Kingswood Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), Kingswood Wealth Advisors, LLC reported 795 stock positions worth $1.3 billion. Its top holding was Apple (AAPL) at 5.3% of the portfolio, followed by Nvidia (NVDA, 3.6%) and SS SPDR S&P 500 ETF Trust-US (SPY, 3.6%). Compared with Q3 2024, it opened 252 new positions, sold out of 120, added to 262 and reduced 276. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +118%) and the biggest sale Microsoft (MSFT, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0001987855
- Portfolio Value
- $1.3B (Q4 2024)
- SEC Filing
- 0001987855-25-000001 ↗ filed Jan 22, 2025
Holdings Value
Holdings 795 stocks · $1.3B
| AAPL Apple Inc. | 5.34% | 283,858 | $71.1M | Reduce -15.7% |
| NVDA Nvidia Corp. | 3.58% | 355,211 | $47.7M | Reduce -22.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.55% | 80,663 | $47.3M | Add +117.6% |
| MSFT Microsoft Corp. | 2.29% | 72,206 | $30.4M | Reduce -40.3% |
| QQQ Invesco QQQ Trust Series 1 | 2.20% | 57,310 | $29.3M | Add +41.2% |
| AMZN Amazon.com Inc. | 1.70% | 103,229 | $22.6M | Reduce -39.0% |
| VOO Vanguard S&P 500 ETF | 1.66% | 41,008 | $22.1M | Add +117.5% |
| GBTC Grayscale Bitcoin Trust ETF | 1.58% | 285,067 | $21.1M | Reduce -3.9% |
| SCHG Schwab US Large-Cap Growth | 1.54% | 737,721 | $20.6M | Add +35.5% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 1.17% | 53,838 | $15.6M | Add +21.3% |
| BITX 2X Bitcoin ETF | 1.12% | 288,112 | $14.9M | Add +29.9% |
| IVV iShares Core S&P 500 ETF | 1.09% | 24,559 | $14.5M | Add +9.9% |
| META Meta Platforms Inc. Class A | 1.00% | 22,741 | $13.3M | Reduce -30.1% |
| FPE FT-Preferred Secur & Inc. ETF | 0.98% | 735,195 | $13.0M | Add +18.7% |
| AVGO Broadcom Inc. | 0.95% | 54,632 | $12.7M | Reduce -28.8% |
| TSLA Tesla Inc. | 0.86% | 28,413 | $11.5M | Reduce -16.1% |
| GOOGL Alphabet Inc. Class A | 0.84% | 59,343 | $11.2M | Reduce -28.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.73% | 33,328 | $9.7M | Add +77.2% |
| IOO iShares Global 100 ETF | 0.67% | 89,040 | $9.0M | Add +88.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 18,705 | $8.5M | Reduce -23.5% |
| CAT Caterpillar Inc. | 0.62% | 22,906 | $8.3M | Reduce -1.9% |
| FTCS First Trust Capital Strength | 0.62% | 94,420 | $8.3M | Add +36.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.60% | 18,824 | $8.0M | Add +700.3% |
| MTUM iShares MSCI USA Momentum Fa | 0.60% | 38,302 | $7.9M | Add +97.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.58% | 87,227 | $7.7M | Add +64.1% |
| JPM JPMorgan Chase & Co. | 0.58% | 32,074 | $7.7M | Reduce -46.0% |
| VGT Vanguard Info Tech ETF | 0.56% | 11,911 | $7.4M | Reduce -26.3% |
| GOOG Alphabet Inc. Class C | 0.54% | 37,819 | $7.2M | Reduce -59.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.53% | 29,204 | $7.0M | Add +181.4% |
