Filed: 7/27/2026ACC: 0001987855-26-000003
📋 What this filing means
KINGSWOOD WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 995 equity positions with a total reported market value of $2.48B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
995
Positions
$2.48B
Total AUM (reported)
27.51M
Total Shares
Allocation by class
EXCHANGE TRADED FUND$1.34B53.9%
COMMON STOCK$1.07B43.2%
REAL ESTATE INVESTMENT TRUST$36.68M1.5%
AMERICAN DEPOSITORY RECEIPT$18.82M0.8%
CLOSED-END FUND$12.39M0.5%
MASTER LIMITED PARTNERSHIP$2.59M0.1%
Portfolio Concentration
Top 3$218.15M8.8%
4–10$269.47M10.9%
11–25$331.89M13.4%
Rest$1.66B67.0%
Top 3 weight
8.8%
Top 10 weight
19.7%
Voting Authority Distribution
Total shares with voting rights: 27.51M
Sole
Full voting authority
27.51M
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)
Sole995
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings995
Rows:
APPLE INCORPORATED
SOLEShares318.57K
TypeSH
Market value$92.18M
3.72%
Sole
318.57K
Shared
0.00
None
0.00
SPDR S&P 500 ETF
SOLEShares84.87K
TypeSH
Market value$63.38M
2.56%
Sole
84.87K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares312.81K
TypeSH
Market value$62.59M
2.52%
Sole
312.81K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares79.88K
TypeSH
Market value$58.82M
2.37%
Sole
79.88K
Shared
0.00
None
0.00
VANGUARD VALUE ETF
SOLEShares192.16K
TypeSH
Market value$41.88M
1.69%
Sole
192.16K
Shared
0.00
None
0.00
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
SOLEShares53.32K
TypeSH
Market value$36.62M
1.48%
Sole
53.32K
Shared
0.00
None
0.00
AMAZON COM INCORPORATED
SOLEShares151.81K
TypeSH
Market value$36.18M
1.46%
Sole
151.81K
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares96.07K
TypeSH
Market value$35.83M
1.44%
Sole
96.07K
Shared
0.00
None
0.00
SPDR PORTFOLIO S&P 500 ETF
SOLEShares345.57K
TypeSH
Market value$30.36M
1.22%
Sole
345.57K
Shared
0.00
None
0.00
BROADCOM INCORPORATED
SOLEShares78.82K
TypeSH
Market value$29.78M
1.20%
Sole
78.82K
Shared
0.00
None
0.00
SCHWAB U.S. LARGE-CAP GROWTH ETF
SOLEShares833.31K
TypeSH
Market value$28.20M
1.14%
Sole
833.31K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INCORPORATED
SOLEShares24.02K
TypeSH
Market value$27.73M
1.12%
Sole
24.02K
Shared
0.00
None
0.00
CATERPILLAR INCORPORATED
SOLEShares25.61K
TypeSH
Market value$27.27M
1.10%
Sole
25.61K
Shared
0.00
None
0.00
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
SOLEShares538.61K
TypeSH
Market value$27.14M
1.09%
Sole
538.61K
Shared
0.00
None
0.00
ALPHABET INCORPORATED CAP STK CLASS A
SOLEShares69.75K
TypeSH
Market value$24.93M
1.01%
Sole
69.75K
Shared
0.00
None
0.00
ALPHABET INCORPORATED CAP STK CLASS C
SOLEShares69.86K
TypeSH
Market value$24.68M
1.00%
Sole
69.86K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares62.92K
TypeSH
Market value$23.28M
0.94%
Sole
62.92K
Shared
0.00
None
0.00
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares97.31K
TypeSH
Market value$23.03M
0.93%
Sole
97.31K
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
SOLEShares29.37K
TypeSH
Market value$21.99M
0.89%
Sole
29.37K
Shared
0.00
None
0.00
JPMORGAN CHASE & COMPANY.
