Kingswood Wealth Advisors

SAN DIEGO, CAfiles as KINGSWOOD WEALTH ADVISORS, LLC

$2.5bn in 995 US stocks at the end of 30 June 2026. The top 10 are 19.7% of the money. It changed about 10.5% of the portfolio this quarter.

Value

$2.5bn

Stocks

995

Top 10 share

19.7%

Turnover

10.5%

What changed this quarter

New

Bought for the first time this quarter.

Roundhill ETF TrustDRAM
0.4% of the fund
Fidelity Covington TrustFFLG
0.2% of the fund
Space Exploration TechnologiesSPCX
0.1% of the fund
RenasantRNST
0.1% of the fund
Vanguard Calif TAX Free FDSVTEC
<0.1% of the fund
Honeywell InternationalHON
<0.1% of the fund
Honeywell AerospaceHONA
<0.1% of the fund
Oscar HealthOSCR
<0.1% of the fund
Alliancebernstein Hldg L PAB
<0.1% of the fund
First TR Exchange-Traded FDACYN
<0.1% of the fund
Fuelcell EnergyFCEL
<0.1% of the fund
GEO GroupGEO
<0.1% of the fund
MaxlinearMXL
<0.1% of the fund
Service Corp InternationalSCI
<0.1% of the fund
Guardant HealthGH
<0.1% of the fund
IsharesEWZ
<0.1% of the fund
ARM HoldingsARM
<0.1% of the fund
Invesco Exchange Traded FD TPSI
<0.1% of the fund
Iridium CommunicationsIRDM
<0.1% of the fund
Vanguard Instl Index FDVBIL
<0.1% of the fund
Invesco Exchange Traded FD TPTF
<0.1% of the fund
ON SemiconductorON
<0.1% of the fund
Spdr Series TrustFLRN
<0.1% of the fund
CintasCTAS
<0.1% of the fund
Prospect CapitalPSEC
<0.1% of the fund

Added

Bought more of a stock they already held.

AppleAAPL
3.7% of the fund
+3%
State STR Spdr S&P 500 ETF TSPY
2.6% of the fund
+2%
NvidiaNVDA
2.5% of the fund
+4%
Vanguard Index FDSVTV
1.7% of the fund
+2%
Vanguard Index FDSVOO
1.5% of the fund
+9%
Micron TechnologyMU
1.1% of the fund
+3%
CaterpillarCAT
1.1% of the fund
+20%
Spdr Index SHS FDSSPDW
1.1% of the fund
+4%
AlphabetGOOG
1.0% of the fund
+14%
Ishares TRIVV
0.9% of the fund
+6%
Proshares TRSSO
0.7% of the fund
+97%
TeslaTSLA
0.7% of the fund
+10%
Meta PlatformsMETA
0.6% of the fund
+4%
SandiskSNDK
0.6% of the fund
+32%
J P Morgan Exchange Traded FJEPQ
0.6% of the fund
+10%
Vanguard Index FDSVB
0.6% of the fund
+12%
J P Morgan Exchange Traded FJEPI
0.5% of the fund
+4%
WalmartWMT
0.5% of the fund
+3%
Ishares TRIYW
0.5% of the fund
+3%
Palantir TechnologiesPLTR
0.5% of the fund
+10%
Vaneck ETF TrustREMX
0.5% of the fund
+27%
Vaneck ETF TrustSMH
0.5% of the fund
+36%
Eli LillyLLY
0.4% of the fund
+8%
Ishares TRDVY
0.4% of the fund
+5%
Spdr Gold TRGLD
0.4% of the fund
+22%

Cut

Sold some of their stake.

