Kingswood Wealth Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 21, 2024), Kingswood Wealth Advisors, LLC reported 663 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 5.6% of the portfolio, followed by Nvidia (NVDA, 4.0%) and Microsoft (MSFT, 3.7%). Compared with Q2 2024, it opened 122 new positions, sold out of 113, added to 319 and reduced 203. The biggest buy was a new position in Lamar Advertising Class A (LAMR) and the biggest sale Nvidia (NVDA, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0001987855
- Portfolio Value
- $1.4B (Q3 2024)
- SEC Filing
- 0001987855-24-000005 ↗ filed Oct 21, 2024
Holdings Value
Holdings 663 stocks · $1.4B
| AAPL Apple Inc. | 5.57% | 336,881 | $78.2M | Add +12.4% |
| NVDA Nvidia Corp. | 3.96% | 456,730 | $55.5M | Reduce -6.4% |
| MSFT Microsoft Corp. | 3.71% | 120,980 | $52.0M | Add +13.8% |
| AMZN Amazon.com Inc. | 2.25% | 169,205 | $31.5M | Add +21.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.52% | 37,076 | $21.2M | Reduce -37.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.41% | 40,575 | $19.8M | Add +38.6% |
| META Meta Platforms Inc. Class A | 1.33% | 32,519 | $18.6M | Reduce -2.5% |
| GOOG Alphabet Inc. Class C | 1.12% | 93,836 | $15.7M | Add +22.2% |
| GBTC Grayscale Bitcoin Trust ETF | 1.07% | 296,762 | $15.0M | Add +0.5% |
| LAMR Lamar Advertising Co. Class A | 1.03% | 108,071 | $14.4M | New |
| SCHG Schwab US Large-Cap Growth | 1.01% | 136,132 | $14.2M | Add +160.2% |
| GOOGL Alphabet Inc. Class A | 0.98% | 83,015 | $13.8M | Add +8.4% |
| AVGO Broadcom Inc. | 0.94% | 76,758 | $13.2M | Reduce -9.0% |
| LLY Eli Lilly & Co. | 0.92% | 14,630 | $13.0M | Add +6.0% |
| IVV iShares Core S&P 500 ETF | 0.92% | 22,351 | $12.9M | Add +10.9% |
| JPM JPMorgan Chase & Co. | 0.89% | 59,360 | $12.5M | Add +30.8% |
| UNH Unitedhealth Group Inc. | 0.83% | 19,872 | $11.6M | Add +31.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.80% | 24,446 | $11.2M | Add +21.6% |
| FPE FT-Preferred Secur & Inc. ETF | 0.80% | 619,195 | $11.2M | Add +1990.3% |
| VOO Vanguard S&P 500 ETF | 0.71% | 18,854 | $9.9M | Add +124.5% |
| NEE Nextera Energy Inc. | 0.68% | 113,331 | $9.6M | Add +7.2% |
| VGT Vanguard Info Tech ETF | 0.68% | 16,159 | $9.5M | Add +536.2% |
| CAT Caterpillar Inc. | 0.65% | 23,339 | $9.1M | Add +18.4% |
| TSLA Tesla Inc. | 0.63% | 33,847 | $8.9M | Reduce -18.2% |
| XOM Exxon Mobil Corp. | 0.61% | 73,439 | $8.6M | Add +35.1% |
| V Visa Inc. Class A | 0.60% | 30,424 | $8.4M | Add +10.5% |
| SCHD Schwab US DVD Equity ETF | 0.58% | 96,754 | $8.2M | Add +407.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.54% | 43,601 | $7.6M | Add +1163.1% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.53% | 44,400 | $7.5M | Reduce -9.7% |
| ABBV Abbvie Inc. | 0.52% | 37,072 | $7.3M | Add +66.3% |
| COST Costco Wholesale Corp. | 0.52% | 8,177 | $7.2M | Add +1.7% |
| PG The Procter & Gamble Co. | 0.50% | 40,813 | $7.1M | Add +61.0% |
| HD Home Depot Inc. | 0.50% | 17,407 | $7.0M | Add +18.8% |
| MRK Merck & Co. Inc. | 0.49% | 60,906 | $6.9M | Add +22.1% |
| WMT Walmart Inc. | 0.47% | 82,311 | $6.6M | Add +37.6% |
| NFLX Netflix Inc. | 0.47% | 9,347 | $6.6M | Reduce -5.6% |
| TXN Texas Instruments Inc. | 0.47% | 31,763 | $6.6M | Reduce -2.4% |
| JEPI JPMorgan Equity Premium Inco | 0.46% | 108,718 | $6.5M | Add +34.4% |
| FBND Fidelity Total Bond ETF | 0.45% | 136,288 | $6.4M | New |
| BITX 2X Bitcoin ETF | 0.45% | 221,714 | $6.3M | Add +33.4% |
| ETN Eaton Corp. PLC | 0.45% | 18,953 | $6.3M | Add +106.8% |
