KINGSWOOD WEALTH ADVISORS, LLC

Q3 2025 13F-HR Detailed Holdings

Location
San Diego, CA
Holdings as of
9/30/2025
Date filed
10/23/2025
Form type
13F-HR
Num holdings
792
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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 7/23/2025 Next filing: 1/28/2026 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 GeoWealth Management 028-02816841