KINGSWOOD WEALTH ADVISORS, LLC

DOSSIER · 13F-HR · Q3 2026

KINGSWOOD WEALTH ADVISORS, LLC

$2.6B in tracked AUM across 1,025 positions as of Q3 2026.

KW

CIK 0001987855 · last filed Sep 30, 2026

Total AUM

$2.6B

as of Q3 2026

Holdings

1,025

—

positions

Whale Score

57

57

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

KINGSWOOD WEALTH ADVISORS, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

AAPL

APPLE INCORPORATED

$108M324K4.1%02

NVDA

NVIDIA CORPORATION

$68M298K2.6%03

SPY

SPDR S&P 500 ETF

$66M86K2.5%04

QQQ

INVESCO QQQ TR

$62M84K2.4%05

MSFT

MICROSOFT CORPORATION

$49M95K1.9%06

VTV

VANGUARD VALUE ETF

$42M194K1.6%07

VOO

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW