KINGSWOOD WEALTH ADVISORS, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1987855
Institutional-grade research for retail investors
Sector Allocation
- Other49.2%$1.3B
- Technology21.5%$560.4M
- Financials10.8%$282.4M
- Industrials4.5%$116.4M
- Consumer Discretionary3.2%$84.3M
- Healthcare3.1%$81.1M
- Energy1.9%$50.6M
- Consumer Staples1.9%$50.5M
- Utilities1.2%$31.2M
- Real Estate1.1%$30.0M
AUM History
13fpro.ai/research/fund/kingswood-wealth-advisors-llc-1987855
Conviction and streaks
Stable · top 10 = 20.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$108.0MNVDA
$68.1MSPY
$65.9MQQQ
$62.5MMSFT
$48.6M- VANGUARD$41.9M
- VANGUARD$40.5M
AMZN
$38.4M- SPDR$31.1M
- SCHWAB$30.5M
GOOGL
$28.3MAVGO
$28.2MGOOG
$28.2M- SPDR$27.5M
- VANGUARD$24.7M
MU
$24.4M- VANGUARD$23.7M
CAT
$23.5M- ISHARES$22.7M
SPCX$21.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/kingswood-wealth-advisors-llc-1987855
KINGSWOOD WEALTH ADVISORS, LLC 13F holdings — Q3 2026
$2.6B portfolio (+5.0% QoQ) · 1,024 holdings · Q3 2026 13F · top 10 are 21% of the stock portfolio
$108.0M
4.2% of stocks
+2%This quarter-1.1%Since filed8+ qtrsHeld$68.1M
2.6% of stocks
-5%This quarter+2.4%Since filed8+ qtrsHeld$65.9M
2.5% of stocks
+2%This quarter+0.7%Since filed8+ qtrsHeld$62.5M
2.4% of stocks
+6%This quarter+1.1%Since filed8+ qtrsHeld$48.6M
1.9% of stocks
-1%This quarter+1.5%Since filed8+ qtrsHeld- 6
VANGUARD VALUE ETF - Exchange Traded Fund
$41.9M
1.6% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW - Exchange Traded Fund
$40.5M
1.6% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— $38.4M
1.5% of stocks
+2%This quarter+0.4%Since filed8+ qtrsHeld- 9
SPDR PORTFOLIO S&P 500 ETF - Exchange Traded Fund
$31.1M
1.2% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SCHWAB U.S. LARGE-CAP GROWTH ETF - Exchange Traded Fund
$30.5M
1.2% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $108.0M | 4.2% | +2% | -1.1% | 8+ qtrsAdded 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $68.1M | 2.6% | -5% | +2.4% | 8+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $65.9M | 2.5% | +2% | +0.7% | 8+ qtrsAdded 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $62.5M | 2.4% | +6% | +1.1% | 8+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $48.6M | 1.9% | -1% | +1.5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | VANGUARD VALUE ETF - Exchange Traded Fund | $41.9M | 1.6% | +0.8% | — | — | — | — | |
| 7 | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW - Exchange Traded Fund | $40.5M | 1.6% | +8% | — | — | — | — | |
| 8 | $38.4M | 1.5% | +2% | +0.4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | SPDR PORTFOLIO S&P 500 ETF - Exchange Traded Fund | $31.1M | 1.2% | +0.4% | — | — | — | — | |
| 10 | SCHWAB U.S. LARGE-CAP GROWTH ETF - Exchange Traded Fund | $30.5M | 1.2% | +2% | — | — | — | — |
All holdings — KINGSWOOD WEALTH ADVISORS, LLC (Q3 2026)
1,024 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $28.3M | 1.1% | 82K | +18% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Broadcom Inc. | Technology | $28.2M | 1.1% | 80K | +2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Alphabet Inc. | Technology | $28.2M | 1.1% | 83K | +18% | 8+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - Exchange Traded Fundetf/fund | — | $27.5M | 1.1% | 547K | +2% | — | — | 13F |
| 15 | — | VANGUARD TOTAL STOCK MARKET ETF - Exchange Traded Fundetf/fund | — | $24.7M | 0.9% | 66K | +5% | — | — | 13F |
| 16 | MICRON TECHNOLOGY INC | Technology | $24.4M | 0.9% | 23K | -5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | VANGUARD DIVIDEND APPRECIATION ETF - Exchange Traded Fundetf/fund | — | $23.7M | 0.9% | 102K | +4% | — | — | 13F |
| 18 | CATERPILLAR INC | Industrials | $23.5M | 0.9% | 29K | +13% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES TR CORE S&P500 ETF - Exchange Traded Fundetf/fund | — | $22.7M | 0.9% | 30K | +1% | — | — | 13F |
| 20 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $21.2M | 0.8% | 141K | +569% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F |
| 21 | Meta Platforms, Inc. | Technology | $20.8M | 0.8% | 29K | +3% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | JPMORGAN CHASE & CO | Financials | $20.2M | 0.8% | 61K | +2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | PROSHARES ULTRA S&P500 - Exchange Traded Fundetf/fund | — | $18.6M | 0.7% | 268K | -1% | — | — | 13F |
| 24 | Grayscale Bitcoin Trust ETFetf/fund | Financials | $17.8M | 0.7% | 275K | -1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Invesco Ltd.etf/fund | Financials | $17.6M | 0.7% | 267K | +5006% | 8+ qtrsAdded 5 qtrs in a row | — | 13F | |
| 26 | — | CAPITAL GROUP GROWTH ETF SHS CREATION UNIT - Exchange Traded Fund | — | $16.8M | 0.7% | 355K | -4% | |||
| 27 | $TSLA | Tesla, Inc. | Consumer Discretionary | $15.9M | 0.6% | 45K | +11% | |||
| 28 | $PLTR | Palantir Technologies Inc. | Technology | $15.8M | 0.6% | 84K | -13% | |||
| 29 | — | SCHWAB US DIVIDEND EQUITY ETF - Exchange Traded Fund | — | $15.3M | 0.6% | 470K | +24% | |||
| 30 | — | VANGUARD SMALL-CAP ETF - Exchange Traded Fund | — | $15.1M | 0.6% | 53K | +9% | |||
| 31 | — | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - Exchange Traded Fund | — | $15.0M | 0.6% | 244K | +0.7% | |||
| 32 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - Exchange Traded Fund | — | $14.5M | 0.6% | 259K | +9% | |||
| 33 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $14.3M | 0.6% | 23K | +3% | |||
| 34 | $LAMR | LAMAR ADVERTISING CO/NEW | Real Estate | $14.0M | 0.5% | 97K | -0.1% | |||
| 35 | — | ISHARES TR U.S. TECH ETF - Exchange Traded Fund | — | $12.6M | 0.5% | 48K | +4% | |||
| 36 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $12.0M | 0.5% | 24K | -5% | |||
| 37 | — | CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT - Exchange Traded Fund | — | $11.7M | 0.5% | 262K | -6% | |||
| 38 | $GLD | SPDR GOLD TRUST | Financials | $11.5M | 0.4% | 30K | +12% | |||
| 39 | $ETN | Eaton Corp plc | Industrials | $11.3M | 0.4% | 26K | +2% | |||
| 40 | $WMT | Walmart Inc. | Consumer Staples | $11.1M | 0.4% | 107K | -3% | |||
| 41 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $10.9M | 0.4% | 67K | +6% | |||
| 42 | $LLY | ELI LILLY & Co | Healthcare | $10.8M | 0.4% | 9,334 | +3% | |||
| 43 | — | ISHARES TR SELECT DIVID ETF - Exchange Traded Fund | — | $10.5M | 0.4% | 69K | +5% | |||
| 44 | — | JPMORGAN INCOME ETF - Exchange Traded Fund | — | $10.5M | 0.4% | 234K | +70% | |||
| 45 | — | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - Exchange Traded Fund | — | $10.4M | 0.4% | 20K | +23% | |||
| 46 | — | ISHARES TR CORE US AGGBD ET - Exchange Traded Fund | — | $10.2M | 0.4% | 108K | -1% | |||
