KINGSWOOD WEALTH ADVISORS, LLC
•CIK: 1987855•Filing: Q4 2025
**KINGSWOOD WEALTH ADVISORS, LLC** manages $2.1B across a diversified portfolio of 868 positions. The firm maintains significant exposure to mega-cap technology and index products, highlighted by top holdings including AAPL at $84.8M and NVDA at $57.6M. Core allocations are weighted toward broad market exposure via SPY ($59.5M), NDQ ($45.9M), and MSFT ($45.1M). This concentration suggests a strategic focus on established growth leaders and market beta plays.
Total AUM
$2.1B
QoQ Performance
+25.2%
Positions
867
Top 10 Concentration
28.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL4.1%
SPY2.9%
NVDA2.8%
NDQ2.2%
MSFT2.2%
VTV1.8%
AMZN1.7%
SCHG1.6%
📈 Biggest Buys
📉 Biggest Sells
IVV
ISHARES TR CORE S&P500 ETF
-19.5%
0.9% of portfolio
FPE
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF
-11.2%
0.9% of portfolio
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-4.6%
1.6% of portfolio
VDC
VANGUARD CONSUMER STAPLES ETF
-22.7%
0.2% of portfolio
DON
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
-8.8%
0.4% of portfolio
Sector Breakdown
Other57.0%
Technology19.1%
ETF6.7%
Consumer5.3%
Financial4.3%
Industrial2.3%
Healthcare2.0%
Utilities1.2%
🚪 Exited Positionssold since Q3 2025
+587 more exited positions
Changes from Q3 2025
NEW2 new positions
↑170 increased
↓27 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023