KINGSWOOD WEALTH ADVISORS, LLC

Top holdings

997 positions as of Q2 2026

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#	Stock	Value	Shares	% Portfolio	Change
1	A AAPL APPLE INCORPORATED	$92.2M	318.6K	3.72%	Added(+3.3%)
2	S SPY SPDR S&P 500 ETF	$63.4M	84.9K	2.56%	Added(+2.3%)
3	N NVDA NVIDIA CORPORATION	$62.6M	312.8K	2.52%	Added(+4.4%)
4	Q QQQ INVESCO QQQ TR	$58.8M	79.9K	2.37%	Trimmed(-4.5%)
5	V VGES VANGUARD VALUE ETF	$41.9M	192.2K	1.69%	Added(+2.2%)
6	V VGES VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW	$36.6M	53.3K	1.48%	Added(+8.6%)
7	A AMZN AMAZON COM INCORPORATED	$36.2M	151.8K	1.46%	Trimmed(-3.1%)
8	M MSFT MICROSOFT CORPORATION	$35.8M	96.1K	1.44%	Trimmed(-0.3%)
9	S STT-PG SPDR PORTFOLIO S&P 500 ETF	$30.4M	345.6K	1.22%	Trimmed(-2.8%)
10	A AVGO BROADCOM INCORPORATED	$29.8M	78.8K	1.20%	Trimmed(-0.3%)
11	S SCHW-PJ SCHWAB U.S. LARGE-CAP GROWTH ETF	$28.2M	833.3K	1.14%	Trimmed(-0.3%)
12	M MU MICRON TECHNOLOGY INCORPORATED	$27.7M	24.0K	1.12%	Added(+2.7%)
13	C CAT CATERPILLAR INCORPORATED	$27.3M	25.6K	1.10%	Added(+20.0%)
14	S STT-PG SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	$27.1M	538.6K	1.09%	Added(+4.0%)
15	G GOOGN ALPHABET INCORPORATED CAP STK CLASS A	$24.9M	69.8K	1.01%	Trimmed(-3.1%)
16	G GOOGN ALPHABET INCORPORATED CAP STK CLASS C	$24.7M	69.9K	1.00%	Added(+13.6%)
17	V VGES VANGUARD TOTAL STOCK MARKET ETF	$23.3M	62.9K	0.94%	Trimmed(-3.3%)
18	B BX VANGUARD DIVIDEND APPRECIATION ETF	$23M	97.3K	0.93%	Added(+1.9%)
19	E ETHA ISHARES TR CORE S&P500 ETF	$22M	29.4K	0.89%	Added(+5.7%)
20	J JPM-PM JPMORGAN CHASE & COMPANY.	$19.6M	59.9K	0.79%	Trimmed(-0.6%)

A

1.AAPL

APPLE INCORPORATED

+3.3%

Value

$92.2M

Shares

318.6K

% Port

3.72%

S

2.SPY

SPDR S&P 500 ETF

+2.3%

Value

$63.4M

Shares

84.9K

% Port

2.56%

N

3.NVDA

NVIDIA CORPORATION

+4.4%

Value

$62.6M

Shares

312.8K

% Port

2.52%

Q

4.QQQ

INVESCO QQQ TR

-4.5%

Value

$58.8M

Shares

79.9K

% Port

2.37%

V

5.VGES

VANGUARD VALUE ETF

+2.2%

Value

$41.9M

Shares

192.2K

% Port

1.69%

V

6.VGES

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

+8.6%

Value

$36.6M

Shares

53.3K

% Port

1.48%

A

7.AMZN

AMAZON COM INCORPORATED

-3.1%

Value

$36.2M

Shares

151.8K

% Port

1.46%

M

8.MSFT

MICROSOFT CORPORATION

-0.3%

Value

$35.8M

Shares

96.1K

% Port

1.44%

S

9.STT-PG

SPDR PORTFOLIO S&P 500 ETF

-2.8%

Value

$30.4M

Shares

345.6K

% Port

1.22%

A

10.AVGO

BROADCOM INCORPORATED

-0.3%

Value

$29.8M

Shares

78.8K

% Port

1.20%

S

11.SCHW-PJ

SCHWAB U.S. LARGE-CAP GROWTH ETF

-0.3%

Value

$28.2M

Shares

833.3K

% Port

1.14%

M

12.MU

MICRON TECHNOLOGY INCORPORATED

+2.7%

Value

$27.7M

Shares

24.0K

% Port

1.12%

C

13.CAT

CATERPILLAR INCORPORATED

+20.0%

Value

$27.3M

Shares

25.6K

% Port

1.10%

S

14.STT-PG

SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

+4.0%

Value

$27.1M

Shares

538.6K

% Port

1.09%

G

15.GOOGN

ALPHABET INCORPORATED CAP STK CLASS A

-3.1%

Value

$24.9M

Shares

69.8K

% Port

1.01%

G

16.GOOGN

ALPHABET INCORPORATED CAP STK CLASS C

+13.6%

Value

$24.7M

Shares

69.9K

% Port

1.00%

V

17.VGES

VANGUARD TOTAL STOCK MARKET ETF

-3.3%

Value

$23.3M

Shares

62.9K

% Port

0.94%

B

18.BX

VANGUARD DIVIDEND APPRECIATION ETF

+1.9%

Value

$23M

Shares

97.3K

% Port

0.93%

E

19.ETHA

ISHARES TR CORE S&P500 ETF

+5.7%

Value

$22M

Shares

29.4K

% Port

0.89%

J

20.JPM-PM

JPMORGAN CHASE & COMPANY.

-0.6%

Value

$19.6M

Shares

59.9K

% Port

0.79%

View full portfolio (997 holdings) →