Kingswood Wealth Advisors, LLC holds a diversified book of 924 stocks worth $2.1B as of Q1 2026 (disclosed Apr 28, 2026, a ~45-day 13F lag). This quarter they opened Vaneck Rar Earth ND STG-Usdi and trimmed Apple Inc. Their largest long position is Apple Inc at 4% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1987855/holdings"
Use Arkolith to show KINGSWOOD WEALTH ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
47% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Incorporated Common Stock | $78.3M | 308.5K | 3.7% | ▼−1.1% Reduced · −3K sh | |
| 2 | SPDR S&P 500 ETF Exchange Traded Fund | $53.9M | 83.0K | 2.6% | ▼−5.0% Reduced · −4K sh | |
| 3 | Nvidia Corporation Common Stock | $52.2M | 299.6K | 2.5% | ▼−3.1% Reduced · −10K sh | |
| 4 | Invesco QQQ TR Exchange Traded Fund | $48.3M | 83.6K | 2.3% | ▲+12% Added · +9K sh | |
| 5 | Vanguard Value ETF Exchange Traded Fund | $36.9M | 188.1K | 1.8% | ▼−5.1% Reduced · −10K sh | |
| 6 | Microsoft Corporation Common Stock | $35.7M | 96.4K | 1.7% | ▲+3.4% Added · +3K sh | |
| 7 | Amazon Com Incorporated Common Stock | $32.6M | 156.7K | 1.5% | ▲+1.4% Added · +2K sh | |
| 8 | Vanguard Index Funds S&P 500 ETF SHS New Exchange Traded Fund | $29.3M | 49.1K | 1.4% | ▼−0.2% Reduced · −103 sh | |
| 9 | SPDR Portfolio S&P 500 ETF Exchange Traded Fund | $27.2M | 355.5K | 1.3% | ▼−2.0% Reduced · −7K sh | |
| 10 | Broadcom Incorporated Common Stock | $24.5M | 79.0K | 1.2% | ▼−0.8% Reduced · −613 sh | |
| 11 | Schwab U.S. Large-Cap Growth ETF Exchange Traded Fund | $24.3M | 835.6K | 1.2% | ▼−17% Reduced · −177K sh | |
| 12 | SPDR Portfolio Developed World Ex-US ETF Exchange Traded Fund | $23.6M | 518.0K | 1.1% | ▼−1.2% Reduced · −6K sh | |
| 13 | Vanguard Total Stock Market ETF Exchange Traded Fund | $20.9M | 65.1K | 1.0% | ▲+9.9% Added · +6K sh | |
| 14 | Alphabet Incorporated Cap STK Class A Common Stock | $20.7M | 72.0K | 1.0% | ▲+2.4% Added · +2K sh | |
| 15 | Vanguard Dividend Appreciation ETF Exchange Traded Fund | $20.5M | 95.5K | 1.0% | ▲+4.8% Added · +4K sh | |
| 16 | Ishares TR Core S&P500 ETF Exchange Traded Fund | $18.1M | 27.8K | 0.9% | ▲+7.8% Added · +2K sh | |
| 17 | JPMorgan Chase & Company. Common Stock | $17.7M | 60.3K | 0.8% | ▼−1.5% Reduced · −932 sh | |
| 18 | Alphabet Incorporated Cap STK Class C Common Stock | $17.6M | 61.5K | 0.8% | ▲+1.1% Added · +672 sh | |
| 19 | Capital Group Growth ETF SHS Creation Unit Exchange Traded Fund | $15.6M | 387.5K | 0.7% | ▼−17% Reduced · −78K sh | |
| 20 | Meta Platforms Incorporated Class A Common Stock | $15.3M | 26.8K | 0.7% | ▲+0.4% Added · +97 sh | |
| 21 | Caterpillar Incorporated Common Stock | $15.1M | 21.4K | 0.7% | ▼−5.3% Reduced · −1K sh | |
| 22 | Grayscale Bitcoin Trust ETF Exchange Traded Fund | $14.8M | 280.0K | 0.7% | ▼−1.4% Reduced · −4K sh | |
| 23 | Tesla Incorporated Common Stock | $13.7M | 36.9K | 0.7% | ▲+0.9% Added · +319 sh | |
| 24 | Texas Pacific Land Corporation Common Stock | $13.6M | 28.7K | 0.6% | ▲+141% Added · +17K sh | |
| 25 | Walmart Incorporated Common Stock | $13.3M | 107.4K | 0.6% | ▲+0.7% Added · +722 sh | |
| 26 | JPMorgan Equity Premium Income ETF Exchange Traded Fund | $13.0M | 229.4K | 0.6% | ▼−1.4% Reduced · −3K sh | |
| 27 | Palantir Technologies Incorporated Class A Common Stock | $12.9M | 88.1K | 0.6% | ▲+47% Added · +28K sh | |
