CIK 1987855
KINGSWOOD WEALTH ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
869
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 869
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | 312K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF | 87K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 309K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 75K | $1M+ | SH |
| MSFT | MICROSOFT CORPORATION | 93K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 198K | $1M+ | SH |
| AMZN | AMAZON COM INCORPORATED | 154K | $1M+ | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 1.0M | $1M+ | SH |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 49K | $1M+ | SH |
| SPYM | SPDR PORTFOLIO S&P 500 ETF | 363K | $1M+ | SH |
| AVGO | BROADCOM INCORPORATED | 80K | $1M+ | SH |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 524K | $1M+ | SH |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | 70K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | 466K | $1M+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 91K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 59K | $1M+ | SH |
| JPM | JPMORGAN CHASE & COMPANY. | 61K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 284K | $1M+ | SH |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | 61K | $1M+ | SH |
| FPE | FIRST TRUST PREFERRED SECURITIES AND INCOME ETF | 1.0M | $1M+ | SH |
| IVV | ISHARES TR CORE S&P500 ETF | 26K | $1M+ | SH |
| META | META PLATFORMS INCORPORATED CLASS A | 27K | $1M+ | SH |
| TSLA | TESLA INCORPORATED | 37K | $1M+ | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 233K | $1M+ | SH |
| CAT | CATERPILLAR INCORPORATED | 23K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 25K | $1M+ | SH |
| LAMR | LAMAR ADVERTISING COMPANY NEW CLASS A REIT | 98K | $1M+ | SH |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 204K | $1M+ | SH |
| WMT | WALMART INCORPORATED | 107K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT | 283K | $1M+ | SH |
| AGG | ISHARES TR CORE US AGGBD ET | 109K | $1M+ | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 14K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | 60K | $1M+ | SH |
| XLF | SPDR FINANCIAL SELECT SECTOR FUND | 184K | $1M+ | SH |
| IYW | ISHARES TR U.S. TECH ETF | 47K | $1M+ | SH |
| NEE | NEXTERA ENERGY INCORPORATED | 113K | $1M+ | SH |
| GLD | SPDR GOLD SHARES | 23K | $1M+ | SH |
| LLY | ELI LILLY & COMPANY | 8K | $1M+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 322K | $1M+ | SH |
| VB | VANGUARD SMALL-CAP ETF | 34K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 114K | $1M+ | SH |
| DVY | ISHARES TR SELECT DIVID ETF | 61K | $1M+ | SH |
| ABBV | ABBVIE INCORPORATED | 37K | $1M+ | SH |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | 151K | $1M+ | SH |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | 117K | $1M+ | SH |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | 90K | $1M+ | SH |
| XOM | EXXON MOBIL CORPORATION | 69K | $1M+ | SH |
| USMV | ISHARES TR MSCI USA MIN VOL | 85K | $1M+ | SH |
| ETN | EATON CORPORATION PLC SHS | 25K | $1M+ | SH |
| SSO | PROSHARES ULTRA S&P500 | 133K | $1M+ | SH |