Kingswood Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed July 25, 2025), Kingswood Wealth Advisors, LLC reported 723 stock positions worth $1.1 billion. Its top holding was Apple (AAPL) at 4.4% of the portfolio, followed by Nvidia (NVDA, 2.9%) and SS SPDR S&P 500 ETF Trust-US (SPY, 2.9%). Compared with Q4 2024, it opened 60 new positions, sold out of 132, added to 188 and reduced 444. The biggest buy was iShares 20+ Year Treasury BD (TLT, shares +212%) and the biggest sale Apple (AAPL, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0001987855
- Portfolio Value
- $1.1B (Q1 2025)
- SEC Filing
- 0001987855-25-000007 ↗ filed Jul 25, 2025
Holdings Value
Holdings 723 stocks · $1.1B
| AAPL Apple Inc. | 4.43% | 218,054 | $48.5M | Reduce -23.2% |
| NVDA Nvidia Corp. | 2.90% | 292,083 | $31.7M | Reduce -17.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.86% | 55,858 | $31.3M | Reduce -30.8% |
| MSFT Microsoft Corp. | 2.23% | 64,823 | $24.4M | Reduce -10.2% |
| QQQ Invesco QQQ Trust Series 1 | 2.02% | 47,047 | $22.1M | Reduce -17.9% |
| VOO Vanguard S&P 500 ETF | 1.86% | 39,638 | $20.4M | Reduce -3.3% |
| SCHG Schwab US Large-Cap Growth | 1.72% | 751,204 | $18.8M | Add +1.8% |
| GBTC Grayscale Bitcoin Trust ETF | 1.70% | 286,374 | $18.7M | Add +0.5% |
| AMZN Amazon.com Inc. | 1.67% | 96,074 | $18.3M | Reduce -6.9% |
| IVV iShares Core S&P 500 ETF | 1.14% | 22,121 | $12.4M | Reduce -9.9% |
| META Meta Platforms Inc. Class A | 1.04% | 19,691 | $11.4M | Reduce -13.4% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.93% | 35,431 | $10.2M | Reduce -34.2% |
| GOOGL Alphabet Inc. Class A | 0.85% | 59,832 | $9.3M | Add +0.8% |
| BITX 2X Bitcoin ETF | 0.83% | 254,744 | $9.0M | Reduce -11.6% |
| AVGO Broadcom Inc. | 0.82% | 53,730 | $9.0M | Reduce -1.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.69% | 81,021 | $7.6M | Reduce -7.1% |
| TSLA Tesla Inc. | 0.67% | 28,215 | $7.3M | Reduce -0.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.67% | 42,430 | $7.3M | Add +10.8% |
| FPE FT-Preferred Secur & Inc. ETF | 0.67% | 414,807 | $7.3M | Reduce -43.6% |
| JPM JPMorgan Chase & Co. | 0.66% | 29,675 | $7.3M | Reduce -7.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.66% | 13,599 | $7.2M | Reduce -27.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.63% | 16,372 | $6.9M | Reduce -13.0% |
| JEPI JPMorgan Equity Premium Inco | 0.62% | 119,446 | $6.8M | Add +11.8% |
| CAT Caterpillar Inc. | 0.61% | 20,280 | $6.7M | Reduce -11.5% |
| FBTC Fidelity Wise Origin Bitcoin | 0.55% | 84,215 | $6.1M | Add +3.2% |
| NEE Nextera Energy Inc. | 0.55% | 85,030 | $6.0M | Reduce -6.8% |
| LLY Eli Lilly & Co. | 0.54% | 7,114 | $5.9M | Reduce -18.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 20,476 | $5.6M | Reduce -38.6% |
| COST Costco Wholesale Corp. | 0.51% | 5,853 | $5.5M | Reduce -8.0% |
| GLD SPDR Gold Shares | 0.50% | 19,116 | $5.5M | Reduce -0.1% |
