Kingswood Wealth Advisors, LLC 13F Holdings · Q2 2026
Kingswood Wealth Advisors, LLC reported 995 securities worth $2.48B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (3.72%), SPY (2.56%), NVDA (2.52%). Among its top 25 positions this quarter: 15 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INCORPORATED | $92.2M | 3.72% | 318,568 | Added |
| 2 | SPY | SPDR S&P 500 ETF | $63.4M | 2.56% | 84,867 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $62.6M | 2.52% | 312,815 | Added |
| 4 | QQQ | INVESCO QQQ TR | $58.8M | 2.37% | 79,879 | Trimmed |
| 5 | VTV | VANGUARD VALUE ETF | $41.9M | 1.69% | 192,157 | Added |
| 6 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $36.6M | 1.48% | 53,321 | Added |
| 7 | AMZN | AMAZON COM INCORPORATED | $36.2M | 1.46% | 151,812 | Trimmed |
| 8 | MSFT | MICROSOFT CORPORATION | $35.8M | 1.44% | 96,066 | Trimmed |
| 9 | SPYM | SPDR PORTFOLIO S&P 500 ETF | $30.4M | 1.22% | 345,568 | Trimmed |
| 10 | AVGO | BROADCOM INCORPORATED | $29.8M | 1.20% | 78,823 | Trimmed |
| 11 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $28.2M | 1.14% | 833,309 | Trimmed |
| 12 | MU | MICRON TECHNOLOGY INCORPORATED | $27.7M | 1.12% | 24,024 | Added |
| 13 | CAT | CATERPILLAR INCORPORATED | $27.3M | 1.10% | 25,613 | Added |
| 14 | SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $27.1M | 1.09% | 538,612 | Added |
| 15 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $24.9M | 1.01% | 69,753 | Trimmed |
| 16 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $24.7M | 1.00% | 69,863 | Added |
| 17 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $23.3M | 0.94% | 62,924 | Trimmed |
| 18 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $23.0M | 0.93% | 97,311 | Added |
| 19 | IVV | ISHARES TR CORE S&P500 ETF | $22.0M | 0.89% | 29,366 | Added |
| 20 | JPM | JPMORGAN CHASE & COMPANY. | $19.6M | 0.79% | 59,945 | Trimmed |
| 21 | SSO | PROSHARES ULTRA S&P500 | $18.3M | 0.74% | 271,376 | Added |
| 22 | CGGR | CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | $17.5M | 0.71% | 370,723 | Trimmed |
| 23 | TSLA | TESLA INCORPORATED | $17.0M | 0.69% | 40,401 | Added |
| 24 | META | META PLATFORMS INCORPORATED CLASS A | $15.7M | 0.63% | 27,877 | Added |
| 25 | SNDK | SANDISK CORPORATION | $15.5M | 0.63% | 6,829 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR