KINGSWOOD WEALTH ADVISORS, LLC

DOSSIER · 13F-HR · Q1 2026

KINGSWOOD WEALTH ADVISORS, LLC

$2.1B in tracked AUM across 924 positions as of Q1 2026.

KW

CIK 0001987855 · last filed Mar 31, 2026

Total AUM

$2.1B

as of Q1 2026

Holdings

924

—

positions

Whale Score

47

47

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

KINGSWOOD WEALTH ADVISORS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

AAPL

APPLE INCORPORATED

$78M308K3.7%02

SPY

SPDR S&P 500 ETF

$54M83K2.6%03

NVDA

NVIDIA CORPORATION

$52M300K2.5%04

QQQ

INVESCO QQQ TR

$48M84K2.3%05

VTV

VANGUARD VALUE ETF

$37M188K1.8%06

MSFT

MICROSOFT CORPORATION

$36M96K1.7%07

AMZN

AMAZON COM INCORPORATED

$33M157K1.5%08

VOO

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW