Kingswood Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 27, 2026, Kingswood Wealth Advisors, Llc disclosed 899 stock positions valued at approximately $2.47B as of quarter-end June 30, 2026. The largest holdings include APPLE INCORPORATED, SPDR S&P 500 ETF, and NVIDIA CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 899
- Portfolio Value
- $2.47B
Holdings by Sector
Kingswood Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INCORPORATED | AAPL | Technology | 3.73% | 318,568 | +10,081 | +3.27% | $92,180,931 |
| SPDR S&P 500 ETF | SPY | Other | 2.57% | 84,867 | +1,911 | +2.30% | $63,375,392 |
| NVIDIA CORPORATION | NVDA | Technology | 2.53% | 312,815 | +13,265 | +4.43% | $62,591,115 |
| INVESCO QQQ TR | QQQ | Other | 2.38% | 79,879 | -3,745 | -4.48% | $58,822,696 |
| VANGUARD VALUE ETF | VTV | Other | 1.70% | 192,157 | +4,056 | +2.16% | $41,876,686 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | VOO | Other | 1.48% | 53,321 | +4,235 | +8.63% | $36,621,171 |
| AMAZON COM INCORPORATED | AMZN | Consumer Cyclical | 1.46% | 151,812 | -4,884 | -3.12% | $36,182,872 |
| MICROSOFT CORPORATION | MSFT | Technology | 1.45% | 96,066 | -290 | -0.30% | $35,834,399 |
| SPDR PORTFOLIO S&P 500 ETF | SPLG | Other | 1.23% | 345,568 | -9,908 | -2.79% | $30,356,807 |
| BROADCOM INCORPORATED | AVGO | Technology | 1.21% | 78,823 | -204 | -0.26% | $29,775,217 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | SCHG | Other | 1.14% | 833,309 | -2,286 | -0.27% | $28,199,180 |
| MICRON TECHNOLOGY INCORPORATED | MU | Technology | 1.12% | 24,024 | +639 | +2.73% | $27,731,110 |
| CATERPILLAR INCORPORATED | CAT | Industrials | 1.10% | 25,613 | +4,262 | +19.96% | $27,274,825 |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | Other | 1.10% | 538,612 | +20,650 | +3.99% | $27,140,634 |
| ALPHABET INCORPORATED CAP STK CLASS A | GOOGL | Communication Services | 1.01% | 69,753 | -2,213 | -3.08% | $24,927,773 |
| ALPHABET INCORPORATED CAP STK CLASS C | GOOG | Communication Services | 1.00% | 69,863 | +8,368 | +13.61% | $24,684,756 |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | Other | 0.94% | 62,924 | -2,128 | -3.27% | $23,284,546 |
| VANGUARD DIVIDEND APPRECIATION ETF | VIG | Other | 0.93% | 97,311 | +1,850 | +1.94% | $23,025,803 |
| ISHARES TR CORE S&P500 ETF | IVV | Other | 0.89% | 29,366 | +1,594 | +5.74% | $21,992,273 |
| JPMORGAN CHASE & COMPANY. | JPM | Financial Services | 0.79% | 59,945 | -377 | -0.62% | $19,621,874 |
| CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | CGGR | Other | 0.71% | 370,723 | -16,813 | -4.34% | $17,498,123 |
| TESLA INCORPORATED | TSLA | Consumer Cyclical | 0.69% | 40,401 | +3,536 | +9.59% | $16,992,673 |
| META PLATFORMS INCORPORATED CLASS A | META | Communication Services | 0.64% | 27,877 | +1,125 | +4.21% | $15,702,576 |
| SANDISK CORPORATION | SNDK | Other | 0.63% | 6,829 | +1,646 | +31.76% | $15,527,302 |
| LAMAR ADVERTISING COMPANY NEW CLASS A REIT | LAMR | Real Estate | 0.61% | 97,306 | -187 | -0.19% | $15,177,747 |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | JEPQ | Other | 0.60% | 242,328 | +21,606 | +9.79% | $14,893,504 |
| VANGUARD SMALL-CAP ETF | VB | Other | 0.60% | 48,951 | +5,135 | +11.72% | $14,837,887 |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | Other | 0.54% | 237,900 | +8,528 | +3.72% | $13,436,617 |
| ADVANCED MICRO DEVICES INCORPORATED | AMD | Technology | 0.53% | 22,632 | -2,086 | -8.44% | $13,147,155 |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | Other | 0.51% | 278,391 | -1,569 | -0.56% | $12,672,358 |
Showing 30 of 899 holdings in the latest reporting period.