KINGSWOOD WEALTH ADVISORS, LLC

Q2 2026 13F-HR Detailed Holdings

Location
San Diego, CA
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
997
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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 4/28/2026 Next filing: — 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 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.
Filter:
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 028-16841
2 EUDAIMONIA ASSET MANAGEMENT