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
101	IJHISHARES TR CORE S&P MCP ETF	68,904	$4.5M	0.22%
102	CSCOCISCO SYSTEMS INCORPORATED	58,783	$4.5M	0.22%
103	CVXCHEVRON CORPORATION NEW	29,571	$4.5M	0.22%
104	DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND	50,932	$4.5M	0.22%
105	SMHVANECK SEMICONDUCTOR ETF	12,247	$4.4M	0.21%
106	SPEMSPDR PORTFOLIO EMERGING MARKETS ETF	93,854	$4.4M	0.21%
107	SCHMSCHWAB U.S. MID-CAP ETF	145,529	$4.4M	0.21%
108	XLKSPDR TECHNOLOGY SELECT SECTOR FUND	30,234	$4.4M	0.21%
109	MCDMCDONALDS CORPORATION	14,198	$4.3M	0.21%
110	MAMASTERCARD INCORPORATED CLASS A	7,425	$4.2M	0.20%
111	MUBISHARES TR NATIONAL MUN ETF	39,240	$4.2M	0.20%
112	VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF	55,420	$4.2M	0.20%
113	APDAIR PRODUCTS & CHEMICALS INCORPORATED	16,837	$4.2M	0.20%
114	GDGENERAL DYNAMICS CORPORATION	12,246	$4.1M	0.20%
115	TXNTEXAS INSTRS INCORPORATED	23,634	$4.1M	0.20%
116	SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF	38,349	$4.1M	0.20%
117	IMCGISHARES TR MRGSTR MD CP GRW	50,926	$4.1M	0.20%
118	QCOMQUALCOMM INCORPORATED	23,657	$4.0M	0.20%
119	TTTRANE TECHNOLOGIES PLC SHS	10,385	$4.0M	0.20%
120	VEUVANGUARD FTSE ALL-WORLD EX-US ETF	54,925	$4.0M	0.20%
121	MNANYLI Merger Arbitrage ETF	111,993	$4.0M	0.19%
122	DUKDUKE ENERGY CORPORATION NEW COM NEW	34,134	$4.0M	0.19%
123	EFGISHARES TR EAFE GRWTH ETF	35,008	$4.0M	0.19%
124	GRIDFIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRAST INDEX FUND	25,800	$3.9M	0.19%
125	SCHVSCHWAB US LARGE CAP VALUE ETF	133,246	$3.9M	0.19%
126	QQQMINVESCO NASDAQ 100 ETF	15,536	$3.9M	0.19%
127	LMTLOCKHEED MARTIN CORPORATION	8,097	$3.9M	0.19%
128	BACVERIZON COMMUNICATIONS INCORPORATED	92,670	$3.8M	0.18%
129	BRK-BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS A	5	$3.8M	0.18%
130	IYJISHARES TR US INDUSTRIALS	25,035	$3.7M	0.18%
131	VTVANGUARD TOTAL WORLD STOCK ETF	25,868	$3.6M	0.18%
132	LEGRFIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF	60,934	$3.6M	0.18%
133	IJRISHARES TR CORE S&P SCP ETF	30,140	$3.6M	0.18%
134	CGGOCAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT	103,881	$3.6M	0.17%
135	PULSPGIM ULTRA SHORT BOND ETF	72,335	$3.6M	0.17%
136	GEGE AEROSPACE COM NEW	11,393	$3.5M	0.17%
137	PLDPROLOGIS INCORPORATED. REIT	27,415	$3.5M	0.17%
138	SKYYFIRST TRUST ISE CLOUD COMPUTING INDEX FUND	26,819	$3.5M	0.17%
139	VDCVANGUARD CONSUMER STAPLES ETF	16,273	$3.4M	0.17%
140	CGDGCAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT	78,551	$3.4M	0.17%
141	TPLTEXAS PACIFIC LAND CORPORATION	11,909	$3.4M	0.17%
142	GEVGE VERNOVA INCORPORATED	5,175	$3.4M	0.16%
143	MRKMERCK & COMPANY INCORPORATED	31,963	$3.4M	0.16%
144	MSIMOTOROLA SOLUTIONS INCORPORATED COM NEW	8,753	$3.4M	0.16%
145	UNHUNITEDHEALTH GROUP INCORPORATED	10,115	$3.3M	0.16%
146	CRMSALESFORCE INCORPORATED	12,435	$3.3M	0.16%
147	VONGVANGUARD RUSSELL 1000 GROWTH ETF	27,010	$3.3M	0.16%
148	ADIANALOG DEVICES INCORPORATED	12,028	$3.3M	0.16%
149	VBKVANGUARD SMALL-CAP GROWTH ETF	10,600	$3.2M	0.15%
150	HONHONEYWELL INTERNATIONAL INCORPORATED	16,388	$3.2M	0.15%
151	SLYGSPDR S&P 600 SMALL CAP GROWTH ETF	33,303	$3.1M	0.15%
152	MDYGSPDR S&P 400 MID CAP GROWTH ETF	33,538	$3.1M	0.15%
153	CMECME GROUP INCORPORATED	11,190	$3.1M	0.15%
154	IWMISHARES TR RUSSELL 2000 ETF	12,267	$3.0M	0.15%
155	DFAXDIMENSIONAL ETF TRUST WORLD EX U S CORE EQUITY 2 ETF	91,965	$3.0M	0.15%
156	MAAMID-AMER APT CMNTYS INCORPORATED REIT	21,451	$3.0M	0.14%
157	NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	26,780	$2.8M	0.13%
158	ESSESSEX PROPERTY TR INCORPORATED REIT	10,402	$2.7M	0.13%
159	BTCGRAYSCALE BITCOIN MINI TR ETF SHS NEW	70,031	$2.7M	0.13%
160	MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	26,789	$2.7M	0.13%
161	SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF	56,764	$2.7M	0.13%
162	IGIBISHARES TR ISHS 5-10YR INVT	49,438	$2.7M	0.13%
163	CBCHUBB LIMITED	8,295	$2.6M	0.13%
164	AMATAPPLIED MATLS INCORPORATED	9,872	$2.5M	0.12%
165	UTESVIRTUS REAVES UTILITIES ETF	31,699	$2.5M	0.12%
166	VCLTVANGUARD LONG-TERM CORPORATE BOND ETF	32,780	$2.5M	0.12%
167	UPSUNITED PARCEL SERVICE INCORPORATED CLASS B	24,985	$2.5M	0.12%
168	ELVELEVANCE HEALTH INCORPORATED	7,063	$2.5M	0.12%
169	RSPINVESCO S&P 500 EQUAL WEIGHT ETF	12,881	$2.5M	0.12%
170	SLVISHARES SILVER TR ISHARES	38,195	$2.5M	0.12%
171	AORISHARES TR CORE 60/40 BALAN	37,840	$2.5M	0.12%
172	WFCWELLS FARGO COMPANY NEW	26,236	$2.4M	0.12%
173	LNGCHENIERE ENERGY INCORPORATED COM NEW	12,529	$2.4M	0.12%
174	LOWLOWES COMPANIES INCORPORATED	10,090	$2.4M	0.12%
175	PEPPEPSICO INCORPORATED	16,784	$2.4M	0.12%
176	WMWASTE MGMT INCORPORATED DEL	10,862	$2.4M	0.12%
177	PFMINVESCO DIVIDEND ACHIEVERS ETF	46,234	$2.4M	0.12%
178	BLKBLACKROCK INCORPORATED	2,218	$2.4M	0.11%
179	FXHFIRST TRUST HEALTH CARE ALPHADEX FUND	20,797	$2.4M	0.11%
180	DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND	45,719	$2.4M	0.11%
181	VOEVANGUARD MID-CAP VALUE ETF	13,193	$2.3M	0.11%
182	XMHQINVESCO S&P MIDCAP QUALITY ETF	22,840	$2.3M	0.11%
183	QUALISHARES TR MSCI USA QLT FCT	11,759	$2.3M	0.11%
184	SLYVSPDR S&P 600 SMALL CAP VALUE ETF	25,599	$2.3M	0.11%
185	DELLDELL TECHNOLOGIES INCORPORATED CLASS C	18,429	$2.3M	0.11%
186	TLTISHARES TR 20 YR TR BD ETF	26,427	$2.3M	0.11%
187	MDYVSPDR S&P 400 MID CAP VALUE ETF	27,057	$2.3M	0.11%
188	HCAHCA HEALTHCARE INCORPORATED	4,899	$2.3M	0.11%
189	DFSVDIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE	69,475	$2.3M	0.11%
190	AMLPALERIAN MLP ETF	48,437	$2.3M	0.11%
191	ITOTISHARES CORE S&P TOTAL U S STOCK MARKET ETF	15,285	$2.3M	0.11%
192	SDIVGLOBAL X SUPERDIVIDEND ETF	92,979	$2.2M	0.11%
193	LHXL3HARRIS TECHNOLOGIES INCORPORATED	7,438	$2.2M	0.11%
194	BMYBRISTOL-MYERS SQUIBB COMPANY	40,432	$2.2M	0.11%
195	CRWDCROWDSTRIKE HLDGS INCORPORATED CLASS A	4,641	$2.2M	0.11%
196	RHCRH PUBLIC LIMITED COMPANY ORDINARY SHARES	17,312	$2.2M	0.10%
197	QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF	120,388	$2.1M	0.10%
198	MPCMARATHON PETE CORPORATION	13,067	$2.1M	0.10%
199	BIZDVANECK BDC INCOME ETF	149,751	$2.1M	0.10%
200	ARKKARK ETF TRUST INNOVATION ETF	27,423	$2.1M	0.10%

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