Filed: 7/23/2025ACC: 0001987855-25-000005
📋 What this filing means
KINGSWOOD WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 743 equity positions with a total reported market value of $1.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
743
Positions
$1.27B
Total AUM (reported)
16.67M
Total Shares
Allocation by class
EXCHANGE TRADED FUND$639.48M50.5%
COMMON STOCK$585.58M46.2%
REAL ESTATE INVESTMENT TRUST$18.99M1.5%
CLOSED-END FUND$11.71M0.9%
AMERICAN DEPOSITORY RECEIPT$9.36M0.7%
MASTER LIMITED PARTNERSHIP$1.25M0.1%
Portfolio Concentration
Top 3$132.67M10.5%
4–10$164.82M13.0%
11–25$162.46M12.8%
Rest$806.41M63.7%
Top 3 weight
10.5%
Top 10 weight
23.5%
Voting Authority Distribution
Total shares with voting rights: 16.67M
Sole
Full voting authority
16.67M
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)
Sole743
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings743
Rows:
SPDR S&P 500 ETF
SOLEShares73.14K
TypeSH
Market value$45.19M
3.57%
Sole
73.14K
Shared
0.00
None
0.00
APPLE INCORPORATED
SOLEShares218.01K
TypeSH
Market value$44.73M
3.53%
Sole
218.01K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares270.61K
TypeSH
Market value$42.75M
3.38%
Sole
270.61K
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares59.20K
TypeSH
Market value$29.44M
2.33%
Sole
59.20K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares46.30K
TypeSH
Market value$25.54M
2.02%
Sole
46.30K
Shared
0.00
None
0.00
GRAYSCALE BITCOIN TRUST ETF
SOLEShares282.25K
TypeSH
Market value$23.94M
1.89%
Sole
282.25K
Shared
0.00
None
0.00
SCHWAB U.S. LARGE-CAP GROWTH ETF
SOLEShares816.62K
TypeSH
Market value$23.85M
1.88%
Sole
816.62K
Shared
0.00
None
0.00
AMAZON COM INCORPORATED
SOLEShares103.44K
TypeSH
Market value$22.69M
1.79%
Sole
103.44K
Shared
0.00
None
0.00
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
SOLEShares37.71K
TypeSH
Market value$21.42M
1.69%
Sole
37.71K
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
SOLEShares28.87K
TypeSH
Market value$17.92M
1.42%
Sole
28.87K
Shared
0.00
None
0.00
2X BITCOIN STRATEGY ETF
SOLEShares296.45K
TypeSH
Market value$16.01M
1.26%
Sole
296.45K
Shared
0.00
None
0.00
BROADCOM INCORPORATED
SOLEShares56.41K
TypeSH
Market value$15.55M
1.23%
Sole
56.41K
Shared
0.00
None
0.00
MICROSTRATEGY INCORPORATED CLASS A NEW
SOLEShares37.61K
TypeSH
Market value$15.20M
1.20%
Sole
37.61K
Shared
0.00
None
0.00
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF
SOLEShares812.85K
TypeSH
Market value$14.47M
1.14%
Sole
812.85K
Shared
0.00
None
0.00
META PLATFORMS INCORPORATED CLASS A
SOLEShares18.75K
TypeSH
Market value$13.84M
1.09%
Sole
18.75K
Shared
0.00
None
0.00
PROSHARES ULTRA S&P500
SOLEShares120.91K
TypeSH
Market value$11.82M
0.93%
Sole
120.91K
Shared
0.00
None
0.00
ALPHABET INCORPORATED CAP STK CLASS A
SOLEShares57.58K
TypeSH
Market value$10.15M
0.80%
Sole
57.58K
Shared
0.00
None
0.00
VANGUARD VALUE ETF
SOLEShares50.05K
TypeSH
Market value$8.85M
0.70%
Sole
50.05K
Shared
0.00
None
0.00
TESLA INCORPORATED
SOLEShares27.66K
TypeSH
Market value$8.79M
0.69%
Sole
27.66K
Shared
0.00
None
0.00
JPMORGAN CHASE & COMPANY.
