KINGSWOOD WEALTH ADVISORS, LLC

DOSSIER · 13F-HR · Q2 2026

KINGSWOOD WEALTH ADVISORS, LLC

$2.5B in tracked AUM across 997 positions as of Q2 2026.

KW

CIK 0001987855 · last filed Jun 30, 2026

Total AUM

$2.5B

as of Q2 2026

Holdings

997

—

positions

Whale Score

52

52

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

KINGSWOOD WEALTH ADVISORS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

AAPL

APPLE INCORPORATED

$92M319K3.7%02

SPY

SPDR S&P 500 ETF

$63M85K2.6%03

NVDA

NVIDIA CORPORATION

$63M313K2.5%04

QQQ

INVESCO QQQ TR

$59M80K2.4%05

VTV

VANGUARD VALUE ETF

$42M192K1.7%06

VOO

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW