KINGSWOOD WEALTH ADVISORS, LLC - Portfolio Stock Holdings
KINGSWOOD WEALTH ADVISORS, LLC disclosed 1113 stock positions in a recent SEC 13F filing. $2,607,017,178 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and SPY. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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:
Sept. 30, 2026No. of Stocks:
1113Est. Stock Holding Value:
$2,607,017,178Top Stock Holdings By Sector
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Portfolio Stock Holdings - KINGSWOOD WEALTH ADVISORS, LLC
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