Kingswood Wealth Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Kingswood Wealth Advisors, LLC reported 743 stock positions worth $1.3 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 3.6% of the portfolio, followed by Apple (AAPL, 3.5%) and Nvidia (NVDA, 3.4%). Compared with Q1 2025, it opened 84 new positions, sold out of 64, added to 287 and reduced 325. The biggest buy was Proshares Ultra S&P500 (SSO, shares +1451%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0001987855
- Portfolio Value
- $1.3B (Q2 2025)
- SEC Filing
- 0001987855-25-000005 ↗ filed Jul 23, 2025
Holdings Value
Holdings 743 stocks · $1.3B
| SPY SS SPDR S&P 500 ETF Trust-US | 3.57% | 73,142 | $45.2M | Add +30.9% |
| AAPL Apple Inc. | 3.53% | 218,012 | $44.7M | Reduce -0.0% |
| NVDA Nvidia Corp. | 3.38% | 270,605 | $42.8M | Reduce -7.3% |
| MSFT Microsoft Corp. | 2.33% | 59,195 | $29.4M | Reduce -8.7% |
| QQQ Invesco QQQ Trust Series 1 | 2.02% | 46,302 | $25.5M | Reduce -1.6% |
| GBTC Grayscale Bitcoin Trust ETF | 1.89% | 282,255 | $23.9M | Reduce -1.4% |
| SCHG Schwab US Large-Cap Growth | 1.88% | 816,618 | $23.9M | Add +8.7% |
| AMZN Amazon.com Inc. | 1.79% | 103,437 | $22.7M | Add +7.7% |
| VOO Vanguard S&P 500 ETF | 1.69% | 37,709 | $21.4M | Reduce -4.9% |
| IVV iShares Core S&P 500 ETF | 1.42% | 28,868 | $17.9M | Add +30.5% |
| BITX 2X Bitcoin ETF | 1.26% | 296,454 | $16.0M | Add +16.4% |
| AVGO Broadcom Inc. | 1.23% | 56,405 | $15.5M | Add +5.0% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 1.20% | 37,614 | $15.2M | Add +6.2% |
| FPE FT-Preferred Secur & Inc. ETF | 1.14% | 812,847 | $14.5M | Add +96.0% |
| META Meta Platforms Inc. Class A | 1.09% | 18,750 | $13.8M | Reduce -4.8% |
| SSO Proshares Ultra S&P500 | 0.93% | 120,914 | $11.8M | Add +1451.4% |
| GOOGL Alphabet Inc. Class A | 0.80% | 57,582 | $10.1M | Reduce -3.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.70% | 50,049 | $8.8M | Add +18.0% |
| TSLA Tesla Inc. | 0.69% | 27,662 | $8.8M | Reduce -2.0% |
| JPM JPMorgan Chase & Co. | 0.69% | 29,999 | $8.7M | Add +1.1% |
| FBTC Fidelity Wise Origin Bitcoin | 0.67% | 90,931 | $8.5M | Add +8.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 16,126 | $7.8M | Add +18.6% |
| CAT Caterpillar Inc. | 0.60% | 19,715 | $7.7M | Reduce -2.8% |
| DVY iShares Select Dividend ETF | 0.60% | 56,816 | $7.5M | Add +92.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.59% | 17,046 | $7.5M | Add +4.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.59% | 78,967 | $7.4M | Reduce -2.5% |
| PLTR Palantir Technologies Inc. Class A | 0.57% | 52,676 | $7.2M | Add +10.6% |
| JEPI JPMorgan Equity Premium Inco | 0.56% | 125,158 | $7.1M | Add +4.8% |
| IYW iShares Ustechnology ETF | 0.54% | 39,233 | $6.8M | Add +193.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.53% | 22,245 | $6.8M | Add +8.6% |