SOLEShares30K
TypeSH
Market value$8.70M
0.69%
Sole
30K
Shared
0.00
None
0.00
FIDELITY WISE ORIGIN BITCOIN FUND
SOLEShares90.93K
TypeSH
Market value$8.55M
0.67%
Sole
90.93K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
SOLEShares16.13K
TypeSH
Market value$7.83M
0.62%
Sole
16.13K
Shared
0.00
None
0.00
CATERPILLAR INCORPORATED
SOLEShares19.71K
TypeSH
Market value$7.65M
0.60%
Sole
19.71K
Shared
0.00
None
0.00
ISHARES TR SELECT DIVID ETF
SOLEShares56.82K
TypeSH
Market value$7.55M
0.60%
Sole
56.82K
Shared
0.00
None
0.00
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
SOLEShares17.05K
TypeSH
Market value$7.51M
0.59%
Sole
17.05K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETFSOLE | Exchange Traded Fund | 73.14K | SH | $45.19M 3.57% | 73.14K | 0.00 | 0.00 |
APPLE INCORPORATEDSOLE | Common Stock | 218.01K | SH | $44.73M 3.53% | 218.01K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | Common Stock | 270.61K | SH | $42.75M 3.38% | 270.61K | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | Common Stock | 59.20K | SH | $29.44M 2.33% | 59.20K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | Exchange Traded Fund | 46.30K | SH | $25.54M 2.02% | 46.30K | 0.00 | 0.00 |
GRAYSCALE BITCOIN TRUST ETFSOLE | Exchange Traded Fund | 282.25K | SH | $23.94M 1.89% | 282.25K | 0.00 | 0.00 |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | Exchange Traded Fund | 816.62K | SH | $23.85M 1.88% | 816.62K | 0.00 | 0.00 |
AMAZON COM INCORPORATEDSOLE | Common Stock | 103.44K | SH | $22.69M 1.79% | 103.44K | 0.00 | 0.00 |
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEWSOLE | Exchange Traded Fund | 37.71K | SH | $21.42M 1.69% | 37.71K | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFSOLE | Exchange Traded Fund | 28.87K | SH | $17.92M 1.42% | 28.87K | 0.00 | 0.00 |
2X BITCOIN STRATEGY ETFSOLE | Exchange Traded Fund | 296.45K | SH | $16.01M 1.26% | 296.45K | 0.00 | 0.00 |
BROADCOM INCORPORATEDSOLE | Common Stock | 56.41K | SH | $15.55M 1.23% | 56.41K | 0.00 | 0.00 |
MICROSTRATEGY INCORPORATED CLASS A NEWSOLE | Common Stock | 37.61K | SH | $15.20M 1.20% | 37.61K | 0.00 | 0.00 |
FIRST TRUST PREFERRED SECURITIES AND INCOME ETFSOLE | Exchange Traded Fund | 812.85K | SH | $14.47M 1.14% | 812.85K | 0.00 | 0.00 |
META PLATFORMS INCORPORATED CLASS ASOLE | Common Stock | 18.75K | SH | $13.84M 1.09% | 18.75K | 0.00 | 0.00 |
PROSHARES ULTRA S&P500SOLE | Exchange Traded Fund | 120.91K | SH | $11.82M 0.93% | 120.91K | 0.00 | 0.00 |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | Common Stock | 57.58K | SH | $10.15M 0.80% | 57.58K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | Exchange Traded Fund | 50.05K | SH | $8.85M 0.70% | 50.05K | 0.00 | 0.00 |
TESLA INCORPORATEDSOLE | Common Stock | 27.66K | SH | $8.79M 0.69% | 27.66K | 0.00 | 0.00 |
JPMORGAN CHASE & COMPANY.SOLE | Common Stock | 30K | SH | $8.70M 0.69% | 30K | 0.00 | 0.00 |
FIDELITY WISE ORIGIN BITCOIN FUNDSOLE | Exchange Traded Fund | 90.93K | SH | $8.55M 0.67% | 90.93K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWSOLE | Common Stock | 16.13K | SH | $7.83M 0.62% | 16.13K | 0.00 | 0.00 |
CATERPILLAR INCORPORATEDSOLE | Common Stock | 19.71K | SH | $7.65M 0.60% | 19.71K | 0.00 | 0.00 |
ISHARES TR SELECT DIVID ETFSOLE | Exchange Traded Fund | 56.82K | SH | $7.55M 0.60% | 56.82K | 0.00 | 0.00 |
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTSOLE | Exchange Traded Fund | 17.05K | SH | $7.51M 0.59% | 17.05K | 0.00 | 0.00 |
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