Invesco QQQ TRQQQ
2.4% of the fund
-4%
Amazon.comAMZN
1.5% of the fund
-3%
Spdr Series TrustSPYM
1.2% of the fund
-3%
AlphabetGOOGL
1.0% of the fund
-3%
Vanguard Index FDSVTI
0.9% of the fund
-3%
Capital Group Growth ETFCGGR
0.7% of the fund
-4%
Advanced Micro DevicesAMD
0.5% of the fund
-8%
Capital Group Core Equity ETCGUS
0.5% of the fund
-3%
Schwab Strategic TRSCHD
0.5% of the fund
-5%
EatonETN
0.4% of the fund
-3%
MastecMTZ
0.4% of the fund
-9%
Texas Pacific LandTPL
0.4% of the fund
-27%
Select Sector Spdr TRXLF
0.4% of the fund
-20%
Ishares TRMTUM
0.4% of the fund
-3%
ExxonMobil HoldingsXOM
0.3% of the fund
-6%
Taiwan Semiconductor ManufacturingTSM
0.3% of the fund
-4%
Applied MaterialsAMAT
0.3% of the fund
-6%
Home DepotHD
0.3% of the fund
-9%
Tidal Trust IIISNTH
0.3% of the fund
-6%
Goldman Sachs GroupGS
0.3% of the fund
-3%
Texas InstrumentsTXN
0.3% of the fund
-4%
First TR Exch Traded FD IIIFPE
0.3% of the fund
-32%
Ishares TRIWF
0.3% of the fund
-4%
Bloom EnergyBE
0.2% of the fund
-11%
Seagate Technology HoldingsSTX
0.2% of the fund
-10%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%
Vanguard World FDVDC
-100%
Exchange Traded Concepts TRUCOAL
-100%
Antero ResourcesAR
-100%
Ishares TRTLT
-100%
Best BUYBBY
-100%
ZoetisZTS
-100%
Wisdomtree TREPI
-100%
Pimco ETF TRLDUR
-100%
American Centy ETF TRAVSF
-100%
Tractor SupplyTSCO
-100%
Managed Portfolio SERLST
-100%
lululemon athleticaLULU
-100%
REX ETF TRNVII
-100%
ADC Therapeutics SAADCT
-100%
Kratos Defense & Security SolutionsKTOS
-100%
NikeNKE
-100%
Ishares TRIAGG
-100%
AccentureACN
-100%
Volatility SHS TRSOLT
-100%
Spdr Series TrustXHB
-100%
Huntington BancsharesHBAN
-100%
Spinnaker ETF SeriesEUAD
-100%
IntuitINTU
-100%
Huntington Ingalls IndustriesHII
-100%

