Kingswood Wealth Advisors, LLC holds a diversified book of 995 stocks worth $2.5B as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Roundhill Memory ETF and trimmed Invesco QQQ Trust Series 1. Their largest long position is Apple Inc at 4% of the equity book.
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
Other tracked managers holding the same core names as Kingswood Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| &PARTNERS | 80 / 80 | $9.4B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $187.5B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 80 | $20.7B |
| NewEdge Advisors, LLC | 79 / 80 | $13.2B |
| Steward Partners Investment Advisory, LLC | 79 / 80 | $8.1B |
| Integrated Wealth Concepts LLC | 79 / 80 | $5.0B |
| Arax Advisory Partners | 79 / 80 | $5.0B |
| Farther Finance Advisors, LLC | 79 / 80 | $3.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Kingswood Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded — they hold everything, so their overlap says nothing.
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 | $92.2M | 318.6K | 3.7% | ▲+3.3% Added · +10K sh | |
| 2 | SPDR S&P 500 ETF Exchange Traded Fund | $63.4M | 84.9K | 2.6% | ▲+2.3% Added · +2K sh | |
| 3 | Nvidia Corporation Common Stock | $62.6M | 312.8K | 2.5% | ▲+4.4% Added · +13K sh | |
| 4 | Invesco QQQ TR Exchange Traded Fund | $58.8M | 79.9K | 2.4% | ▼−4.5% Reduced · −4K sh | |
| 5 | Vanguard Value ETF Exchange Traded Fund | $41.9M | 192.2K | 1.7% | ▲+2.1% Added · +4K sh | |
| 6 | Vanguard Index Funds S&P 500 ETF SHS New Exchange Traded Fund | $36.6M | 53.3K | 1.5% | ▲+8.6% Added · +4K sh | |
| 7 | Amazon Com Incorporated Common Stock | $36.2M | 151.8K | 1.5% | ▼−3.1% Reduced · −5K sh | |
| 8 | Microsoft Corporation Common Stock | $35.8M | 96.1K | 1.4% | ▼−0.3% Reduced · −290 sh | |
| 9 | SPDR Portfolio S&P 500 ETF Exchange Traded Fund | $30.4M | 345.6K | 1.2% | ▼−2.8% Reduced · −10K sh | |
| 10 | Broadcom Incorporated Common Stock | $29.8M | 78.8K | 1.2% | ▼−0.3% Reduced · −204 sh | |
| 11 | Schwab U.S. Large-Cap Growth ETF Exchange Traded Fund | $28.2M | 833.3K | 1.1% | ▼−0.3% Reduced · −2K sh | |
| 12 | Micron Technology Incorporated Common Stock | $27.7M | 24.0K | 1.1% | ▲+2.7% Added · +639 sh | |
| 13 | Caterpillar Incorporated Common Stock | $27.3M | 25.6K | 1.1% | ▲+20% Added · +4K sh | |
| 14 | SPDR Portfolio Developed World Ex-US ETF Exchange Traded Fund | $27.1M | 538.6K | 1.1% | ▲+4.0% Added · +21K sh | |
| 15 | Alphabet Incorporated Cap STK Class A Common Stock | $24.9M | 69.8K | 1.0% | ▼−3.1% Reduced · −2K sh | |
| 16 | Alphabet Incorporated Cap STK Class C Common Stock | $24.7M | 69.9K | 1.0% | ▲+14% Added · +8K sh | |
| 17 | Vanguard Total Stock Market ETF Exchange Traded Fund | $23.3M | 62.9K | 0.9% | ▼−3.3% Reduced · −2K sh | |
| 18 | Vanguard Dividend Appreciation ETF Exchange Traded Fund | $23.0M | 97.3K | 0.9% | ▲+1.9% Added · +2K sh | |
| 19 | Ishares TR Core S&P500 ETF Exchange Traded Fund | $22.0M | 29.4K | 0.9% | ▲+5.7% Added · +2K sh | |
| 20 | JPMorgan Chase & Company. Common Stock | $19.6M | 59.9K | 0.8% | ▼−0.6% Reduced · −377 sh | |
| 21 | Proshares Ultra S&P500 Exchange Traded Fund | $18.3M | 271.4K | 0.7% | ▲+97% Added · +134K sh | |
