Q3 2026 13F · SEC CIK 1987855

Kingswood Wealth Advisors, LLC

Wealth managerFiled 2026-10-23 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.6B
Reported positions: 1,024
Top holdings a year, 3 yrs: +24.3%
Assets under management: $3.8B

Kingswood Wealth Advisors, LLC is a wealth manager that reported 1,024 positions worth $2.6B in its Q3 2026 13F, filed 2026-10-23. Its largest holdings were Apple Inc (AAPL, 4.1%), Nvidia Corporation (NVDA, 2.6%), State Str Spdr S&p 500 ETF T (SPY, 2.5%). A portfolio copying its top holdings returned 24.3% a year over the last 3 years, against 20.4% for the S&P 500.

Kingswood Wealth Advisors, LLC holdings largest 50 of 1,024 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kingswood Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	4.1%	3.7%	324,453	+1.8%	$108.0M
NVDANvidia Corporation	2.6%	2.5%	298,277	-4.6%	$68.1M
SPYState Str Spdr S&p 500 ETF T	2.5%	2.6%	86,452	+1.9%	$65.9M
QQQInvesco Qqq Tr	2.4%	2.4%	84,426	+5.7%	$62.5M
MSFTMicrosoft Corp	1.9%	1.4%	94,770	-1.3%	$48.6M
VTVVanguard Index Fds	1.6%	1.7%	193,784	+0.8%	$41.9M
VOOVanguard Index Fds	1.6%	1.5%	57,783	+8.4%	$40.5M
AMZNAmazon Com Inc	1.5%	1.5%	154,222	+1.6%	$38.4M
SPLGSpdr Series Trust	1.2%	1.2%	346,814	+0.4%	$31.1M
SCHGSchwab Strategic Tr	1.2%	1.1%	849,348	+1.9%	$30.5M
GOOGLAlphabet Inc	1.1%	1.0%	82,266	+17.9%	$28.3M
AVGOBroadcom Inc	1.1%	1.2%	80,385	+2.0%	$28.2M
GOOGAlphabet Inc	1.1%	1.0%	82,667	+18.3%	$28.2M
SPDWSpdr Index Shs Fds	1.1%	1.1%	547,307	+1.6%	$27.5M
VTIVanguard Index Fds	0.9%	0.9%	66,045	+5.0%	$24.7M
MUMicron Technology Inc	0.9%	1.1%	22,940	-4.5%	$24.4M
VIGVanguard Specialized Funds	0.9%	0.9%	101,620	+4.4%	$23.7M
CATCaterpillar Inc	0.9%	1.1%	29,039	+13.4%	$23.5M
IVVIshares Tr	0.9%	0.9%	29,696	+1.1%	$22.7M
SPCXSpace Exploration Techn Corp	0.8%	—	140,671	—	$21.2M
METAMeta Platforms Inc	0.8%	0.6%	28,653	+2.8%	$20.8M
JPMJpmorgan Chase & Co	0.8%	0.8%	60,986	+1.7%	$20.2M
SSOProshares Tr	0.7%	0.7%	267,978	-1.3%	$18.6M
GBTCGrayscale Bitcoin Trust ETF	0.7%	0.5%	275,448	-1.1%	$17.8M
RYTInvesco Exchange Traded Fd T	0.7%	—	267,234	—	$17.6M
CGGRCapital Group Growth ETF	0.6%	0.7%	354,915	-4.3%	$16.8M
TSLATesla Inc	0.6%	0.7%	44,685	+10.6%	$15.9M
PLTRPalantir Technologies Inc	0.6%	0.5%	84,457	-12.5%	$15.8M
SCHDSchwab Strategic Tr	0.6%	0.5%	469,944	+24.2%	$15.3M
VBVanguard Index Fds	0.6%	0.6%	53,210	+8.7%	$15.1M
JEPQJ P Morgan Exchange Traded F	0.6%	0.6%	244,084	+0.7%	$15.0M
JEPIJ P Morgan Exchange Traded F	0.6%	0.5%	258,660	+8.7%	$14.5M
AMDAdvanced Micro Devices Inc	0.5%	0.5%	23,331	+3.1%	$14.3M
LAMRLamar Advertising Co New Cl A	0.5%	0.6%	97,181	-0.1%	$14.0M
IYWIshares Tr	0.5%	0.5%	47,677	+3.7%	$12.6M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	24,073	-4.7%	$12.0M
CGUSCapital Group Core Equity Et	0.4%	0.5%	262,045	-6.2%	$11.7M
GLDSpdr Gold Tr	0.4%	0.4%	30,191	+11.6%	$11.5M
ETNEaton Corp PLC	0.4%	0.4%	26,237	+2.3%	$11.3M
WMTWalmart Inc	0.4%	0.5%	107,272	-2.8%	$11.1M
XOMExxonmobil Holdings Corp	0.4%	—	66,722	—	$10.9M
LLYEli Lilly & Co	0.4%	0.4%	9,334	+3.0%	$10.8M
DVYIshares Tr	0.4%	0.4%	69,354	+5.0%	$10.5M
JPIEJpmorgan Income ETF	0.4%	—	233,564	—	$10.5M
DIASpdr Dow Jones Indl Average	0.4%	—	20,497	—	$10.4M
AGGIshares Tr	0.4%	0.4%	108,078	-1.3%	$10.2M
ABBVAbbvie Inc	0.4%	0.4%	37,985	+2.5%	$9.9M
MINTPimco Enhanced Short Maturity Active Exc	0.4%	—	97,915	—	$9.8M
JNJJohnson & Johnson	0.4%	0.4%	36,486	-1.0%	$9.7M
GSGoldman Sachs Group Inc	0.4%	—	10,593	—	$9.5M

