,328 | $5.3M | Add +12.8% |
| BITX 2X Bitcoin ETF | 0.47% | 166,175 | $5.3M | Add +22.9% |
| GS Goldman Sachs Group Inc. | 0.47% | 11,558 | $5.2M | Add +17.5% |
| HD Home Depot Inc. | 0.45% | 14,651 | $5.0M | Add +33.7% |
| PLD Prologis Inc. | 0.45% | 44,378 | $5.0M | Add +18.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.45% | 22,839 | $5.0M | Add +48.6% |
| RTX RTX Corp. | 0.45% | 49,526 | $5.0M | Add +33.6% |
| PH Parker Hannifin Corp. | 0.43% | 9,491 | $4.8M | Add +70.4% |
| JEPI JPMorgan Equity Premium Inco | 0.41% | 80,892 | $4.6M | Add +10.5% |
| QCOM Qualcomm Inc. | 0.41% | 22,996 | $4.6M | Add +30.6% |
| AMD Advanced Micro Devices | 0.41% | 27,937 | $4.5M | Add +73.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.41% | 113,647 | $4.5M | Add +43.0% |
| LMT Lockheed Martin Corp. | 0.40% | 9,439 | $4.4M | Add +54.2% |
| JNJ Johnson & Johnson | 0.39% | 29,557 | $4.3M | Add +32.4% |
| SMCI Super Micro Computer Inc. | 0.39% | 5,237 | $4.3M | Add +319.6% |
| TT Trane Technologies PLC | 0.38% | 12,842 | $4.2M | Add +101.9% |
| VOO Vanguard S&P 500 ETF | 0.38% | 8,400 | $4.2M | Add +44.5% |
| PG The Procter & Gamble Co. | 0.38% | 25,345 | $4.2M | Add +30.8% |
| GLD SPDR Gold Shares | 0.37% | 19,334 | $4.2M | Add +72.6% |
| CVX Chevron Corp. | 0.37% | 26,486 | $4.1M | Add +20.0% |
| IOO iShares Global 100 ETF | 0.37% | 42,605 | $4.1M | Add +3.1% |
| VIG Vanguard Dividend Apprec ETF | 0.37% | 22,476 | $4.1M | Add +47.4% |
| HON Honeywell International Inc. | 0.37% | 19,125 | $4.1M | Add +32.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.37% | 28,557 | $4.1M | Add +98.7% |
| WMT Walmart Inc. | 0.36% | 59,805 | $4.0M | Add +12.0% |
| DLN Wisdomtree US Largecap Divid | 0.36% | 55,284 | $4.0M | Add +21.5% |
| MA Mastercard Inc. Class A | 0.36% | 9,036 | $4.0M | Add +5.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 14,764 | $3.9M | Add +19.1% |
| MAA Mid-America Apartment Comm | 0.36% | 27,651 | $3.9M | Add +35.6% |
| APD Air Products & Chemicals Inc. | 0.34% | 14,822 | $3.8M | Add +85.0% |
| ABBV Abbvie Inc. | 0.34% | 22,286 | $3.8M | Add +15.9% |
| CRM Salesforce Inc. | 0.34% | 14,795 | $3.8M | Add +4.3% |
| MTUM iShares MSCI USA Momentum Fa | 0.34% | 19,144 | $3.7M | Add +0.1% |
| FTCS First Trust Capital Strength | 0.32% | 42,866 | $3.6M | Add +0.3% |
| BA The Boeing Co. | 0.32% | 19,444 | $3.5M | Add +40.2% |
| IWF iShares Russell 1000 Growth | 0.31% | 9,584 | $3.5M | Reduce -0.4% |
| SMH Vaneck Semiconductor ETF | 0.31% | 13,100 | $3.4M | Add +43.0% |
| INTU Intuit Inc. | 0.31% | 5,179 | $3.4M | Add +2.8% |
| ESS Essex Property Trust Inc. | 0.31% | 12,474 | $3.4M | Add +19.3% |
| GD General Dynamics Corp. | 0.30% | 11,560 | $3.4M | Add +87.9% |
