KINGSWOOD WEALTH ADVISORS, LLC
CIK 1987855
13F filing for Q2 2026・No. 1,446
- Holdings
- US$2.48B
- Quarter change
- +US$372.94M
- Entries
- 997
- Net bought (estimate)
- +US$94.64M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 135
- Sold out 64
- Cut 365
- Added 449
- Corporate actions 6
- Unchanged 46
Largest holdings
995 stocks worth US$2.48B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCommon Stock | Added | 318,568 | US$92.18M | 3.72% |
| SPYSPDR S&P 500 ETFExchange Traded Fund | Added | 84,867 | US$63.38M | 2.56% |
| NVDANvidiaCommon Stock | Added | 312,815 | US$62.59M | 2.52% |
| QQQInvesco QQQExchange Traded Fund | Cut | 79,879 | US$58.82M | 2.37% |
| VANGUARD VALUE ETFExchange Traded Fund | Added | 192,157 | US$41.88M | 1.69% |
| VOOVanguard S&P 500 ETFExchange Traded Fund | Added | 53,321 | US$36.62M | 1.48% |
| AMZNAmazonCommon Stock | Cut | 151,812 | US$36.18M | 1.46% |
| MSFTMicrosoftCommon Stock | Cut | 96,066 | US$35.83M | 1.44% |
| SPDR PORTFOLIO S&P 500 ETFExchange Traded Fund | Cut | 345,568 | US$30.36M | 1.22% |
| AVGOBroadcomCommon Stock | Cut | 78,823 | US$29.78M | 1.20% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.