KINGSWOOD WEALTH ADVISORS, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1987855 SAN DIEGO, CA

Position in LITE

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

Position Value

$429,888

+$173,381 QoQ

Shares Held

501

+37.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#888

of 1,305 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $10,916,950 across 5 Communication Equipment names. LITE ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	56,818	$6,673,842
2	MSI	Motorola Solutions, Inc.	7,599	$3,155,788
3	HPE	Hewlett Packard Enterprise Co	12,203	$550,477
4	LITE	Lumentum Holdings Inc. This page	501	$429,888
5	ONDS	Ondas Inc.	12,980	$106,955

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$429,888	501	+37.3%	Shares	Sole	2026-07-27
2026-03-31	$256,507	365	—	Shares	Sole	2026-04-28
No filing history on record for this holder in this stock.