Kingswood Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Kingswood Wealth Advisors, LLC reported 869 stock positions worth $2.1 billion. Its top holding was Apple (AAPL) at 4.1% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 2.9%) and Nvidia (NVDA, 2.8%). Compared with Q3 2025, it opened 136 new positions, sold out of 57, added to 487 and reduced 218. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +1019%) and the biggest sale Grayscale Bitcoin Trust ETF (GBTC, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0001987855
- Portfolio Value
- $2.1B (Q4 2025)
- SEC Filing
- 0001987855-26-000001 ↗ filed Jan 28, 2026
Holdings Value
Holdings 869 stocks · $2.1B
| AAPL Apple Inc. | 4.10% | 311,859 | $84.8M | Add +22.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.88% | 87,292 | $59.5M | Add +11.4% |
| NVDA Nvidia Corp. | 2.79% | 309,110 | $57.6M | Add +16.8% |
| QQQ Invesco QQQ Trust Series 1 | 2.22% | 74,679 | $45.9M | Add +35.5% |
| MSFT Microsoft Corp. | 2.18% | 93,175 | $45.1M | Add +31.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.83% | 198,219 | $37.9M | Add +130.9% |
| AMZN Amazon.com Inc. | 1.72% | 154,472 | $35.7M | Add +22.4% |
| SCHG Schwab US Large-Cap Growth | 1.60% | 1,012,395 | $33.0M | Reduce -4.6% |
| VOO Vanguard S&P 500 ETF | 1.49% | 49,189 | $30.8M | Add +10.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.41% | 362,880 | $29.1M | Add +1019.3% |
| AVGO Broadcom Inc. | 1.33% | 79,640 | $27.6M | Add +39.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.13% | 524,179 | $23.3M | Add +378.1% |
| GOOGL Alphabet Inc. Class A | 1.06% | 70,307 | $22.0M | Add +15.0% |
| CGGR Cap Group Growth Equity | 1.00% | 465,652 | $20.7M | New |
| VIG Vanguard Dividend Apprec ETF | 0.97% | 91,128 | $20.0M | Add +116.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.96% | 59,183 | $19.8M | Add +172.5% |
| JPM JPMorgan Chase & Co. | 0.95% | 61,254 | $19.7M | Add +39.4% |
| GBTC Grayscale Bitcoin Trust ETF | 0.94% | 283,835 | $19.4M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 0.92% | 60,823 | $19.1M | Add +32.3% |
| FPE FT-Preferred Secur & Inc. ETF | 0.92% | 1,040,215 | $19.0M | Reduce -11.2% |
| IVV iShares Core S&P 500 ETF | 0.85% | 25,762 | $17.6M | Reduce -19.5% |
| META Meta Platforms Inc. Class A | 0.85% | 26,655 | $17.6M | Add +27.1% |
| TSLA Tesla Inc. | 0.79% | 36,546 | $16.4M | Add +25.8% |
| SSO Proshares Ultra S&P500 | 0.75% | 266,574 | $15.4M | Add +0.3% |
| JEPI JPMorgan Equity Premium Inco | 0.64% | 232,715 | $13.3M | Add +47.8% |
| CAT Caterpillar Inc. | 0.62% | 22,540 | $12.9M | Add +1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.60% | 24,693 | $12.4M | Add +27.2% |
| LAMR Lamar Advertising Co. Class A | 0.60% | 97,508 | $12.3M | Reduce -0.6% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.57% | 204,496 | $11.9M | Add +120.3% |
| WMT Walmart Inc. | 0.57% | 106,638 | $11.9M | Add +62.4% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.55% | 283,081 | $11.4M | Add +349.2% |
| AGG iShares Core U.S. Aggregate | 0.53% | 109,257 | $10.9M | Add +92.1% |
| VGT Vanguard Info Tech ETF | 0.52% | 14,375 | $10.8M | Add +2.1% |
| PLTR Palantir Technologies Inc. Class A | 0.51% | 59,836 | $10.6M | Add +1.1% |
| XLF SS Financial Select Sector | 0.49% | 184,319 | $10.1M | Add +1.8% |
| IYW iShares Ustechnology ETF | 0.45% | 46,578 | $9.3M | Add +0.1% |
| NEE Nextera Energy Inc. | 0.44% | 112,961 | $9.1M | Add +23.7% |
| GLD SPDR Gold Shares | 0.44% | 22,824 | $9.0M | Add +8.9% |
| LLY Eli Lilly & Co. | 0.43% | 8,267 | $8.9M | Add +17.2% |
| SCHD Schwab US DVD Equity ETF | 0.43% | 322,117 | $8.8M | Add +14.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.42% | 33,977 | $8.8M | Add +18.0% |
| FBTC Fidelity Wise Origin Bitcoin | 0.42% | 113,665 | $8.7M | Add +26.5% |
| DVY iShares Select Dividend ETF | 0.42% | 61,091 | $8.6M | Add +4.1% |
| ABBV Abbvie Inc. | 0.41% | 37,119 | $8.5M | Add +47.5% |
| FUTY Fidelity MSCI US Utilities | 0.40% | 150,799 | $8.3M | Add +2.4% |
| FTLS First Trust Long/Short Eqty | 0.40% | 116,963 | $8.3M | Add +3.4% |
| FTCS First Trust Capital Strength | 0.40% | 89,642 | $8.3M | Add +2.7% |
| XOM Exxon Mobil Corp. | 0.40% | 68,602 | $8.3M | Add +32.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.39% | 85,277 | $8.0M | Add +5.7% |
| ETN Eaton Corp. PLC | 0.39% | 25,072 | $8.0M | Add +41.0% |
| HD Home Depot Inc. | 0.37% | 22,378 | $7.7M | Add +84.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.36% | 15,508 | $7.5M | Reduce -8.8% |
| PH Parker Hannifin Corp. | 0.36% | 8,436 | $7.4M | Add +2.0% |
| VYM Vanguard High DVD Yield ETF | 0.36% | 51,410 | $7.4M | Add +254.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.34% | 28,504 | $7.1M | Add +46.7% |
| COST Costco Wholesale Corp. | 0.34% | 8,241 | $7.1M | Add +36.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.34% | 24,413 | $7.1M | Add +29.4% |
| IWF iShares Russell 1000 Growth | 0.34% | 14,813 | $7.0M | Add +40.2% |
| RWL Invesco S&P 500 Revenue ETF | 0.33% | 60,456 | $6.9M | Reduce -4.4% |
| IBIT iShares Bitcoin Trust ETF | 0.33% | 138,763 | $6.9M | Add +32.7% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.33% | 55,150 | $6.8M | Add +4.6% |
| SGOV iShares 0-3 Month Treasury B | 0.33% | 68,193 | $6.8M | Add +376.1% |
| AMD Advanced Micro Devices | 0.33% | 31,749 | $6.8M | Add +1.1% |
| JNJ Johnson & Johnson | 0.33% | 32,621 | $6.8M | Add +67.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 22,509 | $6.7M | Add +18.5% |
| FCOM Fidelity MSCI Comm Serv Indx | 0.32% | 90,399 | $6.6M | Add +1.7% |
| GS Goldman Sachs Group Inc. | 0.32% | 7,530 | $6.6M | Add +5.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.32% | 13,539 | $6.6M | Add +19.5% |
| BITX 2X Bitcoin ETF | 0.31% | 234,335 | $6.5M | Add +1.3% |
| MSTR Strategy Inc. | 0.31% | 42,750 | $6.5M | Add +4.2% |
| MU Micron Technology Inc. | 0.31% | 22,641 | $6.5M | Add +1.6% |
| SO The Southern Co. | 0.31% | 73,709 | $6.4M | Add +40.3% |
| BOTZ Global X Robotics & Artifici | 0.30% | 172,988 | $6.3M | Add +1.9% |
| VEA Vanguard Ftse Developed ETF | 0.30% | 100,243 | $6.3M | Add +15.8% |
| V Visa Inc. Class A | 0.30% | 17,730 | $6.2M | Add +21.9% |
| NFLX Netflix Inc. | 0.30% | 66,226 | $6.2M | Add +41.2% |
| RTX RTX Corp. | 0.30% | 33,769 | $6.2M | Add +1.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 111,956 | $6.2M | Add +22.2% |
| DGRW Wisdomtree U.S. Quality Divi | 0.30% | 68,605 | $6.1M | Add +3.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.30% | 19,468 | $6.1M | Add +7.3% |
| DGRO iShares Core Dividend Growth | 0.30% | 88,074 | $6.1M | Add +23.1% |
| MTZ Mastec Inc. | 0.29% | 27,970 | $6.1M | Add +1.8% |
| SPMO Invesco S&P 500 Momentum ETF | 0.29% | 50,946 | $6.1M | Add +23.2% |
| FBND Fidelity Total Bond ETF | 0.29% | 128,999 | $5.9M | Add +8.9% |
| IOO iShares Global 100 ETF | 0.28% | 46,453 | $5.9M | Add +1.4% |
| SDY SS SPDR S&P Dividend ETF | 0.28% | 42,277 | $5.9M | Add +23.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.28% | 63,831 | $5.8M | Add +13.8% |
| XLY SS Consumer Disc Select Sect | 0.28% | 48,463 | $5.8M | Reduce -1.6% |
| ORCL Oracle Corp. | 0.28% | 29,520 | $5.8M | Add +56.6% |
| KO The Coca-Cola Co. | 0.26% | 78,393 | $5.5M | Add +43.7% |
| JPIE JPMorgan Income ETF | 0.26% | 116,809 | $5.4M | Add +9.8% |
| RDVY First Trust Rising Dividend | 0.26% | 76,600 | $5.3M | Add +18.1% |
| XLE SS Energy Select Sector | 0.25% | 115,997 | $5.2M | Add +8.9% |
| IVW iShares S&P 500 Growth ETF | 0.25% | 41,924 | $5.2M | Add +72.0% |
| IWP iShares Russell Mid-Cap Grow | 0.25% | 37,118 | $5.1M | Add +5.5% |
| CIBR First Trust Nasdaq Cybersecu | 0.24% | 70,467 | $5.0M | Add +3.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.24% | 16,298 | $5.0M | Add +30.8% |
| BA The Boeing Co. | 0.24% | 22,464 | $4.9M | Add +6.5% |
| SNTH MRP Synthequity ETF | 0.22% | 166,415 | $4.6M | Add +99.1% |
| PG The Procter & Gamble Co. | 0.22% | 32,065 | $4.6M | Add +11.6% |
Portfolio Sells Q3 2025 → Q4 2025
| GBTC Grayscale Bitcoin Trust ETF | Reduce -0.4% | 0.94% | −0.61 |
| SCHG Schwab US Large-Cap Growth | Reduce -4.6% | 1.60% | −0.45 |
| IVV iShares Core S&P 500 ETF | Reduce -19.5% | 0.85% | −0.44 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -11.2% | 0.92% | −0.38 |
| TPL Texas Pacific Land Corp. | Reduce -25.4% | 0.17% | −0.14 |
| LAMR Lamar Advertising Co. Class A | Reduce -0.6% | 0.60% | −0.13 |
| SJT San Juan Basin Royalty TR | Reduce -61.0% | 0.05% | −0.13 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -8.8% | 0.36% | −0.12 |
| ESGU iShares ESG Aware MSCI USA | Reduce -77.6% | 0.03% | −0.11 |
| VDC Vanguard Consumer Staple ETF | Reduce -22.7% | 0.17% | −0.11 |
| LB Landbridge Co. LLC-A | Reduce -64.2% | 0.03% | −0.10 |
| ETHA iShares Ethereum Trust ETF | Reduce -9.2% | 0.10% | −0.09 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -4.4% | 0.33% | −0.09 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -12.1% | 0.19% | −0.08 |
| LNG Cheniere Energy Inc. | Reduce -8.8% | 0.12% | −0.08 |
| XLY SS Consumer Disc Select Sect | Reduce -1.6% | 0.28% | −0.08 |
| ARKK ARK Innovation ETF | Reduce -19.1% | 0.10% | −0.07 |
| SMR Nuscale Power Corp. | Reduce -42.1% | 0.02% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Reduce -5.1% | 0.22% | −0.07 |
| EFV iShares MSCI Eafe Value ETF | Reduce -43.4% | 0.06% | −0.07 |
| HE Hawaiian Electric Inds | Reduce -83.3% | 0.01% | −0.06 |
| DLN Wisdomtree US Largecap Divid | Reduce -1.1% | 0.22% | −0.05 |
| PULS Pgim Ultra Short Bond ETF | Reduce -2.7% | 0.17% | −0.05 |
| DVN Devon Energy Corp. | Reduce -49.4% | 0.04% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -2.9% | 0.20% | −0.05 |
| GNRC Generac Holdings Inc. | Reduce -48.1% | 0.03% | −0.05 |
| MO Altria Group Inc. | Reduce -14.8% | 0.07% | −0.05 |
| SCHV Schwab US Large-Cap Value | Reduce -0.4% | 0.19% | −0.04 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -12.3% | 0.11% | −0.04 |
| ORLY O'reilly Automotive Inc. | Reduce -12.6% | 0.06% | −0.04 |
| TQQQ Proshares Ultrapro QQQ | Reduce -26.3% | 0.07% | −0.04 |
| MAA Mid-America Apartment Comm | Reduce -2.7% | 0.14% | −0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -2.8% | 0.15% | −0.04 |
| ETHU 2X Ether ETF | Sold out | 0.00% | −0.04 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -1.2% | 0.15% | −0.04 |
| BBAI Bigbear.ai Holdings Inc. | Reduce -88.0% | 0.00% | −0.04 |
| IAK iShares U.S. Insurance ETF | Sold out | 0.00% | −0.04 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -4.9% | 0.11% | −0.04 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -1.7% | 0.15% | −0.04 |
| RGTI Rigetti Computing Inc. | Sold out | 0.00% | −0.04 |
| XNET Xunlei Ltd.-ADR | Reduce -70.4% | 0.01% | −0.04 |
| EMGF iShares Emerging Markets Equ | Reduce -24.7% | 0.06% | −0.04 |
| DON Wisdomtree US Midcap Dividen | Reduce -2.4% | 0.11% | −0.03 |
| LULU Lululemon Athletica Inc. | Reduce -55.1% | 0.02% | −0.03 |
| VRT Vertiv Holdings Co. Class A | Reduce -18.4% | 0.07% | −0.03 |
| IONQ Ionq Inc. | Reduce -36.4% | 0.02% | −0.03 |
| SBUX Starbucks Corp. | Reduce -22.4% | 0.05% | −0.03 |
| AMPX Amprius Technologies Inc. | Reduce -38.6% | 0.02% | −0.03 |
| ET Energy Transfer LP | Reduce -18.3% | 0.05% | −0.03 |
| XSMO Invesco S&P Smallcap Momentu | Reduce -4.7% | 0.09% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +1019.3% | 1.41% | +1.25 |
| CGGR Cap Group Growth Equity | New | 1.00% | +1.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +130.9% | 1.83% | +0.86 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +378.1% | 1.13% | +0.84 |