SOLEShares59.95K
TypeSH
Market value$19.62M
0.79%
Sole
59.95K
Shared
0.00
None
0.00
PROSHARES ULTRA S&P500
SOLEShares271.38K
TypeSH
Market value$18.29M
0.74%
Sole
271.38K
Shared
0.00
None
0.00
CAPITAL GROUP GROWTH ETF SHS CREATION UNIT
SOLEShares370.72K
TypeSH
Market value$17.50M
0.71%
Sole
370.72K
Shared
0.00
None
0.00
TESLA INCORPORATED
SOLEShares40.40K
TypeSH
Market value$16.99M
0.69%
Sole
40.40K
Shared
0.00
None
0.00
META PLATFORMS INCORPORATED CLASS A
SOLEShares27.88K
TypeSH
Market value$15.70M
0.63%
Sole
27.88K
Shared
0.00
None
0.00
SANDISK CORPORATION
SOLEShares6.83K
TypeSH
Market value$15.53M
0.63%
Sole
6.83K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCORPORATEDSOLE | Common Stock | 318.57K | SH | $92.18M 3.72% | 318.57K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | Exchange Traded Fund | 84.87K | SH | $63.38M 2.56% | 84.87K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | Common Stock | 312.81K | SH | $62.59M 2.52% | 312.81K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | Exchange Traded Fund | 79.88K | SH | $58.82M 2.37% | 79.88K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | Exchange Traded Fund | 192.16K | SH | $41.88M 1.69% | 192.16K | 0.00 | 0.00 |
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEWSOLE | Exchange Traded Fund | 53.32K | SH | $36.62M 1.48% | 53.32K | 0.00 | 0.00 |
AMAZON COM INCORPORATEDSOLE | Common Stock | 151.81K | SH | $36.18M 1.46% | 151.81K | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | Common Stock | 96.07K | SH | $35.83M 1.44% | 96.07K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 500 ETFSOLE | Exchange Traded Fund | 345.57K | SH | $30.36M 1.22% | 345.57K | 0.00 | 0.00 |
BROADCOM INCORPORATEDSOLE | Common Stock | 78.82K | SH | $29.78M 1.20% | 78.82K | 0.00 | 0.00 |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | Exchange Traded Fund | 833.31K | SH | $28.20M 1.14% | 833.31K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCORPORATEDSOLE | Common Stock | 24.02K | SH | $27.73M 1.12% | 24.02K | 0.00 | 0.00 |
CATERPILLAR INCORPORATEDSOLE | Common Stock | 25.61K | SH | $27.27M 1.10% | 25.61K | 0.00 | 0.00 |
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSOLE | Exchange Traded Fund | 538.61K | SH | $27.14M 1.09% | 538.61K | 0.00 | 0.00 |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | Common Stock | 69.75K | SH | $24.93M 1.01% | 69.75K | 0.00 | 0.00 |
ALPHABET INCORPORATED CAP STK CLASS CSOLE | Common Stock | 69.86K | SH | $24.68M 1.00% | 69.86K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | Exchange Traded Fund | 62.92K | SH | $23.28M 0.94% | 62.92K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | Exchange Traded Fund | 97.31K | SH | $23.03M 0.93% | 97.31K | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFSOLE | Exchange Traded Fund | 29.37K | SH | $21.99M 0.89% | 29.37K | 0.00 | 0.00 |
JPMORGAN CHASE & COMPANY.SOLE | Common Stock | 59.95K | SH | $19.62M 0.79% | 59.95K | 0.00 | 0.00 |
PROSHARES ULTRA S&P500SOLE | Exchange Traded Fund | 271.38K | SH | $18.29M 0.74% | 271.38K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETF SHS CREATION UNITSOLE | Exchange Traded Fund | 370.72K | SH | $17.50M 0.71% | 370.72K | 0.00 | 0.00 |
TESLA INCORPORATEDSOLE | Common Stock | 40.40K | SH | $16.99M 0.69% | 40.40K | 0.00 | 0.00 |
META PLATFORMS INCORPORATED CLASS ASOLE | Common Stock | 27.88K | SH | $15.70M 0.63% | 27.88K | 0.00 | 0.00 |
SANDISK CORPORATIONSOLE | Common Stock | 6.83K | SH | $15.53M 0.63% | 6.83K | 0.00 | 0.00 |
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