KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855 · SAN DIEGO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.48B
2026 Q2
Positions
995
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
19.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INCORPORATED
3.7%
SPY
SPDR S&P 500 ETF
2.6%
NVDA
NVIDIA CORPORATION
2.5%
QQQ
INVESCO QQQ TR
2.4%
VTV
VANGUARD VALUE ETF
1.7%
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
1.5%
AMZN
AMAZON COM INCORPORATED
1.5%
MSFT
MICROSOFT CORPORATION
1.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.