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 651–700 of 869
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | 52K | $100K–$500K | SH |
| USHY | ISHARES TR BROAD USD HIGH | 9K | $100K–$500K | SH |
| DFAC | DIMENSIONAL ETF TRUST U S CORE EQUITY 2 ETF | 8K | $100K–$500K | SH |
| RACE | FERRARI N V | 884 | $100K–$500K | SH |
| FETH | FIDELITY ETHEREUM FUND IV | 11K | $100K–$500K | SH |
| KLIP | KRANESHARES KWEB COVERED CALL STRATEGY ETF | 11K | $100K–$500K | SH |
| KMI | KINDER MORGAN INCORPORATED DEL | 12K | $100K–$500K | SH |
| ECL | ECOLAB INCORPORATED | 1K | $100K–$500K | SH |
| TIGO | MILLICOM INTERNATIONAL CELLULAR S A COM STK | 6K | $100K–$500K | SH |
| BCE | BCE INCORPORATED COM NEW | 14K | $100K–$500K | SH |
| RDDT | REDDIT INCORPORATED CLASS A | 1K | $100K–$500K | SH |
| CFR | CULLEN FROST BANKERS INCORPORATED | 3K | $100K–$500K | SH |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | 7K | $100K–$500K | SH |
| SGML | SIGMA LITHIUM CORP COM | 24K | $100K–$500K | SH |
| DOW | DOW INCORPORATED | 13K | $100K–$500K | SH |
| FTNT | FORTINET INCORPORATED | 4K | $100K–$500K | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 21K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INCORPORATED | 994 | $100K–$500K | SH |
| RIOT | RIOT PLATFORMS INCORPORATED | 24K | $100K–$500K | SH |
| SONY | SONY GROUP CORPORATION SPONSORED ADR | 12K | $100K–$500K | SH |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 3K | $100K–$500K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE COMPANY | 13K | $100K–$500K | SH |
| VFQY | VANGUARD WELLINGTON FD U S QUALITY FACTOR ETF | 2K | $100K–$500K | SH |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | 5K | $100K–$500K | SH |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 9K | $100K–$500K | SH |
| — | DSV AS UNSPONSORED ADR | 2K | $100K–$500K | SH |
| DDFO | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - | 14K | $100K–$500K | SH |
| DY | DYCOM INDUSTRIES INCORPORATED | 886 | $100K–$500K | SH |
| S | SENTINELONE INCORPORATED CLASS A | 20K | $100K–$500K | SH |
| B | BARRICK MINING CORPORATION COM SHS | 7K | $100K–$500K | SH |
| NRG | NRG ENERGY INCORPORATED COM NEW | 2K | $100K–$500K | SH |
| IEF | ISHARES TR 7-10 YR TRSY BD | 3K | $100K–$500K | SH |
| YINN | DIREXION DLY FTSE CHNA BUL 3X ETF | 7K | $100K–$500K | SH |
| COHR | COHERENT CORPORATION | 2K | $100K–$500K | SH |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 6K | $100K–$500K | SH |
| DKNG | DRAFTKINGS INCORPORATED NEW COM CLASS A | 9K | $100K–$500K | SH |
| XHB | SPDR S&P HOMEBUILDERS ETF | 3K | $100K–$500K | SH |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET | 11K | $100K–$500K | SH |
| ADX | ADAMS DIVERSIFIED EQUITY FD | 12K | $100K–$500K | SH |
| VNOM | VIPER ENERGY INCORPORATED CLASS A | 8K | $100K–$500K | SH |
| GNT | GAMCO NAT RES GOLD & INCOME TR SH BEN INT | 39K | $100K–$500K | SH |
| AXON | AXON ENTERPRISE INCORPORATED | 508 | $100K–$500K | SH |
| IJJ | ISHARES TR S&P MC 400VL ETF | 2K | $100K–$500K | SH |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | 3K | $100K–$500K | SH |
| HPQ | HP INCORPORATED | 13K | $100K–$500K | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 6K | $100K–$500K | SH |
| FNOV | FIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQUITY BUFFER ETF NOVEMBER | 5K | $100K–$500K | SH |
| BMEZ | BLACKROCK HEALTH SCIENCE | 19K | $100K–$500K | SH |
| ABBNY | ABB LIMITED SPONSORED ADR | 4K | $100K–$500K | SH |
| TDG | TRANSDIGM GROUP INCORPORATED | 212 | $100K–$500K | SH |