Kingswood Wealth Advisors, Llc Portfolio Stock Holdings
Kingswood Wealth Advisors, Llc disclosed 995 stock positions valued at approximately $2.5 billion in its latest SEC 13F filing. The largest holdings include APPLE INCORPORATED, SPDR S&P 500 ETF, and NVIDIA CORPORATION. The filing reflects positions held as of June 30, 2026 and was filed on July 27, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 995
- Portfolio Value
- $2.5B
Holdings by Sector
Kingswood Wealth Advisors, Llc Portfolio Holdings in Q2 2026
899 holdings in the latest reporting period.
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| 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 |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | BRK-B | Financial Services | 0.51% | 25,251 | -414 | -1.61% | $12,635,348 |
| WALMART INCORPORATED | WMT | Consumer Defensive | 0.51% | 110,373 | +3,013 | +2.81% | $12,500,801 |
| CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT | CGUS | Other | 0.50% | 279,381 | -7,768 | -2.71% | $12,426,872 |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Other | 0.49% | 378,246 | -21,439 | -5.36% | $11,994,189 |
| ISHARES TR U.S. TECH ETF | IYW | Other | 0.47% | 45,985 | +1,279 | +2.86% | $11,598,825 |
| PALANTIR TECHNOLOGIES INCORPORATED CLASS A | PLTR | Technology | 0.46% | 96,574 | +8,511 | +9.66% | $11,267,343 |
| VANECK RARE EARTH AND STRATEGIC METALS | REMX | Other | 0.46% | 127,097 | +26,838 | +26.77% | $11,248,085 |
| VANECK SEMICONDUCTOR ETF | SMH | Other | 0.45% | 17,018 | +4,527 | +36.24% | $11,162,216 |
| EATON CORPORATION PLC SHS | ETN | Other | 0.44% | 25,655 | -707 | -2.68% | $10,932,213 |
| ELI LILLY & COMPANY | LLY | Healthcare | 0.44% | 9,066 | +651 | +7.74% | $10,874,484 |
| ISHARES TR CORE US AGGBD ET | AGG | Other | 0.44% | 109,462 | +107 | +0.10% | $10,834,548 |
| MASTEC INCORPORATED | MTZ | Industrials | 0.43% | 25,308 | -2,500 | -8.99% | $10,529,646 |
| ISHARES TR SELECT DIVID ETF | DVY | Other | 0.42% | 66,042 | +3,084 | +4.90% | $10,322,398 |
| SPDR GOLD SHARES | GLD | Other | 0.40% | 27,047 | +4,942 | +22.36% | $9,963,574 |
| NEXTERA ENERGY INCORPORATED | NEE | Utilities | 0.40% | 113,334 | +804 | +0.71% | $9,947,325 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.38% | 36,864 | +6,055 | +19.65% | $9,362,374 |
| COSTCO WHOLESALE CORPORATION NEW | COST | Consumer Defensive | 0.38% | 10,000 | -79 | -0.78% | $9,354,262 |
| ABBVIE INCORPORATED | ABBV | Healthcare | 0.38% | 37,047 | +1,038 | +2.88% | $9,322,829 |
| TEXAS PACIFIC LAND CORPORATION | TPL | Energy | 0.37% | 21,051 | -7,697 | -26.77% | $9,212,627 |
| PROSHARES ULTRA S&P500 | SSO | Other | 0.37% | 135,688 | -1,759 | -1.28% | $9,142,657 |
| SPDR FINANCIAL SELECT SECTOR FUND | XLF | Other | 0.36% | 165,841 | -42,220 | -20.29% | $8,890,735 |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | DIA | Other | 0.35% | 16,726 | +796 | +5.00% | $8,737,427 |
| ISHARES TR MSCI USA MMENTM | MTUM | Other | 0.35% | 25,481 | -728 | -2.78% | $8,735,539 |
| VANGUARD MID-CAP ETF | VO | Other | 0.35% | 107,900 | +82,066 | +317.67% | $8,693,474 |
| VANGUARD HIGH DIVIDEND YIELD ETF | VYM | Other | 0.35% | 54,906 | +154 | +0.28% | $8,676,861 |
| FIDELITY TOTAL BOND ETF | FBND | Other | 0.35% | 190,116 | +8,818 | +4.86% | $8,648,366 |
| VANGUARD GROWTH ETF | VUG | Other | 0.35% | 100,063 | +85,122 | +569.72% | $8,619,436 |
| EXXON MOBIL CORPORATION | XOM | Energy | 0.35% | 62,994 | -4,370 | -6.49% | $8,612,506 |
| FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRAST INDEX FUND | GRID | Other | 0.35% | 44,708 | +13,398 | +42.79% | $8,572,681 |
| INTEL CORPORATION | INTC | Technology | 0.34% | 60,071 | +10,941 | +22.27% | $8,387,739 |
| FIRST TRUST CAPITAL STRENGTH ETF | FTCS | Other | 0.34% | 88,653 | -1,680 | -1.86% | $8,326,279 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | Other | 0.34% | 116,665 | +7,383 | +6.76% | $8,312,406 |
| ISHARES TR CORE DIV GRWTH | DGRO | Other | 0.32% | 103,646 | +6,936 | +7.17% | $7,855,313 |
| TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | TSM | Technology | 0.32% | 16,364 | -682 | -4.00% | $7,814,908 |
| VANGUARD INFORMATION TECHNOLOGY ETF | VGT | Other | 0.32% | 65,270 | +57,615 | +752.65% | $7,801,099 |
| FIRST TRUST LONG/SHORT EQUITY ETF | FTLS | Other | 0.31% | 105,271 | +4,228 | +4.18% | $7,769,034 |
| PARKER-HANNIFIN CORPORATION | PH | Industrials | 0.31% | 7,892 | -21 | -0.27% | $7,719,366 |
| APPLIED MATLS INCORPORATED | AMAT | Technology | 0.31% | 10,544 | -700 | -6.23% | $7,623,112 |
| ISHARES TR MSCI USA MIN VOL | USMV | Other | 0.31% | 78,300 | -1,501 | -1.88% | $7,552,791 |
| FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | RDVY | Other | 0.30% | 91,029 | +8,074 | +9.73% | $7,378,799 |
| HOME DEPOT INCORPORATED | HD | Consumer Cyclical | 0.29% | 20,363 | -2,096 | -9.33% | $7,181,608 |
| SOUTHERN COMPANY | SO | Utilities | 0.29% | 74,037 | +2,282 | +3.18% | $7,086,090 |
| INVESCO S&P 500 REVENUE ETF | RWL | Other | 0.28% | 55,062 | -20 | -0.04% | $7,034,721 |
| VANECK URANIUM AND NUCLEAR ETF | NLR | Other | 0.28% | 60,639 | +19,940 | +48.99% | $7,032,885 |
| VANGUARD LARGE-CAP ETF | VV | Other | 0.28% | 20,220 | -94 | -0.46% | $6,953,730 |
| COCA COLA COMPANY | KO | Consumer Defensive | 0.28% | 83,876 | +4,154 | +5.21% | $6,816,636 |
| GOLDMAN SACHS GROUP INCORPORATED | GS | Financial Services | 0.27% | 6,698 | -223 | -3.22% | $6,773,999 |
| CISCO SYSTEMS INCORPORATED | CSCO | Technology | 0.27% | 56,818 | +131 | +0.23% | $6,673,867 |
| WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | DGRW | Other | 0.27% | 69,767 | -405 | -0.58% | $6,671,109 |
| TEXAS INSTRS INCORPORATED | TXN | Technology | 0.27% | 22,198 | -818 | -3.55% | $6,616,642 |
| ISHARES TR RUS MD CP GR ETF | IWP | Other | 0.27% | 44,890 | +699 | +1.58% | $6,572,296 |
| SPDR S&P DIVIDEND ETF | SDY | Other | 0.27% | 43,169 | +543 | +1.27% | $6,569,449 |
| RTX CORPORATION | RTX | Industrials | 0.26% | 34,452 | +596 | +1.76% | $6,536,556 |
| FIRST TRUST PREFERRED SECURITIES AND INCOME ETF | FPE | Other | 0.26% | 360,906 | -168,398 | -31.81% | $6,452,998 |
| FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | AIRR | Other | 0.26% | 48,283 | +3,926 | +8.85% | $6,433,715 |
| ISHARES TR RUS 1000 GRW ETF | IWF | Other | 0.26% | 51,647 | +38,267 | +286.00% | $6,413,051 |
| ISHARES TR GLOBAL 100 ETF | IOO | Other | 0.26% | 46,549 | +1,001 | +2.20% | $6,358,593 |
| JPMORGAN INCOME ETF | JPIE | Other | 0.26% | 137,767 | +11,598 | +9.19% | $6,344,184 |
| SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND | XLY | Other | 0.26% | 54,085 | +23,259 | +75.45% | $6,343,033 |
| INTERNATIONAL BUSINESS MACHINES | IBM | Technology | 0.26% | 22,545 | +62 | +0.28% | $6,339,593 |
| VANGUARD MATERIALS ETF | VAW | Other | 0.26% | 27,696 | +10,640 | +62.38% | $6,336,582 |
| VISA INCORPORATED COM CLASS A | V | Financial Services | 0.25% | 18,319 | +395 | +2.20% | $6,285,055 |
| CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT | CGDV | Other | 0.25% | 126,267 | +6,089 | +5.07% | $6,222,440 |
| BANK AMERICA CORPORATION | BAC | Financial Services | 0.25% | 108,963 | +1,770 | +1.65% | $6,208,719 |
| VANGUARD SMALL-CAP GROWTH ETF | VBK | Other | 0.25% | 16,811 | +399 | +2.43% | $6,147,923 |
| BLOOM ENERGY CORPORATION COM CLASS A | BE | Industrials | 0.24% | 19,672 | -2,480 | -11.20% | $5,954,714 |
| FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF | LEGR | Other | 0.24% | 92,542 | +31,066 | +50.53% | $5,945,784 |
| SPDR TECHNOLOGY SELECT SECTOR FUND | XLK | Other | 0.24% | 31,047 | -72 | -0.23% | $5,915,134 |
| GE VERNOVA INCORPORATED | GEV | Utilities | 0.23% | 4,926 | +245 | +5.23% | $5,787,556 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | STX | Other | 0.23% | 5,983 | -663 | -9.98% | $5,773,193 |