KINGSWOOD WEALTH ADVISORS, LLC

Est. AUM

$2.09B

13F long equity, this entity only

Positions

918

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INCORPORATED	Common Stock	$78.3M	308487	3.75%	SOLE
2	SPDR S&P 500 ETF	Exchange Traded Fund	$53.9M	82956	2.59%	SOLE
3	NVIDIA CORPORATION	Common Stock	$52.2M	299550	2.50%	SOLE
4	INVESCO QQQ TR	Exchange Traded Fund	$48.3M	83624	2.31%	SOLE
5	VANGUARD VALUE ETF	Exchange Traded Fund	$36.9M	188101	1.77%	SOLE
6	MICROSOFT CORPORATION	Common Stock	$35.7M	96356	1.71%	SOLE
7	AMAZON COM INCORPORATED	Common Stock	$32.6M	156696	1.56%	SOLE
8	VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW	Exchange Traded Fund	$29.3M	49086	1.41%	SOLE
9	SPDR PORTFOLIO S&P 500 ETF	Exchange Traded Fund	$27.2M	355476	1.30%	SOLE
10	BROADCOM INCORPORATED	Common Stock	$24.5M	79027	1.17%	SOLE
11	SCHWAB U.S. LARGE-CAP GROWTH ETF	Exchange Traded Fund	$24.3M	835595	1.17%	SOLE
12	SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	Exchange Traded Fund	$23.6M	517962	1.13%	SOLE
13	VANGUARD TOTAL STOCK MARKET ETF	Exchange Traded Fund	$20.9M	65052	1.00%	SOLE
14	ALPHABET INCORPORATED CAP STK CLASS A	Common Stock	$20.7M	71966	0.99%	SOLE
15	VANGUARD DIVIDEND APPRECIATION ETF	Exchange Traded Fund	$20.5M	95461	0.98%	SOLE
16	ISHARES TR CORE S&P500 ETF	Exchange Traded Fund	$18.1M	27772	0.87%	SOLE
17	JPMORGAN CHASE & COMPANY.	Common Stock	$17.7M	60322	0.85%	SOLE
18	ALPHABET INCORPORATED CAP STK CLASS C	Common Stock	$17.6M	61495	0.85%	SOLE
19	CAPITAL GROUP GROWTH ETF SHS CREATION UNIT	Exchange Traded Fund	$15.6M	387536	0.75%	SOLE
20	META PLATFORMS INCORPORATED CLASS A	Common Stock	$15.3M	26752	0.73%	SOLE
21	CATERPILLAR INCORPORATED	Common Stock	$15.1M	21351	0.73%	SOLE
22	GRAYSCALE BITCOIN TRUST ETF	Exchange Traded Fund	$14.8M	279960	0.71%	SOLE
23	TESLA INCORPORATED	Common Stock	$13.7M	36865	0.66%	SOLE
24	TEXAS PACIFIC LAND CORPORATION	Common Stock	$13.6M	28748	0.65%	SOLE
25	WALMART INCORPORATED	Common Stock	$13.3M	107360	0.64%	SOLE
26	JPMORGAN EQUITY PREMIUM INCOME ETF	Exchange Traded Fund	$13.0M	229372	0.62%	SOLE
27	PALANTIR TECHNOLOGIES INCORPORATED CLASS A	Common Stock	$12.9M	88063	0.62%	SOLE
28	LAMAR ADVERTISING COMPANY NEW CLASS A REIT	Real Estate Investment Trust	$12.3M	97493	0.59%	SOLE
29	BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B	Common Stock	$12.3M	25665	0.59%	SOLE
30	SCHWAB US DIVIDEND EQUITY ETF	Exchange Traded Fund	$12.3M	399685	0.59%	SOLE
31	JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF	Exchange Traded Fund	$12.3M	220722	0.59%	SOLE
32	VANGUARD SMALL-CAP ETF	Exchange Traded Fund	$11.5M	43816	0.55%	SOLE
33	EXXON MOBIL CORPORATION	Common Stock	$11.4M	67364	0.55%	SOLE
34	CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT	Exchange Traded Fund	$11.0M	287149	0.53%	SOLE
35	ISHARES TR CORE US AGGBD ET	Exchange Traded Fund	$10.9M	109355	0.52%	SOLE
36	NEXTERA ENERGY INCORPORATED	Common Stock	$10.5M	112530	0.50%	SOLE
37	SPDR FINANCIAL SELECT SECTOR FUND	Exchange Traded Fund	$10.3M	208061	0.49%	SOLE
38	COSTCO WHOLESALE CORPORATION NEW	Common Stock	$10.0M	10079	0.48%	SOLE
39	SPDR ENERGY SELECT SECTOR FUND	Exchange Traded Fund	$9.7M	157920	0.46%	SOLE
40	ISHARES TR SELECT DIVID ETF	Exchange Traded Fund	$9.5M	62958	0.46%	SOLE
41	SPDR GOLD SHARES	Exchange Traded Fund	$9.5M	22105	0.46%	SOLE
42	EATON CORPORATION PLC SHS	Common Stock	$9.4M	26362	0.45%	SOLE
43	FIRST TRUST PREFERRED SECURITIES AND INCOME ETF	Exchange Traded Fund	$9.4M	529304	0.45%	SOLE
44	MASTEC INCORPORATED	Common Stock	$8.9M	27808	0.43%	SOLE
45	VANECK RARE EARTH AND STRATEGIC METALS	Exchange Traded Fund	$8.8M	100259	0.42%	SOLE
46	FIRST TRUST CAPITAL STRENGTH ETF	Exchange Traded Fund	$8.4M	90333	0.40%	SOLE
47	FIDELITY TOTAL BOND ETF	Exchange Traded Fund	$8.3M	181298	0.40%	SOLE
48	ISHARES TR U.S. TECH ETF	Exchange Traded Fund	$8.1M	44706	0.39%	SOLE
49	VANGUARD HIGH DIVIDEND YIELD ETF	Exchange Traded Fund	$8.1M	54752	0.39%	SOLE
50	MICRON TECHNOLOGY INCORPORATED	Common Stock	$7.9M	23385	0.38%	SOLE

1–50 of 918

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.