Kingswood Wealth Advisors, LLC reported 469 positions worth $1.23B for the quarter ended Sep 30, 2026, up 5.4% on the prior quarter. It opened 51 new positions, added to 262, trimmed 146 and exited 58. Its largest holding is Apple Inc. at 8.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +119.6K | +568.9% | $18.05M | 1.73% |
| GOOG Alphabet Inc. | +12.8K | +18.3% | $4.36M | 2.29% |
| GOOGL Alphabet Inc. | +12.5K | +17.9% | $4.31M | 2.31% |
| GS Goldman Sachs Group Inc | +3,895 | +58.2% | $3.51M | 0.777% |
| CAT Caterpillar Inc | +3,426 | +13.4% | $2.78M | 1.92% |
| AAPL Apple Inc. | +5,885 | +1.8% | $1.96M | 8.8% |
| ARCC Ares Capital Corp | +102.1K | +313.6% | $1.95M | 0.21% |
| TSLA Tesla, Inc. | +4,284 | +10.6% | $1.52M | 1.29% |
| CRWD CrowdStrike Holdings, Inc. | +5,629 | +25.5% | $1.49M | 0.597% |
| IBIT iShares Bitcoin Trust ETF | +25.8K | +24.8% | $1.22M | 0.501% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SNDK Sandisk Corp | -2,507 | -36.7% | $4.36M | 0.613% |
| NVDA Nvidia Corp | -14.5K | -4.6% | $3.32M | 5.55% |
| PLTR Palantir Technologies Inc. | -12.1K | -12.5% | $2.27M | 1.29% |
| FCEL Fuelcell Energy Inc | -33.9K | -100.0% | $1.22M | Exited |
| MU Micron Technology Inc | -1,084 | -4.5% | $1.15M | 1.99% |
| MPC Marathon Petroleum Corp | -2,859 | -22.0% | $1.13M | 0.326% |
| GLW Corning Inc | -6,488 | -30.7% | $997.58K | 0.183% |
| IBM International Business Machines Corp | -4,087 | -18.1% | $898.83K | 0.331% |
| SPXC SPX Technologies, Inc. | -2,833 | -100.0% | $694.57K | Exited |
| MSFT Microsoft Corp | -1,296 | -1.3% | $664.72K | 3.96% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| LSCC Lattice Semiconductor Corp | +9,213 | $1.16M | 0.094% |
| CGNX Cognex Corp | +13.0K | $790.15K | 0.064% |
| SANM Sanmina Corp | +2,850 | $612.49K | 0.05% |
| LKNCY Luckin Coffee Inc. | +14.9K | $505.63K | 0.041% |
| SMMT Summit Therapeutics Inc. | +28.5K | $481.58K | 0.039% |
| SWK Stanley Black & Decker, Inc. | +4,993 | $442.34K | 0.036% |
| PGR Progressive Corp | +1,884 | $390.49K | 0.032% |
| MDB MongoDB, Inc. | +1,090 | $379.99K | 0.031% |
| SJM J M SMUCKER Co | +2,959 | $351.85K | 0.029% |
| MRNA Moderna, Inc. | +1,806 | $347.85K | 0.028% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| FCEL Fuelcell Energy Inc | -33.9K | $1.22M | 0.105% |
| SPXC SPX Technologies, Inc. | -2,833 | $694.57K | 0.06% |
| IRDM Iridium Communications Inc. | -11.4K | $626.15K | 0.054% |
| ON On Semiconductor Corp | -6,197 | $585.86K | 0.05% |
| CIFR Cipher Digital Inc. | -21.9K | $535.33K | 0.046% |
| STZ Constellation Brands, Inc. | -3,806 | $529.44K | 0.045% |
| CTAS Cintas Corp | -3,102 | $527.66K | 0.045% |
| PSEC Prospect Capital Corp | -228.1K | $526.89K | 0.045% |
| BTDR Bitdeer Technologies Group | -27.7K | $440.19K | 0.038% |
| RPC Ridgepost Capital, Inc. | -51.3K | $403.50K | 0.035% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 324.5K | $108.05M | 8.8% | +5,885 | +1.8% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 298.3K | $68.12M | 5.55% | -14.5K | -4.6% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 94.8K | $48.61M | 3.96% | -1,296 | -1.3% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 154.2K | $38.42M | 3.13% | +2,410 | +1.6% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 82.3K | $28.31M | 2.31% | +12.5K | +17.9% | Added | 0% |
| 6 | AVGO Broadcom Inc. | Technology | 80.4K | $28.23M | 2.3% | +1,562 | +2.0% | Added | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 82.7K | $28.17M | 2.29% | +12.8K | +18.3% | Added | 0% |
| 8 | MU Micron Technology Inc | Technology | 22.9K | $24.43M | 1.99% | -1,084 | -4.5% | Reduced | 0% |
| 9 | CAT Caterpillar Inc | Industrials | 29.0K | $23.54M | 1.92% | +3,426 | +13.4% | Added | 0.01% |
| 10 | SPCX Space Exploration Technologies Corp | Industrials | 140.7K | $21.22M | 1.73% | +119.6K | +568.9% | Added | 0% |
| 11 | META Meta Platforms, Inc. | Technology | 28.7K | $20.78M | 1.69% | +776 | +2.8% | Added | 0% |
| 12 | JPM Jpmorgan Chase & Co | Financial Services | 61.0K | $20.18M | 1.64% | +1,041 | +1.7% | Added | 0% |
| 13 | GBTC Grayscale Bitcoin Trust ETF | Financial Services | 275.4K | $17.79M | 1.45% | -2,943 | -1.1% | Reduced | 0.15% |
| 14 | TSLA Tesla, Inc. | Consumer Discretionary | 44.7K | $15.85M | 1.29% | +4,284 | +10.6% | Added | 0% |
| 15 | PLTR Palantir Technologies Inc. | Technology | 84.5K | $15.80M | 1.29% | -12.1K | -12.5% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Kingswood Wealth Advisors.
As of its Q3 2026 13F filing, Kingswood Wealth Advisors, LLC’s five largest positions were Apple Inc. (AAPL) at 8.8%, Nvidia Corp (NVDA) at 5.6%, Microsoft Corp (MSFT) at 4.0%, Amazon Com Inc (AMZN) at 3.1%, Alphabet Inc. (GOOGL) at 2.3% of the reported portfolio.
Kingswood Wealth Advisors, LLC reported a 13F portfolio worth $1.23B across 469 positions for Q3 2026. That is up 5.4% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($18.05M), Alphabet Inc. ($4.36M), Alphabet Inc. ($4.31M). It opened 51 new positions.
Its largest sales by value were Sandisk Corp ($4.36M), Nvidia Corp ($3.32M), Palantir Technologies Inc. ($2.27M). It exited 58 positions entirely.
From the Form 13F-HR reports Kingswood Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.