account_balance
Investment manager · 13F filer · SEC CIK 1987855
Kingswood Wealth Advisors, LLC
Reported value$2.6Bas of Sep 30, 2026
Positions1,024 125 new, 96 sold out
Top 10 weight20.6%AAPL alone is 4%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
4.1%
NVDANVIDIA Corp
2.6%Trimmed −5%
SPYSPDR S&P 500 ETF Trust
2.5%
QQQInvesco QQQ Tr
2.4%Added +6%
MSFTMicrosoft Corp
1.9%
VTVVanguard Value ETF
1.6%
VOOVanguard Index Funds S&P 500 ETF SHS New
1.6%Added +8%
AMZNAmazon.com Inc
1.5%
SPYMSPDR Portfolio S&P 500 ETF
1.2%
SCHGSchwab U.S. Large-Cap Growth ETF
1.2%
GOOGLAlphabet Inc.
1.1%Added +18%
AVGOBroadcom Inc.
1.1%
AAPLApple Inc.
4.1%
NVDANVIDIA Corp
2.6%−5%
SPYSPDR S&P 500 ETF Trust
2.5%
QQQInvesco QQQ Tr
2.4%
MSFTMicrosoft Corp
1.9%
VTVVanguard Value ETF
1.6%
VOOVanguard Index Funds S&P 500 ETF SHS New
1.6%
AMZNAmazon.com Inc
1.5%
SPYM
SCHG
GOOGLAVGOBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 4.1% HeldNVDA NVIDIA Corp 2.6% Trimmed −5%SPY SPDR S&P 500 ETF Trust 2.5% Held
QQQ Invesco QQQ Tr 2.4% Added +6%
MSFT Microsoft Corp 1.9% HeldVTV Vanguard Value ETF 1.6% Held
VOO Vanguard Index Funds S&P 500 ETF SHS New 1.6% Added +8%
AMZN Amazon.com Inc 1.5% HeldSPYM SPDR Portfolio S&P 500 ETF 1.2% Held
SCHG Schwab U.S. Large-Cap Growth ETF 1.2% Held
GOOGL Alphabet Inc. 1.1% Added +18%AVGO Broadcom Inc. 1.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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