KINGSWOOD WEALTH ADVISORS, LLC

CIK

1987855

Location

SAN DIEGO, CA

Portfolio Value

Mid $1,282,369,425

Diversification

Diversified

Filing Date

Global Rank

#303 / 2,968 ▲ 1379

Top Industry

Semiconductors 15.8%

3Y Alpha vs SPY

+1.9%

Period ended 29 days ago

Filed Jul 27, 2026 · 2d

13 quarters · since Jun 2023

Clone Performance

Aug 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+79.3%

SPY

+71.2%

Annualised alpha

+1.9%

Max drawdown

−19.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

517 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.2%

−0.0 pts

Top 5

24.4%

−0.2 pts

Top 10

35.8%

+0.9 pts

HHI

186

Diversified+1

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.5%	$416,841,741	86
Unclassified	13.4%	$172,473,062	17
Industrials	12.1%	$155,778,974	75
Financial Services	9.8%	$125,213,366	105
Consumer Cyclical	6.7%	$85,855,599	37
Healthcare	6.0%	$76,566,338	51
Communication Services	4.8%	$60,971,354	21
Energy	4.0%	$51,591,300	36
Consumer Defensive	3.9%	$50,459,043	23
Utilities	2.6%	$33,580,307	26
Real Estate	2.5%	$32,671,598	19
Basic Materials	1.6%	$20,366,743	21

