§ 13F · FUND PROFILE
KINGSWOOD WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1266.4T (13F)Positions · 745Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$70.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INCORPORATED | 312K | $84.8T | 4.1% | +23% |
| 2 | SPY | SPDR S&P 500 ETF | 87K | $59.5T | 2.9% | +11% |
| 3 | NVDA | NVIDIA CORPORATION | 309K | $57.6T | 2.8% | +17% |
| 4 | QQQ | INVESCO QQQ TR | 75K | $45.9T | 2.2% | +35% |
| 5 | MSFT | MICROSOFT CORPORATION | 93K | $45.1T | 2.2% | +31% |
| 6 | VTV | VANGUARD VALUE ETF | 198K | $37.9T | 1.8% | +131% |
| 7 | AMZN | AMAZON COM INCORPORATED | 154K | $35.7T | 1.7% | +22% |
| 8 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 1.01M | $33.0T | 1.6% | −5% |
| 9 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 49K | $30.8T | 1.5% | +11% |
| 10 | SPYM | SPDR PORTFOLIO S&P 500 ETF | 363K | $29.1T | 1.4% | — |
§ 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 $1266367.9 trillion in assets. The fund runs a broad portfolio of 745 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed