Filed: 4/21/2025ACC: 0001987855-25-000002
📋 What this filing means
KINGSWOOD WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 766 equity positions with a total reported market value of $2.62B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
766
Positions
$2.62B
Total AUM (reported)
27.97M
Total Shares
Allocation by class
COMMON STOCK$1.69B64.4%
EXCHANGE TRADED FUND$906.65M34.6%
REAL ESTATE INVESTMENT TRUST$24.71M0.9%
Portfolio Concentration
Top 3$857.57M32.8%
4–10$388.51M14.8%
11–25$276.97M10.6%
Rest$1.09B41.8%
Top 3 weight
32.8%
Top 10 weight
47.6%
Voting Authority Distribution
Total shares with voting rights: 27.97M
Sole
Full voting authority
27.97M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole766
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings766
Rows:
APPLE INCORPORATED
SOLEShares2.51M
TypeSH
Market value$560.92M
21.44%
Sole
2.51M
Shared
0.00
None
0.00
SPDR S&P 500 ETF
SOLEShares290.17K
TypeSH
Market value$162.71M
6.22%
Sole
290.17K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.22M
TypeSH
Market value$133.94M
5.12%
Sole
1.22M
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares325.27K
TypeSH
Market value$123.93M
4.74%
Sole
325.27K
Shared
0.00
None
0.00
AMAZON COM INCORPORATED
SOLEShares396.51K
TypeSH
Market value$76.03M
2.91%
Sole
396.51K
Shared
0.00
None
0.00
META PLATFORMS INCORPORATED CLASS A
SOLEShares108.43K
TypeSH
Market value$63.38M
2.42%
Sole
108.43K
Shared
0.00
None
0.00
ALPHABET INCORPORATED CAP STK CLASS A
SOLEShares229.67K
TypeSH
Market value$35.95M
1.37%
Sole
229.67K
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
SOLEShares59.04K
TypeSH
Market value$33.25M
1.27%
Sole
59.04K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares65.02K
TypeSH
Market value$30.56M
1.17%
Sole
65.02K
Shared
0.00
None
0.00
FIRST TRUST CAPITAL STRENGTH ETF
SOLEShares283.29K
TypeSH
Market value$25.41M
0.97%
Sole
283.29K
Shared
0.00
None
0.00
TESLA INCORPORATED
SOLEShares93.15K
TypeSH
Market value$24.77M
0.95%
Sole
93.15K
Shared
0.00
None
0.00
VANGUARD INDEX EXCHANGE TRADED FUNDS S&P 500 ETF SHS NEW
SOLEShares45.92K
TypeSH
Market value$23.61M
0.90%
Sole
45.92K
Shared
0.00
None
0.00
ISHARES TR MSCI USA MMENTM
SOLEShares110.16K
TypeSH
Market value$22.42M
0.86%
Sole
110.16K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares71.14K
TypeSH
Market value$19.60M
0.75%
Sole
71.14K
Shared
0.00
None
0.00
SPDR GOLD SHARES
SOLEShares67.57K
TypeSH
Market value$19.44M
0.74%
Sole
67.57K
Shared
0.00
None
0.00
SCHWAB U.S. LARGE-CAP GROWTH ETF
SOLEShares753.36K
TypeSH
Market value$18.87M
0.72%
Sole
753.36K
Shared
0.00
None
0.00
GRAYSCALE BITCOIN TRUST ETF
SOLEShares287.02K
TypeSH
Market value$18.71M
0.71%
Sole
287.02K
Shared
0.00
None
0.00
ALPHABET INCORPORATED CAP STK CLASS C
SOLEShares117.95K
TypeSH
Market value$18.66M
0.71%
Sole
117.95K
Shared
0.00
None
0.00
ISHARES GLOBAL 100 ETF
SOLEShares181.22K
TypeSH
Market value$17.52M
0.67%
Sole
181.22K
Shared
0.00
None
0.00
WALMART INCORPORATED
SOLEShares193.24K
TypeSH
Market value$17.12M
0.65%
Sole
193.24K
Shared
0.00
None
0.00
FS KKR CAP CORPORATION
SOLEShares788.02K
TypeSH
Market value$16.83M
0.64%
Sole
788.02K
Shared
0.00
None
0.00
ISHARES TR SELECT DIVID ETF
SOLEShares124.98K
TypeSH
Market value$16.77M
0.64%
Sole
124.98K
Shared
0.00
None
0.00
EXXON MOBIL CORPORATION
SOLEShares128.72K
TypeSH
Market value$15.32M
0.59%
Sole
128.72K
Shared
0.00
None
0.00
JPMORGAN CHASE & COMPANY.
