Kingswood Wealth Advisors
$2.1B Assets Reported
1,013 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | 308,487 | $78M | 3.7% |
| SPY | SPDR S&P 500 ETF | 82,956 | $54M | 2.6% |
| NVDA | NVIDIA CORPORATION | 299,550 | $52M | 2.5% |
| QQQ | INVESCO QQQ TR | 83,624 | $48M | 2.3% |
| VTV | VANGUARD VALUE ETF | 188,101 | $37M | 1.8% |
| MSFT | MICROSOFT CORPORATION | 96,356 | $36M | 1.7% |
| AMZN | AMAZON COM INCORPORATED | 156,696 | $33M | 1.5% |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 49,086 | $29M | 1.4% |
| SPYM | SPDR PORTFOLIO S&P 500 ETF | 355,476 | $27M | 1.3% |
| AVGO | BROADCOM INCORPORATED | 79,027 | $24M | 1.2% |
Track Kingswood Wealth Advisors's 13F portfolio: $2.1B in reported holdings, 1,013 positions. Top holdings, AUM, and quarterly changes on SentiSense.