KINGSWOOD WEALTH ADVISORS, LLC

KINGSWOOD WEALTH ADVISORS, LLC is an Investment Adviser institutional filer with the SEC under CIK 1987855, reporting 1,024 portfolio positions, with 15 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: NV
• Filing type: 13F-HR
• Latest reporting period: 2026-09-30
• Last filed: 2026-10-23

Top 10 portfolio positions

The largest reported holdings in KINGSWOOD WEALTH ADVISORS, LLC's most recent 13F filing, ranked by reported market value.

1. APPLE INCORPORATED (AAPL)
2. NVIDIA CORPORATION (NVDA)
3. SPDR S&P 500 ETF (SPY)
4. INVESCO QQQ TR (QQQ)
5. MICROSOFT CORPORATION (MSFT)
6. VANGUARD VALUE ETF (VTV)
7. VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO)
8. AMAZON COM INCORPORATED (AMZN)
9. SPDR PORTFOLIO S&P 500 ETF (SPYM)
10. SCHWAB U.S. LARGE-CAP GROWTH ETF (SCHG)