Kingswood Wealth Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

KINGSWOOD WEALTH ADVISORS, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 766 holdings worth $2.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 766
Total Value: 2616739400
Accession Number: 0001987855-25-000002
Form Type: 13F-HR
CIK: 0001987855
Manager Name: Kingswood Wealth Advisors, LLC

Data Enrichment

67% identified

515 identified251 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

766 positions • $2,616,739.4K total value

766 positions

Manager:

SEC FilingSEC DataHachi Filing

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Apple Inc.

AAPL|037833100

2513944(+785.6%)

Value:

$560.9B(+689.1%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

290169(+259.7%)

Value:

$162.7B(+244.2%)

NVIDIA CORP

NVDA|67066G104

1220279(+243.5%)

Value:

$133.9B(+180.8%)

MICROSOFT CORP

MSFT|594918104

325271(+350.5%)

Value:

$123.9B(+307.2%)

AMAZON COM INC

AMZN|023135106

396506(+284.1%)

Value:

$76.0B(+235.7%)

Meta Platforms, Inc.

META|30303M102

108432(+376.8%)

Value:

$63.4B(+376.0%)

Alphabet Inc.

GOOGL|02079K305

229674(+287.0%)

Value:

$36.0B(+220.0%)

464287200

IVV|464287200

59039(+140.4%)

Value:

$33.2B(+130.0%)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

65023(+13.4%)

Value:

$30.6B(+4.3%)

33733E104

283288(+200.0%)

Value:

$25.4B(+206.4%)

Tesla, Inc.

TSLA|88160R101

93147(+227.8%)

Value:

$24.8B(+115.8%)

922908363

VOO|922908363

45919(+12.0%)

Value:

$23.6B(+6.9%)

46432F396

MTUM|46432F396

110157(+187.6%)

Value:

$22.4B(+182.9%)

922908769

VTI|922908769

71135(+113.4%)

Value:

$19.6B(+103.0%)

SPDR GOLD TRUST

GLD|78463V107

67572(+253.1%)

Value:

$19.4B(+319.5%)

808524300

SCHG|808524300

753364(+2.1%)

Value:

$18.9B(-8.2%)

389637109

287024(+0.7%)

Value:

$18.7B(-11.3%)

Alphabet Inc.

GOOG|02079K107

117954(+211.9%)

Value:

$18.7B(+159.1%)

464287572

181219(+103.5%)

Value:

$17.5B(+95.2%)

Walmart Inc.

WMT|931142103

193244(+247.9%)

Value:

$17.1B(+241.2%)

Instrument	Shares		Other Manager	Value
Apple Inc.(AAPLcusip037833100)	2.5M	QoQ +785.63% (+2.2M) YoY +901.14% (+2.3M)	All Managers (Combined)	$560.9M	QoQ +689.09% (+$489.8M) YoY +1202.64% (+$517.9M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	290.2K	QoQ +259.72% (+209.5K) YoY +664.66% (+252.2K)	All Managers (Combined)	$162.7M	QoQ +244.17% (+$115.4M) YoY +719.73% (+$142.9M)
Nvidia Corp(NVDAcusip67066G104)	1.2M	QoQ +243.53% (+865.1K) YoY +3606.68% (+1.2M)	All Managers (Combined)	$133.9M	QoQ +180.79% (+$86.2M) YoY +350.27% (+$104.2M)
Microsoft Corp(MSFTcusip594918104)	325.3K	QoQ +350.47% (+253.1K) YoY +291.93% (+242.3K)	All Managers (Combined)	$123.9M	QoQ +307.18% (+$93.5M) YoY +254.92% (+$89.0M)
Amazon Com Inc(AMZNcusip023135106)	396.5K	QoQ +284.10% (+293.3K) YoY +258.46% (+285.9K)	All Managers (Combined)	$76.0M	QoQ +235.71% (+$53.4M) YoY +281.06% (+$56.1M)
Meta Platforms, Inc.(METAcusip30303M102)	108.4K	QoQ +376.81% (+85.7K) YoY +282.67% (+80.1K)	All Managers (Combined)	$63.4M	QoQ +376.00% (+$50.1M) YoY +360.65% (+$49.6M)
Alphabet Inc.(GOOGLcusip02079K305)	229.7K	QoQ +287.02% (+170.3K) YoY +267.72% (+167.2K)	All Managers (Combined)	$36.0M	QoQ +220.02% (+$24.7M) YoY +281.37% (+$26.5M)
(IVVcusip464287200)	59.0K	QoQ +140.39% (+34.5K) YoY +236.48% (+41.5K)	All Managers (Combined)	$33.2M	QoQ +129.96% (+$18.8M) YoY +260.42% (+$24.0M)
Invesco Qqq Trust, Series 1(QQQcusip46090E103)	65.0K	QoQ +13.45% (+7.7K) YoY +194.04% (+42.9K)	All Managers (Combined)	$30.6M	QoQ +4.31% (+$1.3M) YoY +211.28% (+$20.7M)
(cusip33733E104)✕	283.3K	QoQ +200.02% (+188.9K) YoY +562.75% (+240.5K)	All Managers (Combined)	$25.4M	QoQ +206.40% (+$17.1M) YoY +593.98% (+$21.7M)
Tesla, Inc.(TSLAcusip88160R101)	93.1K	QoQ +227.83% (+64.7K) YoY +158.05% (+57.1K)	All Managers (Combined)	$24.8M	QoQ +115.83% (+$13.3M) YoY +290.29% (+$18.4M)
(VOOcusip922908363)	45.9K	QoQ +11.97% (+4.9K) YoY +690.20% (+40.1K)	All Managers (Combined)	$23.6M	QoQ +6.86% (+$1.5M) YoY +745.13% (+$20.8M)
(MTUMcusip46432F396)	110.2K	QoQ +187.60% (+71.9K) YoY +476.22% (+91.0K)	All Managers (Combined)	$22.4M	QoQ +182.87% (+$14.5M) YoY +525.95% (+$18.8M)
(VTIcusip922908769)	71.1K	QoQ +113.43% (+37.8K) YoY +473.85% (+58.7K)	All Managers (Combined)	$19.6M	QoQ +102.96% (+$9.9M) YoY +508.46% (+$16.4M)
Spdr Gold Trust(GLDcusip78463V107)	67.6K	QoQ +253.09% (+48.4K) YoY +503.15% (+56.4K)	All Managers (Combined)	$19.4M	QoQ +319.52% (+$14.8M) YoY +743.47% (+$17.1M)
(SCHGcusip808524300)	753.4K	QoQ +2.12% (-15.6K) YoY +1523.34% (+707.0K)	All Managers (Combined)	$18.9M	QoQ -8.24% (-$1.7M) YoY +338.41% (+$14.6M)
(cusip389637109)✕	287.0K	QoQ +0.68% (-2.0K) YoY -3.10% (-9.2K)	All Managers (Combined)	$18.7M	QoQ -11.34% (-$2.4M) YoY -0.02% (-$4.9K)
Alphabet Inc.(GOOGcusip02079K107)	118.0K	QoQ +211.89% (+80.1K) YoY +68.32% (+47.9K)	All Managers (Combined)	$18.7M	QoQ +159.11% (+$11.5M) YoY +74.91% (+$8.0M)
(cusip464287572)✕	181.2K	QoQ +103.52% (+92.2K) YoY +338.46% (+139.9K)	All Managers (Combined)	$17.5M	QoQ +95.21% (+$8.5M) YoY +373.99% (+$13.8M)
Walmart Inc.(WMTcusip931142103)	193.2K	QoQ +247.91% (+137.7K) YoY +261.83% (+139.8K)	All Managers (Combined)	$17.1M	QoQ +241.21% (+$12.1M) YoY +432.86% (+$13.9M)