KINGSWOOD WEALTH ADVISORS, LLC
1,001 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 | $105.6M | 4.25% | +10.1K | 2026-06-30 |
| 2 | SPY | SPDR S&P 500 ETF | 84.9K | $63.4M | $64.3M | 2.59% | +1.9K | 2026-06-30 |
| 3 | NVDA | NVIDIA CORPORATION | 312.8K | $62.6M | $66.4M | 2.67% | +13.3K | 2026-06-30 |
| 4 | QQQ | INVESCO QQQ TR | 79.9K | $58.8M | $56.3M | 2.26% | -3,745 | 2026-06-30 |
| 5 | VTV | VANGUARD VALUE ETF | 192.2K | $41.9M | $42.8M | 1.72% | +4.1K | 2026-06-30 |
| 6 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 53.3K | $36.6M | $37.1M | 1.49% | +4.2K | 2026-06-30 |
| 7 | AMZN | AMAZON COM INCORPORATED | 151.8K | $36.2M | $37.7M | 1.52% | -4,884 | 2026-06-30 |
| 8 | MSFT | MICROSOFT CORPORATION | 96.1K | $35.8M | $47.8M | 1.92% | -290 | 2026-06-30 |
| 9 | SPYM | SPDR PORTFOLIO S&P 500 ETF | 345.6K | $30.4M | $30.7M | 1.24% | -9,908 | 2026-06-30 |
| 10 | AVGO | BROADCOM INCORPORATED | 78.8K | $29.8M | $26.7M | 1.08% | -204 | 2026-06-30 |
| 11 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 833.3K | $28.2M | $29.2M | 1.17% | -2,286 | 2026-06-30 |
| 12 | MU | MICRON TECHNOLOGY INCORPORATED | 24.0K | $27.7M | $22.3M | 0.90% | +639 | 2026-06-30 |
| 13 | CAT | CATERPILLAR INCORPORATED | 25.6K | $27.3M | $20.1M | 0.81% | +4.3K | 2026-06-30 |
| 14 | SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 538.6K | $27.1M | $27.3M | 1.10% | +20.6K | 2026-06-30 |
| 15 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | 69.8K | $24.9M | $24.1M | 0.97% | -2,213 | 2026-06-30 |
| 16 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | 69.9K | $24.7M | $23.9M | 0.96% | +8.4K | 2026-06-30 |
| 17 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 62.9K | $23.3M | $23.5M | 0.94% | -2,128 | 2026-06-30 |
| 18 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 97.3K | $23.0M | $23.1M | 0.93% | +1.9K | 2026-06-30 |
| 19 | IVV | ISHARES TR CORE S&P500 ETF | 29.4K | $22.0M | $22.3M | 0.90% | +1.6K | 2026-06-30 |
| 20 | JPM | JPMORGAN CHASE & COMPANY. | 59.9K | $19.6M | $21.1M | 0.85% | -377 | 2026-06-30 |
| 21 | SSO | PROSHARES ULTRA S&P500 | 271.4K | $18.3M | $18.6M | 0.75% | +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 | $14.4M | 0.58% | +3.5K | 2026-06-30 |
| 24 | META | META PLATFORMS INCORPORATED CLASS A | 27.9K | $15.7M | $18.7M | 0.75% | +1.1K | 2026-06-30 |
| 25 | SNDK | SANDISK CORPORATION | 6.8K | $15.5M | $10.5M | 0.42% | +1.6K | 2026-06-30 |
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