KINGSWOOD WEALTH ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
San Diego, CA
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
995
Total value ($000)
$2,480,046
Net value change ($000)
+372,940 (17.7%)
New positions
135
Sold out positions
64
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 19,831 251.0%
AAPL 13,890 17.7%
SNDK 12,234 371.5%
CAT 12,149 80.3%
SSO 11,154 156.4%
QQQ 10,557 21.9%
NVDA 10,349 19.8%
SPY 9,428 17.5%
ROUNDHILL MEMORY ETF 8,732 NEW
AMD 8,119 161.5%
Top Reduces (Value $000, Stocks/ETFs)
SGOV -8,362 -70.5%
XLE -4,945 -51.1%
TPL -4,430 -32.5%
HON -3,657 -100.0%
VDC -3,086 -100.0%
COAL -3,054 -100.0%
FPE -2,942 -31.3%
XOM -2,816 -24.6%
CIBR -2,407 -57.8%
IBIT -2,344 -40.3%
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