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KINGSWOOD WEALTH ADVISORS, LLC

hedge fundUpdated 13 days ago

Managed by Kingswood Wealth Advisors, Llc • Latest filing Q3 2026

Portfolio value
$2.6B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
35.9%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$2.1B
Q1 2026$2.1B
Q2 2026$2.5B
Q3 2026$2.6B

Top holdings

1,025 positions as of Q3 2026

View filing
A

APPLE INCORPORATED

+1.9%
Value
$108M
Shares
324.5K
% Port
4.15%
N

NVIDIA CORPORATION

-4.7%
Value
$68.1M
Shares
298.3K
% Port
2.62%
S

SPDR S&P 500 ETF

+1.9%
Value
$65.9M
Shares
86.5K
% Port
2.53%
Q

INVESCO QQQ TR

+5.7%
Value
$62.5M
Shares
84.4K
% Port
2.40%
M

MICROSOFT CORPORATION

-1.4%
Value
$48.6M
Shares
94.8K
% Port
1.87%
V

VANGUARD VALUE ETF

+0.8%
Value
$41.9M
Shares
193.8K
% Port
1.61%
V

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

+8.4%
Value
$40.5M
Shares
57.8K
% Port
1.55%
A

AMAZON COM INCORPORATED

+1.6%
Value
$38.4M
Shares
154.2K
% Port
1.48%
S

SPDR PORTFOLIO S&P 500 ETF

+0.4%
Value
$31.1M
Shares
346.8K
% Port
1.20%
S

SCHWAB U.S. LARGE-CAP GROWTH ETF

+1.9%
Value
$30.5M
Shares
849.3K
% Port
1.17%
G

ALPHABET INCORPORATED CAP STK CLASS A

+17.9%
Value
$28.3M
Shares
82.3K
% Port
1.09%
A

BROADCOM INCORPORATED

+2.0%
Value
$28.2M
Shares
80.4K
% Port
1.08%
G

ALPHABET INCORPORATED CAP STK CLASS C

+18.3%
Value
$28.2M
Shares
82.7K
% Port
1.08%
S

SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

+1.6%
Value
$27.5M
Shares
547.3K
% Port
1.05%
V

VANGUARD TOTAL STOCK MARKET ETF

+5.0%
Value
$24.7M
Shares
66.0K
% Port
0.95%
M

MICRON TECHNOLOGY INCORPORATED

-4.5%
Value
$24.4M
Shares
22.9K
% Port
0.94%
B

VANGUARD DIVIDEND APPRECIATION ETF

+4.4%
Value
$23.7M
Shares
101.6K
% Port
0.91%
C

CATERPILLAR INCORPORATED

+13.4%
Value
$23.5M
Shares
29.0K
% Port
0.90%
E

ISHARES TR CORE S&P500 ETF

+1.1%
Value
$22.7M
Shares
29.7K
% Port
0.87%
S

SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK

+568.9%
Value
$21.2M
Shares
140.7K
% Port
0.81%

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