| PH Parker Hannifin Corp. | 0.50% | 8,992 | $5.5M | Reduce -3.1% |
| AGG iShares Core U.S. Aggregate | 0.50% | 55,248 | $5.5M | Reduce -7.8% |
| GOOG Alphabet Inc. Class C | 0.50% | 34,616 | $5.4M | Reduce -8.5% |
| TPL Texas Pacific Land Corp. | 0.49% | 4,009 | $5.3M | Add +5.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.48% | 23,713 | $5.3M | Reduce -18.8% |
| V Visa Inc. Class A | 0.47% | 14,739 | $5.2M | Reduce -6.2% |
| VIG Vanguard Dividend Apprec ETF | 0.46% | 26,154 | $5.1M | Reduce -10.9% |
| FTCS First Trust Capital Strength | 0.44% | 53,467 | $4.8M | Reduce -43.4% |
| IBIT iShares Bitcoin Trust ETF | 0.43% | 100,602 | $4.7M | Add +1.2% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.42% | 89,397 | $4.6M | Add +19.2% |
| RWL Invesco S&P 500 Revenue ETF | 0.42% | 46,120 | $4.6M | Add +1.1% |
| RTX RTX Corp. | 0.42% | 34,518 | $4.6M | Reduce -10.7% |
| IOO iShares Global 100 ETF | 0.42% | 47,179 | $4.6M | Reduce -47.0% |
| TXN Texas Instruments Inc. | 0.41% | 25,103 | $4.5M | Reduce -6.8% |
| WMT Walmart Inc. | 0.40% | 49,502 | $4.4M | Reduce -10.9% |
| XOM Exxon Mobil Corp. | 0.40% | 36,580 | $4.4M | Reduce -15.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.40% | 17,478 | $4.3M | Add +1.4% |
| UNH Unitedhealth Group Inc. | 0.39% | 8,150 | $4.3M | Reduce -19.6% |
| DLN Wisdomtree US Largecap Divid | 0.39% | 53,614 | $4.3M | Reduce -11.0% |
| NFLX Netflix Inc. | 0.38% | 4,502 | $4.2M | Add +2.5% |
| VGT Vanguard Info Tech ETF | 0.37% | 7,518 | $4.1M | Reduce -36.9% |
| MAA Mid-America Apartment Comm | 0.37% | 24,242 | $4.1M | Reduce -6.3% |
| SPOT Spotify Technology SA | 0.37% | 7,377 | $4.1M | Add +66.1% |
| FTLS First Trust Long/Short Eqty | 0.37% | 62,829 | $4.0M | Add +35.0% |
| PLTR Palantir Technologies Inc. Class A | 0.37% | 47,641 | $4.0M | Add +21.8% |
| APD Air Products & Chemicals Inc. | 0.36% | 13,546 | $4.0M | Reduce -5.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.36% | 5 | $4.0M | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.36% | 19,542 | $4.0M | Reduce -49.0% |
| DVY iShares Select Dividend ETF | 0.36% | 29,598 | $4.0M | Reduce -31.6% |
| XLF SS Financial Select Sector | 0.36% | 78,525 | $3.9M | Reduce -5.9% |
| PULS Pgim Ultra Short Bond ETF | 0.35% | 77,387 | $3.8M | Reduce -3.7% |
| SDY SS SPDR S&P Dividend ETF | 0.35% | 28,310 | $3.8M | Reduce -28.7% |
| TT Trane Technologies PLC | 0.35% | 11,339 | $3.8M | Reduce -5.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.34% | 101,494 | $3.7M | Add +4.0% |
| LMT Lockheed Martin Corp. | 0.33% | 8,129 | $3.6M | Reduce -18.9% |
| PG The Procter & Gamble Co. | 0.33% | 21,223 | $3.6M | Reduce -3.5% |
| VEA Vanguard Ftse Developed ETF | 0.32% | 69,344 | $3.5M | Add +8.3% |
| QCOM Qualcomm Inc. | 0.32% | 22,800 | $3.5M | Reduce -17.0% |
| ETN Eaton Corp. PLC | 0.32% | 12,690 | $3.5M | Reduce -4.8% |
| PLD Prologis Inc. | 0.31% | 30,731 | $3.4M | Reduce -12.8% |
