§ 13F · FUND PROFILE
KINGSWOOD WEALTH ADVISORS, LLC.
AUM · $2.5B (13F)Positions · 997Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$67M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INCORPORATED | 319K | $92M | 3.7% | +3% |
| 2 | SPY | SPDR S&P 500 ETF | 85K | $63M | 2.6% | +2% |
| 3 | NVDA | NVIDIA CORPORATION | 313K | $63M | 2.5% | +4% |
| 4 | QQQ | INVESCO QQQ TR | 80K | $59M | 2.4% | −4% |
| 5 | VTV | VANGUARD VALUE ETF | 192K | $42M | 1.7% | +2% |
| 6 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 53K | $37M | 1.5% | +9% |
| 7 | AMZN | AMAZON COM INCORPORATED | 152K | $36M | 1.5% | −3% |
| 8 | MSFT | MICROSOFT CORPORATION | 96K | $36M | 1.4% | ±0% |
| 9 | SPYM | SPDR PORTFOLIO S&P 500 ETF | 346K | $30M | 1.2% | −3% |
| 10 | AVGO | BROADCOM INCORPORATED | 79K | $30M | 1.2% | ±0% |
§ 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 $2.5 billion in assets. The fund runs a broad portfolio of 997 positions.
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