Filed: 4/28/2026ACC: 0001987855-26-000002
📋 What this filing means
KINGSWOOD WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 924 equity positions with a total reported market value of $2.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
924
Positions
$2.11B
Total AUM (reported)
25.46M
Total Shares
Allocation by class
EXCHANGE TRADED FUND$1.15B54.8%
COMMON STOCK$892.96M42.4%
REAL ESTATE INVESTMENT TRUST$32.65M1.5%
AMERICAN DEPOSITORY RECEIPT$13.44M0.6%
CLOSED-END FUND$11.26M0.5%
MASTER LIMITED PARTNERSHIP$2.33M0.1%
Portfolio Concentration
Top 3$184.48M8.8%
4–10$234.43M11.1%
11–25$265.07M12.6%
Rest$1.42B67.5%
Top 3 weight
8.8%
Top 10 weight
19.9%
Voting Authority Distribution
Total shares with voting rights: 25.46M
Sole
Full voting authority
25.46M
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)
Sole924
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings924
Rows:
APPLE INCORPORATED
SOLEShares308.49K
TypeSH
Market value$78.29M
3.72%
Sole
308.49K
Shared
0.00
None
0.00
SPDR S&P 500 ETF
SOLEShares82.96K
TypeSH
Market value$53.95M
2.56%
Sole
82.96K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares299.55K
TypeSH
Market value$52.24M
2.48%
Sole
299.55K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares83.62K
TypeSH
Market value$48.27M
2.29%
Sole
83.62K
Shared
0.00
None
0.00
VANGUARD VALUE ETF
SOLEShares188.10K
TypeSH
Market value$36.91M
1.75%
Sole
188.10K
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares96.36K
TypeSH
Market value$35.67M
1.69%
Sole
96.36K
Shared
0.00
None
0.00
AMAZON COM INCORPORATED
SOLEShares156.70K
TypeSH
Market value$32.64M
1.55%
Sole
156.70K
Shared
0.00
None
0.00
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
SOLEShares49.09K
TypeSH
Market value$29.33M
1.39%
Sole
49.09K
Shared
0.00
None
0.00
SPDR PORTFOLIO S&P 500 ETF
SOLEShares355.48K
TypeSH
Market value$27.17M
1.29%
Sole
355.48K
Shared
0.00
None
0.00
BROADCOM INCORPORATED
SOLEShares79.03K
TypeSH
Market value$24.46M
1.16%
Sole
79.03K
Shared
0.00
None
0.00
SCHWAB U.S. LARGE-CAP GROWTH ETF
SOLEShares835.60K
TypeSH
Market value$24.34M
1.16%
Sole
835.60K
Shared
0.00
None
0.00
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
SOLEShares517.96K
TypeSH
Market value$23.64M
1.12%
Sole
517.96K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares65.05K
TypeSH
Market value$20.87M
0.99%
Sole
65.05K
Shared
0.00
None
0.00
ALPHABET INCORPORATED CAP STK CLASS A
SOLEShares71.97K
TypeSH
Market value$20.69M
0.98%
Sole
71.97K
Shared
0.00
None
0.00
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares95.46K
TypeSH
Market value$20.53M
0.97%
Sole
95.46K
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
SOLEShares27.77K
TypeSH
Market value$18.14M
0.86%
Sole
27.77K
Shared
0.00
None
0.00
JPMORGAN CHASE & COMPANY.
