KINGSWOOD WEALTH ADVISORS, LLC Q4 2025 Filing
Filed January 28, 2026
Portfolio Value
$2.1B
Holdings
869
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (869 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INCORPORATED | 311,859 | $84.8M | 4.10% | |
| 2 | SPYSPDR S&P 500 ETF | 87,292 | $59.5M | 2.88% | |
| 3 | NVDANVIDIA CORPORATION | 309,110 | $57.6M | 2.79% | |
| 4 | NDQINVESCO QQQ TR | 74,679 | $45.9M | 2.22% | |
| 5 | MSFTMICROSOFT CORPORATION | 93,175 | $45.1M | 2.18% | |
| 6 | VTVVANGUARD VALUE ETF | 198,219 | $37.9M | 1.83% | |
| 7 | AMZNAMAZON COM INCORPORATED | 154,472 | $35.7M | 1.72% | |
| 8 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 1,012,395 | $33.0M | 1.60% | |
| 9 | VOOVANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 49,189 | $30.8M | 1.49% | |
| 10 | SPYMSPDR PORTFOLIO S&P 500 ETF | 362,880 | $29.1M | 1.41% | |
| 11 | AVGOBROADCOM INCORPORATED | 79,640 | $27.6M | 1.33% | |
| 12 | SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 524,179 | $23.3M | 1.12% | |
| 13 | GOOGLALPHABET INCORPORATED CAP STK CLASS A | 70,307 | $22.0M | 1.06% | |
| 14 | CGGRCAPITAL GROUP GROWTH ETF SHS CREATION UNIT | 465,652 | $20.7M | 1.00% | |
| 15 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 91,128 | $20.0M | 0.97% | |
| 16 | VTIVANGUARD TOTAL STOCK MARKET ETF | 59,183 | $19.8M | 0.96% | |
| 17 | JPMJPMORGAN CHASE & COMPANY. | 61,254 | $19.7M | 0.95% | |
| 18 | GBTCGRAYSCALE BITCOIN TRUST ETF | 283,835 | $19.4M | 0.94% | |
| 19 | GOOGALPHABET INCORPORATED CAP STK CLASS C | 60,823 | $19.1M | 0.92% | |
| 20 | XFEBFIRST TRUST PREFERRED SECURITIES AND INCOME ETF | 1,040,215 | $19.0M | 0.92% | |
| 21 | IVVISHARES TR CORE S&P500 ETF | 25,762 | $17.6M | 0.85% | |
| 22 | METAMETA PLATFORMS INCORPORATED CLASS A | 26,655 | $17.6M | 0.85% | |
| 23 | TSLATESLA INCORPORATED | 36,546 | $16.4M | 0.79% | |
| 24 | SSOPROSHARES ULTRA S&P500 | 266,574 | $15.4M | 0.75% | |
| 25 | JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | 232,715 | $13.3M | 0.64% | |
| 26 | CATCATERPILLAR INCORPORATED | 22,540 | $12.9M | 0.62% | |
| 27 | BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 24,693 | $12.4M | 0.60% | |
| 28 | LAMRLAMAR ADVERTISING COMPANY NEW CLASS A REIT | 97,508 | $12.3M | 0.60% | |
| 29 | JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 204,496 | $11.9M | 0.57% | |
| 30 | WMTWALMART INCORPORATED | 106,638 | $11.9M | 0.57% | |
| 31 | CGUSCAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT | 283,081 | $11.4M | 0.55% | |
| 32 | AGGISHARES TR CORE US AGGBD ET | 109,257 | $10.9M | 0.53% | |
| 33 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 14,375 | $10.8M | 0.52% | |
| 34 | PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A | 59,836 | $10.6M | 0.51% | |
| 35 | XLFSPDR FINANCIAL SELECT SECTOR FUND | 184,319 | $10.1M | 0.49% | |
| 36 | IYWISHARES TR U.S. TECH ETF | 46,578 | $9.3M | 0.45% | |
| 37 | NEENEXTERA ENERGY INCORPORATED | 112,961 | $9.1M | 0.44% | |
| 38 | GQ9SPDR GOLD SHARES | 22,824 | $9.0M | 0.44% | |
| 39 | LLYELI LILLY & COMPANY | 8,267 | $8.9M | 0.43% | |
| 40 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 322,117 | $8.8M | 0.43% | |
| 41 | VBVANGUARD SMALL-CAP ETF | 33,977 | $8.8M | 0.42% | |
| 42 | FBTCFIDELITY WISE ORIGIN BITCOIN FUND | 113,665 | $8.7M | 0.42% | |
| 43 | AQLTISHARES TR SELECT DIVID ETF | 61,091 | $8.6M | 0.42% | |
| 44 | ABBVABBVIE INCORPORATED | 37,119 | $8.5M | 0.41% | |
| 45 | FUTYFIDELITY MSCI UTILITIES INDEX ETF | 150,799 | $8.3M | 0.40% | |
| 46 | FTLSFIRST TRUST LONG/SHORT EQUITY ETF | 116,963 | $8.3M | 0.40% | |
| 47 | FTCSFIRST TRUST CAPITAL STRENGTH ETF | 89,642 | $8.3M | 0.40% | |
| 48 | XOMEXXON MOBIL CORPORATION | 68,602 | $8.3M | 0.40% | |
