Kingswood Wealth Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Kingswood Wealth Advisors, LLC reported 924 stock positions worth $2.1 billion. Its top holding was Apple (AAPL) at 3.7% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 2.6%) and Nvidia (NVDA, 2.5%). Compared with Q4 2025, it opened 146 new positions, sold out of 91, added to 410 and reduced 335. The biggest buy was Texas Pacific Land (TPL, shares +141%) and the biggest sale FT-Preferred Secur & Inc. ETF (FPE, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0001987855
- Portfolio Value
- $2.1B (Q1 2026)
- SEC Filing
- 0001987855-26-000002 ↗ filed Apr 28, 2026
Holdings Value
Holdings 924 stocks · $2.1B
| AAPL Apple Inc. | 3.72% | 308,487 | $78.3M | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.56% | 82,956 | $53.9M | Reduce -5.0% |
| NVDA Nvidia Corp. | 2.48% | 299,550 | $52.2M | Reduce -3.1% |
| QQQ Invesco QQQ Trust Series 1 | 2.29% | 83,624 | $48.3M | Add +12.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.75% | 188,101 | $36.9M | Reduce -5.1% |
| MSFT Microsoft Corp. | 1.69% | 96,356 | $35.7M | Add +3.4% |
| AMZN Amazon.com Inc. | 1.55% | 156,696 | $32.6M | Add +1.4% |
| VOO Vanguard S&P 500 ETF | 1.39% | 49,086 | $29.3M | Reduce -0.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.29% | 355,476 | $27.2M | Reduce -2.0% |
| AVGO Broadcom Inc. | 1.16% | 79,027 | $24.5M | Reduce -0.8% |
| SCHG Schwab US Large-Cap Growth | 1.16% | 835,595 | $24.3M | Reduce -17.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.12% | 517,962 | $23.6M | Reduce -1.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.99% | 65,052 | $20.9M | Add +9.9% |
| GOOGL Alphabet Inc. Class A | 0.98% | 71,966 | $20.7M | Add +2.4% |
| VIG Vanguard Dividend Apprec ETF | 0.97% | 95,461 | $20.5M | Add +4.8% |
| IVV iShares Core S&P 500 ETF | 0.86% | 27,772 | $18.1M | Add +7.8% |
| JPM JPMorgan Chase & Co. | 0.84% | 60,322 | $17.7M | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 0.84% | 61,495 | $17.6M | Add +1.1% |
| CGGR Cap Group Growth Equity | 0.74% | 387,536 | $15.6M | Reduce -16.8% |
| META Meta Platforms Inc. Class A | 0.73% | 26,752 | $15.3M | Add +0.4% |
| CAT Caterpillar Inc. | 0.72% | 21,351 | $15.1M | Reduce -5.3% |
| GBTC Grayscale Bitcoin Trust ETF | 0.70% | 279,960 | $14.8M | Reduce -1.4% |
| TSLA Tesla Inc. | 0.65% | 36,865 | $13.7M | Add +0.9% |
| TPL Texas Pacific Land Corp. | 0.65% | 28,748 | $13.6M | Add +141.4% |
| WMT Walmart Inc. | 0.63% | 107,360 | $13.3M | Add +0.7% |
| JEPI JPMorgan Equity Premium Inco | 0.62% | 229,372 | $13.0M | Reduce -1.4% |
| PLTR Palantir Technologies Inc. Class A | 0.61% | 88,063 | $12.9M | Add +47.2% |
| LAMR Lamar Advertising Co. Class A | 0.59% | 97,493 | $12.3M | Reduce -0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 25,665 | $12.3M | Add +3.9% |
| SCHD Schwab US DVD Equity ETF | 0.58% | 399,685 | $12.3M | Add +24.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.58% | 220,722 | $12.3M | Add +7.9% |
| SGOV iShares 0-3 Month Treasury B | 0.56% | 117,777 | $11.9M | Add +72.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.54% | 43,816 | $11.5M | Add +29.0% |
| XOM Exxon Mobil Corp. | 0.54% | 67,364 | $11.4M | Reduce -1.8% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.52% | 287,149 | $11.0M | Add +1.4% |
| AGG iShares Core U.S. Aggregate | 0.52% | 109,355 | $10.9M | Add +0.1% |
| NEE Nextera Energy Inc. | 0.50% | 112,530 | $10.5M | Reduce -0.4% |
| XLF SS Financial Select Sector | 0.49% | 208,061 | $10.3M | Add +12.9% |
| COST Costco Wholesale Corp. | 0.48% | 10,079 | $10.0M | Add +22.3% |
| XLE SS Energy Select Sector | 0.46% | 157,920 | $9.7M | Add +36.1% |
| DVY iShares Select Dividend ETF | 0.45% | 62,958 | $9.5M | Add +3.1% |
| GLD SPDR Gold Shares | 0.45% | 22,105 | $9.5M | Reduce -3.1% |
| ETN Eaton Corp. PLC | 0.45% | 26,362 | $9.4M | Add +5.2% |
| FPE FT-Preferred Secur & Inc. ETF | 0.45% | 529,304 | $9.4M | Reduce -49.1% |
| MTZ Mastec Inc. | 0.42% | 27,808 | $8.9M | Reduce -0.6% |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.42% | 100,259 | $8.8M | New |
| FTCS First Trust Capital Strength | 0.40% | 90,333 | $8.4M | Add +0.8% |
| FBND Fidelity Total Bond ETF | 0.39% | 181,298 | $8.3M | Add +40.5% |
| IYW iShares Ustechnology ETF | 0.38% | 44,706 | $8.1M | Reduce -4.0% |
| VYM Vanguard High DVD Yield ETF | 0.38% | 54,752 | $8.1M | Add +6.5% |
| MU Micron Technology Inc. | 0.37% | 23,385 | $7.9M | Add +3.3% |
| ABBV Abbvie Inc. | 0.37% | 36,009 | $7.8M | Reduce -3.0% |
| LLY Eli Lilly & Co. | 0.37% | 8,415 | $7.7M | Add +1.8% |
| JNJ Johnson & Johnson | 0.36% | 30,809 | $7.5M | Reduce -5.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.35% | 25,834 | $7.4M | Add +5.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.35% | 79,801 | $7.4M | Reduce -6.4% |
| HD Home Depot Inc. | 0.35% | 22,459 | $7.4M | Add +0.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.35% | 15,930 | $7.4M | Add +2.7% |
| SSO Proshares Ultra S&P500 | 0.34% | 137,447 | $7.1M | Reduce -48.4% |
| FTLS First Trust Long/Short Eqty | 0.34% | 101,043 | $7.1M | Reduce -13.6% |
| PH Parker Hannifin Corp. | 0.34% | 7,913 | $7.1M | Reduce -6.2% |
| VEA Vanguard Ftse Developed ETF | 0.33% | 109,282 | $7.0M | Add +9.0% |
| SO The Southern Co. | 0.33% | 71,755 | $6.9M | Reduce -2.6% |
| CVX Chevron Corp. | 0.32% | 32,948 | $6.8M | Add +11.4% |
| DGRO iShares Core Dividend Growth | 0.32% | 96,710 | $6.8M | Add +9.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.32% | 73,635 | $6.7M | Add +15.4% |
| FBTC Fidelity Wise Origin Bitcoin | 0.31% | 111,984 | $6.6M | Reduce -1.5% |
| RTX RTX Corp. | 0.31% | 33,856 | $6.5M | Add +0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.31% | 14,941 | $6.5M | Add +10.4% |
| SNTH MRP Synthequity ETF | 0.31% | 245,131 | $6.4M | Add +47.3% |
| NFLX Netflix Inc. | 0.30% | 65,869 | $6.3M | Reduce -0.5% |
| RWL Invesco S&P 500 Revenue ETF | 0.30% | 55,082 | $6.3M | Reduce -8.9% |
| MTUM iShares MSCI USA Momentum Fa | 0.30% | 26,209 | $6.3M | Reduce -8.1% |
| SDY SS SPDR S&P Dividend ETF | 0.30% | 42,626 | $6.2M | Add +0.8% |
| DGRW Wisdomtree U.S. Quality Divi | 0.29% | 70,172 | $6.2M | Add +2.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.29% | 20,314 | $6.1M | Add +4.3% |
| KO The Coca-Cola Co. | 0.29% | 79,722 | $6.1M | Add +1.7% |
| GS Goldman Sachs Group Inc. | 0.28% | 6,921 | $5.9M | Reduce -8.1% |
| JPIE JPMorgan Income ETF | 0.28% | 126,169 | $5.8M | Add +8.0% |
| IBIT iShares Bitcoin Trust ETF | 0.28% | 151,252 | $5.8M | Add +9.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 17,046 | $5.8M | Add +4.6% |
| IWF iShares Russell 1000 Growth | 0.27% | 13,380 | $5.7M | Reduce -9.7% |
| RDVY First Trust Rising Dividend | 0.27% | 82,955 | $5.7M | Add +8.3% |
| IWP iShares Russell Mid-Cap Grow | 0.27% | 44,191 | $5.7M | Add +19.1% |
| IOO iShares Global 100 ETF | 0.26% | 45,548 | $5.5M | Reduce -1.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 22,483 | $5.4M | Reduce -0.1% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.26% | 40,699 | $5.4M | Reduce -26.2% |
| V Visa Inc. Class A | 0.26% | 17,924 | $5.4M | Add +1.1% |
| VGT Vanguard Info Tech ETF | 0.25% | 7,655 | $5.3M | Reduce -46.8% |
| GRNY Fundstr Gran SH US LRG Cap | 0.25% | 220,925 | $5.3M | Add +162.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 107,193 | $5.2M | Reduce -4.3% |
| LMT Lockheed Martin Corp. | 0.25% | 8,559 | $5.2M | Add +5.7% |
| GRID First TRST Nasd Class Edg Sgiif | 0.24% | 31,310 | $5.1M | Add +21.4% |
| MSTR Strategy Inc. | 0.24% | 40,996 | $5.1M | Reduce -4.1% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.24% | 120,178 | $5.1M | Add +53.0% |
| BA The Boeing Co. | 0.24% | 25,366 | $5.0M | Add +12.9% |
| AMD Advanced Micro Devices | 0.24% | 24,718 | $5.0M | Reduce -22.1% |
| VZ Verizon Communications Inc. | 0.24% | 99,240 | $5.0M | Add +7.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.24% | 16,412 | $5.0M | Add +54.8% |
| AIRR First Trust Rba American Ind | 0.23% | 44,357 | $4.9M | Add +156.6% |
Portfolio Sells Q4 2025 → Q1 2026
| FPE FT-Preferred Secur & Inc. ETF | Reduce -49.1% | 0.45% | −0.47 |
| SCHG Schwab US Large-Cap Growth | Reduce -17.5% | 1.16% | −0.44 |
| SSO Proshares Ultra S&P500 | Reduce -48.4% | 0.34% | −0.41 |
| AAPL Apple Inc. | Reduce -1.1% | 3.72% | −0.38 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.0% | 2.56% | −0.32 |
| NVDA Nvidia Corp. | Reduce -3.1% | 2.48% | −0.31 |
| VGT Vanguard Info Tech ETF | Reduce -46.8% | 0.25% | −0.27 |
| CGGR Cap Group Growth Equity | Reduce -16.8% | 0.74% | −0.26 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -1.4% | 0.70% | −0.24 |
| FUTY Fidelity MSCI US Utilities | Reduce -56.6% | 0.18% | −0.22 |