| 47 | $ABBV | AbbVie Inc. | Healthcare | $9.9M | 0.4% | 38K | +3% | |||
| 48 | — | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND - Exchange Traded Fund | — | $9.8M | 0.4% | 98K | +442% | |||
| 49 | $JNJ | JOHNSON & JOHNSON | Healthcare | $9.7M | 0.4% | 36K | -1% | |||
| 50 | $GS | GOLDMAN SACHS GROUP INC | Financials | $9.5M | 0.4% | 11K | +58% | |||
| 51 | — | VANGUARD GROWTH ETF - Exchange Traded Fund | — | $9.3M | 0.4% | 103K | +3% | |||
| 52 | $NEE | NEXTERA ENERGY INC | Utilities | $9.0M | 0.3% | 119K | +5% | |||
| 53 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $9.0M | 0.3% | 9,845 | -2% | |||
| 54 | — | VANGUARD HIGH DIVIDEND YIELD ETF - Exchange Traded Fund | — | $8.9M | 0.3% | 57K | +4% | |||
| 55 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - Exchange Traded Fund | — | $8.5M | 0.3% | 120K | +3% | |||
| 56 | — | CALAMOS ETF TR AUTOCALLABLE INC - Exchange Traded Fund | — | $8.5M | 0.3% | 318K | +112% | |||
| 57 | — | VANGUARD MID-CAP ETF - Exchange Traded Fund | — | $8.4M | 0.3% | 108K | -0.3% | |||
| 58 | — | FIRST TRUST LONG/SHORT EQUITY ETF - Exchange Traded Fund | — | $8.3M | 0.3% | 109K | +3% | |||
| 59 | — | VANGUARD INFORMATION TECHNOLOGY ETF - Exchange Traded Fund | — | $8.3M | 0.3% | 66K | +0.9% | |||
| 60 | — | FIRST TRUST CAPITAL STRENGTH ETF - Exchange Traded Fund | — | $8.3M | 0.3% | 88K | -0.8% | |||
| 61 | — | SPDR TECHNOLOGY SELECT SECTOR FUND - Exchange Traded Fund | — | $8.2M | 0.3% | 42K | +34% | |||
| 62 | — | F/M US TREASURY 3 MONTH BILL FUND - ETF - Exchange Traded Fund | — | $8.1M | 0.3% | 162K | +53% | |||
| 63 | — | ISHARES TR CORE DIV GRWTH - Exchange Traded Fund | — | $8.1M | 0.3% | 107K | +4% | |||
| 64 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $8.0M | 0.3% | 110K | +0.5% | |||
| 65 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $7.9M | 0.3% | 17K | +6% | |||
| 66 | — | ISHARES TR MSCI USA MMENTM - Exchange Traded Fund | — | $7.8M | 0.3% | 25K | -3% | |||
| 67 | $KO | COCA COLA CO | Consumer Staples | $7.7M | 0.3% | 90K | +7% | |||
| 68 | — | VANECK SEMICONDUCTOR ETF - Exchange Traded Fund | — | $7.7M | 0.3% | 13K | -26% | |||
| 69 | — | ISHARES TR MSCI USA MIN VOL - Exchange Traded Fund | — | $7.5M | 0.3% | 77K | -1% | |||
| 70 | $SNDK | Sandisk Corp | Technology | $7.5M | 0.3% | 4,322 | -37% | |||
| 71 | — | INVESCO DWA HEALTHCARE MOMENTUM ETF - Exchange Traded Fund | — | $7.5M | 0.3% | 123K | New | |||
| 72 | $PH | Parker-Hannifin Corp | Industrials | $7.5M | 0.3% | 7,815 | -1.0% | |||
| 73 | — | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRAST INDEX FUND - Exchange Traded Fund | — | $7.4M | 0.3% | 42K | -6% | |||
| 74 | $IVZ | Invesco Ltd. | Financials | $7.4M | 0.3% | 58K | +5% | |||
| 75 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $7.3M | 0.3% | 28K | +402% | |||
| 76 | $INTC | INTEL CORP | Technology | $7.3M | 0.3% | 61K | +1% | |||
| 77 | — | MRP SYNTHEQUITY ETF - Exchange Traded Fund | — | $7.1M | 0.3% | 241K | +4% | |||
| 78 | — | VANGUARD LARGE-CAP ETF - Exchange Traded Fund | — | $7.1M | 0.3% | 20K | -0.6% | |||
| 79 | — | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS - Exchange Traded Fund | — | $7.0M | 0.3% | 89K | -2% | |||
| 80 | — | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF - Exchange Traded Fund | — | $6.9M | 0.3% | 249K | +11% | |||
