Position in ADI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,055,179
+$828,690 QoQ
Shares Held
12,728
-4.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#703
of 2,270 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $175,723,528 across 20 Semiconductors names. ADI ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
312,815 | $62,591,153 | |
| 2 | AVGO |
Broadcom Inc.
|
78,823 | $29,775,388 | |
| 3 | MU |
Micron Technology Inc
|
24,024 | $27,730,662 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
22,632 | $13,147,155 | |
| 5 | INTC |
Intel Corp
|
60,071 | $8,387,713 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
16,364 | $7,814,955 | |
| 7 | TXN |
Texas Instruments Inc
|
22,198 | $6,616,557 | |
| 8 | ADI |
Analog Devices Inc
This page
|
12,728 | $5,055,179 |
All Filings in ADI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,055,179 | 12,728 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,226,489 | 13,285 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,261,993 | 12,028 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $555,282 | 2,260 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $507,220 | 2,131 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $425,523 | 2,110 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $476,335 | 2,242 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,991,200 | 8,651 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,767,873 | 7,745 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,472,942 | 7,447 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,452,863 | 7,317 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,287,086 | 7,351 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||