KINGSWOOD WEALTH ADVISORS, LLC

Q2 2025 13F-HR Holdings

Location
San Diego, CA
Holdings as of
6/30/2025
Date filed
7/23/2025
Form type
13F-HR
Num holdings
743
Total value ($000)
$1,266,368
Net value change ($000)
+171,475 (15.7%)
New positions
84
Sold out positions
64
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/25/2025 Next filing: 10/23/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 13,923 44.5%
SSO 11,171 1731.9%
NVDA 11,051 34.9%
FPE 7,172 98.3%
BITX 6,976 77.2%
AVGO 6,552 72.8%
IVV 5,489 44.1%
GBTC 5,280 28.3%
MSFT 5,056 20.7%
SCHG 5,042 26.8%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -3,769 -7.8%
SPOT -3,162 -77.9%
UNH -2,109 -49.4%
SGOV -1,831 -68.0%
TLT -1,243 -36.7%
COWZ -1,029 -60.2%
HQH -892 -100.0%
GLD -876 -15.9%
X -868 -100.0%
FXO -847 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type