Q2 2026 13F · SEC CIK 1987855

Kingswood Wealth Advisors, LLC

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.5B
Reported positions: 995
Top holdings a year, 3 yrs: +24.3%
Assets under management: $3.8B

Kingswood Wealth Advisors, LLC is a wealth manager that reported 995 positions worth $2.5B in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Apple Inc (AAPL, 3.7%), Spdr S&p 500 ETF Tr (SPY, 2.6%), Nvidia Corporation Com (NVDA, 2.5%). A portfolio copying its top holdings returned 24.3% a year over the last 3 years, against 20.4% for the S&P 500.

Kingswood Wealth Advisors, LLC holdings largest 50 of 995 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kingswood Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	3.7%	3.7%	318,568	+3.3%	$92.2M
SPYSpdr S&p 500 ETF Tr	2.6%	2.6%	84,867	+2.3%	$63.4M
NVDANvidia Corporation Com	2.5%	2.5%	312,815	+4.4%	$62.6M
QQQInvesco Qqq Tr	2.4%	2.3%	79,879	-4.5%	$58.8M
VTVVanguard Value ETF	1.7%	1.8%	192,157	+2.2%	$41.9M
VOOVanguard S&p 500 ETF	1.5%	1.4%	53,321	+8.6%	$36.6M
AMZNAmazon Com Inc Com	1.5%	1.5%	151,812	-3.1%	$36.2M
MSFTMicrosoft Corp	1.4%	1.7%	96,066	-0.3%	$35.8M
SPLGSpdr Series Trust	1.2%	1.3%	345,568	-2.8%	$30.4M
AVGOBroadcom Inc	1.2%	1.2%	78,823	-0.3%	$29.8M
SCHGSchwab U.s. Large-Cap Growth ETF	1.1%	1.2%	833,309	-0.3%	$28.2M
MUMicron Technology Inc	1.1%	—	24,024	—	$27.7M
CATCaterpillar Inc Com	1.1%	0.7%	25,613	+20.0%	$27.3M
SPDWSPDR Portfolio Developed World	1.1%	1.1%	538,612	+4.0%	$27.1M
GOOGLAlphabet Inc	1.0%	1.0%	69,753	-3.1%	$24.9M
GOOGAlphabet Inc	1.0%	0.8%	69,863	+13.6%	$24.7M
VTIVanguard Index Fds	0.9%	1.0%	62,924	-3.3%	$23.3M
VIGVanguard Dividend Appreciation ETF	0.9%	1.0%	97,311	+1.9%	$23.0M
IVVIshares Core S&p 500 ETF	0.9%	0.9%	29,366	+5.7%	$22.0M
JPMJpmorgan Chase & Co	0.8%	0.8%	59,945	-0.6%	$19.6M
SSOProshares Tr	0.7%	—	271,376	—	$18.3M
CGGRCapital Group Growth ETF	0.7%	0.7%	370,723	-4.3%	$17.5M
TSLATesla Inc Com	0.7%	0.7%	40,401	+9.6%	$17.0M
METAMeta Platforms Inc Class A	0.6%	0.7%	27,877	+4.2%	$15.7M
SNDKSandisk Corp	0.6%	—	6,829	—	$15.5M
LAMRLamar Advertising Co	0.6%	0.6%	97,306	-0.2%	$15.2M
JEPQJpmorgan Nasdaq Equity Premium Income Et	0.6%	0.6%	242,328	+9.8%	$14.9M
VBVanguard Indx Fd	0.6%	0.5%	48,951	+11.7%	$14.8M
JEPIJpmorgan Equity Premium Income ETF	0.5%	0.6%	237,900	+3.7%	$13.4M
AMDAdvanced Micro Devices Inc	0.5%	—	22,632	—	$13.1M
GBTCGrayscale Bitcoin Trust ETF	0.5%	0.7%	278,391	-0.6%	$12.7M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.6%	25,251	-1.6%	$12.6M
WMTWalmart Inc	0.5%	0.6%	110,373	+2.8%	$12.5M
CGUSCapital Group Core Equity Et	0.5%	0.5%	279,381	-2.7%	$12.4M
SCHDSchwab Strategic Tr	0.5%	0.6%	378,246	-5.4%	$12.0M
IYWIshares Tr	0.5%	0.4%	45,985	+2.9%	$11.6M
PLTRPalantir Technologies Inclass Class A	0.5%	0.6%	96,574	+9.7%	$11.3M
REMXVaneck ETF Trust	0.5%	0.4%	127,097	+26.8%	$11.2M
SMHVaneck Semiconductor ETF	0.5%	—	17,018	—	$11.2M
ETNEaton Corp PLC	0.4%	0.4%	25,655	-2.7%	$10.9M
LLYLilly Eli & Co	0.4%	—	9,066	—	$10.9M
AGGIshares Tr	0.4%	0.5%	109,462	+0.1%	$10.8M
MTZMastec Inc	0.4%	0.4%	25,308	-9.0%	$10.5M
DVYiShares Select Dividend ETF Total	0.4%	0.5%	66,042	+4.9%	$10.3M
GLDSpdr Gold Shares	0.4%	0.5%	27,047	+22.4%	$10.0M
NEENextera Energy Inc Com	0.4%	0.5%	113,334	+0.7%	$9.9M
JNJJohnson & Johnson	0.4%	—	36,864	—	$9.4M
COSTCostco Whsl Corp New	0.4%	0.5%	10,000	-0.8%	$9.4M
ABBVAbbvie Inc	0.4%	—	37,047	—	$9.3M
TPLTexas Pacific Land Corporati	0.4%	0.6%	21,051	-26.8%	$9.2M