| 22 | Capital Group Growth ETF SHS Creation Unit Exchange Traded Fund | $17.5M | 370.7K | 0.7% | ▼−4.3% Reduced · −17K sh | |
| 23 | Tesla Incorporated Common Stock | $17.0M | 40.4K | 0.7% | ▲+9.6% Added · +4K sh | |
| 24 | Meta Platforms Incorporated Class A Common Stock | $15.7M | 27.9K | 0.6% | ▲+4.2% Added · +1K sh | |
| 25 | Sandisk Corporation Common Stock | $15.5M | 6.8K | 0.6% | ▲+32% Added · +2K sh | |
| 26 | Lamar Advertising Company New Class A REIT Real Estate Investment Trust | $15.2M | 97.3K | 0.6% | ▼−0.2% Reduced · −187 sh | |
| 27 | JPMorgan Nasdaq Equity Premium Income ETF Exchange Traded Fund | $14.9M | 242.3K | 0.6% | ▲+9.8% Added · +22K sh | |
| 28 | Vanguard Small-Cap ETF Exchange Traded Fund | $14.8M | 49.0K | 0.6% | ▲+12% Added · +5K sh | |
| 29 | JPMorgan Equity Premium Income ETF Exchange Traded Fund | $13.4M | 237.9K | 0.5% | ▲+3.7% Added · +9K sh | |
| 30 | Advanced Micro Devices Incorporated Common Stock | $13.1M | 22.6K | 0.5% | ▼−8.4% Reduced · −2K sh | |
| 31 | Grayscale Bitcoin Trust ETF Exchange Traded Fund | $12.7M | 278.4K | 0.5% | ▼−0.6% Reduced · −2K sh | |
| 32 | Berkshire Hathaway Incorporated Del Class B New Common Stock | $12.6M | 25.3K | 0.5% | ▼−1.6% Reduced · −414 sh | |
| 33 | Walmart Incorporated Common Stock | $12.5M | 110.4K | 0.5% | ▲+2.8% Added · +3K sh | |
| 34 | Capital Group Core Equity ETF SHS Creation Unit Exchange Traded Fund | $12.4M | 279.4K | 0.5% | ▼−2.7% Reduced · −8K sh | |
| 35 | Schwab US Dividend Equity ETF Exchange Traded Fund | $12.0M | 378.2K | 0.5% | ▼−5.4% Reduced · −21K sh | |
| 36 | Ishares TR U.S. Tech ETF Exchange Traded Fund | $11.6M | 46.0K | 0.5% | ▲+2.9% Added · +1K sh | |
| 37 | Palantir Technologies Incorporated Class A Common Stock | $11.3M | 96.6K | 0.5% | ▲+9.7% Added · +9K sh | |
| 38 | Vaneck Rare Earth And Strategic Metals Exchange Traded Fund | $11.2M | 127.1K | 0.5% | ▲+27% Added · +27K sh | |
| 39 | Vaneck Semiconductor ETF Exchange Traded Fund | $11.2M | 17.0K | 0.5% | ▲+36% Added · +5K sh | |
| 40 | Eaton Corporation PLC SHS Common Stock | $10.9M | 25.7K | 0.4% | ▼−2.7% Reduced · −707 sh | |
| 41 | Eli Lilly & Company Common Stock | $10.9M | 9.1K | 0.4% | ▲+7.7% Added · +651 sh | |
| 42 | Ishares TR Core US Aggbd Et Exchange Traded Fund | $10.8M | 109.5K | 0.4% | ▲+0.1% Added · +107 sh | |
| 43 | Mastec Incorporated Common Stock | $10.5M | 25.3K | 0.4% | ▼−9.0% Reduced · −3K sh | |
| 44 | Ishares TR Select Divid ETF Exchange Traded Fund | $10.3M | 66.0K | 0.4% | ▲+4.9% Added · +3K sh | |
| 45 | SPDR Gold Shares Exchange Traded Fund | $10.0M | 27.0K | 0.4% | ▲+22% Added · +5K sh | |
| 46 | NextEra Energy Incorporated Common Stock | $9.9M | 113.3K | 0.4% | ▲+0.7% Added · +804 sh | |
| 47 | Johnson & Johnson Common Stock | $9.4M | 36.9K | 0.4% | ▲+20% Added · +6K sh | |
| 48 | Costco Wholesale Corporation New Common Stock | $9.4M | 10.0K | 0.4% | ▼−0.8% Reduced · −79 sh | |
| 49 | Abbvie Incorporated Common Stock | $9.3M | 37.0K | 0.4% | ▲+2.9% Added · +1K sh | |
| 50 | Texas Pacific Land Corporation Common Stock | $9.2M | 21.1K | 0.4% | ▼−27% Reduced · −8K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 997 | $2.5B | 13F-HR |
| 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, filed up to 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.