| LLY Eli Lilly & Co. | 0.51% | 8,757 | $6.8M | Reduce -40.1% |
| SSO Proshares Ultra S&P500 | 0.50% | 72,247 | $6.7M | Add +563.4% |
| FBTC Fidelity Wise Origin Bitcoin | 0.50% | 81,609 | $6.7M | Reduce -23.0% |
| NEE Nextera Energy Inc. | 0.49% | 91,277 | $6.5M | Reduce -19.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.49% | 38,288 | $6.5M | Reduce -12.2% |
| JEPI JPMorgan Equity Premium Inco | 0.46% | 106,788 | $6.1M | Reduce -1.8% |
| PH Parker Hannifin Corp. | 0.44% | 9,277 | $5.9M | Reduce -1.2% |
| COST Costco Wholesale Corp. | 0.44% | 6,359 | $5.8M | Reduce -22.2% |
| AGG iShares Core U.S. Aggregate | 0.44% | 59,934 | $5.8M | Add +12.5% |
| VIG Vanguard Dividend Apprec ETF | 0.43% | 29,348 | $5.7M | Add +33.7% |
| DVY iShares Select Dividend ETF | 0.43% | 43,297 | $5.7M | Add +111.5% |
| IBIT iShares Bitcoin Trust ETF | 0.40% | 99,447 | $5.3M | Reduce -1.7% |
| SDY SS SPDR S&P Dividend ETF | 0.39% | 39,689 | $5.2M | Add +29.3% |
| FBND Fidelity Total Bond ETF | 0.39% | 115,745 | $5.2M | Reduce -15.1% |
| UNH Unitedhealth Group Inc. | 0.38% | 10,132 | $5.1M | Reduce -49.0% |
| TXN Texas Instruments Inc. | 0.38% | 26,941 | $5.1M | Reduce -15.2% |
| WMT Walmart Inc. | 0.38% | 55,543 | $5.0M | Reduce -32.5% |
| HON Honeywell International Inc. | 0.38% | 22,181 | $5.0M | Add +21.8% |
| V Visa Inc. Class A | 0.37% | 15,712 | $5.0M | Reduce -48.4% |
| FSK FS KKR Capital Corp. | 0.37% | 224,593 | $4.9M | Add +86.3% |
| LMT Lockheed Martin Corp. | 0.37% | 10,023 | $4.9M | Add +3.0% |
| DLN Wisdomtree US Largecap Divid | 0.35% | 60,232 | $4.7M | Add +103.3% |
| XOM Exxon Mobil Corp. | 0.35% | 43,485 | $4.7M | Reduce -40.8% |
| GLD SPDR Gold Shares | 0.35% | 19,137 | $4.6M | Add +37.6% |
| RTX RTX Corp. | 0.34% | 38,639 | $4.5M | Reduce -23.1% |
| RWL Invesco S&P 500 Revenue ETF | 0.34% | 45,618 | $4.5M | Add +89.5% |
| JPST JPMorgan Ultra-Short Income | 0.34% | 88,570 | $4.5M | Add +115.9% |
| TT Trane Technologies PLC | 0.33% | 11,992 | $4.4M | Reduce -7.3% |
| ETN Eaton Corp. PLC | 0.33% | 13,326 | $4.4M | Reduce -29.7% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.32% | 74,987 | $4.2M | Add +20.1% |
| QCOM Qualcomm Inc. | 0.32% | 27,467 | $4.2M | Add +3.1% |
| TPL Texas Pacific Land Corp. | 0.31% | 3,788 | $4.2M | Reduce -10.3% |
| APD Air Products & Chemicals Inc. | 0.31% | 14,299 | $4.1M | Reduce -12.2% |
| XLF SS Financial Select Sector | 0.30% | 83,477 | $4.0M | Reduce -9.8% |
| MAA Mid-America Apartment Comm | 0.30% | 25,865 | $4.0M | Reduce -6.2% |
| IJH iShares Core S&P Midcap ETF | 0.30% | 64,017 | $4.0M | Add +70.6% |
| PULS Pgim Ultra Short Bond ETF | 0.30% | 80,338 | $4.0M | Add +1687.3% |
| HD Home Depot Inc. | 0.29% | 10,096 | $3.9M | Reduce -42.0% |
| OBDC Blue Owl Capital Corp. | 0.29% | 258,931 | $3.9M | Add +89.0% |
| NFLX Netflix Inc. | 0.29% | 4,391 | $3.9M | Reduce -53.0% |
