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KINGSWOOD WEALTH ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1987855 · latest 13F-HR filed 2026-07-27

Backtest portfolio

KINGSWOOD WEALTH ADVISORS, LLC manages $2.48B in 13F-reported U.S. long-equity assets across 997 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (3.72%), SPY (2.56%), NVDA (2.52%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 135 new positions and exited 64; 526 existing positions rose in reported value and 169 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$2.48B

Long-equity book

Holdings
997

Distinct positions

Period
2026-06-30

Filed 2026-07-27

Q/Q Activity
+135 / −64 / ↑526 / ↓169

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL3.7% · +3%SPY2.6% · +2%NVDA2.5% · +4%QQQ2.4% · -4%VTV1.7% · +2%VOO1.5% · +9%AMZN1.5% · -3%MSFT1.4% · -0%SPYM1.2% · -3%AVGO1.2% · -0%SCHG1.1% · -0%MU1.1% · +3%CAT1.1% · +20%SPDW1.1% · +4%GOOGL1.0% · -3%GOOG1.0% · +14%VTI0.9% · -3%VIG0.9% · +2%IVV0.9% · +6%JPM0.8% · -1%SSO0.7% · +97%CGGR0.7% · -4%TSLA0.7% · +10%META0.6% · +4%SNDK0.6% · +32%LAMR0.6% · -0%JEPQ0.6% · +10%VB0.6% · +12%JEPI0.5% · +4%AMD0.5% · -8%GBTC0.5% · -1%BRK.B0.5% · -2%WMT0.5% · +3%CGUS0.5% · -3%SCHD0.5% · -5%IYW0.5% · +3%PLTR0.5% · +10%REMX0.5% · +27%SMH0.5% · +36%ETN0.4% · -3%LLY0.4% · +8%AGG0.4% · +0%MTZ0.4% · -9%DVY0.4% · +5%GLD0.4% · +22%NEE0.4% · +1%JNJ0.4% · +20%COST0.4% · -1%ABBV0.4% · +3%TPL0.4% · -27%XLF0.4% · -20%DIA0.4% · +5%MTUM0.4% · -3%DRAM0.4% · newVO0.4% · +318%VYM0.3% · +0%FBND0.3% · +5%VUG0.3% · +570%XOM0.3% · -6%GRID0.3% · +43%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 19.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People
Assets Under Management
$3.80B
Discretionary
$3.49B
Employees
88
Accounts
12,273
Address
11440 W. BERNARDO COURT
SUITE 300
SAN DIEGO, CA 92127
Phone
(800) 535-6981
Website
Mailing Address
126 E 56TH SUITE 3L, NEW YORK, NY, 10022
Name Title / Status Ownership Type
ALSORAIMI, MOHAMED, A ControlCHIEF COMPLIANCE OFFICERLess than 5%Individual
KINGSWOOD HOLDINGS LTD ControlSHAREHOLDER75% or moreForeign Entity
KINGSWOOD US HOLDINGS, INC. ControlMEMBER50–75%Domestic Entity
KINGSWOOD US, LLC ControlSOLE MEMBER75% or moreDomestic Entity
KW WEALTH GROUP LTD ControlSHAREHOLDER75% or moreForeign Entity
NESSIM, MICHAEL, HASKEL ControlCEOLess than 5%Individual
NESSIM, MICHAEL, HASKEL ControlMANAGING MEMBER25–50%Individual
Rayevskiy, Valeriy, P ControlCOOLess than 5%Individual
Wilder, Jeremy, Mathew ControlCHIEF LEGAL OFFICERLess than 5%Individual
English, Nicole, MarieOPERATIONS PRINCIPALLess than 5%Individual
GOLDEN, JAIME, GALIONEPRESIDENT - BUSINESS DEVELOPMENT AND ACQUISITIONSLess than 5%Individual
WEBB, ASHLEY, JODIRECTOR OF OPERATIONSLess than 5%Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

