KINGSWOOD WEALTH ADVISORS, LLC - Portfolio Stock Holdings
KINGSWOOD WEALTH ADVISORS, LLC disclosed 1055 stock positions in a recent SEC 13F filing. $2,476,945,954 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 on July 27, 2026.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:
1055Est. Stock Holding Value:
$2,476,945,954Top Stock Holdings By Sector
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Portfolio Stock Holdings - KINGSWOOD WEALTH ADVISORS, LLC
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% of Portfolio
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