| FTCS First Trust Capital Strength | 0.45% | 68,966 | $6.3M | Add +60.9% |
| KO The Coca-Cola Co. | 0.44% | 86,105 | $6.2M | Add +98.5% |
| RTX RTX Corp. | 0.43% | 50,270 | $6.1M | Add +1.5% |
| GE General Electric filed as GE AEROSPACE | 0.43% | 31,975 | $6.0M | Reduce -14.8% |
| PH Parker Hannifin Corp. | 0.42% | 9,393 | $5.9M | Reduce -1.0% |
| JNJ Johnson & Johnson | 0.42% | 36,378 | $5.9M | Add +23.1% |
| FBTC Fidelity Wise Origin Bitcoin | 0.42% | 105,968 | $5.9M | Add +5.0% |
| CVX Chevron Corp. | 0.41% | 39,137 | $5.8M | Add +47.8% |
| FUTY Fidelity MSCI US Utilities | 0.41% | 111,117 | $5.8M | New |
| GS Goldman Sachs Group Inc. | 0.41% | 11,612 | $5.8M | Add +0.5% |
| LMT Lockheed Martin Corp. | 0.41% | 9,733 | $5.7M | Add +3.1% |
| ELV Elevance Health Inc. | 0.40% | 10,733 | $5.6M | Reduce -0.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.39% | 60,059 | $5.5M | Add +238.3% |
| SO The Southern Co. | 0.39% | 61,076 | $5.5M | Add +149.6% |
| VDC Vanguard Consumer Staple ETF | 0.39% | 24,896 | $5.4M | Add +532.0% |
| PLD Prologis Inc. | 0.39% | 42,782 | $5.4M | Reduce -3.6% |
| AGG iShares Core U.S. Aggregate | 0.38% | 53,281 | $5.4M | Add +68.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 18,809 | $5.3M | Add +27.4% |
| IWF iShares Russell 1000 Growth | 0.37% | 13,701 | $5.1M | Add +43.0% |
| AMD Advanced Micro Devices | 0.36% | 31,031 | $5.1M | Add +11.1% |
| MA Mastercard Inc. Class A | 0.36% | 10,212 | $5.0M | Add +13.0% |
| TT Trane Technologies PLC | 0.36% | 12,939 | $5.0M | Add +0.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.35% | 53,161 | $4.9M | Reduce -20.6% |
| APD Air Products & Chemicals Inc. | 0.35% | 16,289 | $4.9M | Add +9.9% |
| XLE SS Energy Select Sector | 0.34% | 54,045 | $4.7M | Add +463.2% |
| IOO iShares Global 100 ETF | 0.33% | 47,343 | $4.7M | Add +11.1% |
| QCOM Qualcomm Inc. | 0.32% | 26,648 | $4.5M | Add +15.9% |
| MAA Mid-America Apartment Comm | 0.31% | 27,582 | $4.4M | Reduce -0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 110,015 | $4.4M | Reduce -3.2% |
| SDY SS SPDR S&P Dividend ETF | 0.31% | 30,693 | $4.4M | Add +42.8% |
| VIG Vanguard Dividend Apprec ETF | 0.31% | 21,955 | $4.3M | Reduce -2.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.31% | 36,030 | $4.3M | Add +26.2% |
| KKR KKR & Co. Inc. | 0.31% | 32,866 | $4.3M | Add +5.8% |
| XLF SS Financial Select Sector | 0.30% | 92,508 | $4.2M | Add +376.3% |
| DGRW Wisdomtree U.S. Quality Divi | 0.30% | 49,743 | $4.1M | New |
| FXH First Trust Health Care Alph | 0.29% | 35,989 | $4.0M | New |
| MTUM iShares MSCI USA Momentum Fa | 0.28% | 19,380 | $3.9M | Add +1.2% |
| CRM Salesforce Inc. | 0.27% | 14,045 | $3.8M | Reduce -5.1% |
| NOW ServiceNow Inc. | 0.27% | 4,256 | $3.8M | Add +7.5% |
| HON Honeywell International Inc. | 0.27% | 18,214 | $3.8M | Reduce -4.8% |
| GD General Dynamics Corp. | 0.27% | 12,438 | $3.8M | Add +7.6% |
| TPL Texas Pacific Land Corp. | 0.27% | 4,221 | $3.7M | No change |
| SMCI Super Micro Computer Inc. | 0.27% | 8,929 | $3.7M | Add +70.5% |
| IBIT iShares Bitcoin Trust ETF | 0.26% | 101,188 | $3.7M | Add +5.8% |
| DUK Duke Energy Corp. | 0.26% | 31,599 | $3.6M | Add +33.3% |
| VGIT Vanguard Intermediate-Term T | 0.26% | 59,818 | $3.6M | Add +605.1% |
| VZ Verizon Communications Inc. | 0.26% | 80,404 | $3.6M | Add +14.7% |
| ADBE Adobe Inc. | 0.26% | 6,953 | $3.6M | Add +42.3% |
| TLT iShares 20+ Year Treasury BD | 0.26% | 36,671 | $3.6M | Add +96.3% |
