KINGSWOOD WEALTH ADVISORS, LLC
Q2 2026 13F filing
Updated 45 days ago997 disclosed positions worth $2.5B
Full holdings
Every line item disclosed in Q2 2026
| # | 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%) |
| 21 | C COF-PN CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | $17.5M | 370.7K | 0.71% | Trimmed(-4.3%) |
| 22 | T TSLA TESLA INCORPORATED | $17M | 40.4K | 0.69% | Added(+9.6%) |
| 23 | M META META PLATFORMS INCORPORATED CLASS A | $15.7M | 27.9K | 0.63% | Added(+4.2%) |
| 24 | S SNDK SANDISK CORPORATION | $15.5M | 6.8K | 0.63% | Added(+31.8%) |
| 25 | L LAMR LAMAR ADVERTISING COMPANY NEW CLASS A REIT | $15.2M | 97.3K | 0.61% | Trimmed(-0.2%) |
| 26 | J JPM-PM JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $14.9M | 242.3K | 0.60% | Added(+9.8%) |
| 27 | V VGES VANGUARD SMALL-CAP ETF | $14.8M | 49.0K | 0.60% | Added(+11.7%) |
| 28 | J JPM-PM JPMORGAN EQUITY PREMIUM INCOME ETF | $13.4M | 237.9K | 0.54% | Added(+3.7%) |
| 29 | A AMD ADVANCED MICRO DEVICES INCORPORATED | $13.1M | 22.6K | 0.53% | Trimmed(-8.4%) |
| 30 | G GBTC GRAYSCALE BITCOIN TRUST ETF | $12.7M | 278.4K | 0.51% | Trimmed(-0.6%) |
| 31 | B BRK-A BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $12.6M | 25.3K | 0.51% | Trimmed(-1.6%) |
| 32 | W WMT WALMART INCORPORATED | $12.5M | 110.4K | 0.50% | Added(+2.8%) |
| 33 | C COF-PN CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT | $12.4M | 279.4K | 0.50% | Trimmed(-2.7%) |
| 34 | S SCHW-PJ SCHWAB US DIVIDEND EQUITY ETF | $12M | 378.2K | 0.48% | Trimmed(-5.4%) |
| 35 | E ETHA ISHARES TR U.S. TECH ETF | $11.6M | 46.0K | 0.47% | Added(+2.9%) |
| 36 | P PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A | $11.3M | 96.6K | 0.45% | Added(+9.7%) |
| 37 | ? N/A VANECK RARE EARTH AND STRATEGIC METALS | $11.2M | 127.1K | 0.45% | Added(+26.8%) |
| 38 | H HODL VANECK SEMICONDUCTOR ETF | $11.2M | 17.0K | 0.45% | Added(+36.2%) |
| 39 | E ETN EATON CORPORATION PLC SHS | $10.9M | 25.7K | 0.44% | Trimmed(-2.7%) |
| 40 | L LLY ELI LILLY & COMPANY | $10.9M | 9.1K | 0.44% | Added(+7.7%) |
| 41 | E ETHA ISHARES TR CORE US AGGBD ET | $10.8M | 109.5K | 0.44% | Added(+0.1%) |
| 42 | M MTZ MASTEC INCORPORATED | $10.5M | 25.3K | 0.42% | Trimmed(-9.0%) |
| 43 | E ETHA ISHARES TR SELECT DIVID ETF | $10.3M | 66.0K | 0.42% | Added(+4.9%) |
| 44 | G GLD SPDR GOLD SHARES | $10M | 27.0K | 0.40% | Added(+22.4%) |
| 45 | N NEE-PS NEXTERA ENERGY INCORPORATED | $9.9M | 113.3K | 0.40% | Added(+0.7%) |
| 46 | J JNJ JOHNSON & JOHNSON | $9.4M | 36.9K | 0.38% | Added(+19.6%) |
| 47 | C COST COSTCO WHOLESALE CORPORATION NEW | $9.4M | 10.0K | 0.38% | Trimmed(-0.8%) |
| 48 | A ABBV ABBVIE INCORPORATED | $9.3M | 37.0K | 0.38% | Added(+2.9%) |
| 49 | T TPL TEXAS PACIFIC LAND CORPORATION | $9.2M | 21.1K | 0.37% | Trimmed(-26.8%) |
| 50 | K KOLD PROSHARES ULTRA S&P500 | $9.1M | 135.7K | 0.37% | Trimmed(-1.3%) |