StockDriftsStockDriftsTop 50 Kingswood Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | 4.15% | 324.5K | $108.0M | +1.85%(+5.88K) | $206.70(+67.78%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.62% | 298.3K | $68.1M | -4.65%(-14.54K) | $84.92(+149.54%) | 2026-09-30 | |
| SPY | SPDR S&P 500 ETF | 2.53% | 86.5K | $65.9M | +1.87%(+1.58K) | $570.73(+33.29%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 2.4% | 84.4K | $62.5M | +5.69%(+4.55K) | $523.37(+34.71%) | 2026-09-30 | |
| MSFT | MICROSOFT CORPORATION | 1.87% | 94.8K | $48.6M | -1.35%(-1.30K) | $416.62(+25.74%) | 2026-09-30 | |
| VTV | VANGUARD VALUE ETF | 1.61% | 193.8K | $41.9M | +0.85%(+1.63K) | $182.79(+23.22%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 1.55% | 57.8K | $40.5M | +8.37%(+4.46K) | $548.50(+27.49%) | 2026-09-30 | |
| AMZN | AMAZON COM INCORPORATED | 1.48% | 154.2K | $38.4M | +1.59%(+2.41K) | $179.58(+38.36%) | 2026-09-30 | |
| SPYM | SPDR PORTFOLIO S&P 500 ETF | 1.2% | 346.8K | $31.1M | +0.36%(+1.25K) | $72.62(+23.30%) | 2026-09-30 | |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 1.17% | 849.3K | $30.5M | +1.92%(+16.04K) | $26.37(+32.22%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +26.88% | +104.27% | — | — | +102.25% |
| Top 20 Holdings Unweighted | +24.40% | +92.50% | — | — | +87.01% |
Kingswood Wealth Advisors LLC reports $2.60B in US-listed equity holdings across 1,024 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.2%), NVDA (2.6%) and SPY (2.5%). The top 20 holdings account for 30.26% of reported assets. Its disclosed equity book has returned +104.27% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kingswood Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1987855). View Kingswood Wealth Advisors LLC’s 13F filings on SEC