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
USA	Liberty All Star Equity Fund	+97,024	169,180	$982,934
BPRE	Bluerock Private Real Estate Fund	+23,303	116,970	$1,521,779
TOI	Oncology Institute, Inc.	+18,700	121,900	$661,917
NBXG	Neuberger Next Generation Connectivity Fund Inc.	+18,279	66,653	$1,102,440
NVDA	Nvidia Corp	+13,265	312,815	$62,591,153
T	At&T Inc.	+13,002	96,230	$1,991,961
VZ	Verizon Communications Inc	+12,512	111,752	$4,731,579
NAZ	Nuveen Arizona Quality Municipal Income Fund	+11,300	36,300	$453,387
INTC	Intel Corp	+10,941	60,071	$8,387,713
GLW	Corning Inc /Ny	+10,273	21,102	$5,390,083
AAPL	Apple Inc.	+10,081	318,568	$92,180,836
PLTR	Palantir Technologies Inc.	+8,511	96,574	$11,267,288
KLAC	Kla Corp	+8,440	8,962	$2,703,925
ARCC	Ares Capital Corp	+8,247	32,567	$603,466
NUVB	Nuvation Bio Inc.	+8,075	34,660	$196,868
KEY	Keycorp /New/	+7,745	39,997	$921,930
DOW	Dow Inc.	+6,539	16,028	$438,526
JNJ	Johnson & Johnson	+6,055	36,864	$9,362,350
NOW	ServiceNow, Inc.	+5,545	14,878	$1,477,087
CSX	Csx Corp	+5,174	19,116	$908,583
AGNC	AGNC Investment Corp.	+5,167	71,378	$778,020
GLD	Spdr Gold Trust	+4,942	27,047	$9,963,573
DFTX	Definium Therapeutics, Inc.	+4,853	31,444	$1,479,125
MO	Altria Group, Inc.	+4,765	39,280	$2,826,196
BSX	Boston Scientific Corp	+4,295	10,762	$459,322
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACP	abrdn Income Credit Strategies Fund	−188,544	15,427	$80,220
IBIT	iShares Bitcoin Trust ETF	−47,102	104,150	$3,467,153
CMCSA	Comcast Corp	−30,551	12,876	$316,105
LB	LandBridge Co LLC	−19,635	46,097	$3,652,726
ETHA	iShares Ethereum Trust ETF	−11,122	66,609	$791,981
SJT	San Juan Basin Royalty Trust	−10,500	155,450	$498,994
OWL	Blue Owl Capital Inc.	−8,794	66,811	$584,596
HON	Honeywell International Inc	−8,226	7,952	$1,780,452
TPL	Texas Pacific Land Corp	−7,697	21,051	$9,212,759
DUK	Duke Energy CORP	−7,475	27,047	$3,423,609
CRWV	CoreWeave, Inc.	−6,304	7,909	$787,261
ONDS	Ondas Inc.	−6,120	12,980	$106,955
WDC	Western Digital Corp	−5,897	2,790	$1,782,028
RKT	Rocket Companies, Inc.	−5,884	14,972	$235,809
SOFI	SoFi Technologies, Inc.	−5,836	16,990	$304,630
AMZN	Amazon Com Inc	−4,884	151,812	$36,182,872
ROIV	Roivant Sciences Ltd.	−4,859	5,792	$204,978
WM	Waste Management Inc	−4,749	6,592	$1,469,224
PFE	Pfizer Inc	−4,647	79,869	$1,923,245
XOM	ExxonMobil Holdings Corp	−4,370	62,994	$8,612,539
FINV	FinVolution Group	−4,258	12,390	$59,348
NFLX	Netflix Inc	−4,065	61,804	$4,412,805
QQQ	Invesco Qqq Trust, Series 1	−3,745	79,879	$58,822,895
CARR	CARRIER GLOBAL Corp	−3,698	7,909	$580,125
IAU	Ishares Gold Trust	−3,462	26,158	$1,975,190
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	21,029	$3,593,014
RNST	Renasant Corp	71,322	$3,034,037
HONA	Honeywell Aerospace Inc.	7,948	$1,754,918
OSCR	Oscar Health, Inc.	53,783	$1,533,891
AB	Alliancebernstein Holding L.P.	35,110	$1,236,574
FCEL	Fuelcell Energy Inc	33,932	$1,221,891
GEO	Geo Group Inc	32,026	$946,368
MXL	Maxlinear, Inc	6,313	$808,253
SCI	Service Corp International	10,115	$768,335
GH	Guardant Health, Inc.	5,045	$756,901
ARM	Arm Holdings PLC /Uk	1,902	$674,392
IRDM	Iridium Communications Inc.	11,416	$626,167
ON	On Semiconductor Corp	6,197	$585,864
CTAS	Cintas Corp	3,102	$527,588
PSEC	Prospect Capital Corp	228,091	$526,890
BTDR	Bitdeer Technologies Group	27,737	$440,186
AMBQ	Ambiq Micro, Inc.	4,850	$428,255
GLXY	Galaxy Digital Inc.	14,422	$394,297
INFQ	Infleqtion, Inc.	29,110	$387,745
FLNC	Fluence Energy, Inc.	19,032	$378,356
NUAI	New ERA Energy & Digital, Inc.	55,936	$356,871
CRDO	Credo Technology Group Holding Ltd	1,289	$350,543
EW	Edwards Lifesciences Corp	3,770	$341,034
XEL	Xcel Energy Inc	4,143	$332,682
JOYY	JOYY Inc.	4,963	$327,508
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AR	ANTERO RESOURCES Corp	28,817	$1,222,993
BBY	Best Buy Co Inc	10,416	$668,707
ZTS	Zoetis Inc.	5,449	$644,126
TSCO	Tractor Supply Co /De/	10,551	$477,960
LULU	lululemon athletica inc.	2,677	$409,848
ADCT	ADC Therapeutics SA	105,107	$394,151
KTOS	Kratos Defense & Security Solutions, Inc.	5,074	$357,767
NKE	NIKE, Inc.	6,720	$354,950
ACN	Accenture plc	1,404	$278,399
HBAN	Huntington Bancshares Inc /Md/	17,138	$268,209
INTU	Intuit Inc.	607	$262,454
HII	Huntington Ingalls Industries, Inc.	687	$260,991
MLYS	Mineralys Therapeutics, Inc.	9,600	$260,064
IHS	IHS Holding Ltd	30,362	$249,879
KR	Kroger Co	3,448	$249,497
BTCK	Teucrium Commodity Trust	23,400	$244,296
PSLV	Sprott Physical Silver Trust	9,930	$242,192
TMUS	T-Mobile US, Inc.	1,151	$241,744
AGI	Alamos Gold Inc	5,320	$236,367
CHWY	Chewy, Inc.	8,685	$234,495
OTIS	Otis Worldwide Corp	3,008	$231,856
AA	Alcoa Corp	3,388	$224,726
SMFG	Sumitomo Mitsui Financial Group, Inc.	11,365	$224,458
HSY	Hershey Co	1,079	$224,313
RYAAY	Ryanair Holdings PLC	3,858	$222,992
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

