Filed: 1/28/2026ACC: 0001987855-26-000001
📋 What this filing means
KINGSWOOD WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 869 equity positions with a total reported market value of $2.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
869
Positions
$2.07B
Total AUM (reported)
24.47M
Total Shares
Allocation by class
EXCHANGE TRADED FUND$1.12B54.0%
COMMON STOCK$887.48M42.9%
REAL ESTATE INVESTMENT TRUST$29.68M1.4%
AMERICAN DEPOSITORY RECEIPT$21.72M1.0%
CLOSED-END FUND$11.86M0.6%
MASTER LIMITED PARTNERSHIP$1.82M0.1%
Portfolio Concentration
Top 3$201.96M9.8%
4–10$257.44M12.4%
11–25$291.04M14.1%
Rest$1.32B63.7%
Top 3 weight
9.8%
Top 10 weight
22.2%
Voting Authority Distribution
Total shares with voting rights: 24.47M
Sole
Full voting authority
24.47M
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)
Sole869
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings869
Rows:
APPLE INCORPORATED
SOLEShares311.86K
TypeSH
Market value$84.78M
4.10%
Sole
311.86K
Shared
0.00
None
0.00
SPDR S&P 500 ETF
SOLEShares87.29K
TypeSH
Market value$59.53M
2.88%
Sole
87.29K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares309.11K
TypeSH
Market value$57.65M
2.79%
Sole
309.11K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares74.68K
TypeSH
Market value$45.88M
2.22%
Sole
74.68K
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares93.17K
TypeSH
Market value$45.06M
2.18%
Sole
93.17K
Shared
0.00
None
0.00
VANGUARD VALUE ETF
SOLEShares198.22K
TypeSH
Market value$37.86M
1.83%
Sole
198.22K
Shared
0.00
None
0.00
AMAZON COM INCORPORATED
SOLEShares154.47K
TypeSH
Market value$35.66M
1.72%
Sole
154.47K
Shared
0.00
None
0.00
SCHWAB U.S. LARGE-CAP GROWTH ETF
SOLEShares1.01M
TypeSH
Market value$33.02M
1.60%
Sole
1.01M
Shared
0.00
None
0.00
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
SOLEShares49.19K
TypeSH
Market value$30.85M
1.49%
Sole
49.19K
Shared
0.00
None
0.00
SPDR PORTFOLIO S&P 500 ETF
SOLEShares362.88K
TypeSH
Market value$29.12M
1.41%
Sole
362.88K
Shared
0.00
None
0.00
BROADCOM INCORPORATED
SOLEShares79.64K
TypeSH
Market value$27.56M
1.33%
Sole
79.64K
Shared
0.00
None
0.00
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
SOLEShares524.18K
TypeSH
Market value$23.28M
1.12%
Sole
524.18K
Shared
0.00
None
0.00
ALPHABET INCORPORATED CAP STK CLASS A
SOLEShares70.31K
TypeSH
Market value$22.01M
1.06%
Sole
70.31K
Shared
0.00
None
0.00
CAPITAL GROUP GROWTH ETF SHS CREATION UNIT
SOLEShares465.65K
TypeSH
Market value$20.71M
1.00%
Sole
465.65K
Shared
0.00
None
0.00
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares91.13K
TypeSH
Market value$20.03M
0.97%
Sole
91.13K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares59.18K
TypeSH
Market value$19.84M
0.96%
Sole
59.18K
Shared
0.00
None
0.00
JPMORGAN CHASE & COMPANY.
