KINGSWOOD WEALTH ADVISORS, LLC

Filed: 10/23/2025ACC: 0001987855-25-000008

📋 What this filing means

KINGSWOOD WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 790 equity positions with a total reported market value of $1.65B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

790

Positions

$1.65B

Total AUM (reported)

19.99M

Total Shares

Allocation by class

EXCHANGE TRADED FUND$883.10M53.4%

COMMON STOCK$711.98M43.1%

REAL ESTATE INVESTMENT TRUST$30.76M1.9%

AMERICAN DEPOSITORY RECEIPT$12.86M0.8%

CLOSED-END FUND$11.88M0.7%

MASTER LIMITED PARTNERSHIP$2.24M0.1%

Portfolio Concentration

Top 3$166.22M10.1%

4–10$205.61M12.4%

11–25$209.27M12.7%

Rest$1.07B64.8%

Top 3 weight

10.1%

Top 10 weight

22.5%

Voting Authority Distribution

Total shares with voting rights: 19.99M

Sole

Full voting authority

19.99M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole790

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings790

Rows:

APPLE INCORPORATED

SOLE

Common Stock

Shares253.78K

TypeSH

Market value$64.62M

3.91%

Sole

253.78K

Shared

0.00

None

0.00

SPDR S&P 500 ETF

SOLE

Exchange Traded Fund

Shares78.37K

TypeSH

Market value$52.21M

3.16%

Sole

78.37K

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

Common Stock

Shares264.75K

TypeSH

Market value$49.40M

2.99%

Sole

264.75K

Shared

0.00

None

0.00

MICROSOFT CORPORATION

SOLE

Common Stock

Shares70.99K

TypeSH

Market value$36.77M

2.22%

Sole

70.99K

Shared

0.00

None

0.00

SCHWAB U.S. LARGE-CAP GROWTH ETF

SOLE

Exchange Traded Fund

Shares1.06M

TypeSH

Market value$33.85M

2.05%

Sole

1.06M

Shared

0.00

None

0.00

INVESCO QQQ TR

SOLE

Exchange Traded Fund

Shares55.13K

TypeSH

Market value$33.10M

2.00%

Sole

55.13K

Shared

0.00

None

0.00

AMAZON COM INCORPORATED

SOLE

Common Stock

Shares126.16K

TypeSH

Market value$27.70M

1.68%

Sole

126.16K

Shared

0.00

None

0.00

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

SOLE

Exchange Traded Fund

Shares44.40K

TypeSH

Market value$27.19M

1.65%

Sole

44.40K

Shared

0.00

None

0.00

GRAYSCALE BITCOIN TRUST ETF

SOLE

Exchange Traded Fund

Shares284.95K

TypeSH

Market value$25.58M

1.55%

Sole

284.95K

Shared

0.00

None

0.00

ISHARES TR CORE S&P500 ETF

SOLE

Exchange Traded Fund

Shares32.01K

TypeSH

Market value$21.42M

1.30%

Sole

32.01K

Shared

0.00

None

0.00

FIRST TRUST PREFERRED SECURITIES AND INCOME ETF

SOLE

Exchange Traded Fund

Shares1.17M

TypeSH

Market value$21.37M

1.29%

Sole

1.17M

Shared

0.00

None

0.00

BROADCOM INCORPORATED

SOLE

Common Stock

Shares57.24K

TypeSH

Market value$18.88M

1.14%

Sole

57.24K

Shared

0.00

None

0.00

VANGUARD VALUE ETF

SOLE

Exchange Traded Fund

Shares85.85K

TypeSH

Market value$16.01M

0.97%

Sole

85.85K

Shared

0.00

None

0.00

META PLATFORMS INCORPORATED CLASS A

SOLE

Common Stock

Shares20.97K

TypeSH

Market value$15.40M

0.93%

Sole

20.97K

Shared

0.00

None

0.00

PROSHARES ULTRA S&P500

SOLE

Exchange Traded Fund

Shares132.86K

TypeSH

Market value$14.90M

0.90%

Sole

132.86K

Shared

0.00

None

0.00

ALPHABET INCORPORATED CAP STK CLASS A

SOLE

Common Stock

Shares61.12K

TypeSH

Market value$14.86M

0.90%

Sole

61.12K

Shared

0.00

None

0.00

JPMORGAN CHASE & COMPANY.

SOLE

Common Stock

Shares43.95K

TypeSH

Market value$13.86M

0.84%

Sole

43.95K

Shared

0.00

None

0.00

MICROSTRATEGY INCORPORATED CLASS A NEW

SOLE

Common Stock

Shares41.02K

TypeSH

Market value$13.22M

0.80%

Sole

41.02K

Shared

0.00

None

0.00

TESLA INCORPORATED

SOLE

Common Stock

Shares29.05K

TypeSH

Market value$12.92M

0.78%

Sole

29.05K

Shared

0.00

None

0.00

2X BITCOIN STRATEGY ETF

SOLE

Exchange Traded Fund

Shares231.35K

TypeSH

Market value$12.74M

0.77%

Sole

231.35K

Shared

0.00

None

0.00

LAMAR ADVERTISING COMPANY NEW CLASS A REIT

SOLE

Real Estate Investment Trust

Shares98.05K

TypeSH

Market value$12.00M

0.73%

Sole

98.05K

Shared

0.00

None

0.00

ALPHABET INCORPORATED CAP STK CLASS C

SOLE

Common Stock

Shares45.97K

TypeSH

Market value$11.19M

0.68%

Sole

45.97K

Shared

0.00

None

0.00

PALANTIR TECHNOLOGIES INCORPORATED CLASS A

SOLE

Common Stock

Shares59.21K

TypeSH

Market value$10.80M

0.65%

Sole

59.21K

Shared

0.00

None

0.00

CATERPILLAR INCORPORATED

SOLE

Common Stock

Shares22.20K

TypeSH

Market value$10.59M

0.64%

Sole

22.20K

Shared

0.00

None

0.00

VANGUARD INFORMATION TECHNOLOGY ETF

SOLE

Exchange Traded Fund

Shares14.07K

TypeSH

Market value$10.51M

0.64%

Sole

14.07K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
APPLE INCORPORATEDSOLE	Common Stock	253.78K	SH	$64.62M 3.91%	253.78K
SPDR S&P 500 ETFSOLE	Exchange Traded Fund	78.37K	SH	$52.21M 3.16%	78.37K
NVIDIA CORPORATIONSOLE	Common Stock	264.75K	SH	$49.40M 2.99%	264.75K
MICROSOFT CORPORATIONSOLE	Common Stock	70.99K	SH	$36.77M 2.22%	70.99K
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE	Exchange Traded Fund	1.06M	SH	$33.85M 2.05%	1.06M
INVESCO QQQ TRSOLE	Exchange Traded Fund	55.13K	SH	$33.10M 2.00%	55.13K
AMAZON COM INCORPORATEDSOLE	Common Stock	126.16K	SH	$27.70M 1.68%	126.16K
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEWSOLE	Exchange Traded Fund	44.40K	SH	$27.19M 1.65%	44.40K
GRAYSCALE BITCOIN TRUST ETFSOLE	Exchange Traded Fund	284.95K	SH	$25.58M 1.55%	284.95K
ISHARES TR CORE S&P500 ETFSOLE	Exchange Traded Fund	32.01K	SH	$21.42M 1.30%	32.01K
FIRST TRUST PREFERRED SECURITIES AND INCOME ETFSOLE	Exchange Traded Fund	1.17M	SH	$21.37M 1.29%	1.17M
BROADCOM INCORPORATEDSOLE	Common Stock	57.24K	SH	$18.88M 1.14%	57.24K
VANGUARD VALUE ETFSOLE	Exchange Traded Fund	85.85K	SH	$16.01M 0.97%	85.85K
META PLATFORMS INCORPORATED CLASS ASOLE	Common Stock	20.97K	SH	$15.40M 0.93%	20.97K
PROSHARES ULTRA S&P500SOLE	Exchange Traded Fund	132.86K	SH	$14.90M 0.90%	132.86K
ALPHABET INCORPORATED CAP STK CLASS ASOLE	Common Stock	61.12K	SH	$14.86M 0.90%	61.12K
JPMORGAN CHASE & COMPANY.SOLE	Common Stock	43.95K	SH	$13.86M 0.84%	43.95K
MICROSTRATEGY INCORPORATED CLASS A NEWSOLE	Common Stock	41.02K	SH	$13.22M 0.80%	41.02K
TESLA INCORPORATEDSOLE	Common Stock	29.05K	SH	$12.92M 0.78%	29.05K
2X BITCOIN STRATEGY ETFSOLE	Exchange Traded Fund	231.35K	SH	$12.74M 0.77%	231.35K
LAMAR ADVERTISING COMPANY NEW CLASS A REITSOLE	Real Estate Investment Trust	98.05K	SH	$12.00M 0.73%	98.05K
ALPHABET INCORPORATED CAP STK CLASS CSOLE	Common Stock	45.97K	SH	$11.19M 0.68%	45.97K
PALANTIR TECHNOLOGIES INCORPORATED CLASS ASOLE	Common Stock	59.21K	SH	$10.80M 0.65%	59.21K
CATERPILLAR INCORPORATEDSOLE	Common Stock	22.20K	SH	$10.59M 0.64%	22.20K
VANGUARD INFORMATION TECHNOLOGY ETFSOLE	Exchange Traded Fund	14.07K	SH	$10.51M 0.64%	14.07K

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