KINGSWOOD WEALTH ADVISORS, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INCORPORATED AAPL 037833100 $92.2M 3.72% 318,568 SH
2 SPDR S&P 500 ETF SPY 78462F103 $63.4M 2.56% 84,867 SH
3 NVIDIA CORPORATION NVDA 67066G104 $62.6M 2.52% 312,815 SH
4 INVESCO QQQ TR QQQ 46090E103 $58.8M 2.37% 79,879 SH
5 VANGUARD VALUE ETF VTV 922908744 $41.9M 1.69% 192,157 SH
6 VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW VOO 922908363 $36.6M 1.48% 53,321 SH
7 AMAZON COM INCORPORATED AMZN 023135106 $36.2M 1.46% 151,812 SH
8 MICROSOFT CORPORATION MSFT 594918104 $35.8M 1.44% 96,066 SH
9 SPDR PORTFOLIO S&P 500 ETF SPYM 78464A854 $30.4M 1.22% 345,568 SH
10 BROADCOM INCORPORATED AVGO 11135F101 $29.8M 1.20% 78,823 SH
11 SCHWAB U.S. LARGE-CAP GROWTH ETF SCHG 808524300 $28.2M 1.14% 833,309 SH
12 MICRON TECHNOLOGY INCORPORATED MU 595112103 $27.7M 1.12% 24,024 SH
13 CATERPILLAR INCORPORATED CAT 149123101 $27.3M 1.10% 25,613 SH
14 SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF SPDW 78463X889 $27.1M 1.09% 538,612 SH
15 ALPHABET INCORPORATED CAP STK CLASS A GOOGL 02079K305 $24.9M 1.01% 69,753 SH
16 ALPHABET INCORPORATED CAP STK CLASS C GOOG 02079K107 $24.7M 1.00% 69,863 SH
17 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $23.3M 0.94% 62,924 SH
18 VANGUARD DIVIDEND APPRECIATION ETF VIG 921908844 $23.0M 0.93% 97,311 SH
19 ISHARES TR CORE S&P500 ETF IVV 464287200 $22.0M 0.89% 29,366 SH
20 JPMORGAN CHASE & COMPANY. JPM 46625H100 $19.6M 0.79% 59,945 SH
21 CAPITAL GROUP GROWTH ETF SHS CREATION UNIT CGGR 14020G101 $17.5M 0.71% 370,723 SH
22 TESLA INCORPORATED TSLA 88160R101 $17.0M 0.69% 40,401 SH
23 META PLATFORMS INCORPORATED CLASS A META 30303M102 $15.7M 0.63% 27,877 SH
24 SANDISK CORPORATION SNDK 80004C200 $15.5M 0.63% 6,829 SH
25 LAMAR ADVERTISING COMPANY NEW CLASS A REIT LAMR 512816109 $15.2M 0.61% 97,306 SH
26 JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF JEPQ 46654Q203 $14.9M 0.60% 242,328 SH
27 VANGUARD SMALL-CAP ETF VB 922908751 $14.8M 0.60% 48,951 SH
28 JPMORGAN EQUITY PREMIUM INCOME ETF JEPI 46641Q332 $13.4M 0.54% 237,900 SH
29 ADVANCED MICRO DEVICES INCORPORATED AMD 007903107 $13.1M 0.53% 22,632 SH
30 GRAYSCALE BITCOIN TRUST ETF GBTC 389637109 $12.7M 0.51% 278,391 SH
31 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW BRK.B 084670702 $12.6M 0.51% 25,251 SH
32 WALMART INCORPORATED WMT 931142103 $12.5M 0.50% 110,373 SH
33 CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT CGUS 14020V108 $12.4M 0.50% 279,381 SH
34 SCHWAB US DIVIDEND EQUITY ETF SCHD 808524797 $12.0M 0.48% 378,246 SH
35 ISHARES TR U.S. TECH ETF IYW 464287721 $11.6M 0.47% 45,985 SH
36 PALANTIR TECHNOLOGIES INCORPORATED CLASS A PLTR 69608A108 $11.3M 0.45% 96,574 SH
37 VANECK RARE EARTH AND STRATEGIC METALS REMX 92189H805 $11.2M 0.45% 127,097 SH
38 VANECK SEMICONDUCTOR ETF SMH 92189F676 $11.2M 0.45% 17,018 SH
39 EATON CORPORATION PLC SHS ETN G29183103 $10.9M 0.44% 25,655 SH
40 ELI LILLY & COMPANY LLY 532457108 $10.9M 0.44% 9,066 SH
41 ISHARES TR CORE US AGGBD ET AGG 464287226 $10.8M 0.44% 109,462 SH
42 MASTEC INCORPORATED MTZ 576323109 $10.5M 0.42% 25,308 SH
43 ISHARES TR SELECT DIVID ETF DVY 464287168 $10.3M 0.42% 66,042 SH
44 SPDR GOLD SHARES GLD 78463V107 $10.0M 0.40% 27,047 SH
45 NEXTERA ENERGY INCORPORATED NEE 65339F101 $9.9M 0.40% 113,334 SH
46 JOHNSON & JOHNSON JNJ 478160104 $9.4M 0.38% 36,864 SH
47 COSTCO WHOLESALE CORPORATION NEW COST 22160K105 $9.4M 0.38% 10,000 SH
48 ABBVIE INCORPORATED ABBV 00287Y109 $9.3M 0.38% 37,047 SH
49 TEXAS PACIFIC LAND CORPORATION TPL 88262P102 $9.2M 0.37% 21,051 SH
50 PROSHARES ULTRA S&P500 SSO 74347R107 $9.1M 0.37% 135,688 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-27 $2.48B 997 0001987855-26-000003
2026-03-31 2026-04-28 $2.11B 924 0001987855-26-000002
2025-12-31 2026-01-28 $2.07B 871 0001987855-26-000001
Filer Information
Address
11440 W. BERNARDO CT.
SUITE300
SAN DIEGO, CA 92127
Phone
(800) 535-6981
Filing Manager
KINGSWOOD WEALTH ADVISORS, LLC
SAN DIEGO, CA
Signatory
RAJIV KIRIT SHAH
Compliance Officer