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 101–150 of 869
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJH | ISHARES TR CORE S&P MCP ETF | 69K | $1M+ | SH |
| CSCO | CISCO SYSTEMS INCORPORATED | 59K | $1M+ | SH |
| CVX | CHEVRON CORPORATION NEW | 30K | $1M+ | SH |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | 51K | $1M+ | SH |
| SMH | VANECK SEMICONDUCTOR ETF | 12K | $1M+ | SH |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETF | 94K | $1M+ | SH |
| SCHM | SCHWAB U.S. MID-CAP ETF | 146K | $1M+ | SH |
| XLK | SPDR TECHNOLOGY SELECT SECTOR FUND | 30K | $1M+ | SH |
| MCD | MCDONALDS CORPORATION | 14K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED CLASS A | 7K | $1M+ | SH |
| MUB | ISHARES TR NATIONAL MUN ETF | 39K | $1M+ | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 55K | $1M+ | SH |
| APD | AIR PRODUCTS & CHEMICALS INCORPORATED | 17K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORPORATION | 12K | $1M+ | SH |
| TXN | TEXAS INSTRS INCORPORATED | 24K | $1M+ | SH |
| SPYG | SPDR PORTFOLIO S&P 500 GROWTH ETF | 38K | $1M+ | SH |
| IMCG | ISHARES TR MRGSTR MD CP GRW | 51K | $1M+ | SH |
| QCOM | QUALCOMM INCORPORATED | 24K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC SHS | 10K | $1M+ | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US ETF | 55K | $1M+ | SH |
| MNA | NYLI Merger Arbitrage ETF | 112K | $1M+ | SH |
| DUK | DUKE ENERGY CORPORATION NEW COM NEW | 34K | $1M+ | SH |
| EFG | ISHARES TR EAFE GRWTH ETF | 35K | $1M+ | SH |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRAST INDEX FUND | 26K | $1M+ | SH |
| SCHV | SCHWAB US LARGE CAP VALUE ETF | 133K | $1M+ | SH |
| QQQM | INVESCO NASDAQ 100 ETF | 16K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORPORATION | 8K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | 93K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS A | 5 | $1M+ | SH |
| IYJ | ISHARES TR US INDUSTRIALS | 25K | $1M+ | SH |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 26K | $1M+ | SH |
| LEGR | FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF | 61K | $1M+ | SH |
| IJR | ISHARES TR CORE S&P SCP ETF | 30K | $1M+ | SH |
| CGGO | CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT | 104K | $1M+ | SH |
| PULS | PGIM ULTRA SHORT BOND ETF | 72K | $1M+ | SH |
| GE | GE AEROSPACE COM NEW | 11K | $1M+ | SH |
| PLD | PROLOGIS INCORPORATED. REIT | 27K | $1M+ | SH |
| SKYY | FIRST TRUST ISE CLOUD COMPUTING INDEX FUND | 27K | $1M+ | SH |
| VDC | VANGUARD CONSUMER STAPLES ETF | 16K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT | 79K | $1M+ | SH |
| TPL | TEXAS PACIFIC LAND CORPORATION | 12K | $1M+ | SH |
| GEV | GE VERNOVA INCORPORATED | 5K | $1M+ | SH |
| MRK | MERCK & COMPANY INCORPORATED | 32K | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | 9K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INCORPORATED | 10K | $1M+ | SH |
| CRM | SALESFORCE INCORPORATED | 12K | $1M+ | SH |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 27K | $1M+ | SH |
| ADI | ANALOG DEVICES INCORPORATED | 12K | $1M+ | SH |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 11K | $1M+ | SH |
| HON | HONEYWELL INTERNATIONAL INCORPORATED | 16K | $1M+ | SH |