KINGSWOOD WEALTH ADVISORS, LLC

Q3 2026 13F-HR Holdings

Location
San Diego, CA
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
1,024
Total value ($000)
$2,604,759
Net value change ($000)
+124,713 (5.0%)
New positions
129
Sold out positions
100
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK 17,629 490.6%
RSPT 17,262 5107.1%
AAPL 15,868 17.2%
MSFT 12,774 35.6%
EXXONMOBIL HOLDINGS CORPORATION COM SHS 10,859 NEW
MINT 8,025 440.9%
PTH 7,477 NEW
NVDA 5,530 8.8%
GBTC 5,119 40.4%
META 5,076 32.3%
Top Reduces (Value $000, Stocks/ETFs)
REMX -10,909 -97.0%
XOM -8,613 -100.0%
FBND -8,237 -95.2%
SNDK -8,008 -51.6%
ROUNDHILL MEMORY ETF -6,881 -78.8%
NLR -5,924 -84.2%
MTZ -5,039 -47.9%
XLY -4,468 -70.4%
BOTZ -3,778 -88.2%
CAT -3,730 -13.7%
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