| CVX Chevron Corp. | 0.31% | 20,408 | $3.4M | Reduce -17.5% |
| IMCG iShares Morningstar Mid-Cap | 0.31% | 47,805 | $3.4M | Reduce -0.0% |
| TLT iShares 20+ Year Treasury BD | 0.31% | 37,235 | $3.4M | Add +212.3% |
| HD Home Depot Inc. | 0.31% | 9,236 | $3.4M | Reduce -8.5% |
| ESS Essex Property Trust Inc. | 0.31% | 10,967 | $3.4M | Reduce -12.1% |
| KO The Coca-Cola Co. | 0.31% | 46,911 | $3.4M | Reduce -8.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 79,809 | $3.3M | Reduce -5.8% |
| BA The Boeing Co. | 0.30% | 19,552 | $3.3M | Reduce -10.9% |
| MTZ Mastec Inc. | 0.30% | 28,498 | $3.3M | No change |
| AMD Advanced Micro Devices | 0.30% | 32,189 | $3.3M | Reduce -0.6% |
| SCHV Schwab US Large-Cap Value | 0.30% | 122,357 | $3.3M | Reduce -0.2% |
| ELV Elevance Health Inc. | 0.29% | 7,420 | $3.2M | Reduce -14.8% |
| HON Honeywell International Inc. | 0.28% | 14,729 | $3.1M | Reduce -33.6% |
| GD General Dynamics Corp. | 0.28% | 11,353 | $3.1M | Reduce -8.1% |
| MA Mastercard Inc. Class A | 0.28% | 5,624 | $3.1M | Reduce -3.4% |
| RDVY First Trust Rising Dividend | 0.28% | 52,216 | $3.1M | Add +0.8% |
| LNG Cheniere Energy Inc. | 0.28% | 13,181 | $3.1M | Reduce -4.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.27% | 8,072 | $3.0M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 0.27% | 50,074 | $2.9M | Reduce -21.8% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.26% | 31,516 | $2.9M | Add +15.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.26% | 28,334 | $2.8M | Reduce -1.9% |
| XLK SS Technology Select Sector | 0.25% | 13,404 | $2.8M | Reduce -6.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.25% | 10,519 | $2.7M | Reduce -14.9% |
| ABBV Abbvie Inc. | 0.25% | 12,912 | $2.7M | Add +4.7% |
| SGOV iShares 0-3 Month Treasury B | 0.25% | 26,754 | $2.7M | Add +101.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.24% | 29,158 | $2.7M | Add +13.4% |
| ORCL Oracle Corp. | 0.24% | 19,018 | $2.7M | Add +0.5% |
| VZ Verizon Communications Inc. | 0.24% | 58,312 | $2.6M | Reduce -9.8% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.23% | 30,935 | $2.6M | Add +5.1% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.23% | 32,214 | $2.6M | Add +1.9% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -23.2% | 4.43% | −0.91 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -30.8% | 2.86% | −0.69 |
| NVDA Nvidia Corp. | Reduce -17.8% | 2.90% | −0.69 |
| SSO Proshares Ultra S&P500 | Reduce -89.2% | 0.06% | −0.44 |
| FBND Fidelity Total Bond ETF | Reduce -90.1% | 0.05% | −0.34 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -43.6% | 0.67% | −0.31 |
| BITX 2X Bitcoin ETF | Reduce -11.6% | 0.83% | −0.29 |
| IOO iShares Global 100 ETF | Reduce -47.0% | 0.42% | −0.26 |
| MSTR Strategy Inc. | Reduce -34.2% | 0.93% | −0.24 |
| VGIT Vanguard Intermediate-Term T | Reduce -92.7% | 0.02% | −0.23 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -49.0% | 0.36% | −0.23 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -38.6% | 0.51% | −0.21 |
