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KINGSWOOD WEALTH ADVISORS, LLC
hedge fundUpdated 13 days agoManaged 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
| Period | Portfolio 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
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $108M | 324.5K | 4.15% | Added(+1.9%) | |
| 2 | $68.1M | 298.3K | 2.62% | Trimmed(-4.7%) | |
| 3 | $65.9M | 86.5K | 2.53% | Added(+1.9%) | |
| 4 | $62.5M | 84.4K | 2.40% | Added(+5.7%) | |
| 5 | $48.6M | 94.8K | 1.87% | Trimmed(-1.4%) | |
| 6 | $41.9M | 193.8K | 1.61% | Added(+0.8%) | |
| 7 | $40.5M | 57.8K | 1.55% | Added(+8.4%) | |
| 8 | $38.4M | 154.2K | 1.48% | Added(+1.6%) | |
| 9 | $31.1M | 346.8K | 1.20% | Added(+0.4%) | |
| 10 | $30.5M | 849.3K | 1.17% | Added(+1.9%) | |
| 11 | $28.3M | 82.3K | 1.09% | Added(+17.9%) | |
| 12 | $28.2M | 80.4K | 1.08% | Added(+2.0%) | |
| 13 | $28.2M | 82.7K | 1.08% | Added(+18.3%) | |
| 14 | $27.5M | 547.3K | 1.05% | Added(+1.6%) | |
| 15 | $24.7M | 66.0K | 0.95% | Added(+5.0%) | |
| 16 | $24.4M | 22.9K | 0.94% | Trimmed(-4.5%) | |
| 17 | $23.7M | 101.6K | 0.91% | Added(+4.4%) | |
| 18 | $23.5M | 29.0K | 0.90% | Added(+13.4%) | |
| 19 | $22.7M | 29.7K | 0.87% | Added(+1.1%) | |
| 20 | $21.2M | 140.7K | 0.81% | Added(+568.9%) |