KINGSWOOD WEALTH ADVISORS, LLC
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,069,300
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 869 | 2,069,300 | 13F-HR | KINGSWOOD WEALTH ADVISORS, LLC |
| Q3 2025 | 10/23/2025 | 790 | 1,652,815 | 13F-HR | KINGSWOOD WEALTH ADVISORS, LLC |
| Q2 2025 | 7/23/2025 | 743 | 1,266,368 | 13F-HR | KINGSWOOD WEALTH ADVISORS, LLC |
| Q1 2025 | 7/25/2025 | 723 | 1,094,893 | 13F-HR/A - RESTATEMENT | KINGSWOOD WEALTH ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 952.6 K | 46.0% | 182.8 K | 0 | 182.8 K |
| ETFs | 1.117 M | 54.0% | 233.6 K | 0 | 233.6 K |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
2,069,300
Holdings
869
QoQ value change ($000)
416,485
(25.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.