Holdings

AppleAAPL
Share
3.7%
Value
$92m
Shares
318,568
+3%
State STR Spdr S&P 500 ETF TSPY
Share
2.6%
Value
$63m
Shares
84,867
+2%
NvidiaNVDA
Share
2.5%
Value
$63m
Shares
312,815
+4%
Invesco QQQ TRQQQ
Share
2.4%
Value
$59m
Shares
79,879
-4%
Vanguard Index FDSVTV
Share
1.7%
Value
$42m
Shares
192,157
+2%
Vanguard Index FDSVOO
Share
1.5%
Value
$37m
Shares
53,321
+9%
Amazon.comAMZN
Share
1.5%
Value
$36m
Shares
151,812
-3%
MicrosoftMSFT
Share
1.4%
Value
$36m
Shares
96,066
Held
Spdr Series TrustSPYM
Share
1.2%
Value
$30m
Shares
345,568
-3%
BroadcomAVGO
Share
1.2%
Value
$30m
Shares
78,823
Held
Schwab Strategic TRSCHG
Share
1.1%
Value
$28m
Shares
833,309
Held
Micron TechnologyMU
Share
1.1%
Value
$28m
Shares
24,024
+3%
CaterpillarCAT
Share
1.1%
Value
$27m
Shares
25,613
+20%
Spdr Index SHS FDSSPDW
Share
1.1%
Value
$27m
Shares
538,612
+4%
AlphabetGOOGL
Share
1.0%
Value
$25m
Shares
69,753
-3%
AlphabetGOOG
Share
1.0%
Value
$25m
Shares
69,863
+14%
Vanguard Index FDSVTI
Share
0.9%
Value
$23m
Shares
62,924
-3%
Vanguard Specialized FundsVIG
Share
0.9%
Value
$23m
Shares
97,311
Held
Ishares TRIVV
Share
0.9%
Value
$22m
Shares
29,366
+6%
JPMorgan ChaseJPM
Share
0.8%
Value
$20m
Shares
59,945
Held
Proshares TRSSO
Share
0.7%
Value
$18m
Shares
271,376
+97%
Capital Group Growth ETFCGGR
Share
0.7%
Value
$17m
Shares
370,723
-4%
TeslaTSLA
Share
0.7%
Value
$17m
Shares
40,401
+10%
Meta PlatformsMETA
Share
0.6%
Value
$16m
Shares
27,877
+4%
SandiskSNDK
Share
0.6%
Value
$16m
Shares
6,829
+32%
Lamar AdvertisingLAMR
Share
0.6%
Value
$15m
Shares
97,306
Held
J P Morgan Exchange Traded FJEPQ
Share
0.6%
Value
$15m
Shares
242,328
+10%
Vanguard Index FDSVB
Share
0.6%
Value
$15m
Shares
48,951
+12%
J P Morgan Exchange Traded FJEPI
Share
0.5%
Value
$13m
Shares
237,900
+4%
Advanced Micro DevicesAMD
Share
0.5%
Value
$13m
Shares
22,632
-8%
Grayscale Bitcoin Trust ETFGBTC
Share
0.5%
Value
$13m
Shares
278,391
Held
Berkshire HathawayBRK-B
Share
0.5%
Value
$13m
Shares
25,251
Held
WalmartWMT
Share
0.5%
Value
$13m
Shares
110,373
+3%
Capital Group Core Equity ETCGUS
Share
0.5%
Value
$12m
Shares
279,381
-3%
Schwab Strategic TRSCHD
Share
0.5%
Value
$12m
Shares
378,246
-5%
Ishares TRIYW
Share
0.5%
Value
$12m
Shares
45,985
+3%
Palantir TechnologiesPLTR
Share
0.5%
Value
$11m
Shares
96,574
+10%
Vaneck ETF TrustREMX
Share
0.5%
Value
$11m
Shares
127,097
+27%
Vaneck ETF TrustSMH
Share
0.5%
Value
$11m
Shares
17,018
+36%
EatonETN
Share
0.4%
Value
$11m
Shares
25,655
-3%
Eli LillyLLY
Share
0.4%
Value
$11m
Shares
9,066
+8%
Ishares TRAGG
Share
0.4%
Value
$11m
Shares
109,462
Held
MastecMTZ
Share
0.4%
Value
$11m
Shares
25,308
-9%
Ishares TRDVY
Share
0.4%
Value
$10m
Shares
66,042
+5%
Spdr Gold TRGLD
Share
0.4%
Value
$10m
Shares
27,047
+22%
NextEra EnergyNEE
Share
0.4%
Value
$10m
Shares
113,334
Held
Johnson & JohnsonJNJ
Share
0.4%
Value
$9m
Shares
36,864
+20%
Costco WholesaleCOST
Share
0.4%
Value
$9m
Shares
10,000
Held
AbbVieABBV
Share
0.4%
Value
$9m
Shares
37,047
+3%
Texas Pacific LandTPL
Share
0.4%
Value
$9m
Shares
21,051
-27%
Select Sector Spdr TRXLF
Share
0.4%
Value
$9m
