KINGSWOOD WEALTH ADVISORS, LLC

CIK

1987855

Location

SAN DIEGO, CA

Portfolio Value

Mid $1,085,336,335

Diversification

Diversified

Filing Date

Global Rank

#1,681 / 8,607 ▲ 45 · as of Mar 2026

Top Industry

Semiconductors 12.0%

3Y Alpha vs SPY

0.0%

Period ended 3 months ago

Filed Apr 28, 2026 · 2mo

12 quarters · since Jun 2023

Clone Performance

Aug 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+73.4%

SPY

+73.7%

Annualised alpha

-0.1%

Max drawdown

−19.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

489 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.2%

−0.6 pts

Top 5

24.7%

−2.2 pts

Top 10

34.9%

−3.4 pts

HHI

185

Diversified−25

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.8%	$301,622,499	69
Unclassified	14.6%	$158,877,154	21
Industrials	11.2%	$121,424,956	63
Financial Services	10.0%	$108,160,167	97
Consumer Cyclical	7.4%	$79,867,018	40
Energy	5.9%	$64,323,516	35
Healthcare	5.8%	$63,010,593	52
Communication Services	5.3%	$57,158,045	20
Consumer Defensive	4.7%	$50,511,619	26
Utilities	3.1%	$33,229,388	23
Real Estate	2.7%	$28,827,971	22
Basic Materials	1.7%	$18,323,409	21

