Kingswood Wealth Advisors, LLC

13F filer · CIK 0001987855

Reported Jul 27, 2026

Net buyer this quarter

13F portfolio value$2.48BU.S. long equity reported on 13F

Positions56278 new · 46 closed

Net flow last quarter+$48.4MBuys minus sells

Top 10 positions weight18.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 2026562 positions
AAPLApple Inc.	$92.2M	3.72%	0.00%	+3.3%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$63.4M	2.56%	Not reported	+2.3%	Q2 2023
NVDANvidia Corp	$62.6M	2.52%	0.00%	+4.4%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$58.8M	2.37%	Not reported	-4.5%	Q2 2023
AMZNAmazon Com Inc	$36.2M	1.46%	0.00%	-3.1%	Q2 2023
MSFTMicrosoft Corp	$35.8M	1.44%	0.00%	-0.3%	Q2 2023
AVGOBroadcom Inc.	$29.8M	1.20%	0.00%	-0.3%	Q2 2023
MUMicron Technology Inc	$27.7M	1.12%	0.00%	+2.7%	Q2 2023
CATCaterpillar Inc	$27.3M	1.10%	0.01%	+20.0%	Q2 2023
GOOGLAlphabet Inc.	$24.9M	1.01%	0.00%	-3.1%	Q2 2023
GOOGAlphabet Inc.	$24.7M	1.00%	Not reported	+13.6%	Q2 2023
JPMJPMorgan Chase & Co	$19.6M	0.79%	0.00%	-0.6%	Q2 2023
TSLATesla, Inc.	$17M	0.69%	0.00%	+9.6%	Q2 2023
METAMeta Platforms, Inc.	$15.7M	0.63%	Not reported	+4.2%	Q2 2023
SNDKSandisk Corp	$15.5M	0.63%	0.00%	+31.8%	Q1 2026
LAMRLamar Advertising Co	$15.2M	0.61%	Not reported	-0.2%	Q3 2024
AMDAdvanced Micro Devices Inc	$13.1M	0.53%	0.00%	-8.4%	Q2 2023
GBTCGrayscale Bitcoin Trust ETF	$12.7M	0.51%	0.14%	-0.6%	Q2 2023
BRK.BBerkshire Hathaway Inc	$12.6M	0.51%	Not reported	-1.6%	Q2 2023
WMTWalmart Inc.	$12.5M	0.50%	0.00%	+2.8%	Q2 2023
PLTRPalantir Technologies Inc.	$11.3M	0.45%	0.00%	+9.7%	Q3 2023
REMXRemedytemp Inc	$11.2M	0.45%	Not reported	+26.8%	Q1 2026