| KKR KKR & Co. Inc. | 0.29% | 31,058 | $3.3M | Reduce -8.5% |
| IBIT iShares Bitcoin Trust ETF | 0.29% | 95,683 | $3.3M | Reduce -2.8% |
| NOW ServiceNow Inc. | 0.28% | 3,959 | $3.1M | Add +7.2% |
| TPL Texas Pacific Land Corp. | 0.28% | 4,221 | $3.1M | Add +14.7% |
| AGG iShares Core U.S. Aggregate | 0.28% | 31,680 | $3.1M | Add +23.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.28% | 5 | $3.1M | Add +66.7% |
| WFC Wells Fargo & Co. | 0.27% | 50,244 | $3.0M | Reduce -0.9% |
| PFE Pfizer Inc. | 0.27% | 105,294 | $2.9M | Add +126.6% |
| VZ Verizon Communications Inc. | 0.26% | 70,127 | $2.9M | Add +30.1% |
| ETN Eaton Corp. PLC | 0.26% | 9,163 | $2.9M | Add +24.3% |
| HUM Humana Inc. | 0.26% | 7,580 | $2.8M | Add +62.4% |
| KO The Coca-Cola Co. | 0.25% | 43,372 | $2.8M | Add +6.1% |
| ESGU iShares ESG Aware MSCI USA | 0.25% | 22,964 | $2.7M | Reduce -0.1% |
| SDY SS SPDR S&P Dividend ETF | 0.25% | 21,487 | $2.7M | Add +5.1% |
| ADBE Adobe Inc. | 0.24% | 4,887 | $2.7M | Add +10.8% |
| XLK SS Technology Select Sector | 0.24% | 11,992 | $2.7M | Add +82.8% |
| TDG Transdigm Group Inc. | 0.24% | 2,114 | $2.7M | Reduce -4.9% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 4,830 | $2.7M | Add +9.6% |
| CMG Chipotle Mexican Grill Inc. | 0.24% | 42,551 | $2.7M | Add +42.3% |
| DVY iShares Select Dividend ETF | 0.24% | 21,957 | $2.7M | Add +94.4% |
| AMAT Applied Materials Inc. | 0.24% | 11,088 | $2.6M | Add +19.6% |
| WM Waste Management Inc. | 0.24% | 12,251 | $2.6M | Add +8.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.23% | 45,979 | $2.6M | Add +20.4% |
| DHR Danaher Corp. | 0.22% | 9,906 | $2.5M | Add +5.1% |
| NOBL Proshares S&P 500 Dividend A | 0.22% | 25,043 | $2.4M | Add +4.8% |
| JPST JPMorgan Ultra-Short Income | 0.22% | 47,518 | $2.4M | Add +7.0% |
| PEP Pepsico Inc. | 0.22% | 14,485 | $2.4M | Add +32.0% |
Portfolio Sells Q1 2024 → Q2 2024
| GBTC Grayscale Bitcoin Trust ETF | Reduce -0.3% | 1.42% | −0.74 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.27 |
| LTCN Grayscale Litecoin Trust | Reduce -1.4% | 0.17% | −0.23 |
| BUFF Innovator Laddered Allocatio | Sold out | 0.00% | −0.22 |
| INTC Intel Corp. | Reduce -38.8% | 0.09% | −0.18 |
| IBIT iShares Bitcoin Trust ETF | Reduce -2.8% | 0.29% | −0.17 |
| EWJ iShares MSCI Japan ETF | Sold out | 0.00% | −0.15 |
| BMY Bristol-Myers Squibb Co. | Reduce -6.5% | 0.16% | −0.13 |
| CVS CVS Health Corp. | Reduce -18.2% | 0.11% | −0.12 |
| TQQQ Proshares Ultrapro QQQ | Reduce -59.9% | 0.07% | −0.12 |
| DM Desktop Metal Inc. Class A | Reduce -6.4% | 0.05% | −0.10 |
| DKNG Draftkings Inc. Class A | Reduce -75.9% | 0.02% | −0.10 |
| KKR KKR & Co. Inc. | Reduce -8.5% | 0.29% | −0.10 |
| CSCO Cisco Systems Inc. | Reduce -11.4% | 0.18% | −0.09 |
| COF Capital One Financial Corp. | Reduce -19.6% | 0.13% | −0.09 |
| VICI Vici Properties Inc. | Sold out | 0.00% | −0.09 |
| POOL Pool Corp. | Reduce -5.8% | 0.11% | −0.09 |
| TGT Target Corp. | Reduce -7.6% | 0.13% | −0.09 |
| ACN Accenture PLC Class A | Reduce -44.5% | 0.05% | −0.09 |
| MCD McDonald's Corp. | Reduce -16.3% | 0.12% | −0.08 |
| SPXL Direxion Daily S&P 500 Bull | Sold out | 0.00% | −0.08 |
| SYK Stryker Corp. | Reduce -19.8% | 0.12% | −0.08 |
| GM General Motors Co. | Reduce -27.8% | 0.11% | −0.08 |
| ETHE Grayscale Ethereum Staking E | Reduce -8.4% | 0.48% | −0.08 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Reduce -38.1% | 0.05% | −0.08 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -15.8% | 0.15% | −0.08 |
| C Citigroup Inc. | Reduce -16.3% | 0.14% | −0.07 |
| AOR iShares Core 60/40 Balanced | Sold out | 0.00% | −0.07 |
| TGLS Tecnoglass Holdings Inc. | Sold out | 0.00% | −0.07 |
| TDG Transdigm Group Inc. | Reduce -4.9% | 0.24% | −0.07 |
| DDM Proshares Ultra DOW30 | Sold out | 0.00% | −0.07 |
| IDXX Idexx Laboratories Inc. | Reduce -2.6% | 0.16% | −0.07 |
| WFC Wells Fargo & Co. | Reduce -0.9% | 0.27% | −0.07 |
| AON Aon PLC Class A | Reduce -6.9% | 0.12% | −0.07 |
| GSLC Goldman Activebeta US LC ETF | Sold out | 0.00% | −0.07 |
| PSX Phillips 66 | Reduce -25.3% | 0.07% | −0.07 |
| O Realty Income Corp. | Reduce -28.8% | 0.08% | −0.07 |
| BCHG Grayscale Bitcoin Cash Trust | Sold out | 0.00% | −0.07 |
| CDNS Cadence Design SYS Inc. | Reduce -0.9% | 0.21% | −0.06 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -41.8% | 0.05% | −0.06 |
| MAR Marriott International Class A | Reduce -1.5% | 0.18% | −0.06 |
| IWF iShares Russell 1000 Growth | Reduce -0.4% | 0.31% | −0.06 |
| ESGU iShares ESG Aware MSCI USA | Reduce -0.1% | 0.25% | −0.06 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -67.7% | 0.02% | −0.06 |
| CWH Camping World Holdings Inc. Class A | Sold out | 0.00% | −0.06 |
| OXY Occidental Petroleum Corp. | Reduce -7.0% | 0.13% | −0.06 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.06 |
| ON On Semiconductor | Reduce -13.6% | 0.09% | −0.05 |
| LIN Linde PLC | Reduce -0.4% | 0.14% | −0.05 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -0.5% | 0.20% | −0.05 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +48.2% | 5.43% | +2.00 |
| AAPL Apple Inc. | Add +19.4% | 5.69% | +0.72 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +57.1% | 2.92% | +0.63 |
| AVGO Broadcom Inc. | Add +101.0% | 1.22% | +0.58 |
| LLY Eli Lilly & Co. | Add +53.0% | 1.13% | +0.32 |
| MSFT Microsoft Corp. | Add +28.1% | 4.28% | +0.25 |
| SMCI Super Micro Computer Inc. | Add +319.6% | 0.39% | +0.24 |
| DIA SS SPDR Dow Jones Indus Avg | Add +105.8% | 0.59% | +0.22 |
| GOOGL Alphabet Inc. Class A | Add +22.6% | 1.26% | +0.17 |
| TT Trane Technologies PLC | Add +101.9% | 0.38% | +0.16 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +98.7% | 0.37% | +0.15 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +317.2% | 0.21% | +0.14 |
| VGK Vanguard Ftse Europe ETF | New | 0.14% | +0.14 |
| TIDAL ETF TR | New | 0.14% | +0.14 |
| NEE Nextera Energy Inc. | Add +44.3% | 0.67% | +0.13 |
| COST Costco Wholesale Corp. | Add +40.8% | 0.62% | +0.13 |
| AMZN Amazon.com Inc. | Add +26.4% | 2.43% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +32.4% | 1.26% | +0.13 |
| DELL Dell Technologies -C | Add +158.9% | 0.22% | +0.13 |
| TXN Texas Instruments Inc. | Add +46.1% | 0.57% | +0.12 |
| TLT iShares 20+ Year Treasury BD | Add +511.8% | 0.15% | +0.12 |
| APD Air Products & Chemicals Inc. | Add +85.0% | 0.34% | +0.12 |
| PFE Pfizer Inc. | Add +126.6% | 0.27% | +0.12 |
| GLD SPDR Gold Shares | Add +72.6% | 0.37% | +0.11 |
| VRTX Vertex Pharmaceuticals Inc. | Add +160.3% | 0.19% | +0.10 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +434.1% | 0.14% | +0.10 |
| GD General Dynamics Corp. | Add +87.9% | 0.30% | +0.10 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +5.5% | 0.11% | +0.10 |
| SCHM Schwab US Mid Cap ETF | New | 0.10% | +0.10 |
| SSO Proshares Ultra S&P500 | Add +47.2% | 0.52% | +0.10 |
| BKLN Invesco Senior Loan ETF | New | 0.10% | +0.10 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +131.8% | 0.19% | +0.09 |
| RDIV Invesco S&P Ultra Dividend | New | 0.09% | +0.09 |
| XLK SS Technology Select Sector | Add +82.8% | 0.24% | +0.09 |
| TSM Taiwan Semiconductor-SP ADR | Add +141.4% | 0.15% | +0.09 |
| BDJ BlackRock Enhanced Eqty DVD | New | 0.08% | +0.08 |
| DD Dupont DE Nemours Inc. | New | 0.08% | +0.08 |
| DVY iShares Select Dividend ETF | Add +94.4% | 0.24% | +0.08 |
| LMT Lockheed Martin Corp. | Add +54.2% | 0.40% | +0.08 |
| PH Parker Hannifin Corp. | Add +70.4% | 0.43% | +0.08 |
| AMD Advanced Micro Devices | Add +73.3% | 0.41% | +0.07 |
| VEGN US Vegan Climate ETF | New | 0.07% | +0.07 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 0.07% | +0.07 |
| SMH Vaneck Semiconductor ETF | Add +43.0% | 0.31% | +0.07 |
| QCOM Qualcomm Inc. | Add +30.6% | 0.41% | +0.07 |
| HUM Humana Inc. | Add +62.4% | 0.26% | +0.07 |
| SN Sharkninja Inc. | New | 0.07% | +0.07 |
| DVN Devon Energy Corp. | Add +159.5% | 0.14% | +0.07 |
| SCHK Schwab 1000 Index ETF | New | 0.07% | +0.07 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.06% | +0.06 |
Notes & Other Activity Q1 2024 → Q2 2024
| STRATS-US-04-6 (STRATS 6.375 12/15/33 USM) | COMMON STOCK | Sold out | 15,804 | $139Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |