1y return+17.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $151 against $157 in the S&P 500.2
Kingswood Wealth Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Incorporated | $92.2M | 3.7% | +3.3% |
| SPYSpdr S&p 500 Etf | $63.4M | 2.6% | +2.3% |
| NVDANvidia Corporation | $62.6M | 2.5% | +4.4% |
| QQQInvesco Qqq Tr | $58.8M | 2.4% | −4.5% |
| VTVVanguard Value Etf | $41.9M | 1.7% | +2.2% |
| VOOVanguard Index Funds S&p 500 Etf Shs New | $36.6M | 1.5% | +8.6% |
| AMZNAmazon Com Incorporated | $36.2M | 1.5% | −3.1% |
| MSFTMicrosoft Corporation | $35.8M | 1.4% | |
| SPYMSpdr Portfolio S&p 500 Etf | $30.4M | 1.2% | −2.8% |
| AVGOBroadcom Incorporated | $29.8M | 1.2% | |
| SCHGSchwab U.s. Large-cap Growth Etf | $28.2M | 1.1% | |
| MUMicron Technology Incorporated | $27.7M | 1.1% | +2.7% |
| CATCaterpillar Incorporated | $27.3M | 1.1% | +20.0% |
| SPDWSpdr Portfolio Developed World Ex-us Etf | $27.1M | 1.1% | +4.0% |
| GOOGLAlphabet Incorporated Cap Stk Class A | $24.9M | 1.0% | −3.1% |
| GOOGAlphabet Incorporated Cap Stk Class C | $24.7M | 1.0% | +13.6% |
| VTIVanguard Total Stock Market Etf | $23.3M | 0.9% | −3.3% |
| VIGVanguard Dividend Appreciation Etf | $23.0M | 0.9% | +1.9% |
| IVVIshares Tr Core S&p500 Etf | $22.0M | 0.9% | +5.7% |
| JPMJpmorgan Chase & Company. | $19.6M | 0.8% | |
| SSOProshares Ultra S&p500 | $18.3M | 0.7% | +97.4% |
| CGGRCapital Group Growth Etf Shs Creation Unit | $17.5M | 0.7% | −4.3% |
| TSLATesla Incorporated | $17.0M | 0.7% | +9.6% |
| METAMeta Platforms Incorporated Class A | $15.7M | 0.6% | +4.2% |
| SNDKSandisk Corporation | $15.5M | 0.6% | +31.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PLTRPalantir Technologies Incorporated Class A | September 30, 2023 | +629.2% | $11.3M |
| AMDAdvanced Micro Devices Incorporated | June 30, 2023 | +410.0% | $13.1M |
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $62.6M |
| AVGOBroadcom Incorporated | June 30, 2023 | +335.5% | $29.8M |
| CATCaterpillar Incorporated | June 30, 2023 | +332.8% | $27.3M |
| SMHVaneck Semiconductor Etf | June 30, 2023 | +330.8% | $11.2M |
| GOOGLAlphabet Incorporated Cap Stk Class A | June 30, 2023 | +198.6% | $24.9M |
| GOOGAlphabet Incorporated Cap Stk Class C | June 30, 2023 | +192.1% | $24.7M |
| GBTCGrayscale Bitcoin Trust Etf | June 30, 2023 | +137.2% | $12.7M |
| JPMJpmorgan Chase & Company. | June 30, 2023 | +125.1% | $19.6M |
Sold off last quarter
- Honeywell International IncorporatedCUSIP 438516106 was $3.7M
- VDCVanguard Consumer Staples Etf was $3.1M
- COALRange Global Coal Index Etf was $3.1M
- ARAntero Resources Corporation was $1.2M
- TLTIshares Tr 20 Yr Tr Bd Etf was $682K
- BBYBest Buy Incorporated was $669K
- ZTSZoetis Incorporated Class A was $644K
- EPIWisdomtree India Earnings Fund was $529K
- LDURPimco Enhanced Low Duration Active Exchange-traded Fund was $521K
- AVSFAvantis Short-term Fixed Income Etf was $517K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.7% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | −0.0% | +2.4% |
| September 30, 2025 | +7.6% | +7.8% |
| June 30, 2025 | +11.2% | +10.5% |
| March 31, 2025 | −4.5% | −4.6% |
| December 31, 2024 | +2.2% | +2.1% |
| September 30, 2024 | +4.9% | +5.4% |
| June 30, 2024 | +2.4% | +4.0% |
| March 31, 2024 | +10.8% | +10.0% |
| September 30, 2023 | −0.8% | −3.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Kingswood Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1987855&type=13F-HR&dateb=&owner=include&count=40CIK 1987855
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1987855/000198785526000003/Filed July 27, 2026 · accession 0001987855-26-000003