KINGSWOOD WEALTH ADVISORS, LLC
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 2,604,759
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/23/2026 | 1,024 | 2,604,759 | 13F-HR | KINGSWOOD WEALTH ADVISORS, LLC |
| Q2 2026 | 7/27/2026 | 995 | 2,480,046 | 13F-HR | KINGSWOOD WEALTH ADVISORS, LLC |
| Q1 2026 | 4/28/2026 | 924 | 2,107,106 | 13F-HR | KINGSWOOD WEALTH ADVISORS, LLC |
| 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 | 1.187 M | 45.6% | 45.61 K | 0 | 45.61 K |
| ETFs | 1.418 M | 54.4% | 79.1 K | 0 | 79.1 K |
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Fund Snapshot
Q3 2026
Latest filed
10/23/2026
Total value ($000)
2,604,759
Holdings
1024
QoQ value change ($000)
124,713
(5.0%)
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.