Institutional Fund
Kingswood Wealth Advisors, LLC
San Diego, CACIK 19878556 filings on record
Portfolio Value
$2.11B
Q1 2026
Holdings
924
Reported positions
New Buys
148
Opened this quarter
QoQ Change
+1.8%
from $2.07B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc3.7%
- Spdr S&P 500 ETF Tr2.6%
- Nvidia Corporation2.5%
- Invesco Qqq Tr2.3%
- Vanguard Index Fds1.8%
- Microsoft Corp1.7%
- Other85.5%
Portfolio Holdings
924 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 308.5K | $78.29M | 3.7% | −3.4K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 83.0K | $53.95M | 2.6% | −4.3K | Reduced |
| 3 | Nvidia Corporation | 299.6K | $52.24M | 2.5% | −9.6K | Reduced |
| 4 | Invesco Qqq Tr | 83.6K | $48.27M | 2.3% | +8.9K | Added |
| 5 | Vanguard Index Fds | 188.1K | $36.91M | 1.8% | −10.1K | Reduced |
| 6 | Microsoft Corp | 96.4K | $35.67M | 1.7% | +3.2K | Added |
| 7 | Amazon Com Inc | 156.7K | $32.64M | 1.5% | +2.2K | Added |
| 8 | Vanguard Index Fds | 49.1K | $29.33M | 1.4% | −103 | Reduced |
| 9 | Spdr Series Trust | 355.5K | $27.17M | 1.3% | −7.4K | Reduced |
| 10 | Broadcom Inc | 79.0K | $24.46M | 1.2% | −613 | Reduced |
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