SOLEShares59.15K
TypeSH
Market value$14.46M
0.55%
Sole
59.15K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
SOLEShares152.14K
TypeSH
Market value$12.87M
0.49%
Sole
152.14K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCORPORATEDSOLE | COMMON STOCK | 2.51M | SH | $560.92M 21.44% | 2.51M | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | EXCHANGE TRADED FUND | 290.17K | SH | $162.71M 6.22% | 290.17K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COMMON STOCK | 1.22M | SH | $133.94M 5.12% | 1.22M | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COMMON STOCK | 325.27K | SH | $123.93M 4.74% | 325.27K | 0.00 | 0.00 |
AMAZON COM INCORPORATEDSOLE | COMMON STOCK | 396.51K | SH | $76.03M 2.91% | 396.51K | 0.00 | 0.00 |
META PLATFORMS INCORPORATED CLASS ASOLE | COMMON STOCK | 108.43K | SH | $63.38M 2.42% | 108.43K | 0.00 | 0.00 |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | COMMON STOCK | 229.67K | SH | $35.95M 1.37% | 229.67K | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFSOLE | EXCHANGE TRADED FUND | 59.04K | SH | $33.25M 1.27% | 59.04K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | EXCHANGE TRADED FUND | 65.02K | SH | $30.56M 1.17% | 65.02K | 0.00 | 0.00 |
FIRST TRUST CAPITAL STRENGTH ETFSOLE | EXCHANGE TRADED FUND | 283.29K | SH | $25.41M 0.97% | 283.29K | 0.00 | 0.00 |
TESLA INCORPORATEDSOLE | COMMON STOCK | 93.15K | SH | $24.77M 0.95% | 93.15K | 0.00 | 0.00 |
VANGUARD INDEX EXCHANGE TRADED FUNDS S&P 500 ETF SHS NEWSOLE | EXCHANGE TRADED FUND | 45.92K | SH | $23.61M 0.90% | 45.92K | 0.00 | 0.00 |
ISHARES TR MSCI USA MMENTMSOLE | EXCHANGE TRADED FUND | 110.16K | SH | $22.42M 0.86% | 110.16K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | EXCHANGE TRADED FUND | 71.14K | SH | $19.60M 0.75% | 71.14K | 0.00 | 0.00 |
SPDR GOLD SHARESSOLE | EXCHANGE TRADED FUND | 67.57K | SH | $19.44M 0.74% | 67.57K | 0.00 | 0.00 |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | EXCHANGE TRADED FUND | 753.36K | SH | $18.87M 0.72% | 753.36K | 0.00 | 0.00 |
GRAYSCALE BITCOIN TRUST ETFSOLE | EXCHANGE TRADED FUND | 287.02K | SH | $18.71M 0.71% | 287.02K | 0.00 | 0.00 |
ALPHABET INCORPORATED CAP STK CLASS CSOLE | COMMON STOCK | 117.95K | SH | $18.66M 0.71% | 117.95K | 0.00 | 0.00 |
ISHARES GLOBAL 100 ETFSOLE | EXCHANGE TRADED FUND | 181.22K | SH | $17.52M 0.67% | 181.22K | 0.00 | 0.00 |
WALMART INCORPORATEDSOLE | COMMON STOCK | 193.24K | SH | $17.12M 0.65% | 193.24K | 0.00 | 0.00 |
FS KKR CAP CORPORATIONSOLE | COMMON STOCK | 788.02K | SH | $16.83M 0.64% | 788.02K | 0.00 | 0.00 |
ISHARES TR SELECT DIVID ETFSOLE | EXCHANGE TRADED FUND | 124.98K | SH | $16.77M 0.64% | 124.98K | 0.00 | 0.00 |
EXXON MOBIL CORPORATIONSOLE | COMMON STOCK | 128.72K | SH | $15.32M 0.59% | 128.72K | 0.00 | 0.00 |
JPMORGAN CHASE & COMPANY.SOLE | COMMON STOCK | 59.15K | SH | $14.46M 0.55% | 59.15K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCORPORATED CLASS ASOLE | COMMON STOCK | 152.14K | SH | $12.87M 0.49% | 152.14K | 0.00 | 0.00 |
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