| AMD Advanced Micro Devices | 0.29% | 32,387 | $3.9M | Add +4.4% |
| BA The Boeing Co. | 0.29% | 21,948 | $3.9M | Add +9.3% |
| MTZ Mastec Inc. | 0.29% | 28,498 | $3.9M | Add +45.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 17,235 | $3.8M | Add +11.2% |
| PLD Prologis Inc. | 0.28% | 35,259 | $3.7M | Reduce -17.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 84,771 | $3.7M | Reduce -22.9% |
| PG The Procter & Gamble Co. | 0.28% | 21,996 | $3.7M | Reduce -46.1% |
| IMCG iShares Morningstar Mid-Cap | 0.27% | 47,818 | $3.6M | Add +199.0% |
| CVX Chevron Corp. | 0.27% | 24,739 | $3.6M | Reduce -36.8% |
| ESS Essex Property Trust Inc. | 0.27% | 12,469 | $3.6M | Add +2.7% |
| VGIT Vanguard Intermediate-Term T | 0.26% | 58,801 | $3.4M | Reduce -1.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.26% | 5 | $3.4M | New |
| SMH Vaneck Semiconductor ETF | 0.25% | 13,880 | $3.4M | Add +19.3% |
| XLK SS Technology Select Sector | 0.25% | 14,398 | $3.3M | Add +43.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 8,137 | $3.3M | Add +52.3% |
| ESGU iShares ESG Aware MSCI USA | 0.25% | 25,914 | $3.3M | Add +34.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.25% | 97,614 | $3.3M | Add +9.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.25% | 12,358 | $3.3M | Reduce -8.1% |
| GD General Dynamics Corp. | 0.24% | 12,358 | $3.3M | Reduce -0.6% |
| ELV Elevance Health Inc. | 0.24% | 8,705 | $3.2M | Reduce -18.9% |
| SCHV Schwab US Large-Cap Value | 0.24% | 122,638 | $3.2M | New |
| KO The Coca-Cola Co. | 0.24% | 51,280 | $3.2M | Reduce -40.4% |
| FUTY Fidelity MSCI US Utilities | 0.24% | 65,178 | $3.2M | Reduce -41.3% |
| ORCL Oracle Corp. | 0.24% | 18,919 | $3.2M | Reduce -3.0% |
| IWF iShares Russell 1000 Growth | 0.24% | 7,823 | $3.1M | Reduce -42.9% |
| MA Mastercard Inc. Class A | 0.23% | 5,823 | $3.1M | Reduce -43.0% |
| RDVY First Trust Rising Dividend | 0.23% | 51,823 | $3.1M | Add +126.3% |
| VEA Vanguard Ftse Developed ETF | 0.23% | 64,062 | $3.1M | Add +87.2% |
| FTLS First Trust Long/Short Eqty | 0.23% | 46,548 | $3.1M | Add +13.8% |
| IJR iShares Core S&P Small-Cap E | 0.23% | 26,578 | $3.1M | Add +43.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.23% | 32,634 | $3.0M | Add +88.9% |
Portfolio Sells Q3 2024 → Q4 2024
| MSFT Microsoft Corp. | Reduce -40.3% | 2.29% | −1.43 |
| LAMR Lamar Advertising Co. Class A | Sold out | 0.00% | −1.03 |
| GOOG Alphabet Inc. Class C | Reduce -59.7% | 0.54% | −0.58 |
| AMZN Amazon.com Inc. | Reduce -39.0% | 1.70% | −0.55 |
| UNH Unitedhealth Group Inc. | Reduce -49.0% | 0.38% | −0.44 |
| SCHD Schwab US DVD Equity ETF | Reduce -76.4% | 0.14% | −0.44 |
| LLY Eli Lilly & Co. | Reduce -40.1% | 0.51% | −0.42 |
| NVDA Nvidia Corp. | Reduce -22.2% | 3.58% | −0.37 |
| ABBV Abbvie Inc. | Reduce -66.7% | 0.16% | −0.36 |
| GE General Electric | Reduce -75.2% | 0.10% | −0.33 |
