§ 13F · FUND PROFILE
KINGSWOOD WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.7B (13F)Positions · 792Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$100M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INCORPORATED | 308K | $78M | 3.7% | −1% |
| 2 | SPY | SPDR S&P 500 ETF | 83K | $54M | 2.6% | −5% |
| 3 | NVDA | NVIDIA CORPORATION | 300K | $52M | 2.5% | −3% |
| 4 | QQQ | INVESCO QQQ TR | 84K | $48M | 2.3% | +12% |
| 5 | VTV | VANGUARD VALUE ETF | 188K | $37M | 1.8% | −5% |
| 6 | MSFT | MICROSOFT CORPORATION | 96K | $36M | 1.7% | +3% |
| 7 | AMZN | AMAZON COM INCORPORATED | 157K | $33M | 1.5% | +1% |
| 8 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 49K | $29M | 1.4% | ±0% |
| 9 | SPYM | SPDR PORTFOLIO S&P 500 ETF | 355K | $27M | 1.3% | −2% |
| 10 | AVGO | BROADCOM INCORPORATED | 79K | $24M | 1.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KINGSWOOD SIGNAL
AC read
KINGSWOOD WEALTH ADVISORS, LLC is a Other fund managing $1.7 billion in assets. The fund runs a broad portfolio of 792 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed