Position in HOOD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$888,581
+$474,514 QoQ
Shares Held
8,861
+48.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#154
of 449 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $15,466,532 across 11 Capital Markets names. HOOD ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,698 | $6,774,156 | |
| 2 | MS |
Morgan Stanley
|
10,405 | $2,175,061 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
16,332 | $1,421,537 | |
| 4 | SCHW |
Schwab Charles Corp
|
10,685 | $985,904 | |
| 5 | HOOD |
Robinhood Markets, Inc.
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|
8,861 | $888,581 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
28,484 | $779,891 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
54,730 | $728,456 | |
| 8 | WULF |
Terawulf Inc.
|
28,037 | $692,513 |
All Filings in HOOD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $888,581 | 8,861 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $414,067 | 5,975 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $409,648 | 3,622 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $365,538 | 2,553 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||