Kingswood Wealth Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), Kingswood Wealth Advisors, LLC reported 790 stock positions worth $1.7 billion. Its top holding was Apple (AAPL) at 3.9% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 3.2%) and Nvidia (NVDA, 3.0%). Compared with Q2 2025, it opened 115 new positions, sold out of 68, added to 429 and reduced 213. The biggest buy was a new position in Lamar Advertising Class A (LAMR) and the biggest sale 2X Bitcoin ETF (BITX, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0001987855
- Portfolio Value
- $1.7B (Q3 2025)
- SEC Filing
- 0001987855-25-000008 ↗ filed Oct 23, 2025
Holdings Value
Holdings 790 stocks · $1.7B
| AAPL Apple Inc. | 3.91% | 253,776 | $64.6M | Add +16.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.16% | 78,372 | $52.2M | Add +7.2% |
| NVDA Nvidia Corp. | 2.99% | 264,746 | $49.4M | Reduce -2.2% |
| MSFT Microsoft Corp. | 2.22% | 70,992 | $36.8M | Add +19.9% |
| SCHG Schwab US Large-Cap Growth | 2.05% | 1,060,720 | $33.8M | Add +29.9% |
| QQQ Invesco QQQ Trust Series 1 | 2.00% | 55,125 | $33.1M | Add +19.1% |
| AMZN Amazon.com Inc. | 1.68% | 126,161 | $27.7M | Add +22.0% |
| VOO Vanguard S&P 500 ETF | 1.65% | 44,402 | $27.2M | Add +17.8% |
| GBTC Grayscale Bitcoin Trust ETF | 1.55% | 284,948 | $25.6M | Add +0.9% |
| IVV iShares Core S&P 500 ETF | 1.30% | 32,006 | $21.4M | Add +10.9% |
| FPE FT-Preferred Secur & Inc. ETF | 1.29% | 1,171,723 | $21.4M | Add +44.1% |
| AVGO Broadcom Inc. | 1.14% | 57,236 | $18.9M | Add +1.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.97% | 85,852 | $16.0M | Add +71.5% |
| META Meta Platforms Inc. Class A | 0.93% | 20,971 | $15.4M | Add +11.8% |
| SSO Proshares Ultra S&P500 | 0.90% | 132,858 | $14.9M | Add +9.9% |
| GOOGL Alphabet Inc. Class A | 0.90% | 61,123 | $14.9M | Add +6.2% |
| JPM JPMorgan Chase & Co. | 0.84% | 43,951 | $13.9M | Add +46.5% |
| MSTR Strategy Inc. | 0.80% | 41,017 | $13.2M | Add +9.1% |
| TSLA Tesla Inc. | 0.78% | 29,052 | $12.9M | Add +5.0% |
| BITX 2X Bitcoin ETF | 0.77% | 231,350 | $12.7M | Reduce -22.0% |
| LAMR Lamar Advertising Co. Class A | 0.73% | 98,054 | $12.0M | New |
| GOOG Alphabet Inc. Class C | 0.68% | 45,966 | $11.2M | Add +37.3% |
| PLTR Palantir Technologies Inc. Class A | 0.65% | 59,211 | $10.8M | Add +12.4% |
| CAT Caterpillar Inc. | 0.64% | 22,202 | $10.6M | Add +12.6% |
| VGT Vanguard Info Tech ETF | 0.64% | 14,073 | $10.5M | Add +58.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.59% | 19,407 | $9.8M | Add +20.4% |
| XLF SS Financial Select Sector | 0.59% | 181,066 | $9.8M | Add +125.4% |
| IYW iShares Ustechnology ETF | 0.55% | 46,544 | $9.1M | Add +18.6% |
| VIG Vanguard Dividend Apprec ETF | 0.55% | 42,086 | $9.1M | Add +67.2% |
| JEPI JPMorgan Equity Premium Inco | 0.54% | 157,491 | $9.0M | Add +25.8% |
| FBTC Fidelity Wise Origin Bitcoin | 0.54% | 89,873 | $9.0M | Reduce -1.2% |
| DVY iShares Select Dividend ETF | 0.50% | 58,710 | $8.3M | Add +3.3% |
| FUTY Fidelity MSCI US Utilities | 0.50% | 147,303 | $8.3M | Add +256.6% |
| FTCS First Trust Capital Strength | 0.49% | 87,278 | $8.2M | Add +56.4% |
| FTLS First Trust Long/Short Eqty | 0.48% | 113,163 | $7.9M | Add +66.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.48% | 16,997 | $7.9M | Reduce -0.3% |
| SCHD Schwab US DVD Equity ETF | 0.47% | 282,121 | $7.7M | Add +401.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.46% | 80,685 | $7.7M | Add +2.2% |
| GLD SPDR Gold Shares | 0.45% | 20,957 | $7.4M | Add +38.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.44% | 28,798 | $7.3M | Add +22.8% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.43% | 52,715 | $7.2M | Add +249.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.43% | 21,716 | $7.1M | Reduce -2.4% |
| RWL Invesco S&P 500 Revenue ETF | 0.42% | 63,252 | $7.0M | Add +43.0% |
| NEE Nextera Energy Inc. | 0.42% | 91,347 | $6.9M | Add +9.2% |
| IBIT iShares Bitcoin Trust ETF | 0.41% | 104,580 | $6.8M | Add +1.8% |
| WMT Walmart Inc. | 0.41% | 65,683 | $6.8M | Add +34.7% |
| ETN Eaton Corp. PLC | 0.40% | 17,776 | $6.7M | Add +45.3% |
| FCOM Fidelity MSCI Comm Serv Indx | 0.38% | 88,867 | $6.3M | Add +944.3% |
| PH Parker Hannifin Corp. | 0.38% | 8,269 | $6.3M | Reduce -12.5% |
| BOTZ Global X Robotics & Artifici | 0.36% | 169,675 | $6.0M | Add +242.7% |
| XLY SS Consumer Disc Select Sect | 0.36% | 24,629 | $5.9M | Add +232.9% |
| DGRW Wisdomtree U.S. Quality Divi | 0.36% | 66,314 | $5.9M | New |
| MTZ Mastec Inc. | 0.35% | 27,484 | $5.8M | Add +5.3% |
| XOM Exxon Mobil Corp. | 0.35% | 51,822 | $5.8M | Add +20.1% |
| ABBV Abbvie Inc. | 0.35% | 25,172 | $5.8M | Add +125.7% |
| GS Goldman Sachs Group Inc. | 0.35% | 7,171 | $5.7M | Add +10.5% |
| AGG iShares Core U.S. Aggregate | 0.34% | 56,875 | $5.7M | Add +6.0% |
| NFLX Netflix Inc. | 0.34% | 4,689 | $5.6M | Add +5.7% |
| COST Costco Wholesale Corp. | 0.34% | 6,048 | $5.6M | Add +6.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.34% | 18,136 | $5.6M | Add +217.0% |
| RTX RTX Corp. | 0.34% | 33,272 | $5.6M | Add +2.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.34% | 18,860 | $5.5M | Add +63.0% |
| IOO iShares Global 100 ETF | 0.33% | 45,797 | $5.5M | Add +1.9% |
| FBND Fidelity Total Bond ETF | 0.33% | 118,460 | $5.5M | Add +291.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.33% | 11,329 | $5.4M | Add +33.5% |
| LLY Eli Lilly & Co. | 0.33% | 7,056 | $5.4M | Add +8.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 18,988 | $5.4M | Add +9.2% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.32% | 92,843 | $5.3M | Add +5.0% |
| ORCL Oracle Corp. | 0.32% | 18,849 | $5.3M | Add +10.6% |
| VEA Vanguard Ftse Developed ETF | 0.31% | 86,530 | $5.2M | Add +17.6% |
