Managers / Q3 2025 · view latest →
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855 · 11440 W. BERNARDO CT., SUITE300, SAN DIEGO, CA, 92127 · 8005356981
Reported Value
$1.7B
Q3 2025
Positions
792
Filings on Record
13
2019–present window
Filed
Oct 23, 2025
original filing
Summary
Kingswood Wealth Advisors, Llc reported $1.7B in U.S.-listed holdings across 792 positions for Q3 2025.
Its largest position, AAPL, represents 3.9% of the portfolio.
Compared with Q2 2025, the fund opened 157 new positions and exited 90.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 53.4% · $883M
- Common Stock · 41.8% · $691M
- REIT · 1.7% · $28M
- Other · 1.4% · $23M
- Closed-End Fund · 0.7% · $12M
- Other · 1.0% · $16M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.1B | 924 | Apr 28, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.1B | 871 | Jan 28, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.7B | 792 | Oct 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.1B | 725 | Jul 25, 2025 | RESTATEMENT | changes · EDGAR ↗ |
| Q1 2025 | $2.6B | 766 | Apr 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.3B | 795 | Jan 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.4B | 671 | Oct 21, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.1B | 657 | Jul 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $867M | 618 | Apr 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $882M | 639 | Jan 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $585M | 417 | Oct 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $314M | 269 | Aug 9, 2023 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 1 additional manager.
- GeoWealth Management028-02816841
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.