KINGSWOOD WEALTH ADVISORS, LLC

Q3 2025 13F Holdings

  • Location
    san diego, CA
  • Num holdings

    790

  • Value ($000)

    $1,652,815

  • Date Filed
    10/23/2025
  • Form type
    13F-HR
  • CIK
    0001987855
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INCORPORATED

COMMON STOCK
037833100
$64.62M
4 %

253,776

S
SPY

SPDR S&P 500 ETF

EXCHANGE TRADED FUND
78462F103
$52.21M
3 %

78,372

N
NVDA

NVIDIA CORPORATION

COMMON STOCK
67066G104
$49.40M
3 %

264,746

M
MSFT

MICROSOFT CORPORATION

COMMON STOCK
594918104
$36.77M
2 %

70,992

S
SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

EXCHANGE TRADED FUND
808524300
$33.85M
2 %

1,060,720

N
NDQ

INVESCO QQQ TR

EXCHANGE TRADED FUND
46090E103
$33.10M
2 %

55,125

A
AMZN

AMAZON COM INCORPORATED

COMMON STOCK
023135106
$27.70M
2 %

126,161

V
VOO

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

EXCHANGE TRADED FUND
922908363
$27.19M
2 %

44,402

G
GBTC

GRAYSCALE BITCOIN TRUST ETF

EXCHANGE TRADED FUND
389637109
$25.58M
2 %

284,948

I
IVV

ISHARES TR CORE S&P500 ETF

EXCHANGE TRADED FUND
464287200
$21.42M
1 %

32,006

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