SOLEShares60.32K
TypeSH
Market value$17.74M
0.84%
Sole
60.32K
Shared
0.00
None
0.00
ALPHABET INCORPORATED CAP STK CLASS C
SOLEShares61.49K
TypeSH
Market value$17.64M
0.84%
Sole
61.49K
Shared
0.00
None
0.00
CAPITAL GROUP GROWTH ETF SHS CREATION UNIT
SOLEShares387.54K
TypeSH
Market value$15.58M
0.74%
Sole
387.54K
Shared
0.00
None
0.00
META PLATFORMS INCORPORATED CLASS A
SOLEShares26.75K
TypeSH
Market value$15.31M
0.73%
Sole
26.75K
Shared
0.00
None
0.00
CATERPILLAR INCORPORATED
SOLEShares21.35K
TypeSH
Market value$15.13M
0.72%
Sole
21.35K
Shared
0.00
None
0.00
GRAYSCALE BITCOIN TRUST ETF
SOLEShares279.96K
TypeSH
Market value$14.77M
0.70%
Sole
279.96K
Shared
0.00
None
0.00
TESLA INCORPORATED
SOLEShares36.87K
TypeSH
Market value$13.70M
0.65%
Sole
36.87K
Shared
0.00
None
0.00
TEXAS PACIFIC LAND CORPORATION
SOLEShares28.75K
TypeSH
Market value$13.64M
0.65%
Sole
28.75K
Shared
0.00
None
0.00
WALMART INCORPORATED
SOLEShares107.36K
TypeSH
Market value$13.34M
0.63%
Sole
107.36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCORPORATEDSOLE | Common Stock | 308.49K | SH | $78.29M 3.72% | 308.49K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | Exchange Traded Fund | 82.96K | SH | $53.95M 2.56% | 82.96K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | Common Stock | 299.55K | SH | $52.24M 2.48% | 299.55K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | Exchange Traded Fund | 83.62K | SH | $48.27M 2.29% | 83.62K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | Exchange Traded Fund | 188.10K | SH | $36.91M 1.75% | 188.10K | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | Common Stock | 96.36K | SH | $35.67M 1.69% | 96.36K | 0.00 | 0.00 |
AMAZON COM INCORPORATEDSOLE | Common Stock | 156.70K | SH | $32.64M 1.55% | 156.70K | 0.00 | 0.00 |
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEWSOLE | Exchange Traded Fund | 49.09K | SH | $29.33M 1.39% | 49.09K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 500 ETFSOLE | Exchange Traded Fund | 355.48K | SH | $27.17M 1.29% | 355.48K | 0.00 | 0.00 |
BROADCOM INCORPORATEDSOLE | Common Stock | 79.03K | SH | $24.46M 1.16% | 79.03K | 0.00 | 0.00 |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | Exchange Traded Fund | 835.60K | SH | $24.34M 1.16% | 835.60K | 0.00 | 0.00 |
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSOLE | Exchange Traded Fund | 517.96K | SH | $23.64M 1.12% | 517.96K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | Exchange Traded Fund | 65.05K | SH | $20.87M 0.99% | 65.05K | 0.00 | 0.00 |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | Common Stock | 71.97K | SH | $20.69M 0.98% | 71.97K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | Exchange Traded Fund | 95.46K | SH | $20.53M 0.97% | 95.46K | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFSOLE | Exchange Traded Fund | 27.77K | SH | $18.14M 0.86% | 27.77K | 0.00 | 0.00 |
JPMORGAN CHASE & COMPANY.SOLE | Common Stock | 60.32K | SH | $17.74M 0.84% | 60.32K | 0.00 | 0.00 |
ALPHABET INCORPORATED CAP STK CLASS CSOLE | Common Stock | 61.49K | SH | $17.64M 0.84% | 61.49K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETF SHS CREATION UNITSOLE | Exchange Traded Fund | 387.54K | SH | $15.58M 0.74% | 387.54K | 0.00 | 0.00 |
META PLATFORMS INCORPORATED CLASS ASOLE | Common Stock | 26.75K | SH | $15.31M 0.73% | 26.75K | 0.00 | 0.00 |
CATERPILLAR INCORPORATEDSOLE | Common Stock | 21.35K | SH | $15.13M 0.72% | 21.35K | 0.00 | 0.00 |
GRAYSCALE BITCOIN TRUST ETFSOLE | Exchange Traded Fund | 279.96K | SH | $14.77M 0.70% | 279.96K | 0.00 | 0.00 |
TESLA INCORPORATEDSOLE | Common Stock | 36.87K | SH | $13.70M 0.65% | 36.87K | 0.00 | 0.00 |
TEXAS PACIFIC LAND CORPORATIONSOLE | Common Stock | 28.75K | SH | $13.64M 0.65% | 28.75K | 0.00 | 0.00 |
WALMART INCORPORATEDSOLE | Common Stock | 107.36K | SH | $13.34M 0.63% | 107.36K | 0.00 | 0.00 |
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