| PH Parker Hannifin Corp. | 0.52% | 9,447 | $6.6M | Add +5.1% |
| IBIT iShares Bitcoin Trust ETF | 0.50% | 102,738 | $6.3M | Add +2.1% |
| NFLX Netflix Inc. | 0.47% | 4,437 | $5.9M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 0.47% | 33,477 | $5.9M | Reduce -3.3% |
| VGT Vanguard Info Tech ETF | 0.46% | 8,860 | $5.9M | Add +17.9% |
| TPL Texas Pacific Land Corp. | 0.46% | 5,536 | $5.8M | Add +38.1% |
| NEE Nextera Energy Inc. | 0.46% | 83,648 | $5.8M | Reduce -1.6% |
| COST Costco Wholesale Corp. | 0.44% | 5,691 | $5.6M | Reduce -2.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.44% | 23,447 | $5.6M | Reduce -1.1% |
| AGG iShares Core U.S. Aggregate | 0.42% | 53,658 | $5.3M | Reduce -2.9% |
| V Visa Inc. Class A | 0.41% | 14,744 | $5.2M | Add +0.0% |
| VIG Vanguard Dividend Apprec ETF | 0.41% | 25,171 | $5.2M | Reduce -3.8% |
| TXN Texas Instruments Inc. | 0.41% | 24,770 | $5.1M | Reduce -1.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.40% | 17,388 | $5.1M | Reduce -0.5% |
| FTCS First Trust Capital Strength | 0.40% | 55,795 | $5.1M | Add +4.3% |
| LLY Eli Lilly & Co. | 0.40% | 6,483 | $5.1M | Reduce -8.9% |
| IOO iShares Global 100 ETF | 0.38% | 44,950 | $4.8M | Reduce -4.7% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.38% | 88,447 | $4.8M | Reduce -1.1% |
| WMT Walmart Inc. | 0.38% | 48,774 | $4.8M | Reduce -1.5% |
| RTX RTX Corp. | 0.37% | 32,504 | $4.7M | Reduce -5.8% |
| AMD Advanced Micro Devices | 0.37% | 33,302 | $4.7M | Add +3.5% |
| TT Trane Technologies PLC | 0.37% | 10,666 | $4.7M | Reduce -5.9% |
| XOM Exxon Mobil Corp. | 0.37% | 43,149 | $4.7M | Add +18.0% |
| GLD SPDR Gold Shares | 0.37% | 15,187 | $4.6M | Reduce -20.6% |
| RWL Invesco S&P 500 Revenue ETF | 0.36% | 44,221 | $4.6M | Reduce -4.1% |
| GS Goldman Sachs Group Inc. | 0.36% | 6,489 | $4.6M | Add +47.5% |
| MTUM iShares MSCI USA Momentum Fa | 0.36% | 19,047 | $4.6M | Reduce -2.5% |
| FTLS First Trust Long/Short Eqty | 0.36% | 67,929 | $4.5M | Add +8.1% |
| MTZ Mastec Inc. | 0.35% | 26,093 | $4.4M | Reduce -8.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.35% | 109,067 | $4.4M | Add +7.5% |
| DLN Wisdomtree US Largecap Divid | 0.35% | 53,763 | $4.4M | Add +0.3% |
| ETN Eaton Corp. PLC | 0.34% | 12,232 | $4.4M | Reduce -3.6% |
| BA The Boeing Co. | 0.34% | 20,383 | $4.3M | Add +4.3% |
| XLF SS Financial Select Sector | 0.33% | 80,338 | $4.2M | Add +2.3% |
| VEA Vanguard Ftse Developed ETF | 0.33% | 73,551 | $4.2M | Add +6.1% |
| SDY SS SPDR S&P Dividend ETF | 0.32% | 29,469 | $4.0M | Add +4.1% |
| PG The Procter & Gamble Co. | 0.31% | 24,454 | $3.9M | Add +15.2% |
| IMCG iShares Morningstar Mid-Cap | 0.31% | 48,213 | $3.9M | Add +0.8% |
| LMT Lockheed Martin Corp. | 0.30% | 8,275 | $3.8M | Add +1.8% |
| QCOM Qualcomm Inc. | 0.30% | 23,736 | $3.8M | Add +4.1% |
| APD Air Products & Chemicals Inc. | 0.30% | 13,342 | $3.8M | Reduce -1.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 78,819 | $3.7M | Reduce -1.2% |
| ORCL Oracle Corp. | 0.29% | 17,043 | $3.7M | Reduce -10.4% |
| NRG NRG Energy Inc. | 0.29% | 23,179 | $3.7M | Reduce -2.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.29% | 8,489 | $3.7M | Add +5.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 16,150 | $3.7M | Add +20.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.29% | 5 | $3.6M | No change |
| RDVY First Trust Rising Dividend | 0.28% | 57,506 | $3.6M | Add +10.1% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 58,154 | $3.6M | Add +16.1% |
| XLK SS Technology Select Sector | 0.28% | 14,079 | $3.6M | Add +5.0% |
| SCHV Schwab US Large-Cap Value | 0.28% | 128,255 | $3.5M | Add +4.8% |
| MAA Mid-America Apartment Comm | 0.28% | 23,778 | $3.5M | Reduce -1.9% |
| KO The Coca-Cola Co. | 0.27% | 48,046 | $3.4M | Add +2.4% |
| HON Honeywell International Inc. | 0.27% | 14,593 | $3.4M | Reduce -0.9% |
| PULS Pgim Ultra Short Bond ETF | 0.27% | 67,999 | $3.4M | Reduce -12.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.27% | 30,204 | $3.4M | Add +6.6% |
| HD Home Depot Inc. | 0.27% | 9,152 | $3.4M | Reduce -0.9% |
| SMH Vaneck Semiconductor ETF | 0.26% | 11,832 | $3.3M | Add +5.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.26% | 11,573 | $3.2M | Add +10.0% |
| GD General Dynamics Corp. | 0.26% | 11,098 | $3.2M | Reduce -2.3% |
| PLD Prologis Inc. | 0.25% | 30,491 | $3.2M | Reduce -0.8% |
| CVX Chevron Corp. | 0.25% | 22,063 | $3.2M | Add +8.1% |
| IWP iShares Russell Mid-Cap Grow | 0.25% | 22,500 | $3.1M | Add +20.7% |
| MA Mastercard Inc. Class A | 0.25% | 5,552 | $3.1M | Reduce -1.3% |
| SPMO Invesco S&P 500 Momentum ETF | 0.24% | 27,545 | $3.1M | Add +91.4% |
| LNG Cheniere Energy Inc. | 0.24% | 12,537 | $3.1M | Reduce -4.9% |
| LB Landbridge Co. LLC-A | 0.24% | 44,891 | $3.0M | Add +50.9% |
| ESS Essex Property Trust Inc. | 0.24% | 10,652 | $3.0M | Reduce -2.9% |
| BTC Grayscale Bitcoin Mini ETF | 0.24% | 62,843 | $3.0M | Add +2.5% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.23% | 33,915 | $2.9M | Add +5.3% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.0% | 3.53% | −0.90 |
| SPOT Spotify Technology SA | Reduce -84.2% | 0.07% | −0.30 |
| UNH Unitedhealth Group Inc. | Reduce -15.1% | 0.17% | −0.22 |
| SGOV iShares 0-3 Month Treasury B | Reduce -68.0% | 0.07% | −0.18 |
| VOO Vanguard S&P 500 ETF | Reduce -4.9% | 1.69% | −0.17 |
| TLT iShares 20+ Year Treasury BD | Reduce -34.7% | 0.17% | −0.14 |
| GLD SPDR Gold Shares | Reduce -20.6% | 0.37% | −0.14 |
| LLY Eli Lilly & Co. | Reduce -8.9% | 0.40% | −0.14 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -2.5% | 0.59% | −0.11 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -60.5% | 0.05% | −0.10 |
