Kingswood Wealth Advisors
Kingswood Wealth Advisors reported 1,024 stocks worth $2.6B in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are AAPL (4.2%), NVDA (2.6%) and SPY (2.5%). Compared with Q2 2026, the fund opened new positions in XOM and PTH, added to AAPL, SPY and QQQ, trimmed NVDA, MSFT and MU and sold out of XOM, NFLT and FTSM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $108M | 4.2% | 324K | +5,885 (+2%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $68.1M | 2.6% | 298K | −15K (−5%) | 8 of 8 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $65.9M | 2.5% | 86K | +1,585 (+2%) | 8 of 8 | |
| 4 |  QQQ Invesco Qqq TR | $62.5M | 2.4% | 84K | +4,547 (+6%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $48.6M | 1.9% | 95K | −1,296 (−1%) | 8 of 8 | |
| 6 |  VTV Vanguard Index Fds | $41.9M | 1.6% | 194K | +1,627 (+1%) | 8 of 8 | |
| 7 |  VOO Vanguard S&P 500 ETF | $40.5M | 1.6% | 58K | +4,462 (+8%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $38.4M | 1.5% | 154K | +2,410 (+2%) | 8 of 8 | |
| 9 |  SPYM Spdr Series Trust | $31.1M | 1.2% | 347K | +1,246 (+0%) | 8 of 8 | |
| 10 |  SCHG Schwab Strategic TR | $30.5M | 1.2% | 849K | +16K (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $8.6M | 63K |
 NFLT Etfis Ser TR I | $3.3M | 143K |
DIMENSIONAL ETF TRUST | $3.1M | 79K |
 FTSM First TR Exchange-Traded FD | $2.8M | 47K |
 OKE Oneok Inc New | $1.4M | 17K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kingswood Wealth Advisors 13F FAQ
What does Kingswood Wealth Advisors own?
Kingswood Wealth Advisors reported 1,024 stocks worth $2.6B in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are AAPL (4.2%), NVDA (2.6%) and SPY (2.5%). The table above lists every position in the filing (the top 10 without an account).
What did Kingswood Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 129 new positions, 504 added to, 322 trimmed and 100 sold out. New positions include XOM and PTH. It sold all of XOM, NFLT and FTSM.
When will Kingswood Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Kingswood Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $2.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.