| META Meta Platforms Inc. Class A | Reduce -30.1% | 1.00% | −0.33 |
| JPM JPMorgan Chase & Co. | Reduce -46.0% | 0.58% | −0.32 |
| DGRW Wisdomtree U.S. Quality Divi | Sold out | 0.00% | −0.30 |
| XLE SS Energy Select Sector | Reduce -83.6% | 0.06% | −0.28 |
| VDC Vanguard Consumer Staple ETF | Reduce -70.2% | 0.12% | −0.27 |
| JNJ Johnson & Johnson | Reduce -61.1% | 0.15% | −0.27 |
| MRK Merck & Co. Inc. | Reduce -50.1% | 0.23% | −0.27 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.27 |
| XOM Exxon Mobil Corp. | Reduce -40.8% | 0.35% | −0.26 |
| SO The Southern Co. | Reduce -63.2% | 0.14% | −0.25 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -75.5% | 0.06% | −0.25 |
| FXH First Trust Health Care Alph | Reduce -84.0% | 0.04% | −0.24 |
| KKR KKR & Co. Inc. | Reduce -81.5% | 0.07% | −0.24 |
| AAPL Apple Inc. | Reduce -15.7% | 5.34% | −0.24 |
| PG The Procter & Gamble Co. | Reduce -46.1% | 0.28% | −0.23 |
| V Visa Inc. Class A | Reduce -48.4% | 0.37% | −0.22 |
| GS Goldman Sachs Group Inc. | Reduce -61.7% | 0.19% | −0.22 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -57.2% | 0.18% | −0.22 |
| IYJ iShares U.S. Industrials ETF | Reduce -84.7% | 0.04% | −0.21 |
| HD Home Depot Inc. | Reduce -42.0% | 0.29% | −0.21 |
| INTU Intuit Inc. | Reduce -87.8% | 0.03% | −0.20 |
| KO The Coca-Cola Co. | Reduce -40.4% | 0.24% | −0.20 |
| NEE Nextera Energy Inc. | Reduce -19.5% | 0.49% | −0.19 |
| TDG Transdigm Group Inc. | Reduce -89.2% | 0.02% | −0.18 |
| NFLX Netflix Inc. | Reduce -53.0% | 0.29% | −0.18 |
| TLT iShares 20+ Year Treasury BD | Reduce -67.5% | 0.08% | −0.18 |
| DON Wisdomtree US Midcap Dividen | Sold out | 0.00% | −0.18 |
| NOW ServiceNow Inc. | Reduce -70.8% | 0.10% | −0.17 |
| FUTY Fidelity MSCI US Utilities | Reduce -41.3% | 0.24% | −0.17 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -23.5% | 0.64% | −0.17 |
| AMAT Applied Materials Inc. | Reduce -64.1% | 0.07% | −0.16 |
| DHR Danaher Corp. | Reduce -69.4% | 0.06% | −0.16 |
| TMO Thermo Fisher Scientific Inc. | Reduce -67.2% | 0.07% | −0.16 |
| ELV Elevance Health Inc. | Reduce -18.9% | 0.24% | −0.16 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -90.5% | 0.02% | −0.15 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -67.6% | 0.08% | −0.15 |
| PFM Invesco Dividend Achievers E | Sold out | 0.00% | −0.15 |
| FCOM Fidelity MSCI Comm Serv Indx | Reduce -85.3% | 0.03% | −0.15 |
| CB Chubb Ltd. | Reduce -81.3% | 0.03% | −0.15 |
Portfolio Buys Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Add +117.6% | 3.55% | +2.04 |
| VOO Vanguard S&P 500 ETF | Add +117.5% | 1.66% | +0.95 |
| QQQ Invesco QQQ Trust Series 1 | Add +41.2% | 2.20% | +0.79 |
| BITX 2X Bitcoin ETF | Add +29.9% | 1.12% | +0.67 |
| MSTR Strategy Inc. | Add +21.3% | 1.17% | +0.64 |
| SCHG Schwab US Large-Cap Growth | Add +35.5% | 1.54% | +0.53 |
