Funds › Kingswood Wealth Advisors, LLC
Kingswood Wealth Advisors, LLC
13F for Q3 2026, filed Oct 23, 2026. 1,024 positions worth $2.6B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 23, 2026
Reported value
$2.6B
+$124.7M (5.0%) vs Q2 2026
Positions
1,024
995 in Q2 2026
Top 10 share
20.6%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 324,453 | $108.0M | 4.1% | +1.8% | 13F ↗ |
| 2 | NVDA NVIDIA Corporation | 298,277 | $68.1M | 2.6% | -4.6% | 13F ↗ |
| 3 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 86,452 | $65.9M | 2.5% | +1.9% | 13F ↗ |
| 4 | Invesco Qqq Tr | 84,426 | $62.5M | 2.4% | +5.7% | 13F ↗ |
| 5 | MSFT Microsoft Corporation | 94,770 | $48.6M | 1.9% | -1.3% | 13F ↗ |
| 6 | Vanguard Index Fds Mrngstr Val Etf | 193,784 | $41.9M | 1.6% | +0.8% | 13F ↗ |
| 7 | Vanguard Index Fds S&P 500 Etf Shs | 57,783 | $40.5M | 1.6% | +8.4% | 13F ↗ |
| 8 | AMZN Amazon.com, Inc. | 154,222 | $38.4M | 1.5% | +1.6% | 13F ↗ |
| 9 | Spdr Series Trust St Str P500ETF | 346,814 | $31.1M | 1.2% | +0.4% | 13F ↗ |
| 10 | Schwab Strategic Tr Us Lcap Gr Etf | 849,348 | $30.5M | 1.2% | +1.9% | 13F ↗ |
| 11 | GOOGL Alphabet Inc. Class A | 82,266 | $28.3M | 1.1% | +17.9% | 13F ↗ |
| 12 | AVGO Broadcom Inc. | 80,385 | $28.2M | 1.1% | +2.0% | 13F ↗ |
| 13 | GOOG Alphabet Inc. Class C | 82,667 | $28.2M | 1.1% | +18.3% | 13F ↗ |
| 14 | Spdr Index Shs Fds St Str Po Ex Etf | 547,307 | $27.5M | 1.1% | +1.6% | 13F ↗ |
| 15 | Vanguard Index Fds Mrngstr Ttl Stk | 66,045 | $24.7M | 0.9% | +5.0% | 13F ↗ |
| 16 | MU Micron Technology, Inc. | 22,940 | $24.4M | 0.9% | -4.5% | 13F ↗ |
| 17 | Vanguard Specialized Funds Div App Etf | 101,620 | $23.7M | 0.9% | +4.4% | 13F ↗ |
| 18 | CAT Caterpillar, Inc. | 29,039 | $23.5M | 0.9% | +13.4% | 13F ↗ |
| 19 | iShares Tr Core S&P500 Etf | 29,696 | $22.7M | 0.9% | +1.1% | 13F ↗ |
| 20 | SPCX Space Exploration Technologies Corp. | 140,671 | $21.2M | 0.8% | +569% | 13F ↗ |
| 21 | META Meta Platforms, Inc. | 28,653 | $20.8M | 0.8% | +2.8% | 13F ↗ |
| 22 | JPM JPMorgan Chase & Co. | 60,986 | $20.2M | 0.8% | +1.7% | 13F ↗ |
| 23 | Proshares Tr Pshs Ult S&P 500 | 267,978 | $18.6M | 0.7% | -1.3% | 13F ↗ |
| 24 | GBTC Grayscale Bitcoin Trust · Shs Rep Com Ut | 275,448 | $17.8M | 0.7% | -1.1% | 13F ↗ |
| 25 | Invesco Exchange Traded Fd T S&P500 Eql Tec | 267,234 | $17.6M | 0.7% | +5006% | 13F ↗ |
| 26 | Capital Group Growth ETF Units | 354,915 | $16.8M | 0.6% | -4.3% | 13F ↗ |
| 27 | TSLA Tesla, Inc. | 44,685 | $15.9M | 0.6% | +10.6% | 13F ↗ |
| 28 | PLTR Palantir Technologies Inc. | 84,457 | $15.8M | 0.6% | -12.5% | 13F ↗ |
| 29 | Schwab Strategic Tr Us Dividend Eq | 469,944 | $15.3M | 0.6% | +24.2% | 13F ↗ |
| 30 | Vanguard Index Fds Mrngstr Sml Cap | 53,210 | $15.1M | 0.6% | +8.7% | 13F ↗ |
| 31 | J P Morgan Exchange Traded F Nasdaq Eqt Prem | 244,084 | $15.0M | 0.6% | +0.7% | 13F ↗ |
| 32 | J P Morgan Exchange Traded F Equity Premium | 258,660 | $14.5M | 0.6% | +8.7% | 13F ↗ |
| 33 | AMD Advanced Micro Devices, Inc. | 23,331 | $14.3M | 0.5% | +3.1% | 13F ↗ |
| 34 | LAMR Lamar Advertising Company | 97,181 | $14.0M | 0.5% | -0.1% | 13F ↗ |
| 35 | iShares Tr U.S. Tech Etf | 47,677 | $12.6M | 0.5% | +3.7% | 13F ↗ |
| 36 | BRK-B Berkshire Hathaway Inc. Class B | 24,073 | $12.0M | 0.5% | -4.7% | 13F ↗ |
| 37 | Capital Group Core Equity Et Units | 262,045 | $11.7M | 0.4% | -6.2% | 13F ↗ |
| 38 | GLD SPDR Gold Shares · Gold Shs | 30,191 | $11.5M | 0.4% | +11.6% | 13F ↗ |
| 39 | ETN Eaton Corporation, PLC | 26,237 | $11.3M | 0.4% | +2.3% | 13F ↗ |
| 40 | WMT Walmart Inc. | 107,272 | $11.1M | 0.4% | -2.8% | 13F ↗ |
| 41 | XOM ExxonMobil Holdings Corporation | 66,722 | $10.9M | 0.4% | New | 13F ↗ |
| 42 | LLY Eli Lilly and Company | 9,334 | $10.8M | 0.4% | +3.0% | 13F ↗ |
| 43 | iShares Tr Select Divid Etf | 69,354 | $10.5M | 0.4% | +5.0% | 13F ↗ |
| 44 | J P Morgan Exchange Traded F Income Etf | 233,564 | $10.5M | 0.4% | +69.5% | 13F ↗ |
| 45 | DIA State Street SPDR Dow Jones Industrial Average ETF Trust | 20,497 | $10.4M | 0.4% | +22.5% | 13F ↗ |
| 46 | iShares Tr Core Us Aggbd Et | 108,078 | $10.2M | 0.4% | -1.3% | 13F ↗ |
| 47 | ABBV AbbVie Inc. | 37,985 | $9.9M | 0.4% | +2.5% | 13F ↗ |
| 48 | Pimco ETF Tr Enhan Shrt Ma Ac | 97,915 | $9.8M | 0.4% | +442% | 13F ↗ |
| 49 | JNJ Johnson & Johnson | 36,486 | $9.7M | 0.4% | -1.0% | 13F ↗ |
| 50 | GS Goldman Sachs Group, Inc. | 10,593 | $9.5M | 0.4% | +58.2% | 13F ↗ |
Showing the top 50 of 1,024 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
129 new, 516 added to, 324 trimmed, 100 exited, 55 unchanged. By estimated dollars.