SMHMarket Vectors ETF Trust	$11.2M	0.45%	Not reported	+36.2%	Q2 2023
ETNEaton Corp plc	$10.9M	0.44%	0.01%	-2.7%	Q2 2023
LLYELI LILLY & Co	$10.9M	0.44%	0.00%	+7.7%	Q2 2023
MTZMastec Inc	$10.5M	0.42%	0.03%	-9.0%	Q3 2024
GLDSPDR Gold Trust	$9.96M	0.40%	0.01%	+22.4%	Q2 2023
NEENextera Energy Inc	$9.95M	0.40%	0.01%	+0.7%	Q2 2023
JNJJohnson & Johnson	$9.36M	0.38%	0.00%	+19.7%	Q2 2023
COSTCostco Wholesale Corp	$9.35M	0.38%	0.00%	-0.8%	Q2 2023
ABBVAbbVie Inc.	$9.32M	0.38%	0.00%	+2.9%	Q2 2023
TPLTexas Pacific Land Corp	$9.21M	0.37%	0.03%	-26.8%	Q2 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$8.74M	0.35%	Not reported	+5.0%	Q2 2023
DRAMU.S. Gold Corp.	$8.73M	0.35%	Not reported	New	Q2 2026
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$8.68M	0.35%	Not reported	+0.3%	Q2 2023
XOMExxonMobil Holdings Corp	$8.61M	0.35%	0.00%	-6.5%	Q2 2023
INTCIntel Corp	$8.39M	0.34%	0.00%	+22.3%	Q2 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.81M	0.32%	0.00%	-4.0%	Q4 2023
PHParker-Hannifin Corp	$7.72M	0.31%	0.01%	-0.3%	Q2 2023
AMATApplied Materials Inc	$7.62M	0.31%	0.00%	-6.2%	Q2 2023
HDHome Depot, Inc.	$7.18M	0.29%	0.00%	-9.3%	Q2 2023
SOSouthern Co	$7.09M	0.29%	0.01%	+3.2%	Q2 2023
KOCoca Cola Co	$6.82M	0.27%	0.00%	+5.2%	Q2 2023
GSGoldman Sachs Group Inc	$6.77M	0.27%	0.00%	-3.2%	Q2 2023
CSCOCisco Systems, Inc.	$6.67M	0.27%	0.00%	+0.2%	Q2 2023
TXNTexas Instruments Inc	$6.62M	0.27%	0.00%	-3.6%	Q2 2023
RTXRTX Corp	$6.54M	0.26%	0.00%	+1.8%	Q2 2023
IBMInternational Business Machines Corp	$6.34M	0.26%	0.00%	+0.3%	Q2 2023
VVisa Inc.	$6.29M	0.25%	0.00%	+2.2%	Q2 2023
BACBank of America Corp	$6.21M	0.25%	0.00%	+1.7%	Q2 2023