| 81 | $WT | WisdomTree, Inc. | Financials | $6.8M | 0.3% | 70K | -0.3% | |||
| 82 | $CVX | CHEVRON CORP | Energy | $6.8M | 0.3% | 33K | +2% | |||
| 83 | $TPL | Texas Pacific Land Corp | Financials | $6.8M | 0.3% | 21K | -2% | |||
| 84 | $V | VISA INC. | Financials | $6.7M | 0.3% | 19K | +2% | |||
| 85 | — | ISHARES TR GLOBAL 100 ETF - Exchange Traded Fund | — | $6.6M | 0.3% | 46K | -2% | |||
| 86 | $WT | WisdomTree, Inc. | Financials | $6.6M | 0.3% | 131K | +163% | |||
| 87 | $CSCO | CISCO SYSTEMS, INC. | Technology | $6.5M | 0.3% | 60K | +6% | |||
| 88 | — | SPDR S&P DIVIDEND ETF - Exchange Traded Fund | — | $6.5M | 0.3% | 44K | +2% | |||
| 89 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $6.5M | 0.3% | 119K | +9% | |||
| 90 | — | CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT - Exchange Traded Fund | — | $6.4M | 0.3% | 131K | +4% | |||
| 91 | — | ISHARES TR RUS MD CP GR ETF - Exchange Traded Fund | — | $6.4M | 0.2% | 46K | +3% | |||
| 92 | — | ISHARES TR RUS 1000 GRW ETF - Exchange Traded Fund | — | $6.3M | 0.2% | 50K | -3% | |||
| 93 | $SO | SOUTHERN CO | Utilities | $6.3M | 0.2% | 76K | +2% | |||
| 94 | $MSTR | Strategy Inc | Financials | $6.3M | 0.2% | 41K | -2% | |||
| 95 | $RTX | RTX Corp | Industrials | $6.2M | 0.2% | 34K | -3% | |||
| 96 | — | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - Exchange Traded Fund | — | $6.2M | 0.2% | 67K | +10% | |||
| 97 | $IBIT | iShares Bitcoin Trust ETF | Financials | $6.2M | 0.2% | 130K | +25% | |||
| 98 | $BE | Bloom Energy Corp | Technology | $6.1M | 0.2% | 22K | +11% | |||
| 99 | $TXN | TEXAS INSTRUMENTS INC | Technology | $6.0M | 0.2% | 22K | -3% | |||
| 100 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $6.0M | 0.2% | 21K | +3% | |||
| 101 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $5.9M | 0.2% | 11K | +9% | |||
| 102 | $IVZ | Invesco Ltd. | Financials | $5.9M | 0.2% | 19K | +37% | |||
| 103 | — | VANGUARD SMALL-CAP GROWTH ETF - Exchange Traded Fund | — | $5.8M | 0.2% | 17K | +3% | |||
| 104 | — | SPDR ENERGY SELECT SECTOR FUND - Exchange Traded Fund | — | $5.8M | 0.2% | 95K | +6% | |||
| 105 | $IVZ | Invesco Ltd. | Financials | $5.8M | 0.2% | 38K | +10% | |||
| 106 | — | FIRST TRUST PREFERRED SECURITIES AND INCOME ETF - Exchange Traded Fund | — | $5.8M | 0.2% | 340K | -6% | |||
| 107 | — | FEDERATED HERMES ENHANCED INCOME ETF - Exchange Traded Fund | — | $5.6M | 0.2% | 107K | +83% | |||
| 108 | — | FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF - Exchange Traded Fund | — | $5.5M | 0.2% | 85K | -8% | |||
| 109 | — | VANGUARD MATERIALS ETF - Exchange Traded Fund | — | $5.5M | 0.2% | 25K | -8% | |||
| 110 | $MTZ | MASTEC INC | Energy | $5.5M | 0.2% | 26K | +2% | |||
| 111 | — | ISHARES TR ISHARES SEMICDTR - Exchange Traded Fund | — | $5.4M | 0.2% | 9,541 | +37% | |||
| 112 | — | ISHARES TR EAFE GRWTH ETF - Exchange Traded Fund | — | $5.3M | 0.2% | 45K | +3% | |||
| 113 | $GEV | GE Vernova Inc. | Industrials | $5.3M | 0.2% | 5,621 | +14% | |||
| 114 | $STX | Seagate Technology Holdings plc | Technology | $5.3M | 0.2% | 5,731 | -4% | |||
| 115 | — | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF - Exchange Traded Fund | — | $5.3M | 0.2% | 51K | +6% | |||
| 116 | — | 2X BITCOIN STRATEGY ETF - Exchange Traded Fund | — | $5.2M | 0.2% | 267K | +5% | |||