Shares
165,841
-20%
State STR Spdr DOW Jones INDDIA
Share
0.4%
Value
$9m
Shares
16,726
+5%
Ishares TRMTUM
Share
0.4%
Value
$9m
Shares
25,481
-3%
Roundhill ETF TrustDRAM
Share
0.4%
Value
$9m
Shares
118,240
New
Vanguard Index FDSVO
Share
0.4%
Value
$9m
Shares
107,900
+4%
Vanguard Whitehall FDSVYM
Share
0.3%
Value
$9m
Shares
54,906
Held
Fidelity Merrimack STR TRFBND
Share
0.3%
Value
$9m
Shares
190,116
+5%
Vanguard Index FDSVUG
Share
0.3%
Value
$9m
Shares
100,063
+12%
ExxonMobil HoldingsXOM
Share
0.3%
Value
$9m
Shares
62,994
-6%
First TR Exchange-Traded FDGRID
Share
0.3%
Value
$9m
Shares
44,708
+43%
IntelINTC
Share
0.3%
Value
$8m
Shares
60,071
+22%
First TR Exchange-Traded FDFTCS
Share
0.3%
Value
$8m
Shares
88,653
Held
Vanguard Tax-Managed FDSVEA
Share
0.3%
Value
$8m
Shares
116,665
+7%
Ishares TRDGRO
Share
0.3%
Value
$8m
Shares
103,646
+7%
Taiwan Semiconductor ManufacturingTSM
Share
0.3%
Value
$8m
Shares
16,364
-4%
Vanguard World FDVGT
Share
0.3%
Value
$8m
Shares
65,270
+7%
First TR Exch Traded FD IIIFTLS
Share
0.3%
Value
$8m
Shares
105,271
+4%
Parker-HannifinPH
Share
0.3%
Value
$8m
Shares
7,892
Held
Applied MaterialsAMAT
Share
0.3%
Value
$8m
Shares
10,544
-6%
Ishares TRUSMV
Share
0.3%
Value
$8m
Shares
78,300
Held
First TR Exchange Traded FDRDVY
Share
0.3%
Value
$7m
Shares
91,029
+10%
Home DepotHD
Share
0.3%
Value
$7m
Shares
20,363
-9%
Southern CompanySO
Share
0.3%
Value
$7m
Shares
74,037
+3%
Invesco Exch Traded FD TR IIRWL
Share
0.3%
Value
$7m
Shares
55,062
Held
Vaneck ETF TrustNLR
Share
0.3%
Value
$7m
Shares
60,639
+49%
Vanguard Index FDSVV
Share
0.3%
Value
$7m
Shares
20,220
Held
Tidal Trust IIISNTH
Share
0.3%
Value
$7m
Shares
230,998
-6%
Coca-ColaKO
Share
0.3%
Value
$7m
Shares
83,876
+5%
Goldman Sachs GroupGS
Share
0.3%
Value
$7m
Shares
6,698
-3%
Cisco SystemsCSCO
Share
0.3%
Value
$7m
Shares
56,818
Held
Wisdomtree TRDGRW
Share
0.3%
Value
$7m
Shares
69,767
Held
Texas InstrumentsTXN
Share
0.3%
Value
$7m
Shares
22,198
-4%
Ishares TRIWP
Share
0.3%
Value
$7m
Shares
44,890
Held
Spdr Series TrustSDY
Share
0.3%
Value
$7m
Shares
43,169
Held
RTXRTX
Share
0.3%
Value
$7m
Shares
34,452
Held
First TR Exch Traded FD IIIFPE
Share
0.3%
Value
$6m
Shares
360,906
-32%
First TR Exchange Traded FDAIRR
Share
0.3%
Value
$6m
Shares
48,283
+9%
Ishares TRIWF
Share
0.3%
Value
$6m
Shares
51,647
-4%
Ishares TRIOO
Share
0.3%
Value
$6m
Shares
46,549
+2%
J P Morgan Exchange Traded FJPIE
Share
0.3%
Value
$6m
Shares
137,767
+9%
Select Sector Spdr TRXLY
Share
0.3%
Value
$6m
Shares
54,085
+75%
International Business MachinesIBM
Share
0.3%
Value
$6m
Shares
22,545
Held
Vanguard World FDVAW
Share
0.3%
Value
$6m
Shares
27,696
+62%
VisaV
Share
0.3%
Value
$6m
Shares
18,319
+2%
Capital Group Dividend ValueCGDV
Share
0.3%
Value
$6m
Shares
126,267
+5%
Tidal Trust IGRNY
Share
0.3%
Value
$6m
Shares
224,926
Held
Bank of AmericaBAC
Share
0.3%
Value
$6m
Shares
108,963
Held
Vanguard Index FDSVBK
Share
0.2%
Value
$6m
Shares
16,811
+2%
Bloom EnergyBE
Share
0.2%
Value
$6m
Shares
19,672
-11%
First TR Exchange Traded FDLEGR
Share
0.2%
Value
$6m
Shares
92,542
+51%