| ESS Essex Property Trust Inc. | 0.26% | 12,145 | $3.6M | Reduce -2.6% |
| IYJ iShares U.S. Industrials ETF | 0.25% | 26,665 | $3.6M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.25% | 13,440 | $3.5M | Add +126.6% |
| ETHE Grayscale Ethereum Staking E | 0.25% | 160,384 | $3.5M | Reduce -4.9% |
| PEP Pepsico Inc. | 0.25% | 20,516 | $3.5M | Add +41.6% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.24% | 62,446 | $3.4M | Add +35.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 15,496 | $3.4M | Add +41.5% |
| GLD SPDR Gold Shares | 0.24% | 13,903 | $3.4M | Reduce -28.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.24% | 88,828 | $3.3M | Add +34.8% |
| ORCL Oracle Corp. | 0.24% | 19,506 | $3.3M | Add +20.6% |
Portfolio Sells Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Reduce -6.4% | 3.96% | −1.48 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -37.8% | 1.52% | −1.41 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -86.0% | 0.07% | −0.52 |
| SSO Proshares Ultra S&P500 | Reduce -84.4% | 0.07% | −0.45 |
| AVGO Broadcom Inc. | Reduce -9.0% | 0.94% | −0.28 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.28 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -54.6% | 0.18% | −0.27 |
| ETHE Grayscale Ethereum Staking E | Reduce -4.9% | 0.25% | −0.23 |
| DLN Wisdomtree US Largecap Divid | Reduce -46.4% | 0.17% | −0.20 |
| META Meta Platforms Inc. Class A | Reduce -2.5% | 1.33% | −0.19 |
| LTCN Grayscale Litecoin Trust | Sold out | 0.00% | −0.17 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -20.6% | 0.35% | −0.16 |
| FSD First Trust High Income Long | Sold out | 0.00% | −0.15 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.14 |
| TIDAL ETF TR | Sold out | 0.00% | −0.14 |
| GLD SPDR Gold Shares | Reduce -28.1% | 0.24% | −0.13 |
| ELV Elevance Health Inc. | Reduce -0.9% | 0.40% | −0.13 |
| NFLX Netflix Inc. | Reduce -5.6% | 0.47% | −0.13 |
| BIZD Vaneck BDC Income ETF | Sold out | 0.00% | −0.13 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -53.8% | 0.07% | −0.12 |
| NOBL Proshares S&P 500 Dividend A | Reduce -44.0% | 0.11% | −0.11 |
| GE General Electric | Reduce -14.8% | 0.43% | −0.11 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.11 |
| TSLA Tesla Inc. | Reduce -18.2% | 0.63% | −0.11 |
| FIX Comfort Systems USA Inc. | Sold out | 0.00% | −0.11 |
| CMG Chipotle Mexican Grill Inc. | Reduce -22.8% | 0.13% | −0.11 |
| SMH Vaneck Semiconductor ETF | Reduce -11.2% | 0.20% | −0.10 |
| TXN Texas Instruments Inc. | Reduce -2.4% | 0.47% | −0.10 |
| HON Honeywell International Inc. | Reduce -4.8% | 0.27% | −0.10 |
| GATX Gatx Corp. | Sold out | 0.00% | −0.10 |
| BAC Bank of America Corp. | Reduce -3.2% | 0.31% | −0.10 |
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −0.10 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.09 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.08 |
| XLK SS Technology Select Sector | Reduce -16.3% | 0.16% | −0.08 |
| SGOV iShares 0-3 Month Treasury B | Reduce -43.9% | 0.07% | −0.08 |
| SPHQ Invesco S&P 500 Quality ETF | Sold out | 0.00% | −0.08 |
| MSTR Strategy Inc. | Reduce -9.7% | 0.53% | −0.08 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.08 |
| MU Micron Technology Inc. | Reduce -0.5% | 0.13% | −0.07 |
| ESGU iShares ESG Aware MSCI USA | Reduce -16.3% | 0.17% | −0.07 |
| TQQQ Proshares Ultrapro QQQ | Sold out | 0.00% | −0.07 |
| CRM Salesforce Inc. | Reduce -5.1% | 0.27% | −0.07 |
| SN Sharkninja Inc. | Sold out | 0.00% | −0.07 |
