13F filer

Kingswood Wealth Advisors

As of Sep 30, 2026 Filed Oct 23, 2026 CIK 1987855 SEC filings ↗

13F Value

$2.60B

Positions

1,024

Top Position

AAPL4.1%

Top 5

13.6%

Latest filing changes

vs Jun 30, 2026

1 SPCX Space Exploration Techn +568.9%+$18.0M

2 RSPT Invesco S&P 500 Equal Weight Technology ETF >999%+$17.3M

3 MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund +442.4%+$8.0M

4 CAIE Calamos Autocallable Income ETF +112.4%+$4.5M

5 GOOG Alphabet Class C +18.3%+$4.4M

Holdings1,024

#
1	AAPL Apple	4.1%	$108.0M	+1.8%	324.5K	3.7%	Common Stock
2	NVDA NVIDIA	2.6%	$68.1M	-4.6%	298.3K	2.5%	Common Stock
3	SPY State Str SPDR S&P 500 ETF T — Tr Unit	2.5%	$65.9M	+1.9%	86.5K	2.6%	ETF
4	QQQ Invesco QQQ Trust, Series 1	2.4%	$62.5M	+5.7%	84.4K	2.4%	ETF
5	MSFT Microsoft	1.9%	$48.6M	-1.3%	94.8K	1.4%	Common Stock
6	VTV Vanguard Morningstar Value Index Fund — ETF Shares	1.6%	$41.9M	+0.8%	193.8K	1.7%	ETF
7	VOO Vanguard 500 Index Fund — ETF Shares	1.6%	$40.5M	+8.4%	57.8K	1.5%	ETF
8	AMZN Amazon	1.5%	$38.4M	+1.6%	154.2K	1.5%	Common Stock
9	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	1.2%	$31.1M	+0.4%	346.8K	1.2%	ETF
10	SCHG Schwab U.S. Large-Cap Growth ETF	1.2%	$30.5M	+1.9%	849.3K	1.1%	ETF
11	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 82,266 reported quantity $28,306,178 reported value	1.1%	$28.3M	+17.9%	82.3K	1.0%	Common Stock
12	AVGO Broadcom	1.1%	$28.2M	+2.0%	80.4K	1.2%	Common Stock
13	GOOG Alphabet Class C	1.1%	$28.2M	+18.3%	82.7K	1.0%	Common Stock
14	SPDW State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	1.1%	$27.5M	+1.6%	547.3K	1.1%	ETF
15	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	0.9%	$24.7M	+5.0%	66.0K	0.9%	ETF
16	MU Micron Technology	0.9%	$24.4M	-4.5%	22.9K	1.1%	Common Stock
17	VIG Vanguard Dividend Appreciation Index Fund — ETF Shares	0.9%	$23.7M	+4.4%	101.6K	0.9%	ETF
18	CAT Caterpillar	0.9%	$23.5M	+13.4%	29.0K	1.1%	Common Stock
19	IVV iShares Core S&P 500 ETF	0.9%	$22.7M	+1.1%	29.7K	0.9%	ETF
20	SPCX Space Exploration Techn	0.8%	$21.2M	+568.9%	140.7K	0.1%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing98

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.