KINGSWOOD WEALTH ADVISORS, LLC Q4 2025 Filing
Filed January 28, 2026
Portfolio Value
$2.1T
Holdings
869
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (869 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INCORPORATED | $84.8M |
SPYSPDR S&P 500 ETF | $59.5M |
NVDANVIDIA CORPORATION | $57.6M |
NDQINVESCO QQQ TR | $45.9M |
MSFTMICROSOFT CORPORATION | $45.1M |
VTVVANGUARD VALUE ETF | $37.9M |
AMZNAMAZON COM INCORPORATED | $35.7M |
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | $33.0M |
VOOVANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $30.8M |
SPYMSPDR PORTFOLIO S&P 500 ETF | $29.1M |
AVGOBROADCOM INCORPORATED | $27.6M |
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $23.3M |
GOOGLALPHABET INCORPORATED CAP STK CLASS A | $22.0M |
CGGRCAPITAL GROUP GROWTH ETF SHS CREATION UNIT | $20.7M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $20.0M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $19.8M |
JPMJPMORGAN CHASE & COMPANY. | $19.7M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $19.4M |
GOOGALPHABET INCORPORATED CAP STK CLASS C | $19.1M |
XFEBFIRST TRUST PREFERRED SECURITIES AND INCOME ETF | $19.0M |
IVVISHARES TR CORE S&P500 ETF | $17.6M |
METAMETA PLATFORMS INCORPORATED CLASS A | $17.6M |
TSLATESLA INCORPORATED | $16.4M |
SSOPROSHARES ULTRA S&P500 | $15.4M |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $13.3M |
CATCATERPILLAR INCORPORATED | $12.9M |
BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $12.4M |
LAMRLAMAR ADVERTISING COMPANY NEW CLASS A REIT | $12.3M |
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $11.9M |
WMTWALMART INCORPORATED | $11.9M |
CGUSCAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT | $11.4M |
AGGISHARES TR CORE US AGGBD ET | $10.9M |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $10.8M |
PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A | $10.6M |
XLFSPDR FINANCIAL SELECT SECTOR FUND | $10.1M |
IYWISHARES TR U.S. TECH ETF | $9.3M |
NEENEXTERA ENERGY INCORPORATED | $9.1M |
GQ9SPDR GOLD SHARES | $9.0M |
LLYELI LILLY & COMPANY | $8.9M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $8.8M |
VBVANGUARD SMALL-CAP ETF | $8.8M |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $8.7M |
AQLTISHARES TR SELECT DIVID ETF | $8.6M |
ABBVABBVIE INCORPORATED | $8.5M |
FUTYFIDELITY MSCI UTILITIES INDEX ETF | $8.3M |
FTLSFIRST TRUST LONG/SHORT EQUITY ETF | $8.3M |
FTCSFIRST TRUST CAPITAL STRENGTH ETF | $8.3M |
XOMEXXON MOBIL CORPORATION | $8.3M |
USMVISHARES TR MSCI USA MIN VOL | $8.0M |
ETNEATON CORPORATION PLC SHS | $8.0M |
HDHOME DEPOT INCORPORATED | $7.7M |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $7.5M |
PHPARKER-HANNIFIN CORPORATION | $7.4M |
VYMVANGUARD HIGH DIVIDEND YIELD ETF | $7.4M |
MTUMISHARES TR MSCI USA MMENTM | $7.1M |
COSTCOSTCO WHOLESALE CORPORATION NEW | $7.1M |
VOVANGUARD MID-CAP ETF | $7.1M |
IWFISHARES TR RUS 1000 GRW ETF | $7.0M |
RWLINVESCO S&P 500 REVENUE ETF | $6.9M |
IBITISHARES BITCOIN TRUST ETF SHS BEN INT | $6.9M |
NLRVANECK URANIUM AND NUCLEAR ETF | $6.8M |
SGOVISHARES TR 0-3 MNTH TREASRY | $6.8M |
AMDADVANCED MICRO DEVICES INCORPORATED | $6.8M |
JNJJOHNSON & JOHNSON | $6.8M |
IBMINTERNATIONAL BUSINESS MACHINES | $6.7M |
FCOMFIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $6.6M |
GSGOLDMAN SACHS GROUP INCORPORATED | $6.6M |
VUGVANGUARD GROWTH ETF | $6.6M |
BITX2X BITCOIN STRATEGY ETF | $6.5M |
MIGAMICROSTRATEGY INCORPORATED CLASS A NEW | $6.5M |
MUMICRON TECHNOLOGY INCORPORATED | $6.5M |
SOSOUTHERN COMPANY | $6.4M |
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF | $6.3M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $6.3M |
VVISA INCORPORATED COM CLASS A | $6.2M |
NFLXNETFLIX INCORPORATED | $6.2M |
RTXRTX CORPORATION | $6.2M |
BACBANK AMERICA CORPORATION | $6.2M |
DGRWWISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $6.1M |
VVVANGUARD LARGE-CAP ETF | $6.1M |
DGROISHARES TR CORE DIV GRWTH | $6.1M |
MTZMASTEC INCORPORATED | $6.1M |
KLMNINVESCO S&P 500 MOMENTUM ETF | $6.1M |
FBNDFIDELITY TOTAL BOND ETF | $5.9M |
IOOISHARES TR GLOBAL 100 ETF | $5.9M |
SDYSPDR S&P DIVIDEND ETF | $5.9M |
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $5.8M |
XLYSPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND | $5.8M |
ORCLORACLE CORPORATION | $5.8M |
KOCOCA COLA COMPANY | $5.5M |
JPIEJPMORGAN INCOME ETF | $5.4M |
RDVYFIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | $5.3M |
XLESPDR ENERGY SELECT SECTOR FUND | $5.2M |
IVWISHARES TR S&P 500 GRWT ETF | $5.2M |
IWPISHARES TR RUS MD CP GR ETF | $5.1M |
CIBRFIRST TRUST NASDAQ CEA CYBERSECURITY ETF | $5.0M |
TSMTAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | $5.0M |
BABOEING COMPANY | $4.9M |
SNTHMRP SYNTHEQUITY ETF | $4.6M |
PGPROCTER AND GAMBLE COMPANY | $4.6M |
Page 1 of 9Next