New positions (129)
| XOM ExxonMobil Holdings Corporation | 66,722 | New | $10.9M |
| Invesco Exchange Traded Fd T Etf | 123,051 | New | $7.5M |
| First Tr Exchng Traded Fd Vi Innovation Lead | 113,452 | New | $4.5M |
| Invesco Exch Traded Fd Tr II Nasdaq Biotech | 89,368 | New | $3.1M |
| Dfa Invt Dimensions Group In U.S. Sml Cp Val | 78,850 | New | $3.0M |
| FAC Factorial Energy Inc. | 403,446 | New | $2.6M |
| American Centy ETF Tr Intl Smcp Vlu | 16,372 | New | $1.8M |
| Vanguard Bd Index Fds Vanguard Ultra | 30,343 | New | $1.5M |
| OKE ONEOK, Inc. | 15,392 | New | $1.3M |
| SKHY SK hynix Inc. · American Deposit | 6,808 | New | $1.3M |
Added to (516)
| SPCX Space Exploration Technologies Corp. | 140,671 | +569% | $18.0M |
| Invesco Exchange Traded Fd T S&P500 Eql Tec | 267,234 | +5006% | $17.3M |
| Pimco ETF Tr Enhan Shrt Ma Ac | 97,915 | +442% | $8.0M |
| Calamos ETF Tr Autoc Incom Etf | 318,097 | +112% | $4.5M |
| GOOG Alphabet Inc. Class C | 82,667 | +18.3% | $4.4M |
| GOOGL Alphabet Inc. Class A | 82,266 | +17.9% | $4.3M |
| J P Morgan Exchange Traded F Income Etf | 233,564 | +69.5% | $4.3M |
| Wisdomtree Tr Floatng Rat Trea | 130,857 | +163% | $4.1M |
| GS Goldman Sachs Group, Inc. | 10,593 | +58.2% | $3.5M |
| Invesco Qqq Tr | 84,426 | +5.7% | $3.4M |
Trimmed (324)
| Vaneck ETF Trust Rare Ear Str Etf | 5,273 | -95.9% | -$7.8M |
| Fidelity Merrimack Str Tr Total Bd Etf | 9,493 | -95.0% | -$7.8M |
| Roundhill ETF Trust Memory Etf | 30,659 | -74.1% | -$5.3M |
| Vaneck ETF Trust Urani Nucle Etf | 10,723 | -82.3% | -$5.2M |
| SNDK Sandisk Corporation | 4,322 | -36.7% | -$4.4M |
| Select Sector Spdr Tr St Str Discr Etf | 17,231 | -68.1% | -$4.0M |
| First Tr Exchange-Traded Fd Hlth Care Alph | 2,852 | -91.3% | -$3.9M |
| Select Sector Spdr Tr St Str Finl Etf | 97,345 | -41.3% | -$3.7M |
| Global X Fds Rbtcs Artfl Inte | 14,370 | -87.3% | -$3.5M |
| NVDA NVIDIA Corporation | 298,277 | -4.6% | -$3.3M |
Exited (100)
| Exxon Mobil Corp | 62,994 | Exited | -$8.6M |
| Etfis Ser Tr I Exchange Traded Fund | 143,011 | Exited | -$3.3M |
| Dimensional ETF Trust Us Small Cap Etf | 78,895 | Exited | -$3.1M |
| First Tr Exchange-Traded Fd First Tr Enh New | 46,654 | Exited | -$2.8M |
| Oneok Inc | 16,540 | Exited | -$1.4M |
| FCEL FuelCell Energy, Inc. | 33,932 | Exited | -$1.2M |
| Neos ETF Trust Gold Hig Inc Etf | 17,452 | Exited | -$845.5K |
| SPXC SPX Technologies, Inc. | 2,833 | Exited | -$694.6K |
| IRDM Iridium Communications Inc | 11,416 | Exited | -$626.2K |
| Invesco Actively Managed Exc Ultra Shrt Dur | 12,292 | Exited | -$616.4K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 23, 2026 | 13F-HR | 1,024 | $2.6B | Current | SEC ↗ |
| Q2 2026 | Jul 27, 2026 | 13F-HR | 995 | $2.5B | Current | SEC ↗ |
| Q1 2026 | Apr 28, 2026 | 13F-HR | 924 | $2.1B | Current | SEC ↗ |
| Q4 2025 | Jan 28, 2026 | 13F-HR | 869 | $2.1B | Current | SEC ↗ |
| Q3 2025 | Oct 23, 2025 | 13F-HR | 790 | $1.7B | Current | SEC ↗ |
| Q2 2025 | Jul 23, 2025 | 13F-HR | 743 | $1.3B | Current | SEC ↗ |
| Q1 2025 | Jul 25, 2025 | 13F-HR/A (restatement) | 723 | $1.1B | Current | SEC ↗ |
| Q1 2025 | Apr 21, 2025 | 13F-HR | 766 | $2.6B | Replaced | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer