Kingswood Wealth Advisors
$2.5B 13F equity value
1,057 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Kingswood Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | 318,568 | $92M | 3.7% |
| SPY | SPDR S&P 500 ETF | 84,867 | $63M | 2.6% |
| NVDA | NVIDIA CORPORATION | 312,815 | $63M | 2.5% |
| QQQ | INVESCO QQQ TR | 79,879 | $59M | 2.4% |
| VTV | VANGUARD VALUE ETF | 192,157 | $42M | 1.7% |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 53,321 | $37M | 1.5% |
| AMZN | AMAZON COM INCORPORATED | 151,812 | $36M | 1.5% |
| MSFT | MICROSOFT CORPORATION | 96,066 | $36M | 1.4% |
| SPYM | SPDR PORTFOLIO S&P 500 ETF | 345,568 | $30M | 1.2% |
| AVGO | BROADCOM INCORPORATED | 78,823 | $30M | 1.2% |
Track Kingswood Wealth Advisors's 13F portfolio: $2.5B in reported holdings, 1,057 positions. Top holdings and quarterly changes on SentiSense.
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