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KINGSWOOD WEALTH ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1987855 · latest 13F-HR filed 2026-04-28

Backtest portfolio

KINGSWOOD WEALTH ADVISORS, LLC manages $2.11B in 13F-reported U.S. long-equity assets across 924 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (3.72%), SPY (2.56%), NVDA (2.48%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 148 new positions, exited 93, added to 319, and trimmed 294.

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

$2.11B

Long-equity book

Holdings

924

Distinct positions

Period

2026-03-31

Filed 2026-04-28

Q/Q Activity

+148 / −93 / ↑319 / ↓294

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TEXAS PACIFIC LAND CORPORATION$10.2M +298.8%
  • ISHARES TR 0-3 MNTH TREASRY$5.0M +73.2%
  • SPDR ENERGY SELECT SECTOR FUND$4.5M +86.5%
  • LANDBRIDGE COMPANY LLC CLASS A SHARES REPRESENTING LIMITED LIABILITY CMPNY INTRST$3.8M +541.4%
  • SCHWAB US DIVIDEND EQUITY ETF$3.4M +38.8%
Show all 319 →

Top Trims

  • FIRST TRUST PREFERRED SECURITIES AND INCOME ETF-$9.6M -50.4%
  • MICROSOFT CORPORATION-$9.4M -20.8%
  • SCHWAB U.S. LARGE-CAP GROWTH ETF-$8.7M -26.3%
  • PROSHARES ULTRA S&P500-$8.3M -53.8%
  • APPLE INCORPORATED-$6.5M -7.7%
Show all 294 →

New Positions

  • VANECK RARE EARTH AND STRATEGIC METALS$8.8M
  • FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT$4.8M
  • VANGUARD MATERIALS ETF$3.8M
  • FEDERATED HERMES MDT MARKET NEUTRAL ETF$3.4M
  • SANDISK CORPORATION$3.3M
Show all 148 →

Exited Positions

  • VANGUARD LONG-TERM CORPORATE BOND ETF$2.5M
  • JPMORGAN CORE PLUS BOND ETF$1.8M
  • TERADYNE INCORPORATED$834.8K
  • ASTRAZENECA PLC SPONSORED ADR$829.6K
  • PUBLIX SUPER MKTS INCORPORATED$793.0K
Show all 93 →
All Holdings