| 49 | USMVISHARES TR MSCI USA MIN VOL | 85,277 | $8.0M | 0.39% | |
| 50 | ETNEATON CORPORATION PLC SHS | 25,072 | $8.0M | 0.39% | |
| 51 | HDHOME DEPOT INCORPORATED | 22,378 | $7.7M | 0.37% | |
| 52 | DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 15,508 | $7.5M | 0.36% | |
| 53 | PHPARKER-HANNIFIN CORPORATION | 8,436 | $7.4M | 0.36% | |
| 54 | VYMVANGUARD HIGH DIVIDEND YIELD ETF | 51,410 | $7.4M | 0.36% | |
| 55 | MTUMISHARES TR MSCI USA MMENTM | 28,504 | $7.1M | 0.34% | |
| 56 | COSTCOSTCO WHOLESALE CORPORATION NEW | 8,241 | $7.1M | 0.34% | |
| 57 | VOVANGUARD MID-CAP ETF | 24,413 | $7.1M | 0.34% | |
| 58 | IWFISHARES TR RUS 1000 GRW ETF | 14,813 | $7.0M | 0.34% | |
| 59 | RWLINVESCO S&P 500 REVENUE ETF | 60,456 | $6.9M | 0.33% | |
| 60 | IBITISHARES BITCOIN TRUST ETF SHS BEN INT | 138,763 | $6.9M | 0.33% | |
| 61 | NLRVANECK URANIUM AND NUCLEAR ETF | 55,150 | $6.8M | 0.33% | |
| 62 | SGOVISHARES TR 0-3 MNTH TREASRY | 68,193 | $6.8M | 0.33% | |
| 63 | AMDADVANCED MICRO DEVICES INCORPORATED | 31,749 | $6.8M | 0.33% | |
| 64 | JNJJOHNSON & JOHNSON | 32,621 | $6.8M | 0.33% | |
| 65 | IBMINTERNATIONAL BUSINESS MACHINES | 22,509 | $6.7M | 0.32% | |
| 66 | FCOMFIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | 90,399 | $6.6M | 0.32% | |
| 67 | GSGOLDMAN SACHS GROUP INCORPORATED | 7,530 | $6.6M | 0.32% | |
| 68 | VUGVANGUARD GROWTH ETF | 13,539 | $6.6M | 0.32% | |
| 69 | BITX2X BITCOIN STRATEGY ETF | 234,335 | $6.5M | 0.31% | |
| 70 | MIGAMICROSTRATEGY INCORPORATED CLASS A NEW | 42,750 | $6.5M | 0.31% | |
| 71 | MUMICRON TECHNOLOGY INCORPORATED | 22,641 | $6.5M | 0.31% | |
| 72 | SOSOUTHERN COMPANY | 73,709 | $6.4M | 0.31% | |
| 73 | BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF | 172,988 | $6.3M | 0.30% | |
| 74 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 100,243 | $6.3M | 0.30% | |
| 75 | VVISA INCORPORATED COM CLASS A | 17,730 | $6.2M | 0.30% | |
| 76 | NFLXNETFLIX INCORPORATED | 66,226 | $6.2M | 0.30% | |
| 77 | RTXRTX CORPORATION | 33,769 | $6.2M | 0.30% | |
| 78 | BACBANK AMERICA CORPORATION | 111,956 | $6.2M | 0.30% | |
| 79 | DGRWWISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | 68,605 | $6.1M | 0.30% | |
| 80 | VVVANGUARD LARGE-CAP ETF | 19,468 | $6.1M | 0.30% | |
| 81 | DGROISHARES TR CORE DIV GRWTH | 88,074 | $6.1M | 0.30% | |
| 82 | MTZMASTEC INCORPORATED | 27,970 | $6.1M | 0.29% | |
| 83 | KLMNINVESCO S&P 500 MOMENTUM ETF | 50,946 | $6.1M | 0.29% | |
| 84 | FBNDFIDELITY TOTAL BOND ETF | 128,999 | $5.9M | 0.29% | |
| 85 | IOOISHARES TR GLOBAL 100 ETF | 46,453 | $5.9M | 0.28% | |
| 86 | SDYSPDR S&P DIVIDEND ETF | 42,277 | $5.9M | 0.28% | |
| 87 | BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 63,831 | $5.8M | 0.28% | |
| 88 | XLYSPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND | 48,463 | $5.8M | 0.28% | |
| 89 | ORCLORACLE CORPORATION | 29,520 | $5.8M | 0.28% | |
| 90 | KOCOCA COLA COMPANY | 78,393 | $5.5M | 0.26% | |
| 91 | JPIEJPMORGAN INCOME ETF | 116,809 | $5.4M | 0.26% | |
| 92 | RDVYFIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | 76,600 | $5.3M | 0.26% | |
| 93 | XLESPDR ENERGY SELECT SECTOR FUND | 115,997 | $5.2M | 0.25% | |
| 94 | IVWISHARES TR S&P 500 GRWT ETF | 41,924 | $5.2M | 0.25% | |
| 95 | IWPISHARES TR RUS MD CP GR ETF | 37,118 | $5.1M | 0.25% | |
| 96 | CIBRFIRST TRUST NASDAQ CEA CYBERSECURITY ETF | 70,467 | $5.0M | 0.24% | |
| 97 | TSMTAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | 16,298 | $5.0M | 0.24% | |
| 98 | BABOEING COMPANY | 22,464 | $4.9M | 0.24% | |
| 99 | SNTHMRP SYNTHEQUITY ETF | 166,415 | $4.6M | 0.22% | |
| 100 | PGPROCTER AND GAMBLE COMPANY | 32,065 | $4.6M | 0.22% |
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