KINGSWOOD WEALTH ADVISORS, LLC
CIK
1987855
City
SAN DIEGO
State / Country
CA
Top Portfolio Positions
487 positions ·
$1,075,745,794 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
308,487 | $78,290,915 | 7.28% |
| SPY |
Spdr S&P 500 Etf Trust
|
82,956 | $53,949,605 | 5.02% |
| NVDA |
Nvidia Corp
Technology
|
299,550 | $52,241,520 | 4.86% |
| QQQ |
Invesco Qqq Trust, Series 1
|
83,624 | $48,266,100 | 4.49% |
| MSFT |
Microsoft Corp
Technology
|
96,356 | $35,668,100 | 3.32% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
156,696 | $32,635,075 | 3.03% |
| AVGO |
Broadcom Inc.
Technology
|
79,027 | $24,459,646 | 2.27% |
| GOOGL |
Alphabet Inc.
Communication Services
|
71,966 | $20,694,542 | 1.92% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
60,322 | $17,744,319 | 1.65% |
| META |
Meta Platforms, Inc.
Communication Services
|
26,752 | $15,305,621 | 1.42% |
Holdings in FCT
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $164,815 | 17,097 | Shares | Sole | 2026-04-28 | |
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