Holdings of KINGSWOOD WEALTH ADVISORS, LLC

Name: Holdings of KINGSWOOD WEALTH ADVISORS, LLC
Creator: Titelia

772 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 21.6 % of the equity sleeve

Sector breakdown

Technology 15.0 %
Funds 7.2 %
Industrials 5.2 %
Financials 4.4 %
Consumer discretionary 3.9 %
Communication 3.8 %
Health care 3.0 %
Consumer staples 2.4 %
Energy 1.6 %
Utilities 1.6 %
Materials 0.5 %
Real estate 0.4 %
Unattributed 50.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 99.3 %
TW 0.3 %
GB 0.2 %
NL 0.1 %
DK 0.0 %
DE 0.0 %
IL 0.0 %
CA 0.0 %
JP 0.0 %
IE 0.0 %
KY 0.0 %
ES 0.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	756	1.9B $	99.31 %
2	TW	1	5.8M $	0.30 %
3	GB	5	3.5M $	0.18 %
4	NL	1	2.2M $	0.11 %
5	DK	1	405.2K $	0.02 %
6	DE	1	297.2K $	0.02 %
7	IL	1	263.1K $	0.01 %
8	CA	1	252.8K $	0.01 %
9	JP	1	224.5K $	0.01 %
10	IE	1	223K $	0.01 %
11	KY	2	218.1K $	0.01 %
12	ES	1	157.9K $	0.01 %

Positions

Rank	Company	Shares	Value
1	Apple Inc	308,487	78.3M $
2	State Street SPDR S&P 500 ETF Trust	82,956	53.9M $
3	NVIDIA Corp	299,550	52.2M $
4	Invesco QQQ Trust Series 1	83,624	48.3M $
5	Vanguard Value ETF	188,101	36.9M $
6	Microsoft Corp	96,356	35.7M $
7	Amazon.com Inc	156,696	32.6M $
8	Vanguard S&P 500 ETF	49,086	29.3M $
9	SPDR Series Trust	355,476	27.2M $
10	Broadcom Inc	79,027	24.5M $
11	Schwab Strategic Trust	835,595	24.3M $
12	State Street SPDR Portfolio Developed World ex-US ETF	517,962	23.6M $
13	Vanguard Total Stock Market ETF	65,052	20.9M $
14	Alphabet Inc	71,966	20.7M $
15	VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF	95,461	20.5M $
16	iShares Core S&P 500 ETF	27,772	18.1M $
17	JPMorgan Chase & Co	60,322	17.7M $
18	Alphabet Inc	61,495	17.6M $
19	Capital Group Growth ETF	387,536	15.6M $
20	Meta Platforms Inc	26,752	15.3M $
21	Caterpillar Inc	21,351	15.1M $
22	Grayscale Bitcoin Trust ETF	279,960	14.8M $
23	Tesla Inc	36,865	13.7M $
24	Texas Pacific Land Corp	28,748	13.6M $
25	Walmart Inc	107,360	13.3M $
26	J P Morgan Exchange Traded Fund Trust	229,372	13M $
27	Palantir Technologies Inc	88,063	12.9M $
28	Lamar Advertising Co	97,493	12.3M $
29	Berkshire Hathaway Inc	25,665	12.3M $
30	Schwab US Dividend Equity ETF	399,685	12.3M $
31	J P Morgan Exchange Traded Fund Trust	220,722	12.3M $
32	iShares Trust	117,777	11.9M $
33	Vanguard Small-Cap ETF	43,816	11.5M $
34	Exxon Mobil Corp	67,364	11.4M $
35	CAPITAL GROUP CORE EQUITY ETF	287,149	11M $
36	iShares Core U.S. Aggregate Bond ETF	109,355	10.9M $
37	NextEra Energy Inc	112,530	10.5M $
38	Select Sector Spdr Trust	208,061	10.3M $
39	Costco Wholesale Corp	10,079	10M $
40	Select Sector Spdr Trust	157,920	9.7M $
41	iShares Select Dividend ETF	62,958	9.5M $
42	SPDR Gold Shares	22,105	9.5M $
43	First Trust Exchange-Traded Fund III	529,304	9.4M $
44	MasTec Inc	27,808	8.9M $
45	VanEck Rare Earth and Strategi	100,259	8.8M $
46	Fidelity Total Bond ETF	181,298	8.3M $
47	iShares U.S. Technology ETF	44,706	8.1M $
48	Vanguard High Dividend Yield E	54,752	8.1M $
49	Micron Technology Inc	23,385	7.9M $
50	AbbVie Inc	36,009	7.8M $
51	Eli Lilly & Co	8,415	7.7M $
52	Johnson & Johnson	30,809	7.5M $
53	Vanguard Mid-Cap ETF	25,834	7.4M $
54	iShares MSCI USA Min Vol Factor ETF	79,801	7.4M $
55	Home Depot Inc/The	22,459	7.4M $
56	State Street Spdr Dow Jones Industrial Average Etf Trust	15,930	7.4M $
57	ProShares Ultra S&P500	137,447	7.1M $
58	First Trust Exchange-Traded Fund III	101,043	7.1M $
59	Parker-Hannifin Corp	7,913	7.1M $
60	Vanguard FTSE Developed Markets ETF	109,282	7M $
61	Southern Co/The	71,755	6.9M $
62	Chevron Corp	32,948	6.8M $
63	iShares Core Dividend Growth ETF	96,710	6.8M $
64	SPDR Series Trust	73,635	6.7M $
65	Fidelity Wise Origin Bitcoin Fund	111,984	6.6M $
66	RTX Corp	33,856	6.5M $
67	Vanguard Growth ETF	14,941	6.5M $
68	Netflix Inc	65,869	6.3M $
69	Invesco S&P 500 Revenue ETF	55,082	6.3M $
70	iShares MSCI USA Momentum Factor ETF	26,209	6.3M $
71	State Street SPDR S&P Dividend ETF	42,626	6.2M $
72	WisdomTree Trust	70,172	6.2M $
73	Vanguard Large-Cap ETF	20,314	6.1M $
74	Coca-Cola Co/The	79,722	6.1M $
75	Goldman Sachs Group Inc/The	6,921	5.9M $
76	JPMorgan Income ETF	126,169	5.8M $
77	iShares Bitcoin Trust ETF	151,252	5.8M $
78	Taiwan Semiconductor Manufacturing Co Ltd	17,046	5.8M $
79	iShares Russell 1000 Growth ETF	13,380	5.7M $
80	First Trust Rising Dividend Achievers ETF	82,955	5.7M $
81	iShares Trust	44,191	5.7M $
82	iShares Global 100 ETF	45,548	5.5M $
83	International Business Machines Corp.	22,483	5.4M $
84	VanEck Uranium and Nuclear ETF	40,699	5.4M $
85	Visa Inc	17,924	5.4M $
86	Vanguard Information Technology ETF	7,655	5.3M $
87	Tidal Trust I	220,925	5.3M $
88	Bank of America Corp	107,193	5.2M $
89	Lockheed Martin Corp	8,559	5.2M $
90	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	31,310	5.1M $
91	Strategy Inc	40,996	5.1M $
92	Capital Group Dividend Value ETF	120,178	5.1M $
93	Boeing Co/The	25,366	5M $
94	Advanced Micro Devices Inc	24,718	5M $
95	Verizon Communications Inc	99,240	5M $
96	Vanguard Index Funds	16,412	5M $
97	Air Products and Chemicals Inc	16,584	4.8M $
98	First Trust Exchange-Traded Fund IV	80,505	4.8M $
99	VanEck Semiconductor ETF	12,491	4.8M $
100	iShares MSCI EAFE Growth ETF	42,691	4.8M $