KINGSWOOD WEALTH ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
San Diego, CA
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
924
Total value ($000)
$2,107,106
Net value change ($000)
+37,806 (1.8%)
New positions
148
Sold out positions
93
Turnover %
6.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TPL 10,222 298.8%
REMX 8,823 NEW
SGOV 5,010 73.2%
FTSM 4,813 NEW
XLE 4,488 86.5%
VAW 3,843 NEW
LB 3,831 541.1%
SCHD 3,426 38.8%
MKTN 3,370 NEW
SNDK 3,293 NEW
Top Reduces (Value $000, Stocks/ETFs)
FPE -9,558 -50.4%
MSFT -9,393 -20.8%
SCHG -8,683 -26.3%
SSO -8,309 -53.8%
AAPL -6,491 -7.7%
SPY -5,579 -9.4%
VGT -5,495 -50.7%
NVDA -5,407 -9.4%
CGGR -5,133 -24.8%
GBTC -4,632 -23.9%
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