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
301	DSIISHARES MSCI KLD 400 SOCIAL INDX ETF	10,030	$1.3M	0.06%
302	AXPAMERICAN EXPRESS COMPANY	3,487	$1.3M	0.06%
303	CVSCVS HEALTH CORPORATION	16,228	$1.3M	0.06%
304	COKECOCA COLA CONS INCORPORATED	8,387	$1.3M	0.06%
305	XLUSPDR UTILITIES SELECT SECTOR FUND	29,766	$1.3M	0.06%
306	OKEONEOK INCORPORATED NEW	17,275	$1.3M	0.06%
307	BMTABRITISH AMERN TOB PLC SPONSORED ADR	22,398	$1.3M	0.06%
308	XLISPDR INDUSTRIAL SELECT SECTOR FUND	8,054	$1.2M	0.06%
309	AFLAFLAC INCORPORATED	11,309	$1.2M	0.06%
310	PDCCPEARL DIVER CREDIT CO IN	89,484	$1.2M	0.06%
311	NOWSERVICENOW INCORPORATED	8,037	$1.2M	0.06%
312	WELLWELLTOWER INCORPORATED REIT	6,604	$1.2M	0.06%
313	EFVISHARES TR EAFE VALUE ETF	17,120	$1.2M	0.06%
314	CWBSPDR BLOOMBERG CONVERTIBLE SECURITIES ET	13,548	$1.2M	0.06%
315	EMGFISHARES EMG MRKTS EQTY FACTOR ETF	20,510	$1.2M	0.06%
316	GATXGATX CORPORATION	6,980	$1.2M	0.06%
317	ANETARISTA NETWORKS INCORPORATED COM SHS	8,969	$1.2M	0.06%
318	RDIVINVESCO S P ULTRA DIVIDEND REV ETF	22,541	$1.2M	0.06%
319	IGSBISHARES TR ISHS 1-5YR INVS	22,146	$1.2M	0.06%
320	FAIFIRST TRUST DORSEY WRIGHT FOCUS 5 ETF	18,625	$1.2M	0.06%
321	JPSTJPMORGAN ULTRA-SHORT INCOME ETF	23,161	$1.2M	0.06%
322	EQWLINVESCO EXCHANGE TRADED FD TR INVESCO S&P 100 EQUAL WEIGHT ETF	9,910	$1.2M	0.06%
323	DYHTARGET CORPORATION	11,852	$1.2M	0.06%
324	ACPABRDN INCOME CREDIT STRATEGIES	213,172	$1.2M	0.06%
325	OWLBLUE OWL CAPITAL INCORPORATED COM CLASS A	76,939	$1.1M	0.06%
326	IUSBISHARES TR CORE TOTAL USD	24,329	$1.1M	0.05%
327	TLHISHARES TR 10-20 YR TRS ETF	11,081	$1.1M	0.05%
328	ALSALLSTATE CORPORATION	5,385	$1.1M	0.05%
329	IWLGNYLI Winslow Large Cap Growth ETF	20,613	$1.1M	0.05%
330	WPMWHEATON PRECIOUS METALS CORPORATION	9,430	$1.1M	0.05%
331	RKTROCKET COMPANIES INCORPORATED COM CLASS A	56,478	$1.1M	0.05%
332	ADSKAUTODESK INCORPORATED	3,668	$1.1M	0.05%
333	EFAISHARES TR MSCI EAFE ETF	11,288	$1.1M	0.05%
334	SJTSAN JUAN BASIN RTY T ROYALTY TRUST	191,950	$1.1M	0.05%
335	CRWVCOREWEAVE INCORPORATED COM CLASS A	15,029	$1.1M	0.05%
336	CGGECAPITAL GROUP GLOBAL EQUITY ETF	33,738	$1.1M	0.05%
337	GILDGILEAD SCIENCES INCORPORATED	8,667	$1.1M	0.05%
338	ETENERGY TRANSFER L P COM UT LTD PTN	64,481	$1.1M	0.05%
339	IVEISHARES TR S&P 500 VAL ETF	5,000	$1.1M	0.05%
340	XBISPDR S&P BIOTECH ETF	8,677	$1.1M	0.05%
341	SBUXSTARBUCKS CORPORATION	12,532	$1.1M	0.05%
342	IBKRINTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A	16,391	$1.1M	0.05%
343	COINCOINBASE GLOBAL INCORPORATED COM CLASS A	4,652	$1.1M	0.05%
344	BDJBLACKROCK ENHANCED EQUITY DIVI	110,900	$1.1M	0.05%
345	CGMMCAPITAL GROUP US SMALL AND MID CAP ETF	36,425	$1.1M	0.05%
346	XMMOINVESCO S & P MIDCAP MOMENTUM ETF	7,573	$1.0M	0.05%
347	ETRENTERGY CORPORATION NEW	11,315	$1.0M	0.05%
348	APPAPPLOVIN CORPORATION COM CLASS A	1,525	$1.0M	0.05%
349	VNQVANGUARD REAL ESTATE ETF	11,575	$1.0M	0.05%
350	SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF	23,451	$1.0M	0.05%
351	IEURISHARES CORE MSCI EUROPE ETF	14,266	$1.0M	0.05%
352	MRVLMARVELL TECHNOLOGY INCORPORATED	11,891	$1.0M	0.05%
353	TFLOISHARES TREASURY FLOATING RATE BOND ETF	19,953	$1.0M	0.05%
354	IDV*ISHARES TR INTL SEL DIV ETF	25,364	$1.0M	0.05%
355	CLSCELESTICA INCORPORATED	3,362	$993K	0.05%
356	EMREMERSON ELEC COMPANY	7,485	$993K	0.05%
357	WTMFWISDOMTREE MANAGED FUTURES STRATEGY FUND	25,922	$985K	0.05%
358	TJULINNOVATOR EQUITY DEFINED PROTECTION ETF-2 YR TO JULY	33,216	$982K	0.05%
359	SPHQINVESCO S&P 500 QUALITY ETF	12,806	$961K	0.05%
360	SPYVSPDR PORTFOLIO S&P 500 VALUE ETF	16,902	$960K	0.05%
361	HYGISHARES TR IBOXX HI YD ETF	11,892	$958K	0.05%
362	VSTVISTRA CORPORATION	5,920	$954K	0.05%
363	BWXTBWX TECHNOLOGIES INCORPORATED	5,466	$944K	0.05%
364	TRVTRAVELERS COMPANIES INCORPORATED	3,250	$942K	0.05%
365	BKNGBOOKING HOLDINGS INCORPORATED	175	$937K	0.05%
366	OXYOCCIDENTAL PETE CORPORATION	22,705	$933K	0.05%
367	ESGDISHARES ESG AWARE MSCI EAFE ETF	9,757	$927K	0.04%
368	WABWABTEC	4,335	$925K	0.04%
369	SYYSYSCO CORPORATION	12,546	$924K	0.04%
370	FISFIDELITY NATL INFORMATION SVCS	13,851	$920K	0.04%
371	DDFSINNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF -	43,149	$914K	0.04%
372	FLCVFEDERATED HME MDT LAR VAL ETF NAV CF	29,225	$909K	0.04%
373	LRCXLAM RESEARCH CORPORATION COM NEW	5,309	$908K	0.04%
374	MMM3M COMPANY	5,658	$905K	0.04%
375	FDXFEDEX CORPORATION	3,084	$890K	0.04%
376	FIXCOMFORT SYSTEMS USA INCORPORATED	953	$889K	0.04%
377	IXUSISHARES TR CORE MSCI TOTAL	10,429	$884K	0.04%
378	SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF	36,798	$871K	0.04%
379	XLVSPDR HEALTH CARE SELECT	5,588	$865K	0.04%
380	TMOTHERMO FISHER SCIENTIFIC INCORPORATED	1,472	$852K	0.04%
381	PSXPHILLIPS 66	6,606	$852K	0.04%
382	ADPAUTOMATIC DATA PROCESSING INCORPORATED	3,309	$851K	0.04%
383	EEMISHARES TR MSCI EMG MKT ETF	15,552	$850K	0.04%
384	VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF	9,437	$849K	0.04%
385	VLOVALERO ENERGY CORPORATION	5,162	$840K	0.04%
386	TERTERADYNE INCORPORATED	4,313	$834K	0.04%
387	AZNASTRAZENECA PLC SPONSORED ADR	9,024	$829K	0.04%
388	WMBWILLIAMS COMPANIES INCORPORATED	13,620	$818K	0.04%
389	AIOVIRTUS ARTIFICIAL INTELL	37,593	$817K	0.04%
390	FJULFT VEST U.S. EQUITY BUFFER ETF - JULY	14,527	$812K	0.04%
391	FSEPFIRST TR EXCHANGE TRADED FD VIII FT VEST US EQUITY BUFFER ETF SEPTEMBER	15,655	$807K	0.04%
392	NVONOVO-NORDISK A S ADR	15,813	$804K	0.04%
393	GLWCORNING INCORPORATED	9,141	$800K	0.04%
394	ZMAYINNOVATOR ETFS TRUST EQUITY DEFINED P	31,421	$799K	0.04%
395	FRFIRST INDL RLTY TR INCORPORATED REIT	13,938	$798K	0.04%
396	EXEEXPAND ENERGY CORPORATION	7,234	$798K	0.04%
397	BMNRBITMINE IMMERSION TECNOLOGIES COM NEW	29,420	$798K	0.04%
398	TOLTOLL BROTHERS INCORPORATED	5,894	$796K	0.04%
399	—PUBLIX SUPER MKTS INCORPORATED	38,874	$793K	0.04%
400	PFFRINFRACAP REIT PREFERRED ETF	43,811	$789K	0.04%

PreviousPage 4 of 9Next