KINGSWOOD WEALTH ADVISORS, LLC
Top Portfolio Positions
441 positions ·
$1,045,741,824 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
311,859 | $84,781,987 | 8.11% |
| SPY |
Spdr S&P 500 Etf Trust
|
87,292 | $59,526,160 | 5.69% |
| NVDA |
Nvidia Corp
Technology
|
309,110 | $57,649,015 | 5.51% |
| QQQ |
Invesco Qqq Trust, Series 1
|
74,679 | $45,876,056 | 4.39% |
| MSFT |
Microsoft Corp
Technology
|
93,175 | $45,061,293 | 4.31% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
154,472 | $35,655,227 | 3.41% |
| AVGO |
Broadcom Inc.
Technology
|
79,640 | $27,563,404 | 2.64% |
| GOOGL |
Alphabet Inc.
Communication Services
|
70,307 | $22,006,091 | 2.10% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
61,254 | $19,737,263 | 1.89% |
| GBTC |
Grayscale Bitcoin Trust ETF
|
283,835 | $19,402,960 | 1.86% |
Portfolio Trend
Holdings in BMEZ
Export CSVShares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $283,241 | 18,820 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $298,796 | 20,721 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $346,418 | 24,293 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $378,758 | 25,420 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $419,529 | 29,134 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $338,979 | 22,069 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $360,383 | 21,988 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $295,094 | 20,143 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $355,033 | 21,622 | Shares | Sole | 2023-08-09 | |
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