KINGSWOOD WEALTH ADVISORS, LLC - Portfolio Stock Holdings
KINGSWOOD WEALTH ADVISORS, LLC disclosed 1054 stock positions in a recent SEC 13F filing. $2,476,801,075 of stock holdings were filed, with the largest holdings including AAPL, SPY, and NVDA. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $3,800,734,890 and has 88 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
1054Est. Stock Holding Value:
$2,476,801,075Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - KINGSWOOD WEALTH ADVISORS, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...