| CIBR First Trust Nasdaq Cybersecu | 0.31% | 68,111 | $5.2M | Add +101.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.31% | 56,092 | $5.1M | Add +86.1% |
| AMD Advanced Micro Devices | 0.31% | 31,397 | $5.1M | Reduce -5.7% |
| IWP iShares Russell Mid-Cap Grow | 0.30% | 35,187 | $5.0M | Add +56.4% |
| SPMO Invesco S&P 500 Momentum ETF | 0.30% | 41,341 | $5.0M | Add +50.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.30% | 19,427 | $5.0M | Add +2.0% |
| SO The Southern Co. | 0.30% | 52,556 | $5.0M | Add +122.7% |
| TPL Texas Pacific Land Corp. | 0.30% | 5,323 | $5.0M | Reduce -3.9% |
| V Visa Inc. Class A | 0.30% | 14,548 | $5.0M | Reduce -1.3% |
| IWF iShares Russell 1000 Growth | 0.30% | 10,564 | $4.9M | Add +83.1% |
| JPIE JPMorgan Income ETF | 0.30% | 106,346 | $4.9M | Add +260.8% |
| HD Home Depot Inc. | 0.30% | 12,128 | $4.9M | Add +32.5% |
| DGRO iShares Core Dividend Growth | 0.29% | 71,575 | $4.9M | Add +56.7% |
| SDY SS SPDR S&P Dividend ETF | 0.29% | 34,196 | $4.8M | Add +16.0% |
| XLE SS Energy Select Sector | 0.29% | 53,273 | $4.8M | Add +372.6% |
| IJH iShares Core S&P Midcap ETF | 0.29% | 72,590 | $4.7M | Add +24.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 91,586 | $4.7M | Add +16.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.28% | 109,634 | $4.7M | Add +0.5% |
| BA The Boeing Co. | 0.28% | 21,085 | $4.6M | Add +3.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.27% | 39,806 | $4.5M | Add +31.8% |
| VDC Vanguard Consumer Staple ETF | 0.27% | 21,046 | $4.5M | Add +116.1% |
| DLN Wisdomtree US Largecap Divid | 0.27% | 51,498 | $4.5M | Reduce -4.2% |
| CVX Chevron Corp. | 0.27% | 28,671 | $4.5M | Add +29.9% |
| PG The Procter & Gamble Co. | 0.27% | 28,746 | $4.4M | Add +17.6% |
| RDVY First Trust Rising Dividend | 0.26% | 64,890 | $4.4M | Add +12.8% |
| TT Trane Technologies PLC | 0.26% | 10,118 | $4.3M | Reduce -5.1% |
| IMCG iShares Morningstar Mid-Cap | 0.25% | 50,894 | $4.2M | Add +5.6% |
| TXN Texas Instruments Inc. | 0.25% | 22,911 | $4.2M | Reduce -7.5% |
| QCOM Qualcomm Inc. | 0.25% | 24,366 | $4.1M | Add +2.6% |
| SPEM State Street SP PTF Em ETF | 0.24% | 86,378 | $4.0M | Add +28.8% |
Portfolio Sells Q2 2025 → Q3 2025
| BITX 2X Bitcoin ETF | Reduce -22.0% | 0.77% | −0.49 |
| NVDA Nvidia Corp. | Reduce -2.2% | 2.99% | −0.39 |
| NRG NRG Energy Inc. | Reduce -93.4% | 0.02% | −0.28 |
| TIDAL ETF TR | Sold out | 0.00% | −0.17 |
| TPL Texas Pacific Land Corp. | Reduce -3.9% | 0.30% | −0.16 |
| TXN Texas Instruments Inc. | Reduce -7.5% | 0.25% | −0.15 |
| HL Hecla Mining Co. | Reduce -96.7% | 0.01% | −0.14 |
| PH Parker Hannifin Corp. | Reduce -12.5% | 0.38% | −0.14 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -1.2% | 0.54% | −0.13 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.3% | 0.48% | −0.12 |
| V Visa Inc. Class A | Reduce -1.3% | 0.30% | −0.11 |
| TT Trane Technologies PLC | Reduce -5.1% | 0.26% | −0.11 |
| LB Landbridge Co. LLC-A | Reduce -10.1% | 0.13% | −0.11 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.4% | 0.43% | −0.10 |
| ELV Elevance Health Inc. | Reduce -7.8% | 0.13% | −0.09 |
| MAA Mid-America Apartment Comm | Reduce -7.3% | 0.19% | −0.09 |
| APD Air Products & Chemicals Inc. | Reduce -4.5% | 0.21% | −0.09 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -22.8% | 0.21% | −0.08 |
| DLN Wisdomtree US Largecap Divid | Reduce -4.2% | 0.27% | −0.08 |
| CRM Salesforce Inc. | Reduce -1.0% | 0.15% | −0.08 |
| ESS Essex Property Trust Inc. | Reduce -2.9% | 0.17% | −0.07 |
| AMD Advanced Micro Devices | Reduce -5.7% | 0.31% | −0.07 |
| LMT Lockheed Martin Corp. | Reduce -5.1% | 0.24% | −0.07 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -13.6% | 0.15% | −0.06 |
| WMB Williams Cos Inc. | Reduce -50.9% | 0.04% | −0.06 |
| PLD Prologis Inc. | Reduce -9.3% | 0.19% | −0.06 |
| WM Waste Management Inc. | Reduce -6.1% | 0.13% | −0.06 |
| HUM Humana Inc. | Reduce -18.3% | 0.10% | −0.05 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -4.1% | 0.15% | −0.05 |
| CI The Cigna Group | Reduce -3.6% | 0.09% | −0.05 |
| XLK SS Technology Select Sector | Reduce -3.7% | 0.23% | −0.05 |
| OSCR Oscar Health Inc. Class A | Sold out | 0.00% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.7% | 0.11% | −0.04 |
| ADBE Adobe Inc. | Reduce -9.9% | 0.07% | −0.04 |
| BUFG FT Vest Buffered Allocation | Sold out | 0.00% | −0.04 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -2.2% | 0.16% | −0.04 |
| SPOT Spotify Technology SA | Reduce -40.1% | 0.03% | −0.04 |
| TLT iShares 20+ Year Treasury BD | Reduce -0.7% | 0.13% | −0.04 |
| FCX Freeport-McMoran Inc. | Reduce -1.5% | 0.08% | −0.04 |
| ARM Arm Holdings PLC-ADR | Reduce -25.8% | 0.04% | −0.04 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -64.0% | 0.02% | −0.04 |
| CDE Coeur Mining Inc. | Sold out | 0.00% | −0.04 |
| TLN Talen Energy Corp. | Sold out | 0.00% | −0.04 |
| PDBC Invesco Optimum Yield Divers | Reduce -73.3% | 0.01% | −0.04 |
| ESGU iShares ESG Aware MSCI USA | Reduce -4.5% | 0.14% | −0.04 |
| DE Deere & Co. | Reduce -3.4% | 0.07% | −0.04 |
| FVD First Trust Value Line DVD | Reduce -7.1% | 0.10% | −0.04 |
| BBUS JPMorgan Betabuilders US Equ | Reduce -18.4% | 0.08% | −0.04 |
| XJPIX Nuveen Preferred Securities | Sold out | 0.00% | −0.04 |
| SBUX Starbucks Corp. | Reduce -1.8% | 0.08% | −0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| LAMR Lamar Advertising Co. Class A | New | 0.73% | +0.73 |
| AAPL Apple Inc. | Add +16.4% | 3.91% | +0.38 |
| DGRW Wisdomtree U.S. Quality Divi | New | 0.36% | +0.36 |
| SCHD Schwab US DVD Equity ETF | Add +401.4% | 0.47% | +0.35 |
| FCOM Fidelity MSCI Comm Serv Indx | Add +944.3% | 0.38% | +0.34 |
| FUTY Fidelity MSCI US Utilities | Add +256.6% | 0.50% | +0.33 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Add +249.4% | 0.43% | +0.30 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +71.5% | 0.97% | +0.27 |
| XLF SS Financial Select Sector | Add +125.4% | 0.59% | +0.26 |
| BOTZ Global X Robotics & Artifici | Add +242.7% | 0.36% | +0.24 |
| XLY SS Consumer Disc Select Sect | Add +232.9% | 0.36% | +0.23 |
| FBND Fidelity Total Bond ETF | Add +291.4% | 0.33% | +0.22 |
| XLE SS Energy Select Sector | Add +372.6% | 0.29% | +0.21 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +217.0% | 0.34% | +0.21 |
| GOOG Alphabet Inc. Class C | Add +37.3% | 0.68% | +0.21 |
| LEGR First Trust Indxx Innovative | New | 0.20% | +0.20 |
| GRID First TRST Nasd Class Edg Sgiif | Add +851.1% | 0.23% | +0.20 |
| JPIE JPMorgan Income ETF | Add +260.8% | 0.30% | +0.19 |
| ABBV Abbvie Inc. | Add +125.7% | 0.35% | +0.19 |
| IYJ iShares U.S. Industrials ETF | Add +735.5% | 0.22% | +0.18 |
| VGT Vanguard Info Tech ETF | Add +58.8% | 0.64% | +0.17 |
| SCHG Schwab US Large-Cap Growth | Add +29.9% | 2.05% | +0.16 |
| SKYY First Trust Cloud Computing | Add +394.8% | 0.21% | +0.16 |
| JPM JPMorgan Chase & Co. | Add +46.5% | 0.84% | +0.15 |
| FPE FT-Preferred Secur & Inc. ETF | Add +44.1% | 1.29% | +0.15 |
| DON Wisdomtree US Midcap Dividen | New | 0.15% | +0.15 |
| VIG Vanguard Dividend Apprec ETF | Add +67.2% | 0.55% | +0.14 |
| PFM Invesco Dividend Achievers E | New | 0.14% | +0.14 |
| SO The Southern Co. | Add +122.7% | 0.30% | +0.13 |
| FTLS First Trust Long/Short Eqty | Add +66.6% | 0.48% | +0.12 |
| CIBR First Trust Nasdaq Cybersecu | Add +101.9% | 0.31% | +0.11 |
| IWF iShares Russell 1000 Growth | Add +83.1% | 0.30% | +0.11 |
| FXH First Trust Health Care Alph | Add +676.3% | 0.13% | +0.11 |
| VDC Vanguard Consumer Staple ETF | Add +116.1% | 0.27% | +0.10 |
| MINT PIMCO Enhanced Short Maturit | Add +288.8% | 0.15% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +6.2% | 0.90% | +0.10 |
| MU Micron Technology Inc. | Add +67.2% | 0.23% | +0.10 |
| FTCS First Trust Capital Strength | Add +56.4% | 0.49% | +0.09 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +86.1% | 0.31% | +0.09 |
| ETHA iShares Ethereum Trust ETF | Add +47.5% | 0.19% | +0.09 |
| TSLA Tesla Inc. | Add +5.0% | 0.78% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | Add +12.4% | 0.65% | +0.09 |
| GLD SPDR Gold Shares | Add +38.0% | 0.45% | +0.09 |
| HDV iShares Core High Dividend E | Add +277.6% | 0.12% | +0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +63.0% | 0.34% | +0.08 |
| BMNR Bitmine Immersion Technologi | New | 0.07% | +0.07 |
| ORLY O'reilly Automotive Inc. | Add +188.3% | 0.11% | +0.07 |
| VGIT Vanguard Intermediate-Term T | Add +219.4% | 0.11% | +0.07 |
| JNJ Johnson & Johnson | Add +53.0% | 0.22% | +0.07 |
| DGRO iShares Core Dividend Growth | Add +56.7% | 0.29% | +0.06 |
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 |