SOLEShares61.25K
TypeSH
Market value$19.74M
0.95%
Sole
61.25K
Shared
0.00
None
0.00
GRAYSCALE BITCOIN TRUST ETF
SOLEShares283.83K
TypeSH
Market value$19.40M
0.94%
Sole
283.83K
Shared
0.00
None
0.00
ALPHABET INCORPORATED CAP STK CLASS C
SOLEShares60.82K
TypeSH
Market value$19.09M
0.92%
Sole
60.82K
Shared
0.00
None
0.00
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF
SOLEShares1.04M
TypeSH
Market value$18.95M
0.92%
Sole
1.04M
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
SOLEShares25.76K
TypeSH
Market value$17.65M
0.85%
Sole
25.76K
Shared
0.00
None
0.00
META PLATFORMS INCORPORATED CLASS A
SOLEShares26.66K
TypeSH
Market value$17.59M
0.85%
Sole
26.66K
Shared
0.00
None
0.00
TESLA INCORPORATED
SOLEShares36.55K
TypeSH
Market value$16.44M
0.79%
Sole
36.55K
Shared
0.00
None
0.00
PROSHARES ULTRA S&P500
SOLEShares266.57K
TypeSH
Market value$15.44M
0.75%
Sole
266.57K
Shared
0.00
None
0.00
JPMORGAN EQUITY PREMIUM INCOME ETF
SOLEShares232.72K
TypeSH
Market value$13.32M
0.64%
Sole
232.72K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCORPORATEDSOLE | Common Stock | 311.86K | SH | $84.78M 4.10% | 311.86K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | Exchange Traded Fund | 87.29K | SH | $59.53M 2.88% | 87.29K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | Common Stock | 309.11K | SH | $57.65M 2.79% | 309.11K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | Exchange Traded Fund | 74.68K | SH | $45.88M 2.22% | 74.68K | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | Common Stock | 93.17K | SH | $45.06M 2.18% | 93.17K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | Exchange Traded Fund | 198.22K | SH | $37.86M 1.83% | 198.22K | 0.00 | 0.00 |
AMAZON COM INCORPORATEDSOLE | Common Stock | 154.47K | SH | $35.66M 1.72% | 154.47K | 0.00 | 0.00 |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | Exchange Traded Fund | 1.01M | SH | $33.02M 1.60% | 1.01M | 0.00 | 0.00 |
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEWSOLE | Exchange Traded Fund | 49.19K | SH | $30.85M 1.49% | 49.19K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 500 ETFSOLE | Exchange Traded Fund | 362.88K | SH | $29.12M 1.41% | 362.88K | 0.00 | 0.00 |
BROADCOM INCORPORATEDSOLE | Common Stock | 79.64K | SH | $27.56M 1.33% | 79.64K | 0.00 | 0.00 |
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSOLE | Exchange Traded Fund | 524.18K | SH | $23.28M 1.12% | 524.18K | 0.00 | 0.00 |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | Common Stock | 70.31K | SH | $22.01M 1.06% | 70.31K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETF SHS CREATION UNITSOLE | Exchange Traded Fund | 465.65K | SH | $20.71M 1.00% | 465.65K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | Exchange Traded Fund | 91.13K | SH | $20.03M 0.97% | 91.13K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | Exchange Traded Fund | 59.18K | SH | $19.84M 0.96% | 59.18K | 0.00 | 0.00 |
JPMORGAN CHASE & COMPANY.SOLE | Common Stock | 61.25K | SH | $19.74M 0.95% | 61.25K | 0.00 | 0.00 |
GRAYSCALE BITCOIN TRUST ETFSOLE | Exchange Traded Fund | 283.83K | SH | $19.40M 0.94% | 283.83K | 0.00 | 0.00 |
ALPHABET INCORPORATED CAP STK CLASS CSOLE | Common Stock | 60.82K | SH | $19.09M 0.92% | 60.82K | 0.00 | 0.00 |
FIRST TRUST PREFERRED SECURITIES AND INCOME ETFSOLE | Exchange Traded Fund | 1.04M | SH | $18.95M 0.92% | 1.04M | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFSOLE | Exchange Traded Fund | 25.76K | SH | $17.65M 0.85% | 25.76K | 0.00 | 0.00 |
META PLATFORMS INCORPORATED CLASS ASOLE | Common Stock | 26.66K | SH | $17.59M 0.85% | 26.66K | 0.00 | 0.00 |
TESLA INCORPORATEDSOLE | Common Stock | 36.55K | SH | $16.44M 0.79% | 36.55K | 0.00 | 0.00 |
PROSHARES ULTRA S&P500SOLE | Exchange Traded Fund | 266.57K | SH | $15.44M 0.75% | 266.57K | 0.00 | 0.00 |
JPMORGAN EQUITY PREMIUM INCOME ETFSOLE | Exchange Traded Fund | 232.72K | SH | $13.32M 0.64% | 232.72K | 0.00 | 0.00 |
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