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
AAPL
AAPL

APPLE INCORPORATED

COMMON STOCK
037833100
$64.62M
4 %

253,776

SPY
SPY

SPDR S&P 500 ETF

EXCHANGE TRADED FUND
78462F103
$52.21M
3 %

78,372

NVDA
NVDA

NVIDIA CORPORATION

COMMON STOCK
67066G104
$49.40M
3 %

264,746

MSFT
MSFT

MICROSOFT CORPORATION

COMMON STOCK
594918104
$36.77M
2 %

70,992

SCHG
SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

EXCHANGE TRADED FUND
808524300
$33.85M
2 %

1,060,720

NDQ
NDQ

INVESCO QQQ TR

EXCHANGE TRADED FUND
46090E103
$33.10M
2 %

55,125

AMZN
AMZN

AMAZON COM INCORPORATED

COMMON STOCK
023135106
$27.70M
2 %

126,161

VOO
VOO

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

EXCHANGE TRADED FUND
922908363
$27.19M
2 %

44,402

GBTC
GBTC

GRAYSCALE BITCOIN TRUST ETF

EXCHANGE TRADED FUND
389637109
$25.58M
2 %

284,948

IVV
IVV

ISHARES TR CORE S&P500 ETF

EXCHANGE TRADED FUND
464287200
$21.42M
1 %

32,006

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