| FCOM Fidelity MSCI Comm Serv Indx | Reduce -50.4% | 0.15% | −0.18 |
| AVGO Broadcom Inc. | Reduce -0.8% | 1.16% | −0.17 |
| BOTZ Global X Robotics & Artifici | Reduce -35.1% | 0.18% | −0.13 |
| XLY SS Consumer Disc Select Sect | Reduce -36.4% | 0.16% | −0.12 |
| VCLT Vanguard Long-Term Corp. Bond | Sold out | 0.00% | −0.12 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.0% | 1.29% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -1.5% | 0.84% | −0.11 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -32.0% | 0.18% | −0.11 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -1.5% | 0.31% | −0.10 |
| VOO Vanguard S&P 500 ETF | Reduce -0.2% | 1.39% | −0.10 |
| AMD Advanced Micro Devices | Reduce -22.1% | 0.24% | −0.09 |
| JCPB JPMorgan Core Plus Bond ETF | Sold out | 0.00% | −0.09 |
| VGIT Vanguard Intermediate-Term T | Reduce -86.6% | 0.01% | −0.08 |
| IVW iShares S&P 500 Growth ETF | Reduce -25.1% | 0.17% | −0.08 |
| TLT iShares 20+ Year Treasury BD | Reduce -70.2% | 0.03% | −0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.1% | 1.75% | −0.08 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Reduce -26.2% | 0.26% | −0.07 |
| SPEM State Street SP PTF Em ETF | Reduce -33.0% | 0.14% | −0.07 |
| MSTR Strategy Inc. | Reduce -4.1% | 0.24% | −0.07 |
| IWF iShares Russell 1000 Growth | Reduce -9.7% | 0.27% | −0.07 |
| IYW iShares Ustechnology ETF | Reduce -4.0% | 0.38% | −0.06 |
| FTLS First Trust Long/Short Eqty | Reduce -13.6% | 0.34% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -8.9% | 0.13% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -0.1% | 0.26% | −0.06 |
| MDT Medtronic PLC | Reduce -66.6% | 0.03% | −0.06 |
| CRM Salesforce Inc. | Reduce -12.6% | 0.10% | −0.06 |
| BLK BlackRock Inc. | Reduce -46.7% | 0.05% | −0.06 |
| MNA Nylim Merger Arbtrage ETF-Ui | Reduce -31.1% | 0.13% | −0.06 |
| GEHC GE Healthcare Technology | Reduce -77.1% | 0.01% | −0.06 |
| FXU First Trust Utilities Alphad | Reduce -64.2% | 0.03% | −0.05 |
| BAC Bank of America Corp. | Reduce -4.3% | 0.25% | −0.05 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -19.3% | 0.14% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -13.1% | 0.11% | −0.05 |
| MINT PIMCO Enhanced Short Maturit | Reduce -35.7% | 0.08% | −0.05 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -8.1% | 0.30% | −0.05 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -5.7% | 0.20% | −0.05 |
| DELL Dell Technologies -C | Reduce -53.5% | 0.07% | −0.05 |
| GS Goldman Sachs Group Inc. | Reduce -8.1% | 0.28% | −0.04 |
| ETHA iShares Ethereum Trust ETF | Reduce -15.7% | 0.06% | −0.04 |
| TER Teradyne Inc. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| TPL Texas Pacific Land Corp. | Add +141.4% | 0.65% | +0.48 |
| REMX Vaneck Rar Earth ND STG-Usdi | New | 0.42% | +0.42 |
| SGOV iShares 0-3 Month Treasury B | Add +72.7% | 0.56% | +0.23 |
| FTSM First Trust Enh Short Mat FD | New | 0.23% | +0.23 |
| XLE SS Energy Select Sector | Add +36.1% | 0.46% | +0.21 |
| VAW Vanguard Materials ETF | New | 0.18% | +0.18 |
| LB Landbridge Co. LLC-A | Add +355.0% | 0.22% | +0.18 |
| MKTN Fed HRMS MDT MKT Neutral ETF | New | 0.16% | +0.16 |
| SNDK Sandisk Corp. | New | 0.16% | +0.16 |
| SCHD Schwab US DVD Equity ETF | Add +24.1% | 0.58% | +0.15 |
| AIRR First Trust Rba American Ind | Add +156.6% | 0.23% | +0.15 |
| GRNY Fundstr Gran SH US LRG Cap | Add +162.2% | 0.25% | +0.15 |
| NFLT Virtus Newfleet Multi-Sector | New | 0.15% | +0.15 |
| COAL Range Global Coal Index ETF | New | 0.14% | +0.14 |
| BE Bloom Energy Corp. Class A | New | 0.14% | +0.14 |
| HEEM iShares Crncy Hedgd MSCI Em | New | 0.14% | +0.14 |
| JIVE JPM Interntl Value ETF | New | 0.14% | +0.14 |
| COST Costco Wholesale Corp. | Add +22.3% | 0.48% | +0.13 |
| PAYR Fed HRMS Enhan Inc. ETF | New | 0.13% | +0.13 |
| VCIT Vanguard Int-Term Corporate | Add +669.4% | 0.14% | +0.12 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +29.0% | 0.54% | +0.12 |
| WDC Western Digital Corp. | New | 0.11% | +0.11 |
| CVX Chevron Corp. | Add +11.4% | 0.32% | +0.11 |
| FBND Fidelity Total Bond ETF | Add +40.5% | 0.39% | +0.11 |
| TLTW iShares 20+ Bond Buywrite | New | 0.10% | +0.10 |
| PLTR Palantir Technologies Inc. Class A | Add +47.2% | 0.61% | +0.10 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | New | 0.09% | +0.09 |
| ICF iShares Select U.S. REIT ETF | New | 0.09% | +0.09 |
| SNTH MRP Synthequity ETF | Add +47.3% | 0.31% | +0.08 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +54.8% | 0.24% | +0.08 |
| CGDV Cap Group Dividend Value | Add +53.0% | 0.24% | +0.08 |
| FEOE First Eagle Overseas Eq ETF | New | 0.08% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +12.0% | 2.29% | +0.07 |
| TBIL F/M US Treasury 3 Month Bill | New | 0.07% | +0.07 |
| IGLD FT Vest Gold Strategy Target | New | 0.07% | +0.07 |
| USFR Wisdomtree Floating Rate Tre | Add +74.3% | 0.16% | +0.06 |
| MU Micron Technology Inc. | Add +3.3% | 0.37% | +0.06 |
| ETN Eaton Corp. PLC | Add +5.2% | 0.45% | +0.06 |
| GLDB Idx Alternative Fiat ETF | New | 0.06% | +0.06 |
| AMAT Applied Materials Inc. | Add +13.9% | 0.18% | +0.06 |
| PPA Invesco Aerospace & Defense | Add +180.4% | 0.09% | +0.06 |
| CWB SS SPDR BB Conv Sec ETF | Add +99.7% | 0.12% | +0.06 |
| WMT Walmart Inc. | Add +0.7% | 0.63% | +0.06 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +109.5% | 0.13% | +0.06 |
| BPRE Bluerock Private Real Estate | Add +352.0% | 0.07% | +0.06 |
| WDIV St STR SPD S&P Glo Div-US Inc. | New | 0.06% | +0.06 |
| AR Antero Resources Corp. | New | 0.06% | +0.06 |
| LNG Cheniere Energy Inc. | Add +3.3% | 0.17% | +0.06 |
| LMT Lockheed Martin Corp. | Add +5.7% | 0.25% | +0.06 |
| COP Conocophillips | Add +29.0% | 0.13% | +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 |