KINGSWOOD WEALTH ADVISORS, LLC: 13F holdings
CIK 19878552026Q2
| Positions | 995 |
|---|
| Reported value | $2.5bn |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 995 (+71 vs prior quarter) |
|---|
| Reported value | $2.5bn (+17.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INCORPORATED | 318,568 | $92.2m | 3.7% |
| SPY SPDR S&P 500 ETF | 84,867 | $63.4m | 2.6% |
| NVDA NVIDIA CORPORATION | 312,815 | $62.6m | 2.5% |
| QQQ INVESCO QQQ TR | 79,879 | $58.8m | 2.4% |
| VTV VANGUARD VALUE ETF | 192,157 | $41.9m | 1.7% |
| VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 53,321 | $36.6m | 1.5% |
| AMZN AMAZON COM INCORPORATED | 151,812 | $36.2m | 1.5% |
| MSFT MICROSOFT CORPORATION | 96,066 | $35.8m | 1.4% |
| SPYM SPDR PORTFOLIO S&P 500 ETF | 345,568 | $30.4m | 1.2% |
| AVGO BROADCOM INCORPORATED | 78,823 | $29.8m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1987855")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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