KINGSWOOD WEALTH ADVISORS, LLC

CIK

1987855

Location

SAN DIEGO, CA

Portfolio Value

Mid $1,282,369,425

Diversification

Diversified

Filing Date

Global Rank

#1,709 / 8,700 ▼ 271

Top Industry

Semiconductors 15.8%

Period ended 2 months ago

Filed Jul 27, 2026 · 48d

13 quarters · since Jun 2023

Portfolio Concentration

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

Top Position

7.2%

−0.9 pts

Top 5

24.4%

+0.8 pts

Top 10

35.8%

+0.9 pts

HHI

186

Diversified−3

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
STLN	Starling Oncology, 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
STT	State Street Corp	−207,404	15,476	$2,624,729
ACP	abrdn Income Credit Strategies Fund	−188,544	15,427	$80,220
GOOGL	Alphabet Inc.	−63,708	69,753	$24,927,629
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
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
AAXJ	iShares MSCI All Country Asia ex Japan ETF	1,588,894	$164,898,766
VB	Vanguard Morningstar Small-Cap ETF	453,103	$118,742,881
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	753,498	$61,139,254
FNDA	Schwab Fundamental U.S. Small Company ETF	1,914,351	$57,445,871
CWI	State Street SPDR MSCI ACWI ex-US ETF	616,451	$29,160,345
AFK	VanEck Africa Index ETF	338,739	$24,926,271
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	424,176	$23,801,618
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	273,268	$22,045,845
VIG	Vanguard Dividend Appreciation ETF	107,368	$21,585,992
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	295,856	$19,436,514
ABI	VictoryShares Pioneer Asset-Based Income ETF	221,419	$16,256,598
AIRR	First Trust RBA American Industrial Renaissance ETF	345,066	$16,221,518
AGNG	Global X Funds Global X Aging Population ETF	578,938	$15,657,983
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	243,623	$15,653,747
CGGR	Capital Group Growth ETF	387,536	$15,575,071
BKF	iShares MSCI BIC ETF	178,702	$14,485,480
EDV	Vanguard World Funds Extended Duration ETF	74,621	$13,908,914
AFGR	First Trust Active Factor Large Cap Growth ETF	380,220	$12,964,496
—		174,415	$11,504,800
CGUS	Capital Group Core Equity ETF	287,149	$11,032,264
VIGI	Vanguard International Dividend Appreciation ETF	69,569	$9,488,211
FBCG	Fidelity Blue Chip Growth ETF	156,360	$9,359,717
VEU	Vanguard FTSE All-World Ex-US ETF	97,848	$8,695,956
ANEW	ProShares MSCI Transformational Changes ETF	165,259	$8,466,061
FAAA	Fidelity AAA CLO ETF	181,298	$8,270,814
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	-63,708	$24,927,629	−35.0%	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	-419	$12,635,347	−20.5%	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.