Company	Share of fund	Value	Shares	Change
AppleAAPL	3.7%	$92m	318,568	+3%
State STR Spdr S&P 500 ETF TSPY	2.6%	$63m	84,867	+2%
NvidiaNVDA	2.5%	$63m	312,815	+4%
Invesco QQQ TRQQQ	2.4%	$59m	79,879	-4%
Vanguard Index FDSVTV	1.7%	$42m	192,157	+2%
Vanguard Index FDSVOO	1.5%	$37m	53,321	+9%
Amazon.comAMZN	1.5%	$36m	151,812	-3%
MicrosoftMSFT	1.4%	$36m	96,066	Held
Spdr Series TrustSPYM	1.2%	$30m	345,568	-3%
BroadcomAVGO	1.2%	$30m	78,823	Held
Schwab Strategic TRSCHG	1.1%	$28m	833,309	Held
Micron TechnologyMU	1.1%	$28m	24,024	+3%
CaterpillarCAT	1.1%	$27m	25,613	+20%
Spdr Index SHS FDSSPDW	1.1%	$27m	538,612	+4%
AlphabetGOOGL	1.0%	$25m	69,753	-3%
AlphabetGOOG	1.0%	$25m	69,863	+14%
Vanguard Index FDSVTI	0.9%	$23m	62,924	-3%
Vanguard Specialized FundsVIG	0.9%	$23m	97,311	Held
Ishares TRIVV	0.9%	$22m	29,366	+6%
JPMorgan ChaseJPM	0.8%	$20m	59,945	Held
Proshares TRSSO	0.7%	$18m	271,376	+97%
Capital Group Growth ETFCGGR	0.7%	$17m	370,723	-4%
TeslaTSLA	0.7%	$17m	40,401	+10%
Meta PlatformsMETA	0.6%	$16m	27,877	+4%
SandiskSNDK	0.6%	$16m	6,829	+32%
Lamar AdvertisingLAMR	0.6%	$15m	97,306	Held
J P Morgan Exchange Traded FJEPQ	0.6%	$15m	242,328	+10%
Vanguard Index FDSVB	0.6%	$15m	48,951	+12%
J P Morgan Exchange Traded FJEPI	0.5%	$13m	237,900	+4%
Advanced Micro DevicesAMD	0.5%	$13m	22,632	-8%
Grayscale Bitcoin Trust ETFGBTC	0.5%	$13m	278,391	Held
Berkshire HathawayBRK-B	0.5%	$13m	25,251	Held
WalmartWMT	0.5%	$13m	110,373	+3%
Capital Group Core Equity ETCGUS	0.5%	$12m	279,381	-3%
Schwab Strategic TRSCHD	0.5%	$12m	378,246	-5%
Ishares TRIYW	0.5%	$12m	45,985	+3%
Palantir TechnologiesPLTR	0.5%	$11m	96,574	+10%
Vaneck ETF TrustREMX	0.5%	$11m	127,097	+27%
Vaneck ETF TrustSMH	0.5%	$11m	17,018	+36%
EatonETN	0.4%	$11m	25,655	-3%
Eli LillyLLY	0.4%	$11m	9,066	+8%
Ishares TRAGG	0.4%	$11m	109,462	Held
MastecMTZ	0.4%	$11m	25,308	-9%
Ishares TRDVY	0.4%	$10m	66,042	+5%
Spdr Gold TRGLD	0.4%	$10m	27,047	+22%
NextEra EnergyNEE	0.4%	$10m	113,334	Held
Johnson & JohnsonJNJ	0.4%	$9m	36,864	+20%
Costco WholesaleCOST	0.4%	$9m	10,000	Held
AbbVieABBV	0.4%	$9m	37,047	+3%
Texas Pacific LandTPL	0.4%	$9m	21,051	-27%
Select Sector Spdr TRXLF	0.4%	$9m	165,841	-20%
State STR Spdr DOW Jones INDDIA	0.4%	$9m	16,726	+5%
Ishares TRMTUM	0.4%	$9m	25,481	-3%
Roundhill ETF TrustDRAM	0.4%	$9m	118,240	New
Vanguard Index FDSVO	0.4%	$9m	107,900	+4%
Vanguard Whitehall FDSVYM	0.3%	$9m	54,906	Held
Fidelity Merrimack STR TRFBND	0.3%	$9m	190,116	+5%
Vanguard Index FDSVUG	0.3%	$9m	100,063	+12%
ExxonMobil HoldingsXOM	0.3%	$9m	62,994	-6%
First TR Exchange-Traded FDGRID	0.3%	$9m	44,708	+43%
IntelINTC	0.3%	$8m	60,071	+22%
First TR Exchange-Traded FDFTCS	0.3%	$8m	88,653	Held
Vanguard Tax-Managed FDSVEA	0.3%	$8m	116,665	+7%
Ishares TRDGRO	0.3%	$8m	103,646	+7%
Taiwan Semiconductor ManufacturingTSM	0.3%	$8m	16,364	-4%
Vanguard World FDVGT	0.3%	$8m	65,270	+7%
First TR Exch Traded FD IIIFTLS	0.3%	$8m	105,271	+4%
Parker-HannifinPH	0.3%	$8m	7,892	Held
Applied MaterialsAMAT	0.3%	$8m	10,544	-6%
Ishares TRUSMV	0.3%	$8m	78,300	Held
First TR Exchange Traded FDRDVY	0.3%	$7m	91,029	+10%
Home DepotHD	0.3%	$7m	20,363	-9%
Southern CompanySO	0.3%	$7m	74,037	+3%
Invesco Exch Traded FD TR IIRWL	0.3%	$7m	55,062	Held
Vaneck ETF TrustNLR	0.3%	$7m	60,639	+49%
Vanguard Index FDSVV	0.3%	$7m	20,220	Held
Tidal Trust IIISNTH	0.3%	$7m	230,998	-6%
Coca-ColaKO	0.3%	$7m	83,876	+5%
Goldman Sachs GroupGS	0.3%	$7m	6,698	-3%
Cisco SystemsCSCO	0.3%	$7m	56,818	Held
Wisdomtree TRDGRW	0.3%	$7m	69,767	Held
Texas InstrumentsTXN	0.3%	$7m	22,198	-4%
Ishares TRIWP	0.3%	$7m	44,890	Held
Spdr Series TrustSDY	0.3%	$7m	43,169	Held
RTXRTX	0.3%	$7m	34,452	Held
First TR Exch Traded FD IIIFPE	0.3%	$6m	360,906	-32%
First TR Exchange Traded FDAIRR	0.3%	$6m	48,283	+9%
Ishares TRIWF	0.3%	$6m	51,647	-4%
Ishares TRIOO	0.3%	$6m	46,549	+2%
J P Morgan Exchange Traded FJPIE	0.3%	$6m	137,767	+9%
Select Sector Spdr TRXLY	0.3%	$6m	54,085	+75%
International Business MachinesIBM	0.3%	$6m	22,545	Held
Vanguard World FDVAW	0.3%	$6m	27,696	+62%
VisaV	0.3%	$6m	18,319	+2%
Capital Group Dividend ValueCGDV	0.3%	$6m	126,267	+5%
Tidal Trust IGRNY	0.3%	$6m	224,926	Held
Bank of AmericaBAC	0.3%	$6m	108,963	Held
Vanguard Index FDSVBK	0.2%	$6m	16,811	+2%
Bloom EnergyBE	0.2%	$6m	19,672	-11%
First TR Exchange Traded FDLEGR	0.2%	$6m	92,542	+51%

Showing the largest 100 of 995.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 95.8% since 30 June 2025.

Where the money is

Technology16.7%

Industrials6.4%

Financial services4.8%

Retail & consumer3.5%

Media & telecom3.3%

Health care3.0%

Everyday goods2.0%

Energy1.8%

Utilities1.4%

Real estate1.3%

Materials0.7%

Other55.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.