| MAA Mid-America Apartment Comm | Reduce -1.9% | 0.28% | −0.09 |
| NEE Nextera Energy Inc. | Reduce -1.6% | 0.46% | −0.09 |
| VHT Vanguard Health Care ETF | Reduce -48.2% | 0.06% | −0.08 |
| PULS Pgim Ultra Short Bond ETF | Reduce -12.1% | 0.27% | −0.08 |
| SLV iShares Silver Trust | Reduce -44.4% | 0.09% | −0.08 |
| ABBV Abbvie Inc. | Reduce -13.6% | 0.16% | −0.08 |
| BUFG FT Vest Buffered Allocation | Reduce -63.7% | 0.04% | −0.08 |
| HQH Abrdn Healthcare Investors | Sold out | 0.00% | −0.08 |
| JPST JPMorgan Ultra-Short Income | Reduce -36.0% | 0.10% | −0.08 |
| X United States Steel Corp. | Sold out | 0.00% | −0.08 |
| AGG iShares Core U.S. Aggregate | Reduce -2.9% | 0.42% | −0.08 |
| FXO First Trust Financial Alphad | Sold out | 0.00% | −0.08 |
| HE Hawaiian Electric Inds | Reduce -34.0% | 0.09% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -13.1% | 0.15% | −0.07 |
| ELV Elevance Health Inc. | Reduce -2.4% | 0.22% | −0.07 |
| CNX CNX Resources Corp. | Sold out | 0.00% | −0.07 |
| PRN Invesco Dorsey Wright Indus | Sold out | 0.00% | −0.07 |
| ESS Essex Property Trust Inc. | Reduce -2.9% | 0.24% | −0.07 |
| APD Air Products & Chemicals Inc. | Reduce -1.5% | 0.30% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -2.8% | 0.44% | −0.06 |
| PLD Prologis Inc. | Reduce -0.8% | 0.25% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -8.5% | 0.18% | −0.06 |
| PM Philip Morris International | Reduce -29.9% | 0.13% | −0.06 |
| PEP Pepsico Inc. | Reduce -11.7% | 0.12% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.8% | 0.41% | −0.06 |
| ESGU iShares ESG Aware MSCI USA | Reduce -20.7% | 0.18% | −0.06 |
| VDC Vanguard Consumer Staple ETF | Reduce -13.0% | 0.17% | −0.06 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -4.1% | 0.36% | −0.05 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -22.9% | 0.13% | −0.05 |
| SOXX iShares Semiconductor ETF | Reduce -64.5% | 0.03% | −0.05 |
| VNQ Vanguard Real Estate ETF | Reduce -39.4% | 0.06% | −0.05 |
| FISV Fiserv Inc. | Reduce -42.0% | 0.03% | −0.05 |
| HUM Humana Inc. | Reduce -4.2% | 0.16% | −0.05 |
| T AT&T Inc. | Reduce -23.7% | 0.10% | −0.05 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -11.8% | 0.22% | −0.05 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -48.0% | 0.04% | −0.05 |
| INTC Intel Corp. | Reduce -25.1% | 0.08% | −0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -3.8% | 0.80% | −0.05 |
| BIDD iShares International Divide | Sold out | 0.00% | −0.05 |
| GILD Gilead Sciences Inc. | Reduce -23.1% | 0.09% | −0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| SSO Proshares Ultra S&P500 | Add +1451.4% | 0.93% | +0.87 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +30.9% | 3.57% | +0.71 |
| FPE FT-Preferred Secur & Inc. ETF | Add +96.0% | 1.14% | +0.48 |
| BITX 2X Bitcoin ETF | Add +16.4% | 1.26% | +0.44 |