| 28 | Lamar Advertising Company New Class A REIT Real Estate Investment Trust | $12.3M | 97.5K | 0.6% | ▼~0% Reduced · −15 sh | |
| 29 | Berkshire Hathaway Incorporated Del Class B Common Stock | $12.3M | 25.7K | 0.6% | ▲+3.9% Added · +972 sh | |
| 30 | Schwab US Dividend Equity ETF Exchange Traded Fund | $12.3M | 399.7K | 0.6% | ▲+24% Added · +78K sh | |
| 31 | JPMorgan Nasdaq Equity Premium Income ETF Exchange Traded Fund | $12.3M | 220.7K | 0.6% | ▲+7.9% Added · +16K sh | |
| 32 | Ishares TR 0-3 MNTH Treasry Exchange Traded Fund | $11.9M | 117.8K | 0.6% | ▲+73% Added · +50K sh | |
| 33 | Vanguard Small-Cap ETF Exchange Traded Fund | $11.5M | 43.8K | 0.5% | ▲+29% Added · +10K sh | |
| 34 | Exxon Mobil Corporation Common Stock | $11.4M | 67.4K | 0.5% | ▼−1.8% Reduced · −1K sh | |
| 35 | Capital Group Core Equity ETF SHS Creation Unit Exchange Traded Fund | $11.0M | 287.1K | 0.5% | ▲+1.4% Added · +4K sh | |
| 36 | Ishares TR Core US Aggbd Et Exchange Traded Fund | $10.9M | 109.4K | 0.5% | ▲+0.1% Added · +98 sh | |
| 37 | NextEra Energy Incorporated Common Stock | $10.5M | 112.5K | 0.5% | ▼−0.4% Reduced · −431 sh | |
| 38 | SPDR Financial Select Sector Fund Exchange Traded Fund | $10.3M | 208.1K | 0.5% | ▲+13% Added · +24K sh | |
| 39 | Costco Wholesale Corporation New Common Stock | $10.0M | 10.1K | 0.5% | ▲+22% Added · +2K sh | |
| 40 | SPDR Energy Select Sector Fund Exchange Traded Fund | $9.7M | 157.9K | 0.5% | ▲+36% Added · +42K sh | |
| 41 | Ishares TR Select Divid ETF Exchange Traded Fund | $9.5M | 63.0K | 0.5% | ▲+3.0% Added · +2K sh | |
| 42 | SPDR Gold Shares Exchange Traded Fund | $9.5M | 22.1K | 0.5% | ▼−3.1% Reduced · −719 sh | |
| 43 | Eaton Corporation PLC SHS Common Stock | $9.4M | 26.4K | 0.4% | ▲+5.1% Added · +1K sh | |
| 44 | First Trust Preferred Securities And Income ETF Exchange Traded Fund | $9.4M | 529.3K | 0.4% | ▼−49% Reduced · −511K sh | |
| 45 | Mastec Incorporated Common Stock | $8.9M | 27.8K | 0.4% | ▼−0.6% Reduced · −162 sh | |
| 46 | Vaneck Rare Earth And Strategic Metals Exchange Traded Fund | $8.8M | 100.3K | 0.4% | ▲New New position | |
| 47 | First Trust Capital Strength ETF Exchange Traded Fund | $8.4M | 90.3K | 0.4% | ▲+0.8% Added · +691 sh | |
| 48 | Fidelity Total Bond ETF Exchange Traded Fund | $8.3M | 181.3K | 0.4% | ▲+41% Added · +52K sh | |
| 49 | Ishares TR U.S. Tech ETF Exchange Traded Fund | $8.1M | 44.7K | 0.4% | ▼−4.0% Reduced · −2K sh | |
| 50 | Vanguard High Dividend Yield ETF Exchange Traded Fund | $8.1M | 54.8K | 0.4% | ▲+6.5% Added · +3K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 924 | $2.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 871 | $2.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 792 | $1.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 745 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Jul 25, 2025 | 725 | $1.1B | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 795 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 671 | $1.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 9, 2024 | 657 | $1.1B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 15, 2024 | 618 | $867.1M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 16, 2024 | 639 | $882.3M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 24, 2023 | 417 | $585.1M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 9, 2023 | 269 | $313.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.