517 tracked positions · $1,282,369,425 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 517 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	318,568	+10,081	$92,180,836	+17.7%	7.19%
SPY	Spdr S&P 500 ETF Trust	Added	84,867	+1,911	$63,376,129	+17.5%	4.94%
NVDA	Nvidia Corp Technology	Added	312,815	+13,265	$62,591,153	+19.8%	4.88%
QQQ	Invesco Qqq Trust, Series 1	Reduced	79,879	-3,745	$58,822,895	+21.9%	4.59%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	151,812	-4,884	$36,182,872	+10.9%	2.82%
MSFT	Microsoft Corp Technology	Reduced	96,066	-290	$35,834,539	+0.5%	2.79%
AVGO	Broadcom Inc. Technology	Reduced	78,823	-204	$29,775,388	+21.7%	2.32%
MU	Micron Technology Inc Technology	Added	24,024	+639	$27,730,662	+251.0%	2.16%
CAT	Caterpillar Inc Industrials	Added	25,613	+4,262	$27,275,283	+80.3%	2.13%
GOOGL	Alphabet Inc. Communication Services	Reduced	69,753	-2,213	$24,927,629	+20.5%	1.94%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	59,945	-377	$19,621,796	+10.6%	1.53%
TSLA	Tesla, Inc. Consumer Cyclical	Added	40,401	+3,536	$16,992,660	+24.0%	1.33%
META	Meta Platforms, Inc. Communication Services	Added	27,877	+1,125	$15,702,835	+2.6%	1.22%
SNDK	Sandisk Corp Technology	Added	6,829	+1,646	$15,527,302	+371.5%	1.21%
LAMR	Lamar Advertising Co/New Real Estate	Reduced	97,306	-187	$15,177,789	+22.9%	1.18%
AMD	Advanced Micro Devices Inc Technology	Reduced	22,632	-2,086	$13,147,155	+161.5%	1.03%
GBTC	Grayscale Bitcoin Trust ETF	Reduced	278,391	-1,569	$12,672,358	−14.2%	0.99%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	25,251	-414	$12,635,347	+2.7%	0.99%
WMT	Walmart Inc. Consumer Defensive	Added	110,373	+3,013	$12,500,845	−6.3%	0.97%
PLTR	Palantir Technologies Inc. Technology	Added	96,574	+8,511	$11,267,288	−12.5%	0.88%
ETN	Eaton Corp plc Industrials	Reduced	25,655	-707	$10,932,108	+15.9%	0.85%
LLY	ELI LILLY & Co Healthcare	Added	9,066	+651	$10,874,033	+40.5%	0.85%
MTZ	Mastec Inc Industrials	Reduced	25,308	-2,500	$10,529,646	+17.7%	0.82%
GLD	Spdr Gold Trust	Added	27,047	+4,942	$9,963,573	+4.8%	0.78%
NEE	Nextera Energy Inc Utilities	Added	113,334	+804	$9,947,325	−4.8%	0.78%
JNJ	Johnson & Johnson Healthcare	Added	36,864	+6,055	$9,362,350	+24.3%	0.73%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	10,000	-79	$9,354,700	−6.9%	0.73%
ABBV	AbbVie Inc. Healthcare	Added	37,047	+1,038	$9,322,507	+19.0%	0.73%
TPL	Texas Pacific Land Corp Energy	Reduced	21,051	-7,697	$9,212,759	−32.5%	0.72%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	16,726	+796	$8,737,495	+18.4%	0.68%
XOM	ExxonMobil Holdings Corp Energy	Reduced	62,994	-4,370	$8,612,539	−24.6%	0.67%
INTC	Intel Corp Technology	Added	60,071	+10,941	$8,387,713	+286.9%	0.65%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	16,364	-682	$7,814,955	+35.7%	0.61%
PH	Parker-Hannifin Corp Industrials	Reduced	7,892	-21	$7,719,323	+9.0%	0.60%
AMAT	Applied Materials Inc /De Technology	Reduced	10,544	-700	$7,623,312	+98.4%	0.59%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	20,363	-2,096	$7,181,622	−2.8%	0.56%
SO	Southern Co Utilities	Added	74,037	+2,282	$7,086,081	+2.3%	0.55%
KO	Coca Cola Co Consumer Defensive	Added	83,876	+4,154	$6,816,602	+12.4%	0.53%
GS	Goldman Sachs Group Inc Financial Services	Reduced	6,698	-223	$6,774,156	+15.7%	0.53%
CSCO	Cisco Systems, Inc. Technology	Added	56,818	+131	$6,673,842	+51.7%	0.52%
TXN	Texas Instruments Inc Technology	Reduced	22,198	-818	$6,616,557	+48.1%	0.52%
RTX	RTX Corp Industrials	Added	34,452	+596	$6,536,577	+0.1%	0.51%
IBM	International Business Machines Corp Technology	Added	22,545	+62	$6,339,879	+16.3%	0.49%
V	Visa Inc. Financial Services	Added	18,319	+395	$6,285,065	+16.0%	0.49%
BAC	Bank Of America Corp /De/ Financial Services	Added	108,963	+1,770	$6,208,711	+18.8%	0.48%
BE	Bloom Energy Corp Industrials	Reduced	19,672	-2,480	$5,954,714	+98.4%	0.46%
GEV	GE Vernova Inc. Industrials	Added	4,926	+245	$5,787,360	+41.6%	0.45%
STX	Seagate Technology Holdings plc Technology	Reduced	5,983	-663	$5,773,595	+121.8%	0.45%
FBTC	Fidelity Wise Origin Bitcoin Fund	Reduced	109,405	-2,579	$5,585,125	−15.5%	0.44%
BA	Boeing Co Industrials	Reduced	25,316	-50	$5,480,154	+8.5%	0.43%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.