| TSLA Tesla Inc. | Reduce -0.7% | 0.67% | −0.19 |
| FTCS First Trust Capital Strength | Reduce -43.4% | 0.44% | −0.18 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -17.9% | 2.02% | −0.18 |
| VGT Vanguard Info Tech ETF | Reduce -36.9% | 0.37% | −0.18 |
| JPST JPMorgan Ultra-Short Income | Reduce -56.5% | 0.18% | −0.16 |
| FSK FS KKR Capital Corp. | Reduce -49.2% | 0.22% | −0.14 |
| AVGO Broadcom Inc. | Reduce -1.6% | 0.82% | −0.13 |
| SMCI Super Micro Computer Inc. | Reduce -70.6% | 0.08% | −0.12 |
| OBDC Blue Owl Capital Corp. | Reduce -49.1% | 0.18% | −0.12 |
| JPIE JPMorgan Income ETF | Reduce -77.1% | 0.05% | −0.12 |
| MINT PIMCO Enhanced Short Maturit | Reduce -77.6% | 0.04% | −0.11 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.10 |
| ETHE Grayscale Ethereum Staking E | Reduce -37.3% | 0.07% | −0.10 |
| HON Honeywell International Inc. | Reduce -33.6% | 0.28% | −0.09 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -68.5% | 0.05% | −0.09 |
| GOVT iShares US Treasury Bond ETF | Reduce -68.5% | 0.05% | −0.08 |
| VT Vanguard Tot World STK ETF | Reduce -49.3% | 0.13% | −0.08 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -40.6% | 0.16% | −0.07 |
| ET Energy Transfer LP | Reduce -53.3% | 0.08% | −0.07 |
| DVY iShares Select Dividend ETF | Reduce -31.6% | 0.36% | −0.06 |
| TDIV FT Nasdaq Tech DVD Index FD | Reduce -46.0% | 0.10% | −0.06 |
| PHYS Sprott Physical Gold Trust | Sold out | 0.00% | −0.06 |
| PAVE Global X US Infrastructure | Reduce -47.1% | 0.09% | −0.06 |
| MSFT Microsoft Corp. | Reduce -10.2% | 2.23% | −0.06 |
| FTHI Fthi/First Trust Exchange-TR | Reduce -46.4% | 0.09% | −0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -38.4% | 0.12% | −0.06 |
| IWF iShares Russell 1000 Growth | Reduce -29.3% | 0.18% | −0.05 |
| DJP Ipath Bloomberg Commodity Inc. | Sold out | 0.00% | −0.05 |
| FSEP FT Vest U.S. Equity Buffer E | Sold out | 0.00% | −0.05 |
| XVV iShares ESG Select Screened | Sold out | 0.00% | −0.05 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -49.4% | 0.09% | −0.05 |
| FUTY Fidelity MSCI US Utilities | Reduce -37.9% | 0.19% | −0.05 |
| LMBS First Trust Low Duration Opp | Sold out | 0.00% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -18.8% | 0.48% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -8.5% | 0.50% | −0.05 |
| XLY SS Consumer Disc Select Sect | Reduce -32.9% | 0.12% | −0.04 |
| HYBL SS Blackstone High Inc. ETF | Reduce -50.0% | 0.07% | −0.04 |
| AOR iShares Core 60/40 Balanced | Reduce -55.3% | 0.05% | −0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| TLT iShares 20+ Year Treasury BD | Add +212.3% | 0.31% | +0.23 |
| SPOT Spotify Technology SA | Add +66.1% | 0.37% | +0.22 |
| LB Landbridge Co. LLC-A | New | 0.20% | +0.20 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +10.8% | 0.67% | +0.18 |
| SCHG Schwab US Large-Cap Growth | Add +1.8% | 1.72% | +0.17 |
| TPL Texas Pacific Land Corp. | Add +5.8% | 0.49% | +0.17 |
| HE Hawaiian Electric Inds | New | 0.17% | +0.17 |
| JEPI JPMorgan Equity Premium Inco | Add +11.8% | 0.62% | +0.16 |
| SGOV iShares 0-3 Month Treasury B | Add +101.2% | 0.25% | +0.15 |
| PLTR Palantir Technologies Inc. Class A | Add +21.8% | 0.37% | +0.15 |
| SJT San Juan Basin Royalty TR | New | 0.14% | +0.14 |
| FTLS First Trust Long/Short Eqty | Add +35.0% | 0.37% | +0.14 |
| PM Philip Morris International | Add +94.6% | 0.19% | +0.13 |
| GBTC Grayscale Bitcoin Trust ETF | Add +0.5% | 1.70% | +0.12 |
| IBM Intl Business Machines Corp. | Add +1.4% | 0.40% | +0.11 |
| SLV iShares Silver Trust | Add +87.0% | 0.17% | +0.11 |
| VDC Vanguard Consumer Staple ETF | Add +50.8% | 0.22% | +0.11 |
| JEPQ JPM Nasdaq Equity Premium | Add +19.2% | 0.42% | +0.11 |
| NLR Vaneck Urani & Nuclr ETF-Usd | New | 0.10% | +0.10 |
| MTN Vail Resorts Inc. | New | 0.09% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Add +8.3% | 0.32% | +0.09 |
| NFLX Netflix Inc. | Add +2.5% | 0.38% | +0.09 |
| AMLP Alerian MLP ETF | Add +68.8% | 0.16% | +0.09 |
| CIBR First Trust Nasdaq Cybersecu | Add +61.6% | 0.18% | +0.09 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +4.0% | 0.34% | +0.09 |
| RWL Invesco S&P 500 Revenue ETF | Add +1.1% | 0.42% | +0.08 |
| ABBV Abbvie Inc. | Add +4.7% | 0.25% | +0.08 |
| X United States Steel Corp. | New | 0.08% | +0.08 |
| BOTZ Global X Robotics & Artifici | Add +168.6% | 0.12% | +0.08 |
| XSMO Invesco S&P Smallcap Momentu | Add +62.3% | 0.16% | +0.08 |
| RKT Rocket Cos Inc. Class A | New | 0.08% | +0.08 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +31.2% | 0.19% | +0.07 |
| CNX CNX Resources Corp. | New | 0.07% | +0.07 |
| T AT&T Inc. | Add +28.7% | 0.15% | +0.07 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +13.4% | 0.24% | +0.07 |
| JAAA Janus Henderson Aaa Clo ETF | Add +216.1% | 0.09% | +0.06 |
| DUK Duke Energy Corp. | Add +0.5% | 0.23% | +0.06 |
| RSP Invesco S&P 500 Equal Weight | Add +93.1% | 0.11% | +0.06 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +15.5% | 0.26% | +0.06 |
| SDIV Global X Superdividend ETF | New | 0.06% | +0.06 |
| IWP iShares Russell Mid-Cap Grow | Add +22.9% | 0.20% | +0.06 |
| STEW SRH Total Return Fund Inc. | Add +38.9% | 0.12% | +0.06 |
| MDYV SS SPDR S&P 400 MC Val ETF | Add +11.8% | 0.23% | +0.05 |
| FBTC Fidelity Wise Origin Bitcoin | Add +3.2% | 0.55% | +0.05 |
| NRG NRG Energy Inc. | Add +4.6% | 0.21% | +0.05 |
| DFAX Dimensional World Ex US Core | Add +1.1% | 0.23% | +0.05 |
| FDL First Trust Morn DVD Lead Inc. | Add +88.9% | 0.09% | +0.05 |
| VCLT Vanguard Long-Term Corp. Bond | Add +10.6% | 0.18% | +0.05 |
| RDVY First Trust Rising Dividend | Add +0.8% | 0.28% | +0.05 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +82.4% | 0.09% | +0.05 |
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 |