| AVGO Broadcom Inc. | Add +5.0% | 1.23% | +0.41 |
| IYW iShares Ustechnology ETF | Add +193.7% | 0.54% | +0.37 |
| IVV iShares Core S&P 500 ETF | Add +30.5% | 1.42% | +0.28 |
| MSTR Strategy Inc. | Add +6.2% | 1.20% | +0.27 |
| DVY iShares Select Dividend ETF | Add +92.0% | 0.60% | +0.23 |
| PLTR Palantir Technologies Inc. Class A | Add +10.6% | 0.57% | +0.20 |
| SCHG Schwab US Large-Cap Growth | Add +8.7% | 1.88% | +0.17 |
| GS Goldman Sachs Group Inc. | Add +47.5% | 0.36% | +0.14 |
| SPMO Invesco S&P 500 Momentum ETF | Add +91.4% | 0.24% | +0.12 |
| FBTC Fidelity Wise Origin Bitcoin | Add +8.0% | 0.67% | +0.12 |
| AMZN Amazon.com Inc. | Add +7.7% | 1.79% | +0.12 |
| SNTH MRP Synthequity ETF | New | 0.11% | +0.11 |
| TFLO iShares Treasury Floating Ra | New | 0.10% | +0.10 |
| VGT Vanguard Info Tech ETF | Add +17.9% | 0.46% | +0.09 |
| SJT San Juan Basin Royalty TR | Add +74.1% | 0.23% | +0.09 |
| TSM Taiwan Semiconductor-SP ADR | Add +20.1% | 0.29% | +0.09 |
| AMD Advanced Micro Devices | Add +3.5% | 0.37% | +0.07 |
| IBIT iShares Bitcoin Trust ETF | Add +2.1% | 0.50% | +0.07 |
| JPIE JPMorgan Income ETF | Add +174.3% | 0.11% | +0.06 |
| GEV GE Vernova Inc. | Add +11.1% | 0.16% | +0.06 |
| FBND Fidelity Total Bond ETF | Add +163.7% | 0.11% | +0.06 |
| ZMAY Innovator Edp ETF -1 YR May | New | 0.06% | +0.06 |
| BBAI Bigbear.ai Holdings Inc. | Add +429.3% | 0.07% | +0.06 |
| STX Seagate Technology Holdings | Add +41.6% | 0.11% | +0.06 |
| PANW Palo Alto Networks Inc. | Add +75.9% | 0.12% | +0.05 |
| GRNY Fundstr Gran SH US LRG Cap | New | 0.05% | +0.05 |
| DGRO iShares Core Dividend Growth | Add +42.8% | 0.23% | +0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +19.5% | 0.14% | +0.05 |
| DASH DoorDash Inc. Class A | New | 0.05% | +0.05 |
| IWP iShares Russell Mid-Cap Grow | Add +20.7% | 0.25% | +0.05 |
| QQQM Invesco Nasdaq 100 ETF | Add +27.6% | 0.20% | +0.05 |
| OSCR Oscar Health Inc. Class A | New | 0.05% | +0.05 |
| TQQQ Proshares Ultrapro QQQ | Add +27.7% | 0.12% | +0.05 |
| SMH Vaneck Semiconductor ETF | Add +5.7% | 0.26% | +0.04 |
| LB Landbridge Co. LLC-A | Add +50.9% | 0.24% | +0.04 |
| GMAY FT Vest U.S. Equity Moderate | Add +220.3% | 0.06% | +0.04 |
| STNG Scorpio Tankers Inc. | New | 0.04% | +0.04 |
| CRWV Coreweave Inc. Class A | New | 0.04% | +0.04 |
| ARM Arm Holdings PLC-ADR | Add +52.1% | 0.08% | +0.04 |
| SPXL Direxion Daily S&P 500 Bull | New | 0.04% | +0.04 |
| TLN Talen Energy Corp. | New | 0.04% | +0.04 |
| FMAR FT Vest US Equity Buffer ETF | New | 0.04% | +0.04 |
| MU Micron Technology Inc. | Add +13.8% | 0.13% | +0.04 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | New | 0.04% | +0.04 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Add +3.7% | 0.13% | +0.04 |
| BA The Boeing Co. | Add +4.3% | 0.34% | +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 |