| HL Hecla Mining Co. | Reduce -50.9% | 0.08% | −0.07 |
| JPST JPMorgan Ultra-Short Income | Reduce -13.7% | 0.15% | −0.07 |
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −0.06 |
| CDNS Cadence Design SYS Inc. | Reduce -0.8% | 0.14% | −0.06 |
| PLD Prologis Inc. | Reduce -3.6% | 0.39% | −0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -9.0% | 0.07% | −0.06 |
Portfolio Buys Q2 2024 → Q3 2024
| LAMR Lamar Advertising Co. Class A | New | 1.03% | +1.03 |
| FPE FT-Preferred Secur & Inc. ETF | Add +1990.3% | 0.80% | +0.75 |
| VGT Vanguard Info Tech ETF | Add +536.2% | 0.68% | +0.54 |
| SCHG Schwab US Large-Cap Growth | Add +160.2% | 1.01% | +0.54 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1163.1% | 0.54% | +0.49 |
| FBND Fidelity Total Bond ETF | New | 0.45% | +0.45 |
| SCHD Schwab US DVD Equity ETF | Add +407.8% | 0.58% | +0.45 |
| FUTY Fidelity MSCI US Utilities | New | 0.41% | +0.41 |
| VOO Vanguard S&P 500 ETF | Add +124.5% | 0.71% | +0.33 |
| VDC Vanguard Consumer Staple ETF | Add +532.0% | 0.39% | +0.32 |
| DGRW Wisdomtree U.S. Quality Divi | New | 0.30% | +0.30 |
| FXH First Trust Health Care Alph | New | 0.29% | +0.29 |
| XLE SS Energy Select Sector | Add +463.2% | 0.34% | +0.26 |
| IYJ iShares U.S. Industrials ETF | New | 0.25% | +0.25 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +238.3% | 0.39% | +0.25 |
| XLF SS Financial Select Sector | Add +376.3% | 0.30% | +0.23 |
| SO The Southern Co. | Add +149.6% | 0.39% | +0.22 |
| VGIT Vanguard Intermediate-Term T | Add +605.1% | 0.26% | +0.21 |
| KO The Coca-Cola Co. | Add +98.5% | 0.44% | +0.19 |
| ETN Eaton Corp. PLC | Add +106.8% | 0.45% | +0.19 |
| FTLS First Trust Long/Short Eqty | New | 0.19% | +0.19 |
| ABBV Abbvie Inc. | Add +66.3% | 0.52% | +0.18 |
| FCOM Fidelity MSCI Comm Serv Indx | New | 0.18% | +0.18 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +399.9% | 0.23% | +0.18 |
| DON Wisdomtree US Midcap Dividen | New | 0.18% | +0.18 |
| JPIE JPMorgan Income ETF | New | 0.17% | +0.17 |
| MTZ Mastec Inc. | New | 0.17% | +0.17 |
| MNA Nylim Merger Arbtrage ETF-Ui | New | 0.17% | +0.17 |
| PFM Invesco Dividend Achievers E | New | 0.15% | +0.15 |
| QQQ Invesco QQQ Trust Series 1 | Add +38.6% | 1.41% | +0.15 |
| RWL Invesco S&P 500 Revenue ETF | Add +748.1% | 0.17% | +0.14 |
| IWP iShares Russell Mid-Cap Grow | New | 0.14% | +0.14 |
| UNH Unitedhealth Group Inc. | Add +31.6% | 0.83% | +0.14 |
| MINT PIMCO Enhanced Short Maturit | Add +751.5% | 0.15% | +0.13 |
| CGUS Cap Group Core Equity | Add +653.9% | 0.15% | +0.13 |
| IYW iShares Ustechnology ETF | Add +622.4% | 0.16% | +0.13 |
| PG The Procter & Gamble Co. | Add +61.0% | 0.50% | +0.13 |
| VEU Vanguard Ftse All-World Ex-U | Add +604.1% | 0.15% | +0.13 |
| VAW Vanguard Materials ETF | New | 0.13% | +0.13 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +126.6% | 0.25% | +0.12 |
| FTCS First Trust Capital Strength | Add +60.9% | 0.45% | +0.12 |
| LOW Lowe's Cos Inc. | Add +127.4% | 0.21% | +0.12 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.12% | +0.12 |
| PDCC Pearl Diver Credit Compy Inc. | New | 0.12% | +0.12 |
| MCD McDonald's Corp. | Add +106.1% | 0.24% | +0.11 |
| ACP Abrdn Income Credit Strat | New | 0.11% | +0.11 |
| WMT Walmart Inc. | Add +37.6% | 0.47% | +0.11 |
| AGG iShares Core U.S. Aggregate | Add +68.2% | 0.38% | +0.11 |
| TLT iShares 20+ Year Treasury BD | Add +96.3% | 0.26% | +0.10 |
| DFAX Dimensional World Ex US Core | New | 0.10% | +0.10 |
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 |