KINGSWOOD WEALTH ADVISORS, LLC
Q3 2026 13F filing
Updated 13 days ago1,025 disclosed positions worth $2.6B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INCORPORATED | $108M | 324.5K | 4.15% | Added(+1.9%) |
| 2 | N NVIDIA CORPORATION | $68.1M | 298.3K | 2.62% | Trimmed(-4.7%) |
| 3 | S SPDR S&P 500 ETF | $65.9M | 86.5K | 2.53% | Added(+1.9%) |
| 4 | Q INVESCO QQQ TR | $62.5M | 84.4K | 2.40% | Added(+5.7%) |
| 5 | M MICROSOFT CORPORATION | $48.6M | 94.8K | 1.87% | Trimmed(-1.4%) |
| 6 | V VANGUARD VALUE ETF | $41.9M | 193.8K | 1.61% | Added(+0.8%) |
| 7 | V VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $40.5M | 57.8K | 1.55% | Added(+8.4%) |
| 8 | A AMAZON COM INCORPORATED | $38.4M | 154.2K | 1.48% | Added(+1.6%) |
| 9 | S SPDR PORTFOLIO S&P 500 ETF | $31.1M | 346.8K | 1.20% | Added(+0.4%) |
| 10 | S SCHWAB U.S. LARGE-CAP GROWTH ETF | $30.5M | 849.3K | 1.17% | Added(+1.9%) |
| 11 | G ALPHABET INCORPORATED CAP STK CLASS A | $28.3M | 82.3K | 1.09% | Added(+17.9%) |
| 12 | A BROADCOM INCORPORATED | $28.2M | 80.4K | 1.08% | Added(+2.0%) |
| 13 | G ALPHABET INCORPORATED CAP STK CLASS C | $28.2M | 82.7K | 1.08% | Added(+18.3%) |
| 14 | S SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $27.5M | 547.3K | 1.05% | Added(+1.6%) |
| 15 | V VANGUARD TOTAL STOCK MARKET ETF | $24.7M | 66.0K | 0.95% | Added(+5.0%) |
| 16 | M MICRON TECHNOLOGY INCORPORATED | $24.4M | 22.9K | 0.94% | Trimmed(-4.5%) |
| 17 | B VANGUARD DIVIDEND APPRECIATION ETF | $23.7M | 101.6K | 0.91% | Added(+4.4%) |
| 18 | C CATERPILLAR INCORPORATED | $23.5M | 29.0K | 0.90% | Added(+13.4%) |
| 19 | E ISHARES TR CORE S&P500 ETF | $22.7M | 29.7K | 0.87% | Added(+1.1%) |
| 20 | S SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK | $21.2M | 140.7K | 0.81% | Added(+568.9%) |
| 21 | M META PLATFORMS INCORPORATED CLASS A | $20.8M | 28.7K | 0.80% | Added(+2.8%) |
| 22 | J JPMORGAN CHASE & COMPANY. | $20.2M | 61.0K | 0.77% | Added(+1.7%) |
| 23 | G GRAYSCALE BITCOIN TRUST ETF | $17.8M | 275.4K | 0.68% | Trimmed(-1.1%) |
| 24 | I INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $17.6M | 267.2K | 0.68% | Added(+5005.7%) |
| 25 | C CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | $16.8M | 354.9K | 0.65% | Trimmed(-4.3%) |
| 26 | T TESLA INCORPORATED | $15.9M | 44.7K | 0.61% | Added(+10.6%) |
| 27 | P PALANTIR TECHNOLOGIES INCORPORATED CLASS A | $15.8M | 84.5K | 0.61% | Trimmed(-12.6%) |
| 28 | S SCHWAB US DIVIDEND EQUITY ETF | $15.3M | 469.9K | 0.59% | Added(+24.2%) |
| 29 | V VANGUARD SMALL-CAP ETF | $15.1M | 53.2K | 0.58% | Added(+8.7%) |
| 30 | J JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $15M | 244.1K | 0.57% | Added(+0.7%) |
| 31 | J JPMORGAN EQUITY PREMIUM INCOME ETF | $14.5M | 258.7K | 0.56% | Added(+8.7%) |
| 32 | A ADVANCED MICRO DEVICES INCORPORATED | $14.3M | 23.3K | 0.55% | Added(+3.1%) |
| 33 | L LAMAR ADVERTISING COMPANY NEW CLASS A | $14M | 97.2K | 0.54% | Trimmed(-0.1%) |
| 34 | E ISHARES TR U.S. TECH ETF | $12.6M | 47.7K | 0.48% | Added(+3.7%) |
| 35 | B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $12M | 24.1K | 0.46% | Trimmed(-4.7%) |
| 36 | C CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT | $11.7M | 262.0K | 0.45% | Trimmed(-6.2%) |
| 37 | G SPDR GOLD SHARES | $11.5M | 30.2K | 0.44% | Added(+11.6%) |
| 38 | E EATON CORPORATION PLC SHS | $11.3M | 26.2K | 0.43% | Added(+2.3%) |
| 39 | W WALMART INCORPORATED | $11.1M | 107.3K | 0.43% | Trimmed(-2.8%) |
| 40 | X EXXONMOBIL HOLDINGS CORPORATION COM SHS | $10.9M | 66.7K | 0.42% | — |
| 41 | L ELI LILLY & COMPANY | $10.8M | 9.3K | 0.41% | Added(+3.0%) |
| 42 | E ISHARES TR SELECT DIVID ETF | $10.5M | 69.4K | 0.40% | Added(+5.0%) |
| 43 | J JPMORGAN INCOME ETF | $10.5M | 233.6K | 0.40% | Added(+69.5%) |
| 44 | D SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $10.4M | 20.5K | 0.40% | Added(+22.6%) |
| 45 | E ISHARES TR CORE US AGGBD ET | $10.2M | 108.1K | 0.39% | Trimmed(-1.3%) |
| 46 | A ABBVIE INCORPORATED | $9.9M | 38.0K | 0.38% | Added(+2.5%) |
| 47 | P PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $9.8M | 97.9K | 0.38% | Added(+442.4%) |
| 48 | J JOHNSON & JOHNSON | $9.7M | 36.5K | 0.37% | Trimmed(-1.0%) |
| 49 | G GOLDMAN SACHS GROUP INCORPORATED | $9.5M | 10.6K | 0.37% | Added(+58.1%) |
| 50 | K PROSHARES ULTRA S&P500 | $9.3M | 134.0K | 0.36% | Trimmed(-1.3%) |