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BPRE	Bluerock Private Real Estate Fund	+72,943	93,667	$1,555,808
LB	LandBridge Co LLC	+51,286	65,732	$4,538,794
ALT	Altimmune, Inc.	+40,500	76,500	$235,620
PLTR	Palantir Technologies Inc.	+28,227	88,063	$12,881,855
BMNR	Bitmine Immersion Technologies, Inc.	+23,280	52,700	$1,042,406
AGNC	AGNC Investment Corp.	+18,180	66,211	$664,096
TPL	Texas Pacific Land Corp	+16,839	28,748	$13,642,650
PFE	Pfizer Inc	+13,655	84,516	$2,373,209
IBIT	iShares Bitcoin Trust ETF	+12,489	151,252	$5,811,101
T	At&T Inc.	+9,190	83,228	$2,412,779
MO	Altria Group, Inc.	+9,018	34,515	$2,277,644
QQQ	Invesco Qqq Trust, Series 1	+8,945	83,624	$48,266,100
BCAT	BlackRock Capital Allocation Term Trust	+7,089	24,999	$353,235
BTC	Grayscale Bitcoin Mini Trust ETF	+6,836	76,867	$2,305,241
FSCO	FS Credit Opportunities Corp.	+6,697	58,736	$299,553
VZ	Verizon Communications Inc	+6,570	99,240	$4,981,848
KEY	Keycorp /New/	+6,529	32,252	$646,652
NAZ	Nuveen Arizona Quality Municipal Income Fund	+6,000	25,000	$299,750
JPC	Nuveen Preferred & Income Opportunities Fund	+5,790	37,182	$280,352
IAU	Ishares Gold Trust	+5,592	29,620	$2,611,299
AQN	Algonquin Power & Utilities Corp.	+5,500	19,260	$118,256
PSKY	Paramount Skydance Corp	+4,756	16,655	$150,228
COP	Conocophillips	+4,546	20,214	$2,668,248
TOI	Oncology Institute, Inc.	+4,500	103,200	$316,824
RIOT	Riot Platforms, Inc.	+4,050	28,484	$352,062
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
USA	Liberty All Star Equity Fund	−45,104	72,156	$400,465
RKT	Rocket Companies, Inc.	−35,622	20,856	$297,198
SJT	San Juan Basin Royalty Trust	−26,000	165,950	$798,219
WULF	Terawulf Inc.	−21,352	30,837	$444,977
ETHA	iShares Ethereum Trust ETF	−14,426	77,731	$1,230,481
GEHC	GE HealthCare Technologies Inc.	−13,979	4,149	$295,325
MDT	Medtronic plc	−12,882	6,463	$560,018
UNG	United States Natural Gas Fund, LP	−10,731	11,005	$129,088
KGC	Kinross Gold Corp	−10,025	13,219	$403,443
DELL	Dell Technologies Inc.	−9,857	8,572	$1,406,922
NVDA	Nvidia Corp	−9,560	299,550	$52,241,520
ACP	abrdn Income Credit Strategies Fund	−9,201	203,971	$1,040,252
HBAN	Huntington Bancshares Inc /Md/	−8,116	17,138	$268,209
NNE	Nano Nuclear Energy Inc.	−7,711	12,456	$255,098
FSK	FS KKR Capital Corp	−7,530	104,651	$1,065,347
BMEZ	BlackRock Health Sciences Term Trust	−7,186	11,634	$167,064
CCL	Carnival Corp Ltd.	−7,140	8,897	$230,254
AMD	Advanced Micro Devices Inc	−7,031	24,718	$5,028,382
F	Ford Motor Co	−6,716	43,186	$498,366
STEW	SRH Total Return Fund, Inc.	−6,700	72,775	$1,244,452
INTC	Intel Corp	−6,383	49,130	$2,168,106
UBER	Uber Technologies, Inc	−5,495	19,823	$1,425,868
OBDC	Blue Owl Capital Corp	−5,218	118,081	$1,305,975
EQT	EQT Corp	−5,054	4,197	$267,097
EXE	EXPAND ENERGY Corp	−5,046	2,188	$240,198
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	5,183	$3,292,967
BE	Bloom Energy Corp	22,152	$3,001,374
WDC	Western Digital Corp	8,687	$2,349,746
AR	ANTERO RESOURCES Corp	28,817	$1,222,993
AZN	Astrazeneca PLC	5,272	$1,039,743
CPB	CAMPBELL'S Co	30,795	$685,804
EOG	Eog Resources Inc	3,915	$565,991
SPXC	SPX Technologies, Inc.	2,829	$565,630
BUSE	First Busey Corp /Nv/	22,252	$562,308
DFTX	Definium Therapeutics, Inc.	26,591	$502,569
CGAU	Centerra Gold Inc.	25,009	$444,910
RKLB	Rocket Lab Corp	6,615	$424,815
NLY	Annaly Capital Management Inc	19,347	$409,189
IREN	IREN Ltd	11,310	$387,706
SYM	Symbotic Inc.	7,027	$373,836
KRYS	Krystal Biotech, Inc.	1,390	$359,064
CIFR	Cipher Digital Inc.	22,650	$291,505
STRL	Sterling Infrastructure, Inc.	675	$274,907
FANG	Diamondback Energy, Inc.	1,346	$266,225
FE	Firstenergy Corp	5,135	$260,139
LITE	Lumentum Holdings Inc.	365	$256,507
NEM	NEWMONT Corp /DE/	2,333	$252,547
BTCK	Teucrium Commodity Trust	23,400	$244,296
PSLV	Sprott Physical Silver Trust	9,930	$242,192
WEC	Wec Energy Group, Inc.	2,068	$239,412
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TER	Teradyne, Inc	4,313	$834,824
LKNCY	Luckin Coffee Inc.	14,937	$500,389
MKSI	Mks Inc	2,779	$444,084
SMCI	Super Micro Computer, Inc.	12,826	$375,417
HAS	Hasbro, Inc.	4,539	$372,198
FETH	Fidelity Ethereum Fund	11,030	$326,598
TIGO	Millicom International Cellular SA	5,809	$322,050
RDDT	Reddit, Inc.	1,395	$320,668
SGML	Sigma Lithium Corp	23,750	$313,262
S	SentinelOne, Inc.	19,900	$298,500
DKNG	DraftKings Inc.	8,500	$292,910
VNOM	Viper Energy, Inc.	7,536	$291,115
ABBNY	Abb Ltd	3,791	$290,087
ARM	Arm Holdings PLC /Uk	2,503	$273,602
SRE	Sempra	3,072	$271,226
XYZ	Block, Inc.	3,892	$253,330
BAESY	Bae Systems PLC /Fi/	2,707	$251,426
DB	Deutsche Bank Aktiengesellschaft	6,520	$251,411
NDAQ	Nasdaq, Inc.	2,584	$250,983
BITB	Bitwise Bitcoin ETF	5,186	$246,646
PYPL	PayPal Holdings, Inc.	4,223	$246,538
SWK	Stanley Black & Decker, Inc.	3,298	$244,975
ALNY	Alnylam Pharmaceuticals, Inc.	574	$228,251
AVAV	AeroVironment Inc	938	$226,892
MDB	MongoDB, Inc.	524	$219,917
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

