Kingswood Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.11B
Q ending 2026-03-31
Prior quarter
$2.07B
Q ending 2025-12-31
Change
+1.8% QoQ · +92.4% YoY
Positions
924
reported holdings
Largest positions
Top 100 of 924 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Incorporated | AAPL | Shares | $78.3M | 308K |
| Spdr S&P 500 Etf | SPY | Shares | $53.9M | 83K |
| Nvidia Corporation | NVDA | Shares | $52.2M | 300K |
| Invesco Qqq Tr | QQQ | Shares | $48.3M | 84K |
| Vanguard Value Etf | VTV | Shares | $36.9M | 188K |
| Microsoft Corporation | MSFT | Shares | $35.7M | 96K |
| Amazon Com Incorporated | AMZN | Shares | $32.6M | 157K |
| Vanguard Index Funds S&P 500 Etf S | VOO | Shares | $29.3M | 49K |
| Spdr Portfolio S&P 500 Etf | SPYM | Shares | $27.2M | 355K |
| Broadcom Incorporated | AVGO | Shares | $24.5M | 79K |
| Schwab U.S. Large-Cap Growth Etf | SCHG | Shares | $24.3M | 836K |
| Spdr Portfolio Developed World Ex- | SPDW | Shares | $23.6M | 518K |
| Vanguard Total Stock Market Etf | VTI | Shares | $20.9M | 65K |
| Alphabet Incorporated Cap Stk Clas | GOOGL | Shares | $20.7M | 72K |
| Vanguard Dividend Appreciation Etf | VIG | Shares | $20.5M | 95K |
| Ishares Tr Core S&P500 Etf | IVV | Shares | $18.1M | 28K |
| Jpmorgan Chase & Company. | JPM | Shares | $17.7M | 60K |
| Alphabet Incorporated Cap Stk Clas | GOOG | Shares | $17.6M | 61K |
| Capital Group Growth Etf Shs Creat | CGGR | Shares | $15.6M | 388K |
| Meta Platforms Incorporated Class | META | Shares | $15.3M | 27K |
| Caterpillar Incorporated | CAT | Shares | $15.1M | 21K |
| Grayscale Bitcoin Trust Etf | GBTC | Shares | $14.8M | 280K |
| Tesla Incorporated | TSLA | Shares | $13.7M | 37K |
| Texas Pacific Land Corporation | TPL | Shares | $13.6M | 29K |
| Walmart Incorporated | WMT | Shares | $13.3M | 107K |
| Jpmorgan Equity Premium Income Etf | JEPI | Shares | $13.0M | 229K |
| Palantir Technologies Incorporated | PLTR | Shares | $12.9M | 88K |
| Lamar Advertising Company New Clas | LAMR | Shares | $12.3M | 97K |
| Berkshire Hathaway Incorporated De | BRK/B | Shares | $12.3M | 26K |
| Schwab Us Dividend Equity Etf | SCHD | Shares | $12.3M | 400K |
| Jpmorgan Nasdaq Equity Premium Inc | JEPQ | Shares | $12.3M | 221K |
| Ishares Tr 0-3 Mnth Treasry | SGOV | Shares | $11.9M | 118K |
| Vanguard Small-Cap Etf | VB | Shares | $11.5M | 44K |
| Exxon Mobil Corporation | XOM | Shares | $11.4M | 67K |
| Capital Group Core Equity Etf Shs | CGUS | Shares | $11.0M | 287K |
| Ishares Tr Core Us Aggbd Et | AGG | Shares | $10.9M | 109K |
| Nextera Energy Incorporated | NEE | Shares | $10.5M | 113K |
| Spdr Financial Select Sector Fund | XLF | Shares | $10.3M | 208K |
| Costco Wholesale Corporation New | COST | Shares | $10.0M | 10K |
| Spdr Energy Select Sector Fund | XLE | Shares | $9.7M | 158K |
| Ishares Tr Select Divid Etf | DVY | Shares | $9.5M | 63K |
| Spdr Gold Shares | GLD | Shares | $9.5M | 22K |
| Eaton Corporation Plc Shs | Shares | $9.4M | 26K | |
| First Trust Preferred Securities A | FPE | Shares | $9.4M | 529K |
| Mastec Incorporated | MTZ | Shares | $8.9M | 28K |
| Vaneck Rare Earth And Strategic Me | REMX | Shares | $8.8M | 100K |
| First Trust Capital Strength Etf | FTCS | Shares | $8.4M | 90K |
| Fidelity Total Bond Etf | FBND | Shares | $8.3M | 181K |
| Ishares Tr U.S. Tech Etf | IYW | Shares | $8.1M | 45K |
| Vanguard High Dividend Yield Etf | VYM | Shares | $8.1M | 55K |
| Micron Technology Incorporated | MU | Shares | $7.9M | 23K |
| Abbvie Incorporated | ABBV | Shares | $7.8M | 36K |
| Eli Lilly & Company | LLY | Shares | $7.7M | 8K |
| Johnson & Johnson | JNJ | Shares | $7.5M | 31K |
| Vanguard Mid-Cap Etf | VO | Shares | $7.4M | 26K |
| Ishares Tr Msci Usa Min Vol | USMV | Shares | $7.4M | 80K |
| Home Depot Incorporated | HD | Shares | $7.4M | 22K |
| Spdr Dow Jones Industrial Average | DIA | Shares | $7.4M | 16K |
| Proshares Ultra S&P500 | SSO | Shares | $7.1M | 137K |
| First Trust Long/Short Equity Etf | FTLS | Shares | $7.1M | 101K |
| Parker-Hannifin Corporation | PH | Shares | $7.1M | 8K |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $7.0M | 109K |
| Southern Company | SO | Shares | $6.9M | 72K |
| Chevron Corporation New | CVX | Shares | $6.8M | 33K |
| Ishares Tr Core Div Grwth | DGRO | Shares | $6.8M | 97K |
| Spdr Bloomberg 1-3 Month T-Bill Et | BIL | Shares | $6.7M | 74K |
| Fidelity Wise Origin Bitcoin Fund | FBTC | Shares | $6.6M | 112K |
| Rtx Corporation | RTX | Shares | $6.5M | 34K |
| Vanguard Growth Etf | VUG | Shares | $6.5M | 15K |
| Mrp Synthequity Etf | SNTH | Shares | $6.4M | 245K |
| Netflix Incorporated | NFLX | Shares | $6.3M | 66K |
| Invesco S&P 500 Revenue Etf | RWL | Shares | $6.3M | 55K |
| Ishares Tr Msci Usa Mmentm | MTUM | Shares | $6.3M | 26K |
| Spdr S&P Dividend Etf | SDY | Shares | $6.2M | 43K |
| Wisdomtree U.S. Quality Dividend G | DGRW | Shares | $6.2M | 70K |
| Vanguard Large-Cap Etf | VV | Shares | $6.1M | 20K |
| Coca Cola Company | KO | Shares | $6.1M | 80K |
| Goldman Sachs Group Incorporated | GS | Shares | $5.9M | 7K |
| Jpmorgan Income Etf | JPIE | Shares | $5.8M | 126K |
| Ishares Bitcoin Trust Etf Shs Ben | IBIT | Shares | $5.8M | 151K |
| Taiwan Semiconductor Mfg Limited S | TSM | Shares | $5.8M | 17K |
| Ishares Tr Rus 1000 Grw Etf | IWF | Shares | $5.7M | 13K |
| First Trust Nasdaq Rising Dividend | RDVY | Shares | $5.7M | 83K |
| Ishares Tr Rus Md Cp Gr Etf | IWP | Shares | $5.7M | 44K |
| Ishares Tr Global 100 Etf | IOO | Shares | $5.5M | 46K |
| International Business Machines | IBM | Shares | $5.4M | 22K |
| Vaneck Uranium And Nuclear Etf | NLR | Shares | $5.4M | 41K |
| Visa Incorporated Com Class A | V | Shares | $5.4M | 18K |
| Vanguard Information Technology Et | VGT | Shares | $5.3M | 8K |
| Fundstrat Granny Shots Us Large Ca | GRNY | Shares | $5.3M | 221K |
| Bank America Corporation | BAC | Shares | $5.2M | 107K |
| Lockheed Martin Corporation | LMT | Shares | $5.2M | 9K |
| First Trust Nasdaq Clean Edge Smar | GRID | Shares | $5.1M | 31K |
| Microstrategy Incorporated Class A | MSTR | Shares | $5.1M | 41K |
| Capital Group Divid Value Etf Shs | CGDV | Shares | $5.1M | 120K |
| Boeing Company | BA | Shares | $5.0M | 25K |
| Advanced Micro Devices Incorporate | AMD | Shares | $5.0M | 25K |
| Verizon Communications Incorporate | VZ | Shares | $5.0M | 99K |
| Vanguard Small-Cap Growth Etf | VBK | Shares | $5.0M | 16K |
| First Trust Rba American Industria | AIRR | Shares | $4.9M | 44K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.