| VTI VG Morningstar TS MKT ETF-US | Add +172.5% | 0.96% | +0.53 |
| VIG Vanguard Dividend Apprec ETF | Add +116.5% | 0.97% | +0.42 |
| CGUS Cap Group Core Equity | Add +349.2% | 0.55% | +0.40 |
| JEPQ JPM Nasdaq Equity Premium | Add +120.3% | 0.57% | +0.25 |
| GOOG Alphabet Inc. Class C | Add +32.3% | 0.92% | +0.24 |
| SGOV iShares 0-3 Month Treasury B | Add +376.1% | 0.33% | +0.24 |
| VYM Vanguard High DVD Yield ETF | Add +254.1% | 0.36% | +0.23 |
| QQQ Invesco QQQ Trust Series 1 | Add +35.5% | 2.22% | +0.21 |
| AVGO Broadcom Inc. | Add +39.1% | 1.33% | +0.19 |
| AAPL Apple Inc. | Add +22.9% | 4.10% | +0.19 |
| AGG iShares Core U.S. Aggregate | Add +92.1% | 0.53% | +0.18 |
| VXUS Vanguard Total Intl Stock | Add +677.4% | 0.20% | +0.17 |
| CGDV Cap Group Dividend Value | New | 0.17% | +0.17 |
| WMT Walmart Inc. | Add +62.4% | 0.57% | +0.16 |
| GOOGL Alphabet Inc. Class A | Add +15.0% | 1.06% | +0.16 |
| CGGO Cap Group Global Growth | Add +1273.0% | 0.17% | +0.16 |
| ADI Analog Devices Inc. | Add +432.2% | 0.16% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +39.4% | 0.95% | +0.12 |
| MSI Motorola Solutions Inc. | Add +345.2% | 0.16% | +0.11 |
| JNJ Johnson & Johnson | Add +67.1% | 0.33% | +0.11 |
| MUB iShares National Muni Bond E | Add +156.6% | 0.20% | +0.10 |
| LLY Eli Lilly & Co. | Add +17.2% | 0.43% | +0.10 |
| JEPI JPMorgan Equity Premium Inco | Add +47.8% | 0.64% | +0.10 |
| MU Micron Technology Inc. | Add +1.6% | 0.31% | +0.09 |
| JCPB JPMorgan Core Plus Bond ETF | New | 0.09% | +0.09 |
| ITOT iShares Core S&P Total U.S. | Add +354.1% | 0.11% | +0.08 |
| CB Chubb Ltd. | Add +215.3% | 0.13% | +0.08 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +103.8% | 0.20% | +0.08 |
| VONG Vanguard Russell 1000 Growth | Add +141.3% | 0.16% | +0.08 |
| HD Home Depot Inc. | Add +84.5% | 0.37% | +0.07 |
| COF Capital One Financial Corp. | Add +432.8% | 0.09% | +0.07 |
| IVW iShares S&P 500 Growth ETF | Add +72.0% | 0.25% | +0.07 |
| CME Cme Group Inc. | Add +140.1% | 0.15% | +0.07 |
| SNTH MRP Synthequity ETF | Add +99.1% | 0.22% | +0.07 |
| VT Vanguard Tot World STK ETF | Add +101.3% | 0.18% | +0.07 |
| JCI Johnson Controls Internation | Add +253.3% | 0.10% | +0.07 |
| CMI Cummins Inc. | Add +146.0% | 0.10% | +0.06 |
| ABBV Abbvie Inc. | Add +47.5% | 0.41% | +0.06 |
| MDT Medtronic PLC | Add +238.7% | 0.09% | +0.06 |
| USFR Wisdomtree Floating Rate Tre | Add +231.0% | 0.09% | +0.06 |
| DRI Darden Restaurants Inc. | Add +437.9% | 0.07% | +0.06 |
| IWLG Nylim Winslow Large Cap Grow | New | 0.05% | +0.05 |
| IWD iShares Russell 1000 Value E | Add +187.3% | 0.09% | +0.05 |
| CGGE Cap Group Global Eq | New | 0.05% | +0.05 |
| GEHC GE Healthcare Technology | Add +298.5% | 0.07% | +0.05 |
| CGMM Cap Group Small and Mid Cap | New | 0.05% | +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 |