KINGSWOOD WEALTH ADVISORS, LLC

Position in CVCO — Cavco Industries, Inc.

CIK 1987855 SAN DIEGO, CA

Position in CVCO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$271,555

+$54,109 QoQ

Shares Held

442

-1.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#240

of 357 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $1,453,345 across 4 Residential Construction names. CVCO ranks #3 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/	3,649	$500,679
2	TOL	Toll Brothers, Inc.	2,498	$411,545
3	CVCO	Cavco Industries, Inc. This page	442	$271,555
4	DHI	Horton D R Inc /De/	1,655	$269,566

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$271,555	442	-1.6%	Shares	Sole	2026-07-27
2026-03-31	$217,446	449	-1.8%	Shares	Sole	2026-04-28
2025-12-31	$269,968	457	0.0%	Shares	Sole	2026-01-28
2025-09-30	$265,393	457	-5.0%	Shares	Sole	2025-10-23
2025-06-30	$208,960	481	-10.9%	Shares	Sole	2025-07-23
2025-03-31	$280,600	540	-5.3%	Shares	Sole	2025-07-25
2024-12-31	$254,351	570	-5.0%	Shares	Sole	2025-01-22
2024-06-30	$207,702	600	-10.4%	Shares	Sole	2024-07-09
2023-12-31	$232,235	670	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.