What Kingswood Wealth Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.2% /yr; S&P 500 +20.1%
3 years: +24.3% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$2.6B	1,024
Q2 2026	$2.5B	995
Q1 2026	$2.1B	924
Q4 2025	$2.1B	868
Q3 2025	$1.7B	790
Q2 2025	$1.3B	743
Q1 2025	$1.1B	723
Q4 2024	$1.3B	791
Q3 2024	$1.4B	663
Q2 2024	$1.1B	653
Q1 2024	$867.1M	618
Q4 2023	$882.3M	639

Questions about Kingswood Wealth Advisors, LLC's portfolio

What stocks does Kingswood Wealth Advisors, LLC own?

Kingswood Wealth Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 23, 2026, lists 1,024 positions worth $2.6B. The largest are Apple Inc (AAPL) at 4.1%, Nvidia Corporation (NVDA) at 2.6%, State Str Spdr S&p 500 ETF T (SPY) at 2.5%, Invesco Qqq Tr (QQQ) at 2.4% and Microsoft Corp (MSFT) at 1.9%.

What did Kingswood Wealth Advisors, LLC buy last quarter?

In Q3 2026, Kingswood Wealth Advisors, LLC added Schwab Strategic Tr (SCHD) (+24.2% shares), Alphabet Inc (GOOG) (+18.3% shares) and Alphabet Inc (GOOGL) (+17.9% shares), compared with its Q2 2026 filing.

What did Kingswood Wealth Advisors, LLC sell last quarter?

In Q3 2026, Kingswood Wealth Advisors, LLC cut from its top 50 Sandisk Corp (SNDK), cut from its top 50 Vaneck ETF Trust (REMX), cut from its top 50 Vaneck ETF Trust (SMH), cut from its top 50 MasTec Inc (MTZ), cut from its top 50 Nextera Energy Inc (NEE), Palantir Technologies Inc (PLTR) (-12.5% shares) and Capital Group Core Equity Et (CGUS) (-6.2% shares), compared with its Q2 2026 filing.

How has Kingswood Wealth Advisors, LLC's portfolio performed?

A portfolio copying Kingswood Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.2% against +20.1%.

When is Kingswood Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Kingswood Wealth Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Kingswood Wealth Advisors, LLC manage?

Kingswood Wealth Advisors, LLC reported $3.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.6B.