Kingswood Wealth Advisors, LLC
999 holdingsFiling period: 2026-06-30Current AUM: $2.49Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Incorporated | 318.6K | $92.2M | $109.6M | 4.40% | +10.1K | 2026-06-30 |
| 2 | SPY | Spdr S&P 500 ETF | 84.9K | $63.4M | $65.0M | 2.61% | +1.9K | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 312.8K | $62.6M | $67.6M | 2.72% | +13.3K | 2026-06-30 |
| 4 | QQQ | Invesco Qqq TR | 79.9K | $58.8M | $56.9M | 2.29% | -3,745 | 2026-06-30 |
| 5 | VTV | Vanguard Value ETF | 192.2K | $41.9M | $43.5M | 1.75% | +4.1K | 2026-06-30 |
| 6 | VOO | Vanguard Index Funds S&P 500 ETF Shs New | 53.3K | $36.6M | $37.5M | 1.51% | +4.2K | 2026-06-30 |
| 7 | AMZN | Amazon.com Incorporated | 151.8K | $36.2M | $37.8M | 1.52% | -4,884 | 2026-06-30 |
| 8 | MSFT | Microsoft Corporation | 96.1K | $35.8M | $51.2M | 2.06% | -290 | 2026-06-30 |
| 9 | SPYM | Spdr Portfolio S&P 500 ETF | 345.6K | $30.4M | $31.1M | 1.25% | -9,908 | 2026-06-30 |
| 10 | AVGO | Broadcom Incorporated | 78.8K | $29.8M | $25.9M | 1.04% | -204 | 2026-06-30 |
| 11 | SCHG | Schwab U.S. Large-Cap Growth ETF | 833.3K | $28.2M | $29.2M | 1.18% | -2,286 | 2026-06-30 |
| 12 | MU | Micron Technology Incorporated | 24.0K | $27.7M | $21.7M | 0.87% | +639 | 2026-06-30 |
| 13 | CAT | Caterpillar Incorporated | 25.6K | $27.3M | $17.7M | 0.71% | +4.3K | 2026-06-30 |
| 14 | SPDW | Spdr Portfolio Developed World EX-US ETF | 538.6K | $27.1M | $26.5M | 1.07% | +20.6K | 2026-06-30 |
| 15 | GOOGL | Alphabet Incorporated Cap Stk Class A | 69.8K | $24.9M | $22.1M | 0.89% | -2,213 | 2026-06-30 |
| 16 | GOOG | Alphabet Incorporated Cap Stk Class C | 69.9K | $24.7M | $21.9M | 0.88% | +8.4K | 2026-06-30 |
| 17 | VTI | Vanguard Total Stock Market ETF | 62.9K | $23.3M | $23.6M | 0.95% | -2,128 | 2026-06-30 |
| 18 | VIG | Vanguard Dividend Appreciation ETF | 97.3K | $23.0M | $23.8M | 0.96% | +1.9K | 2026-06-30 |
| 19 | IVV | iShares TR Core S&P500 ETF | 29.4K | $22.0M | $22.6M | 0.91% | +1.6K | 2026-06-30 |
| 20 | JPM | JPMorgan Chase & Company. | 59.9K | $19.6M | $20.0M | 0.80% | -377 | 2026-06-30 |
| 21 | SSO | ProShares Ultra S&P500 | 271.4K | $18.3M | $18.9M | 0.76% | +133.9K | 2026-06-30 |
| 22 | CGGR | Capital Group Growth ETF Shs Creation Unit | 370.7K | $17.5M | $17.1M | 0.69% | -16,813 | 2026-06-30 |
| 23 | TSLA | Tesla Incorporated | 40.4K | $17.0M | $15.8M | 0.64% | +3.5K | 2026-06-30 |
| 24 | META | Meta Platforms Incorporated Class A | 27.9K | $15.7M | $17.6M | 0.71% | +1.1K | 2026-06-30 |
| 25 | SNDK | Sandisk Corporation | 6.8K | $15.5M | $8.6M | 0.34% | +1.6K | 2026-06-30 |
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