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 $78.3M 3.72% 308,487 SH
2 SPDR S&P 500 ETF SPY 78462F103 $53.9M 2.56% 82,956 SH
3 NVIDIA CORPORATION NVDA 67066G104 $52.2M 2.48% 299,550 SH
4 INVESCO QQQ TR QQQ 46090E103 $48.3M 2.29% 83,624 SH
5 VANGUARD VALUE ETF VTV 922908744 $36.9M 1.75% 188,101 SH
6 MICROSOFT CORPORATION MSFT 594918104 $35.7M 1.69% 96,356 SH
7 AMAZON COM INCORPORATED AMZN 023135106 $32.6M 1.55% 156,696 SH
8 VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW VOO 922908363 $29.3M 1.39% 49,086 SH
9 SPDR PORTFOLIO S&P 500 ETF SPYM 78464A854 $27.2M 1.29% 355,476 SH
10 BROADCOM INCORPORATED AVGO 11135F101 $24.5M 1.16% 79,027 SH
11 SCHWAB U.S. LARGE-CAP GROWTH ETF SCHG 808524300 $24.3M 1.16% 835,595 SH
12 SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF SPDW 78463X889 $23.6M 1.12% 517,962 SH
13 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $20.9M 0.99% 65,052 SH
14 ALPHABET INCORPORATED CAP STK CLASS A GOOGL 02079K305 $20.7M 0.98% 71,966 SH
15 VANGUARD DIVIDEND APPRECIATION ETF VIG 921908844 $20.5M 0.97% 95,461 SH
16 ISHARES TR CORE S&P500 ETF IVV 464287200 $18.1M 0.86% 27,772 SH
17 JPMORGAN CHASE & COMPANY. JPM 46625H100 $17.7M 0.84% 60,322 SH
18 ALPHABET INCORPORATED CAP STK CLASS C GOOG 02079K107 $17.6M 0.84% 61,495 SH
19 CAPITAL GROUP GROWTH ETF SHS CREATION UNIT CGGR 14020G101 $15.6M 0.74% 387,536 SH
20 META PLATFORMS INCORPORATED CLASS A META 30303M102 $15.3M 0.73% 26,752 SH
21 CATERPILLAR INCORPORATED CAT 149123101 $15.1M 0.72% 21,351 SH
22 GRAYSCALE BITCOIN TRUST ETF GBTC 389637109 $14.8M 0.70% 279,960 SH
23 TESLA INCORPORATED TSLA 88160R101 $13.7M 0.65% 36,865 SH
24 TEXAS PACIFIC LAND CORPORATION TPL 88262P102 $13.6M 0.65% 28,748 SH
25 WALMART INCORPORATED WMT 931142103 $13.3M 0.63% 107,360 SH
26 JPMORGAN EQUITY PREMIUM INCOME ETF JEPI 46641Q332 $13.0M 0.62% 229,372 SH
27 PALANTIR TECHNOLOGIES INCORPORATED CLASS A PLTR 69608A108 $12.9M 0.61% 88,063 SH
28 LAMAR ADVERTISING COMPANY NEW CLASS A REIT LAMR 512816109 $12.3M 0.59% 97,493 SH
29 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B BRK.B 084670702 $12.3M 0.58% 25,665 SH
30 SCHWAB US DIVIDEND EQUITY ETF SCHD 808524797 $12.3M 0.58% 399,685 SH
31 JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF JEPQ 46654Q203 $12.3M 0.58% 220,722 SH
32 ISHARES TR 0-3 MNTH TREASRY SGOV 46436E718 $11.9M 0.56% 117,777 SH
33 VANGUARD SMALL-CAP ETF VB 922908751 $11.5M 0.54% 43,816 SH
34 EXXON MOBIL CORPORATION XOM 30231G102 $11.4M 0.54% 67,364 SH
35 CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT CGUS 14020V108 $11.0M 0.52% 287,149 SH
36 ISHARES TR CORE US AGGBD ET AGG 464287226 $10.9M 0.52% 109,355 SH
37 NEXTERA ENERGY INCORPORATED NEE 65339F101 $10.5M 0.50% 112,530 SH
38 SPDR FINANCIAL SELECT SECTOR FUND XLF 81369Y605 $10.3M 0.49% 208,061 SH
39 COSTCO WHOLESALE CORPORATION NEW COST 22160K105 $10.0M 0.48% 10,079 SH
40 SPDR ENERGY SELECT SECTOR FUND XLE 81369Y506 $9.7M 0.46% 157,920 SH
41 ISHARES TR SELECT DIVID ETF DVY 464287168 $9.5M 0.45% 62,958 SH
42 SPDR GOLD SHARES GLD 78463V107 $9.5M 0.45% 22,105 SH
43 EATON CORPORATION PLC SHS ETN G29183103 $9.4M 0.45% 26,362 SH
44 FIRST TRUST PREFERRED SECURITIES AND INCOME ETF FPE 33739E108 $9.4M 0.45% 529,304 SH
45 MASTEC INCORPORATED MTZ 576323109 $8.9M 0.42% 27,808 SH
46 VANECK RARE EARTH AND STRATEGIC METALS REMX 92189H805 $8.8M 0.42% 100,259 SH
47 FIRST TRUST CAPITAL STRENGTH ETF FTCS 33733E104 $8.4M 0.40% 90,333 SH
48 FIDELITY TOTAL BOND ETF FBND 316188309 $8.3M 0.39% 181,298 SH
49 ISHARES TR U.S. TECH ETF IYW 464287721 $8.1M 0.38% 44,706 SH
50 VANGUARD HIGH DIVIDEND YIELD ETF VYM 921946406 $8.1M 0.38% 54,752 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-28 $2.11B 924 0001987855-26-000002
2025-12-31 2026-01-28 $2.07B 871 0001987855-26-000001