KINGSWOOD WEALTH ADVISORS, LLC

Q3 2025 13F-HR Holdings

Location
San Diego, CA
Holdings as of
9/30/2025
Date filed
10/23/2025
Form type
13F-HR
Num holdings
790
Total value ($000)
$1,652,815
Net value change ($000)
+386,447 (30.5%)
New positions
115
Sold out positions
68
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/23/2025 Next filing: 1/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 19,889 44.5%
LAMR 12,004 NEW
SCHG 9,995 41.9%
QQQ 7,554 29.6%
MSFT 7,326 24.9%
VTV 7,165 81.0%
SPY 7,019 15.5%
FPE 6,903 47.7%
NVDA 6,643 15.5%
SCHD 6,211 416.6%
Top Reduces (Value $000, Stocks/ETFs)
NRG -3,473 -93.3%
BITX -3,271 -20.4%
XVOL -2,198 -100.0%
MSTR -1,989 -13.1%
HL -1,805 -93.3%
TXN -934 -18.2%
LB -881 -29.0%
TPL -878 -15.0%
ELV -659 -23.4%
FSK -644 -27.1%
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