Q1 2026Reported Apr 28, 2026528 positions
AAPLApple Inc.	$78.3M	3.72%	0.00%	Not reported	Q2 2023
SPYSPDR S&P 500 ETF Trust	$53.9M	2.56%	Not reported	Not reported	Q2 2023
NVDANvidia Corp	$52.2M	2.48%	0.00%	Not reported	Q2 2023
QQQInvesco QQQ Trust, Series 1	$48.3M	2.29%	Not reported	Not reported	Q2 2023
MSFTMicrosoft Corp	$35.7M	1.69%	0.00%	Not reported	Q2 2023
AMZNAmazon Com Inc	$32.6M	1.55%	0.00%	Not reported	Q2 2023
AVGOBroadcom Inc.	$24.5M	1.16%	0.00%	Not reported	Q2 2023
GOOGLAlphabet Inc.	$20.7M	0.98%	0.00%	Not reported	Q2 2023
JPMJPMorgan Chase & Co	$17.7M	0.84%	0.00%	Not reported	Q2 2023
GOOGAlphabet Inc.	$17.6M	0.84%	Not reported	Not reported	Q2 2023
METAMeta Platforms, Inc.	$15.3M	0.73%	Not reported	Not reported	Q2 2023
CATCaterpillar Inc	$15.1M	0.72%	0.00%	Not reported	Q2 2023
GBTCGrayscale Bitcoin Trust ETF	$14.8M	0.70%	0.14%	Not reported	Q2 2023
TSLATesla, Inc.	$13.7M	0.65%	0.00%	Not reported	Q2 2023
TPLTexas Pacific Land Corp	$13.6M	0.65%	0.04%	Not reported	Q2 2023
WMTWalmart Inc.	$13.3M	0.63%	0.00%	Not reported	Q2 2023
PLTRPalantir Technologies Inc.	$12.9M	0.61%	0.00%	Not reported	Q3 2023
LAMRLamar Advertising Co	$12.3M	0.59%	Not reported	Not reported	Q3 2024
BRK.BBerkshire Hathaway Inc	$12.3M	0.58%	Not reported	Not reported	Q2 2023
XOMExxonMobil Holdings Corp	$11.4M	0.54%	0.00%	Not reported	Q2 2023
NEENextera Energy Inc	$10.5M	0.50%	0.01%	Not reported	Q2 2023
COSTCostco Wholesale Corp	$10M	0.48%	0.00%	Not reported	Q2 2023
GLDSPDR Gold Trust	$9.51M	0.45%	0.01%	Not reported	Q2 2023
ETNEaton Corp plc	$9.43M	0.45%	0.01%	Not reported	Q2 2023
MTZMastec Inc	$8.95M	0.42%	0.04%	Not reported	Q3 2024
REMXRemedytemp Inc	$8.82M	0.42%	Not reported	New	Q1 2026
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$8.11M	0.38%	Not reported	Not reported	Q2 2023
MUMicron Technology Inc	$7.9M	0.37%	0.00%	Not reported	Q2 2023
ABBVAbbVie Inc.	$7.83M	0.37%	0.00%	Not reported	Q2 2023
LLYELI LILLY & Co	$7.74M	0.37%	0.00%	Not reported	Q2 2023
JNJJohnson & Johnson	$7.53M	0.36%	0.00%	Not reported	Q2 2023
HDHome Depot, Inc.	$7.39M	0.35%	0.00%	Not reported	Q2 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$7.38M	0.35%	Not reported	Not reported	Q2 2023
PHParker-Hannifin Corp	$7.08M	0.34%	0.01%	Not reported	Q2 2023
SOSouthern Co	$6.93M	0.33%	0.01%	Not reported	Q2 2023
CVXChevron Corp	$6.82M	0.32%	0.00%	Not reported	Q2 2023
FBTCFidelity Wise Origin Bitcoin Fund	$6.61M	0.31%	0.05%	Not reported	Q1 2024
RTXRTX Corp	$6.53M	0.31%	0.00%	Not reported	Q2 2023
NFLXNetflix Inc	$6.33M	0.30%	0.00%	Not reported	Q2 2023
KOCoca Cola Co	$6.06M	0.29%	0.00%	Not reported	Q2 2023
GSGoldman Sachs Group Inc	$5.86M	0.28%	0.00%	Not reported	Q2 2023
IBITiShares Bitcoin Trust ETF	$5.81M	0.28%	0.01%	Not reported	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.76M	0.27%	0.00%	Not reported	Q4 2023
IBMInternational Business Machines Corp	$5.45M	0.26%	0.00%	Not reported	Q2 2023
VVisa Inc.	$5.42M	0.26%	0.00%	Not reported	Q2 2023
BACBank of America Corp	$5.23M	0.25%	0.00%	Not reported	Q2 2023
LMTLockheed Martin Corp	$5.17M	0.25%	0.00%	Not reported	Q2 2023
MSTRStrategy Inc	$5.12M	0.24%	Not reported	Not reported	Q2 2023
BABoeing Co	$5.05M	0.24%	0.00%	Not reported	Q2 2023
AMDAdvanced Micro Devices Inc	$5.03M	0.24%	0.00%	Not reported	Q2 2023

Q3 2025Reported Oct 23, 2025463 positions
AAPLApple Inc.	$64.6M	3.91%	0.00%	+16.4%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$52.2M	3.16%	Not reported	+7.2%	Q2 2023
NVDANvidia Corp	$49.4M	2.99%	0.00%	-2.2%	Q2 2023
MSFTMicrosoft Corp	$36.8M	2.22%	0.00%	+19.9%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$33.1M	2.00%	Not reported	+19.1%	Q2 2023
AMZNAmazon Com Inc	$27.7M	1.68%	0.00%	+22.0%	Q2 2023
GBTCGrayscale Bitcoin Trust ETF	$25.6M	1.55%	0.12%	+1.0%	Q2 2023
AVGOBroadcom Inc.	$18.9M	1.14%	0.00%	+1.5%	Q2 2023
METAMeta Platforms, Inc.	$15.4M	0.93%	Not reported	+11.9%	Q2 2023
GOOGLAlphabet Inc.	$14.9M	0.90%	0.00%	+6.2%	Q2 2023
JPMJPMorgan Chase & Co	$13.9M	0.84%	0.00%	+46.5%	Q2 2023
MSTRStrategy Inc	$13.2M	0.80%	Not reported	+9.1%	Q2 2023
TSLATesla, Inc.	$12.9M	0.78%	0.00%	+5.0%	Q2 2023
LAMRLamar Advertising Co	$12M	0.73%	Not reported	Not reported	Q3 2024
GOOGAlphabet Inc.	$11.2M	0.68%	Not reported	+37.3%	Q2 2023
PLTRPalantir Technologies Inc.	$10.8M	0.65%	0.00%	+12.4%	Q3 2023
CATCaterpillar Inc	$10.6M	0.64%	0.00%	+12.6%	Q2 2023
BRK.BBerkshire Hathaway Inc	$9.76M	0.59%	Not reported	+20.4%	Q2 2023
FBTCFidelity Wise Origin Bitcoin Fund	$8.97M	0.54%	0.04%	-1.2%	Q1 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$7.88M	0.48%	Not reported	-0.3%	Q2 2023
GLDSPDR Gold Trust	$7.45M	0.45%	0.01%	+38.0%	Q2 2023
NEENextera Energy Inc	$6.9M	0.42%	0.00%	+9.2%	Q2 2023
IBITiShares Bitcoin Trust ETF	$6.8M	0.41%	0.01%	+1.8%	Q1 2024
WMTWalmart Inc.	$6.77M	0.41%	0.00%	+34.7%	Q2 2023
ETNEaton Corp plc	$6.65M	0.40%	0.00%	+45.3%	Q2 2023
PHParker-Hannifin Corp	$6.27M	0.38%	0.01%	-12.5%	Q2 2023
MTZMastec Inc	$5.85M	0.35%	0.03%	+5.3%	Q3 2024
XOMExxonMobil Holdings Corp	$5.84M	0.35%	0.00%	+20.1%	Q2 2023
ABBVAbbVie Inc.	$5.83M	0.35%	0.00%	+125.7%	Q2 2023
GSGoldman Sachs Group Inc	$5.71M	0.35%	0.00%	+10.5%	Q2 2023
NFLXNetflix Inc	$5.62M	0.34%	0.00%	+5.7%	Q2 2023
COSTCostco Wholesale Corp	$5.6M	0.34%	0.00%	+6.3%	Q2 2023
RTXRTX Corp	$5.57M	0.34%	0.00%	+2.4%	Q2 2023
LLYELI LILLY & Co	$5.38M	0.33%	0.00%	+8.8%	Q2 2023
IBMInternational Business Machines Corp	$5.36M	0.32%	0.00%	+9.2%	Q2 2023
ORCLOracle Corp	$5.3M	0.32%	0.00%	+10.6%	Q2 2023
AMDAdvanced Micro Devices Inc	$5.08M	0.31%	0.00%	-5.7%	Q2 2023
SOSouthern Co	$4.98M	0.30%	0.00%	+122.7%	Q2 2023
TPLTexas Pacific Land Corp	$4.97M	0.30%	0.02%	-3.9%	Q2 2023
VVisa Inc.	$4.97M	0.30%	0.00%	-1.3%	Q2 2023
HDHome Depot, Inc.	$4.91M	0.30%	0.00%	+32.5%	Q2 2023
BACBank of America Corp	$4.72M	0.29%	0.00%	+16.2%	Q2 2023
BABoeing Co	$4.55M	0.28%	0.00%	+3.4%	Q2 2023
CVXChevron Corp	$4.45M	0.27%	0.00%	+30.0%	Q2 2023
PGPROCTER & GAMBLE Co	$4.42M	0.27%	0.00%	+17.6%	Q2 2023
TTTrane Technologies plc	$4.27M	0.26%	0.00%	-5.1%	Q2 2023
TXNTexas Instruments Inc	$4.21M	0.25%	0.00%	-7.5%	Q2 2023
QCOMQualcomm Inc	$4.05M	0.25%	0.00%	+2.7%	Q2 2023
LMTLockheed Martin Corp	$3.92M	0.24%	0.00%	-5.1%	Q2 2023
SMHMarket Vectors ETF Trust	$3.82M	0.23%	Not reported	-1.0%	Q2 2023