| 117 | — | SPDR FINANCIAL SELECT SECTOR FUND - Exchange Traded Fund | — | $5.2M | 0.2% | 97K | -41% | |||
| 118 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - Exchange Traded Fund | — | $5.2M | 0.2% | 61K | +1% | |||
| 119 | $WT | WisdomTree, Inc. | Financials | $5.0M | 0.2% | 52K | +0.7% | |||
| 120 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $5.0M | 0.2% | 110K | -2% | |||
| 121 | — | SCHWAB U.S. MID-CAP ETF - Exchange Traded Fund | — | $5.0M | 0.2% | 148K | +3% | |||
| 122 | — | FEDERATED HERMES MDT MARKET NEUTRAL ETF - Exchange Traded Fund | — | $5.0M | 0.2% | 179K | +18% | |||
| 123 | — | ISHARES TR MRGSTR MD CP GRW - Exchange Traded Fund | — | $5.0M | 0.2% | 53K | +2% | |||
| 124 | $MRK | Merck & Co., Inc. | Healthcare | $5.0M | 0.2% | 34K | +8% | |||
| 125 | $NFLX | NETFLIX INC | Communication Services | $4.9M | 0.2% | 70K | +13% | |||
| 126 | $ADI | ANALOG DEVICES INC | Technology | $4.8M | 0.2% | 12K | -5% | |||
| 127 | — | ISHARES TR CORE S&P MCP ETF - Exchange Traded Fund | — | $4.8M | 0.2% | 67K | +3% | |||
| 128 | — | SPDR S&P 600 SMALL CAP GROWTH ETF - Exchange Traded Fund | — | $4.8M | 0.2% | 45K | -0.6% | |||
| 129 | — | SCHWAB US LARGE CAP VALUE ETF - Exchange Traded Fund | — | $4.8M | 0.2% | 144K | +0.5% | |||
| 130 | $BA | BOEING CO | Industrials | $4.7M | 0.2% | 25K | +0.6% | |||
| 131 | $LMT | LOCKHEED MARTIN CORP | Industrials | $4.7M | 0.2% | 9,302 | +3% | |||
| 132 | $IVZ | Invesco Ltd. | Financials | $4.7M | 0.2% | 22K | +67% | |||
| 133 | $APD | Air Products & Chemicals, Inc. | Materials | $4.5M | 0.2% | 16K | -1% | |||
| 134 | — | VANGUARD FTSE ALL-WORLD EX-US ETF - Exchange Traded Fund | — | $4.5M | 0.2% | 54K | -0.5% | |||
| 135 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $4.5M | 0.2% | 31K | +1% | |||
| 136 | — | FIRST TRUST ETF VIII INNOVATION LEADERS ETF - Exchange Traded Fund | — | $4.5M | 0.2% | 113K | New | |||
| 137 | $MRVL | Marvell Technology, Inc. | Technology | $4.5M | 0.2% | 17K | +13% | |||
| 138 | — | SPDR PORTFOLIO S&P 500 GROWTH ETF - Exchange Traded Fund | — | $4.5M | 0.2% | 36K | -2% | |||
| 139 | $TT | Trane Technologies plc | Technology | $4.4M | 0.2% | 9,816 | -2% | |||
| 140 | $QCOM | QUALCOMM INC/DE | Technology | $4.3M | 0.2% | 24K | +4% | |||
| 141 | — | FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF - Exchange Traded Fund | — | $4.3M | 0.2% | 125K | +3% | |||
| 142 | — | ISHARES TR CORE S&P SCP ETF - Exchange Traded Fund | — | $4.2M | 0.2% | 31K | +2% | |||
| 143 | $GD | GENERAL DYNAMICS CORP | Industrials | $4.2M | 0.2% | 13K | +1% | |||
| 144 | — | CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT - Exchange Traded Fund | — | $4.1M | 0.2% | 104K | +5% | |||
| 145 | $ORCL | ORACLE CORP | Technology | $4.1M | 0.2% | 30K | +1% | |||
| 146 | $WT | WisdomTree, Inc. | Financials | $4.1M | 0.2% | 97K | +89% | |||
| 147 | $STT | STATE STREET CORP | Financials | $4.1M | 0.2% | 39K | -0.1% | |||
| 148 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $4.1M | 0.2% | 18K | -18% | |||
| 149 | $DOV | DOVER Corp | Industrials | $4.0M | 0.1% | 26K | -1% | |||
| 150 | $PANW | Palo Alto Networks Inc | Technology | $4.0M | 0.1% | 10K | +9% |
What changed in Q3 2026
Against the previous quarter's 13F: 120 new, 517 added to, 325 trimmed, 94 sold out. Share-count changes; largest moves by dollar size first.