| DIA SS SPDR Dow Jones Indus Avg | Add +700.3% | 0.60% | +0.53 |
| SSO Proshares Ultra S&P500 | Add +563.4% | 0.50% | +0.43 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +181.4% | 0.53% | +0.35 |
| VTI VG Morningstar TS MKT ETF-US | Add +77.2% | 0.73% | +0.35 |
| IOO iShares Global 100 ETF | Add +88.1% | 0.67% | +0.34 |
| MTUM iShares MSCI USA Momentum Fa | Add +97.6% | 0.60% | +0.32 |
| PULS Pgim Ultra Short Bond ETF | Add +1687.3% | 0.30% | +0.28 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.26% | +0.26 |
| SCHV Schwab US Large-Cap Value | New | 0.24% | +0.24 |
| USMV iShares MSCI USA Min Vol Fac | Add +64.1% | 0.58% | +0.24 |
| DVY iShares Select Dividend ETF | Add +111.5% | 0.43% | +0.23 |
| SMCI Super Micro Computer Inc. | New | 0.21% | +0.21 |
| SLYG SS SPDR S&P 600 SC GR ETF | New | 0.20% | +0.20 |
| FSK FS KKR Capital Corp. | Add +86.3% | 0.37% | +0.20 |
| MDYG SS SPDR S&P 400 MC GR ETF | Add +1199.9% | 0.21% | +0.19 |
| BIZD Vaneck BDC Income ETF | New | 0.19% | +0.19 |
| IMCG iShares Morningstar Mid-Cap | Add +199.0% | 0.27% | +0.19 |
| JPST JPMorgan Ultra-Short Income | Add +115.9% | 0.34% | +0.19 |
| DLN Wisdomtree US Largecap Divid | Add +103.3% | 0.35% | +0.19 |
| FPE FT-Preferred Secur & Inc. ETF | Add +18.7% | 0.98% | +0.18 |
| FTCS First Trust Capital Strength | Add +36.9% | 0.62% | +0.18 |
| MDYV SS SPDR S&P 400 MC Val ETF | New | 0.18% | +0.18 |
| SLYV SS SPDR S&P 600 SC Val ETF | New | 0.17% | +0.17 |
| RWL Invesco S&P 500 Revenue ETF | Add +89.5% | 0.34% | +0.17 |
| IVV iShares Core S&P 500 ETF | Add +9.9% | 1.09% | +0.17 |
| TIDAL ETF TR | New | 0.16% | +0.16 |
| PLTR Palantir Technologies Inc. Class A | Add +44.0% | 0.22% | +0.15 |
| LNG Cheniere Energy Inc. | Add +137.6% | 0.22% | +0.15 |
| OBDC Blue Owl Capital Corp. | Add +89.0% | 0.29% | +0.15 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.14% | +0.14 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | New | 0.14% | +0.14 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +201.6% | 0.20% | +0.14 |
| RDVY First Trust Rising Dividend | Add +126.3% | 0.23% | +0.13 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +180.7% | 0.20% | +0.13 |
| IJH iShares Core S&P Midcap ETF | Add +70.6% | 0.30% | +0.13 |
| UTES Virtus Reaves Utilities ETF | New | 0.12% | +0.12 |
| VIG Vanguard Dividend Apprec ETF | Add +33.7% | 0.43% | +0.12 |
| MTZ Mastec Inc. | Add +45.8% | 0.29% | +0.12 |
| DFSV Dimensional US Small Cap Val | Add +250.6% | 0.16% | +0.12 |
| IAU iShares Gold Trust | New | 0.12% | +0.12 |
| GPC Genuine Parts Co. | New | 0.12% | +0.12 |
| UPS United Parcel Service Class B | Add +227.9% | 0.17% | +0.11 |
| HYBL SS Blackstone High Inc. ETF | New | 0.11% | +0.11 |
| VT Vanguard Tot World STK ETF | Add +100.1% | 0.21% | +0.11 |
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 |