Q2 2025Reported Jul 23, 2025434 positions
SPYSPDR S&P 500 ETF Trust	$45.2M	3.57%	Not reported	+30.9%	Q2 2023
AAPLApple Inc.	$44.7M	3.53%	0.00%	0.0%	Q2 2023
NVDANvidia Corp	$42.8M	3.38%	0.00%	-7.4%	Q2 2023
MSFTMicrosoft Corp	$29.4M	2.33%	0.00%	-8.7%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$25.5M	2.02%	Not reported	-1.6%	Q2 2023
GBTCGrayscale Bitcoin Trust ETF	$23.9M	1.89%	0.12%	-1.4%	Q2 2023
AMZNAmazon Com Inc	$22.7M	1.79%	0.00%	+7.7%	Q2 2023
AVGOBroadcom Inc.	$15.5M	1.23%	0.00%	+5.0%	Q2 2023
MSTRStrategy Inc	$15.2M	1.20%	Not reported	+6.2%	Q2 2023
METAMeta Platforms, Inc.	$13.8M	1.09%	Not reported	-4.8%	Q2 2023
GOOGLAlphabet Inc.	$10.1M	0.80%	0.00%	-3.8%	Q2 2023
TSLATesla, Inc.	$8.79M	0.69%	0.00%	-2.0%	Q2 2023
JPMJPMorgan Chase & Co	$8.7M	0.69%	0.00%	+1.1%	Q2 2023
FBTCFidelity Wise Origin Bitcoin Fund	$8.55M	0.67%	0.04%	+8.0%	Q1 2024
BRK.BBerkshire Hathaway Inc	$7.83M	0.62%	Not reported	+18.6%	Q2 2023
CATCaterpillar Inc	$7.65M	0.60%	0.00%	-2.8%	Q2 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$7.51M	0.59%	Not reported	+4.1%	Q2 2023
PLTRPalantir Technologies Inc.	$7.18M	0.57%	0.00%	+10.6%	Q3 2023
PHParker-Hannifin Corp	$6.6M	0.52%	0.01%	+5.1%	Q2 2023
IBITiShares Bitcoin Trust ETF	$6.29M	0.50%	0.01%	+2.1%	Q1 2024
NFLXNetflix Inc	$5.94M	0.47%	0.00%	-1.4%	Q2 2023
GOOGAlphabet Inc.	$5.94M	0.47%	Not reported	-3.3%	Q2 2023
TPLTexas Pacific Land Corp	$5.85M	0.46%	0.02%	+38.1%	Q2 2023
NEENextera Energy Inc	$5.81M	0.46%	0.00%	-1.6%	Q2 2023
COSTCostco Wholesale Corp	$5.63M	0.44%	0.00%	-2.8%	Q2 2023
VVisa Inc.	$5.23M	0.41%	0.00%	0.0%	Q2 2023
TXNTexas Instruments Inc	$5.14M	0.41%	0.00%	-1.3%	Q2 2023
IBMInternational Business Machines Corp	$5.13M	0.40%	0.00%	-0.5%	Q2 2023
LLYELI LILLY & Co	$5.05M	0.40%	0.00%	-8.9%	Q2 2023
WMTWalmart Inc.	$4.77M	0.38%	0.00%	-1.5%	Q2 2023
RTXRTX Corp	$4.75M	0.37%	0.00%	-5.8%	Q2 2023
AMDAdvanced Micro Devices Inc	$4.73M	0.37%	0.00%	+3.5%	Q2 2023
TTTrane Technologies plc	$4.67M	0.37%	0.00%	-5.9%	Q2 2023
XOMExxonMobil Holdings Corp	$4.65M	0.37%	0.00%	+18.0%	Q2 2023
GLDSPDR Gold Trust	$4.63M	0.37%	0.00%	-20.6%	Q2 2023
GSGoldman Sachs Group Inc	$4.59M	0.36%	0.00%	+47.5%	Q2 2023
MTZMastec Inc	$4.45M	0.35%	0.03%	-8.4%	Q3 2024
ETNEaton Corp plc	$4.37M	0.34%	0.00%	-3.6%	Q2 2023
BABoeing Co	$4.27M	0.34%	0.00%	+4.3%	Q2 2023
PGPROCTER & GAMBLE Co	$3.9M	0.31%	0.00%	+15.2%	Q2 2023
LMTLockheed Martin Corp	$3.83M	0.30%	0.00%	+1.8%	Q2 2023
QCOMQualcomm Inc	$3.78M	0.30%	0.00%	+4.1%	Q2 2023
APDAir Products & Chemicals, Inc.	$3.76M	0.30%	0.01%	-1.5%	Q2 2023
BACBank of America Corp	$3.73M	0.29%	0.00%	-1.2%	Q2 2023
ORCLOracle Corp	$3.73M	0.29%	0.00%	-10.4%	Q2 2023
NRGNRG Energy, Inc.	$3.72M	0.29%	0.01%	-2.2%	Q2 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.66M	0.29%	0.00%	+20.1%	Q4 2023
BRK.ABerkshire Hathaway Inc	$3.64M	0.29%	Not reported	Not reported	Q2 2023
MAAMid America Apartment Communities Inc.	$3.52M	0.28%	0.02%	-1.9%	Q3 2023
KOCoca Cola Co	$3.4M	0.27%	0.00%	+2.4%	Q2 2023

Premium opens every quarter this fund has filed