489 positions · $1,085,336,335 total · as of Mar 31, 2026

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

Showing 1–50 of 489 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	308,487	-3,372	$78,290,915	−7.7%	7.21%
SPY	Spdr S&P 500 ETF Trust	Reduced	82,956	-4,336	$53,949,605	−9.4%	4.97%
NVDA	Nvidia Corp Technology	Reduced	299,550	-9,560	$52,241,520	−9.4%	4.81%
QQQ	Invesco Qqq Trust, Series 1	Added	83,624	+8,945	$48,266,100	+5.2%	4.45%
MSFT	Microsoft Corp Technology	Added	96,356	+3,181	$35,668,100	−20.8%	3.29%
AMZN	Amazon Com Inc Consumer Cyclical	Added	156,696	+2,224	$32,635,075	−8.5%	3.01%
AVGO	Broadcom Inc. Technology	Reduced	79,027	-613	$24,459,646	−11.3%	2.25%
GOOGL	Alphabet Inc. Communication Services	Added	71,966	+1,659	$20,694,542	−6.0%	1.91%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	60,322	-932	$17,744,319	−10.1%	1.63%
META	Meta Platforms, Inc. Communication Services	Added	26,752	+97	$15,305,621	−13.0%	1.41%
CAT	Caterpillar Inc Industrials	Reduced	21,351	-1,189	$15,126,329	+17.1%	1.39%
GBTC	Grayscale Bitcoin Trust ETF	Reduced	279,960	-3,875	$14,770,689	−23.9%	1.36%
TSLA	Tesla, Inc. Consumer Cyclical	Added	36,865	+319	$13,704,563	−16.6%	1.26%
TPL	Texas Pacific Land Corp Energy	Added	28,748	+16,839	$13,642,650	+298.8%	1.26%
WMT	Walmart Inc. Consumer Defensive	Added	107,360	+722	$13,342,700	+12.3%	1.23%
PLTR	Palantir Technologies Inc. Technology	Added	88,063	+28,227	$12,881,855	+21.1%	1.19%
LAMR	Lamar Advertising Co/New Real Estate	Reduced	97,493	-15	$12,348,463	+0.0%	1.14%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	25,665	+972	$12,298,668	−0.9%	1.13%
XOM	ExxonMobil Holdings Corp Energy	Reduced	67,364	-1,238	$11,428,976	+38.4%	1.05%
NEE	Nextera Energy Inc Utilities	Reduced	112,530	-431	$10,451,786	+15.3%	0.96%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	10,079	+1,838	$10,043,017	+41.3%	0.93%
GLD	Spdr Gold Trust	Reduced	22,105	-719	$9,511,560	+5.2%	0.88%
ETN	Eaton Corp plc Industrials	Added	26,362	+1,290	$9,428,896	+18.1%	0.87%
MTZ	Mastec Inc Industrials	Reduced	27,808	-162	$8,946,945	+47.2%	0.82%
MU	Micron Technology Inc Technology	Added	23,385	+744	$7,900,388	+22.3%	0.73%
ABBV	AbbVie Inc. Healthcare	Reduced	36,009	-1,110	$7,831,597	−7.7%	0.72%
LLY	ELI LILLY & Co Healthcare	Added	8,415	+148	$7,739,864	−12.9%	0.71%
JNJ	Johnson & Johnson Healthcare	Reduced	30,809	-1,812	$7,530,951	+11.6%	0.69%
HD	Home Depot, Inc. Consumer Cyclical	Added	22,459	+81	$7,386,540	−4.1%	0.68%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	15,930	+422	$7,378,616	−1.0%	0.68%
PH	Parker-Hannifin Corp Industrials	Reduced	7,913	-523	$7,084,034	−4.5%	0.65%
SO	Southern Co Utilities	Reduced	71,755	-1,954	$6,925,792	+7.8%	0.64%
CVX	Chevron Corp Energy	Added	32,948	+3,377	$6,816,941	+51.3%	0.63%
FBTC	Fidelity Wise Origin Bitcoin Fund	Reduced	111,984	-1,681	$6,610,415	−23.7%	0.61%
RTX	RTX Corp Industrials	Added	33,856	+87	$6,530,822	+5.5%	0.60%
NFLX	Netflix Inc Communication Services	Reduced	65,869	-357	$6,333,304	+2.0%	0.58%
KO	Coca Cola Co Consumer Defensive	Added	79,722	+1,329	$6,062,858	+10.6%	0.56%
GS	Goldman Sachs Group Inc Financial Services	Reduced	6,921	-609	$5,855,096	−11.5%	0.54%
IBIT	iShares Bitcoin Trust ETF	Added	151,252	+12,489	$5,811,101	−15.7%	0.54%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	17,046	+748	$5,760,695	+16.3%	0.53%
IBM	International Business Machines Corp Technology	Reduced	22,483	-26	$5,449,654	−18.3%	0.50%
V	Visa Inc. Financial Services	Added	17,924	+194	$5,417,349	−12.9%	0.50%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	107,193	-4,763	$5,225,658	−15.1%	0.48%
LMT	Lockheed Martin Corp Industrials	Added	8,559	+462	$5,172,974	+32.1%	0.48%
MSTR	Strategy Inc Technology	Reduced	40,996	-1,754	$5,116,300	−21.2%	0.47%
BA	Boeing Co Industrials	Added	25,366	+2,902	$5,048,594	+3.5%	0.47%
AMD	Advanced Micro Devices Inc Technology	Reduced	24,718	-7,031	$5,028,382	−26.0%	0.46%
VZ	Verizon Communications Inc Communication Services	Added	99,240	+6,570	$4,981,848	+32.0%	0.46%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	16,584	-253	$4,817,486	+15.8%	0.44%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	31,786	-279	$4,591,169	−0.1%	0.42%