StockDriftsStockDriftsTop 50 Kingswood Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | 3.72% | 318.6K | $92.2M | +3.27%(+10.08K) | $204.77(+49.76%) | 2026-06-30 | |
| SPY | SPDR S&P 500 ETF | 2.56% | 84.9K | $63.4M | +2.30%(+1.91K) | $567.30(+36.35%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.52% | 312.8K | $62.6M | +4.43%(+13.27K) | $84.92(+159.61%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.37% | 79.9K | $58.8M | -4.48%(-3.75K) | $511.15(+41.02%) | 2026-06-30 | |
| VTV | VANGUARD VALUE ETF | 1.69% | 192.2K | $41.9M | +2.16%(+4.06K) | $182.50(+23.73%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 1.48% | 53.3K | $36.6M | +8.63%(+4.24K) | $536.33(+32.57%) | 2026-06-30 | |
| AMZN | AMAZON COM INCORPORATED | 1.46% | 151.8K | $36.2M | -3.12%(-4.88K) | $178.56(+53.98%) | 2026-06-30 | |
| MSFT | MICROSOFT CORPORATION | 1.44% | 96.1K | $35.8M | -0.30%(-290) | $416.62(+20.68%) | 2026-06-30 | |
| SPYM | SPDR PORTFOLIO S&P 500 ETF | 1.22% | 345.6K | $30.4M | -2.79%(-9.91K) | $72.51(+25.55%) | 2026-06-30 | |
| AVGO | BROADCOM INCORPORATED | 1.2% | 78.8K | $29.8M | -0.26%(-204) | $186.96(+124.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.78% | +94.26% | — | — | +94.26% |
| Top 20 Holdings Unweighted | +22.39% | +83.32% | — | — | +83.32% |
Kingswood Wealth Advisors LLC reports $2.48B in US-listed equity holdings across 995 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.7%), SPY (2.6%) and NVDA (2.5%). The top 20 holdings account for 29.67% of reported assets. Its disclosed equity book has returned +94.26% on a three-year cumulative basis. Figures reflect the Q2 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