Kingswood Wealth Advisors Q2 2026 Portfolio Changes: New ETF Buys, Tech Sector Focus

Kingswood Wealth Advisors, Llc's portfolio underwent considerable changes during the second quarter of 2026. The filing shows a mix of new positions, large increases in existing holdings, and significant exits for certain funds.

Significant New Purchases

This period witnessed substantial additions to several Exchange-Traded Funds (ETFs). Notably, Kingswood Wealth Advisors significantly increased their position in the Vanguard Mid-Cap ETF (VO) by acquiring 82066 shares. Similarly, a large purchase was recorded for the Vanguard Growth ETF (VUG), adding 85122 shares to this existing position.

The investment team also initiated new positions or significantly boosted them with smaller allocations. The First Trust Preferred Securities and Income ETF (FPE) saw a substantial increase, adding 360906 shares despite a prior period decrease of similar magnitude (-168398). New positions were created in the Fidelity Fundamental Large Cap Growth ETF (FFLG) and the Vanguard Information Technology ETF (VGT). Additionally, purchases were noted in other ETFs like QYLD (Global X Nasdaq 100 Covered Call) and HDV (iShares Core High Dividend ETF).

Substantial Reductions and Exits

Kingswood Wealth Advisors also recorded significant reductions or exits for several holdings. The iShares 0-3 Month Treasury Bond (SGOV) position experienced a massive decrease, reducing its shares by -83081 and the percentage change being -70.54%. This suggests either selling off a large portion or discontinuing this specific holding.

Furthermore, there were substantial reductions in other ETFs like WDC (Western Digital) (-92600), CIBR (iShares Cybersecurity & Blockchain ETF) (-187395), SKYY (-49999), and CMCSA (Comcast Corp.) (-187395). These changes represent significant activity, though not necessarily the largest dollar value shifts.

Focus on Specific Sectors

The portfolio's allocation adjustments reflect a continued focus on certain sectors. The Technology sector remains heavily represented, with holdings like AVGO (AVGO) and NVDA (NVDA) showing strong performance, though their share changes were moderate (13265 for NVDA, -204 for AVGO). The Consumer Cyclical sector saw a notable increase in allocation percentage via the holdings of AMZN (AMZN) and HDV.

The filing indicates that Kingswood Wealth Advisors has been active, with 858 positions changed this quarter. The investor's portfolio includes a diverse range of holdings from large-cap stocks like MSFT (MSFT) and AAPL (AAPL), mid-cap ETFs like VO, growth-oriented funds such as VUG and FPE, and defensive or income-generating assets like the US Treasury Bill fund (TBIL). For a detailed view of their holdings and changes, please refer to Kingswood Wealth Advisors' profile.