Kingswood Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 23, 2026, Kingswood Wealth Advisors, Llc disclosed 1015 stock positions valued at approximately $2.60B as of quarter-end September 30, 2026. The largest holdings include APPLE INCORPORATED, NVIDIA CORPORATION, and SPDR S&P 500 ETF.
- Report Period
- September 30, 2026
- No. of Stocks
- 1015
- Portfolio Value
- $2.60B
Holdings by Sector
Kingswood Wealth Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INCORPORATED | AAPL | Technology | 4.16% | 324,453 | +5,885 | +1.85% | $108,049,406 |
| NVIDIA CORPORATION | NVDA | Technology | 2.62% | 298,277 | -14,538 | -4.65% | $68,120,582 |
| SPDR S&P 500 ETF | SPY | Other | 2.54% | 86,452 | +1,585 | +1.87% | $65,931,123 |
| INVESCO QQQ TR | QQQ | Other | 2.41% | 84,426 | +4,547 | +5.69% | $62,455,572 |
| MICROSOFT CORPORATION | MSFT | Technology | 1.87% | 94,770 | -1,296 | -1.35% | $48,607,571 |
| VANGUARD VALUE ETF | VTV | Other | 1.61% | 193,784 | +1,627 | +0.85% | $41,872,881 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | VOO | Other | 1.56% | 57,783 | +4,462 | +8.37% | $40,497,534 |
| AMAZON COM INCORPORATED | AMZN | Consumer Cyclical | 1.48% | 154,222 | +2,410 | +1.59% | $38,424,493 |
| SPDR PORTFOLIO S&P 500 ETF | SPLG | Other | 1.20% | 346,814 | +1,246 | +0.36% | $31,132,833 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | SCHG | Other | 1.18% | 849,348 | +16,039 | +1.92% | $30,517,063 |
| ALPHABET INCORPORATED CAP STK CLASS A | GOOGL | Communication Services | 1.09% | 82,266 | +12,513 | +17.94% | $28,306,178 |
| BROADCOM INCORPORATED | AVGO | Technology | 1.09% | 80,385 | +1,562 | +1.98% | $28,230,463 |
| ALPHABET INCORPORATED CAP STK CLASS C | GOOG | Communication Services | 1.09% | 82,667 | +12,804 | +18.33% | $28,167,901 |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | Other | 1.06% | 547,307 | +8,695 | +1.61% | $27,480,267 |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | Other | 0.95% | 66,045 | +3,121 | +4.96% | $24,716,733 |
| MICRON TECHNOLOGY INCORPORATED | MU | Technology | 0.94% | 22,940 | -1,084 | -4.51% | $24,434,121 |
| VANGUARD DIVIDEND APPRECIATION ETF | VIG | Other | 0.91% | 101,620 | +4,309 | +4.43% | $23,708,914 |
| CATERPILLAR INCORPORATED | CAT | Industrials | 0.91% | 29,039 | +3,426 | +13.38% | $23,544,890 |
| ISHARES TR CORE S&P500 ETF | IVV | Other | 0.88% | 29,696 | +330 | +1.12% | $22,742,355 |
| SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK | SPCX | Industrials | 0.82% | 140,671 | +119,642 | +568.94% | $21,221,555 |
| META PLATFORMS INCORPORATED CLASS A | META | Communication Services | 0.80% | 28,653 | +776 | +2.78% | $20,778,608 |
| JPMORGAN CHASE & COMPANY. | JPM | Financial Services | 0.78% | 60,986 | +1,041 | +1.74% | $20,175,905 |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | Other | 0.69% | 275,448 | -2,943 | -1.06% | $17,791,157 |
| INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | RSPT | Other | 0.68% | 267,234 | +262,000 | +5005.73% | $17,600,011 |
| CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | CGGR | Other | 0.65% | 354,915 | -15,808 | -4.26% | $16,833,601 |
| TESLA INCORPORATED | TSLA | Consumer Cyclical | 0.61% | 44,685 | +4,284 | +10.60% | $15,854,849 |
| PALANTIR TECHNOLOGIES INCORPORATED CLASS A | PLTR | Technology | 0.61% | 84,457 | -12,117 | -12.55% | $15,797,717 |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Other | 0.59% | 469,944 | +91,698 | +24.24% | $15,287,286 |
| VANGUARD SMALL-CAP ETF | VB | Other | 0.58% | 53,210 | +4,259 | +8.70% | $15,137,829 |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | JEPQ | Other | 0.58% | 244,084 | +1,756 | +0.72% | $14,952,592 |
Showing 30 of 1,015 holdings in the latest reporting period.