What Kingswood Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.2% /yr; S&P 500 +20.1%
3 years: +24.3% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.5B	995
Q1 2026	$2.1B	924
Q4 2025	$2.1B	868
Q3 2025	$1.7B	790
Q2 2025	$1.3B	743
Q1 2025	$1.1B	723
Q4 2024	$1.3B	791
Q3 2024	$1.4B	663
Q2 2024	$1.1B	653
Q1 2024	$867.1M	618
Q4 2023	$882.3M	639
Q3 2023	$585.1M	417

Questions about Kingswood Wealth Advisors, LLC's portfolio

What stocks does Kingswood Wealth Advisors, LLC own?

Kingswood Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 995 positions worth $2.5B. The largest are Apple Inc (AAPL) at 3.7%, Spdr S&p 500 ETF Tr (SPY) at 2.6%, Nvidia Corporation Com (NVDA) at 2.5%, Invesco Qqq Tr (QQQ) at 2.4% and Vanguard Value ETF (VTV) at 1.7%.

What did Kingswood Wealth Advisors, LLC buy last quarter?

In Q2 2026, Kingswood Wealth Advisors, LLC added Vaneck ETF Trust (REMX) (+26.8% shares), Spdr Gold Shares (GLD) (+22.4% shares) and Caterpillar Inc Com (CAT) (+20.0% shares), compared with its Q1 2026 filing.

What did Kingswood Wealth Advisors, LLC sell last quarter?

In Q2 2026, Kingswood Wealth Advisors, LLC cut from its top 50 iShares 0-3 Month Treasury Bon (SGOV), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Select Sector Spdr Tr (XLF), cut from its top 50 State Street Energy Select Sector Spdr E (XLE), cut from its top 50 First Tr Exch Traded Fd III (FPE), Texas Pacific Land Corporati (TPL) (-26.8% shares), Mastec Inc (MTZ) (-9.0% shares) and Schwab Strategic Tr (SCHD) (-5.4% shares), compared with its Q1 2026 filing.

How has Kingswood Wealth Advisors, LLC's portfolio performed?

A portfolio copying Kingswood Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.2% against +20.1%.

When is Kingswood Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Kingswood Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Kingswood Wealth Advisors, LLC manage?

Kingswood Wealth Advisors, LLC reported $3.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.5B.