KINGSWOOD WEALTH ADVISORS, LLC - Portfolio overview

KINGSWOOD WEALTH ADVISORS, LLC has 1010 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INCORPORATED, 3.66%
2. SPY - SPDR S&P 500 ETF, 2.52%
3. NVDA - NVIDIA CORPORATION, 2.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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