KINGSWOOD WEALTH ADVISORS, LLC

Q4 2025 13F-HR Holdings

Location
San Diego, CA
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
869
Total value ($000)
$2,069,300
Net value change ($000)
+416,485 (25.2%)
New positions
137
Sold out positions
58
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 10/23/2025 Next filing: 4/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SPYM 26,582 1046.5%
VTV 21,847 136.4%
CGGR 20,708 NEW
AAPL 20,163 31.2%
SPDW 18,588 396.2%
QQQ 12,780 38.6%
VTI 12,716 178.4%
VIG 10,946 120.5%
CGUS 8,896 357.0%
AVGO 8,680 46.0%
Top Reduces (Value $000, Stocks/ETFs)
MSTR -6,720 -50.8%
BITX -6,243 -49.0%
GBTC -6,177 -24.1%
IVV -3,775 -17.6%
FPE -2,419 -11.3%
SJT -1,892 -63.7%
ESGU -1,765 -77.1%
TPL -1,549 -31.2%
LB -1,445 -67.1%
SMR -1,146 -77.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type