New positions (120)
- INVESCO DWA HEALTHCARE MOMENTUM ETF - Exchange Traded Fund$7.5M
first bought this quarter
- FIRST TRUST ETF VIII INNOVATION LEADERS ETF - Exchange Traded Fund$4.5M
first bought this quarter
- Invesco Nasdaq Biotechnology ETF - Exchange Traded Fund$3.1M
first bought this quarter
- U.S. SMALL CAP VALUE PORTFOLIO: ETF CLASS SHARES - Exchange Traded Fund$3.0M
first bought this quarter
$FACFactorial Energy Inc.$2.6M
first bought this quarter
- AVANTIS INTERNATIONAL SMALL CAP VALUE ETF - Exchange Traded Fund$1.8M
first bought this quarter
+114 more in the Excel export
Added to (517)
- $SPCXSPACE EXPLORATION TECHNOLOGIES CORP+569%
now $21.2M · held 2 qtrs, 2 adds in a row
$IVZInvesco Ltd.+5006%
now $17.6M · held 8+ qtrs, 5 adds in a row
- PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND - Exchange Traded Fund+442%
now $9.8M
$CRWDCrowdStrike Holdings, Inc.+402%
now $7.3M · held 8+ qtrs, 6 adds in a row
- CALAMOS ETF TR AUTOCALLABLE INC - Exchange Traded Fund+112%
now $8.5M
now $28.2M · held 8+ qtrs, 5 adds in a row
+511 more in the Excel export
Trimmed (325)
- VANECK RARE EARTH AND STRATEGIC METALS - Exchange Traded Fund-96%
now $339K
- FIDELITY TOTAL BOND ETF - Exchange Traded Fund-95%
now $411K
- ROUNDHILL MEMORY ETF - Exchange Traded Fund-74%
now $1.9M
- VANECK URANIUM AND NUCLEAR ETF - Exchange Traded Fund-82%
now $1.1M
$SNDKSandisk Corp-37%
now $7.5M · held 3 qtrs
- SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND - Exchange Traded Fund-68%
now $1.9M
+319 more in the Excel export
Sold out (94)
- VIRTUS NEWFLEET MULTI-SECTOR UNCONSTRAINED BOND ETF - Exchange Traded Fundwas $3.3M
- DIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE - Exchange Traded Fundwas $3.1M
- FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT - Exchange Traded Fundwas $2.8M
$FCELFUELCELL ENERGY INCwas $1.2M
- NEOS GOLD HIGH INCOME ETF - Exchange Traded Fundwas $846K
$SPXCSPX Technologies, Inc.was $695K
+88 more in the Excel export
Holdings by quarter
Every 13F KINGSWOOD WEALTH ADVISORS, LLC has filed, 13 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of KINGSWOOD WEALTH ADVISORS's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
+0.7%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 19% over the last 4
Top 10 weight
21%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
KINGSWOOD WEALTH ADVISORS, LLC disclosed 1,024 positions worth $2.6B in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 4.2% of the equity portfolio, followed by $NVDA and $SPY. During the quarter the fund opened 120 new positions and exited 94. The portfolio is most concentrated in Other (49.2% of disclosed assets). All figures are sourced directly from KINGSWOOD WEALTH ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1987855.
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AI-Powered Hedge Fund Analysis: KINGSWOOD WEALTH ADVISORS, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For KINGSWOOD WEALTH ADVISORS, LLC (SEC CIK: 1987855), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in KINGSWOOD WEALTH ADVISORS, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.