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 151–200 of 869
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SLYG | SPDR S&P 600 SMALL CAP GROWTH ETF | 33K | $1M+ | SH |
| MDYG | SPDR S&P 400 MID CAP GROWTH ETF | 34K | $1M+ | SH |
| CME | CME GROUP INCORPORATED | 11K | $1M+ | SH |
| IWM | ISHARES TR RUSSELL 2000 ETF | 12K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST WORLD EX U S CORE EQUITY 2 ETF | 92K | $1M+ | SH |
| MAA | MID-AMER APT CMNTYS INCORPORATED REIT | 21K | $1M+ | SH |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 27K | $1M+ | SH |
| ESS | ESSEX PROPERTY TR INCORPORATED REIT | 10K | $1M+ | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ETF SHS NEW | 70K | $1M+ | SH |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 27K | $1M+ | SH |
| SPSM | SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 57K | $1M+ | SH |
| IGIB | ISHARES TR ISHS 5-10YR INVT | 49K | $1M+ | SH |
| CB | CHUBB LIMITED | 8K | $1M+ | SH |
| AMAT | APPLIED MATLS INCORPORATED | 10K | $1M+ | SH |
| UTES | VIRTUS REAVES UTILITIES ETF | 32K | $1M+ | SH |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | 33K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INCORPORATED CLASS B | 25K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INCORPORATED | 7K | $1M+ | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 13K | $1M+ | SH |
| SLV | ISHARES SILVER TR ISHARES | 38K | $1M+ | SH |
| AOR | ISHARES TR CORE 60/40 BALAN | 38K | $1M+ | SH |
| WFC | WELLS FARGO COMPANY NEW | 26K | $1M+ | SH |
| LNG | CHENIERE ENERGY INCORPORATED COM NEW | 13K | $1M+ | SH |
| LOW | LOWES COMPANIES INCORPORATED | 10K | $1M+ | SH |
| PEP | PEPSICO INCORPORATED | 17K | $1M+ | SH |
| WM | WASTE MGMT INCORPORATED DEL | 11K | $1M+ | SH |
| PFM | INVESCO DIVIDEND ACHIEVERS ETF | 46K | $1M+ | SH |
| BLK | BLACKROCK INCORPORATED | 2K | $1M+ | SH |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | 21K | $1M+ | SH |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 46K | $1M+ | SH |
| VOE | VANGUARD MID-CAP VALUE ETF | 13K | $1M+ | SH |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | 23K | $1M+ | SH |
| QUAL | ISHARES TR MSCI USA QLT FCT | 12K | $1M+ | SH |
| SLYV | SPDR S&P 600 SMALL CAP VALUE ETF | 26K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INCORPORATED CLASS C | 18K | $1M+ | SH |
| TLT | ISHARES TR 20 YR TR BD ETF | 26K | $1M+ | SH |
| MDYV | SPDR S&P 400 MID CAP VALUE ETF | 27K | $1M+ | SH |
| HCA | HCA HEALTHCARE INCORPORATED | 5K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE | 69K | $1M+ | SH |
| AMLP | ALERIAN MLP ETF | 48K | $1M+ | SH |
| ITOT | ISHARES CORE S&P TOTAL U S STOCK MARKET ETF | 15K | $1M+ | SH |
| SDIV | GLOBAL X SUPERDIVIDEND ETF | 93K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | 7K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | 40K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INCORPORATED CLASS A | 5K | $1M+ | SH |
| CRH | CRH PUBLIC LIMITED COMPANY ORDINARY SHARES | 17K | $1M+ | SH |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | 120K | $1M+ | SH |
| MPC | MARATHON PETE CORPORATION | 13K | $1M+ | SH |
| BIZD | VANECK BDC INCOME ETF | 150K | $1M+ | SH |
| ARKK | ARK ETF TRUST INNOVATION ETF | 27K | $1M+ | SH |