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Asset Manager ← All Institutions

KINGSWOOD WEALTH ADVISORS, LLC

11440 W. BERNARDO CT. SUITE300, SAN DIEGO, CA 92127 • 8005356981

Q4 2025 · Filed 2026-01-28
Market Value
$2.1B
+25.2%
Holdings
909
+68
New Purchases
131
Added To
486
Closed
56
Reduced
213
Top 10 Concentration
22.3%
Turnover
20.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPLG 1.41% 0.15% +1.26% $29M
CGGR 1.00% 0.00% +1.00% $21M
VTV 1.84% 0.97% +0.86% $38M
SPDW 1.13% 0.28% +0.84% $23M
VTI 0.96% 0.43% +0.53% $20M
VIG 0.97% 0.55% +0.42% $20M
CGUS 0.55% 0.15% +0.40% $11M
JEPQ 0.58% 0.32% +0.25% $12M
GOOG 0.93% 0.68% +0.25% $19M
SGOV 0.33% 0.09% +0.24% $7M
VYM 0.36% 0.12% +0.23% $7M
QQQ 2.22% 2.01% +0.22% $46M
AVGO 1.34% 1.15% +0.19% $28M
AAPL 4.11% 3.92% +0.19% $85M
AGG 0.53% 0.35% +0.18% $11M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GBTC 0.94% 1.55% -0.61% $19M
MSTR 0.32% 0.80% -0.49% $6M
BITX 0.32% 0.77% -0.46% $7M
SCHG 1.60% 2.05% -0.45% $33M
IVV 0.86% 1.30% -0.44% $18M
FPE 0.92% 1.30% -0.38% $19M
SPY 2.89% 3.17% -0.28% $60M
NVDA 2.80% 3.00% -0.20% $58M
SSO 0.75% 0.90% -0.16% $15M
VOO 1.50% 1.65% -0.15% $31M
PLTR 0.52% 0.66% -0.14% $11M
TPL 0.17% 0.30% -0.14% $3M
LAMR 0.60% 0.73% -0.13% $12M
SJT 0.05% 0.18% -0.13% $1M
FBTC 0.42% 0.54% -0.12% $9M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 60.3%
Technology 14.3%
Industrials 5.7%
Consumer Cyclical 3.8%
Communication Services 3.6%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $820M 39.8%
Large Cap 507 $922M 44.7%
Mid Cap 174 $222M 10.8%
Small Cap 110 $69M 3.3%
Micro Cap 39 $29M 1.4%

Portfolio Analytics

Avg Market Cap
$102.8B
Median Market Cap
$22.5B
Avg P/E
34.7
Median P/E
23.7
Avg Dividend Yield
0.02%
Avg Beta
-1.24
# Stocks
501
# ETFs / Funds
409

Top Holdings (909 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 4.11% 311,859 $85M $271.86 $20M +58,083 +22.9%
2 SPY 2.89% 87,292 $60M $681.92 $7M +8,920 +11.4%
3 NVDA 2.80% 309,110 $58M $186.50 $8M +44,364 +16.8%
4 QQQ 2.22% 74,679 $46M $614.31 $13M +19,554 +35.5%
5 MSFT 2.19% 93,175 $45M $483.62 $8M +22,183 +31.2%
6 VTV 1.84% 198,219 $38M $190.99 $22M +112,367 +130.9%
7 AMZN 1.73% 154,472 $36M $230.82 $8M +28,311 +22.4%
8 SCHG 1.60% 1,012,395 $33M $32.62 -$823K -48,325 -4.6%
9 VOO 1.50% 49,189 $31M $627.13 $4M +4,787 +10.8%
10 SPLG 1.41% 362,880 $29M $80.25 $27M +330,460 +1019.3%
11 AVGO 1.34% 79,640 $28M $346.10 $9M +22,404 +39.1%
12 SPDW 1.13% 524,179 $23M $44.41 $19M +414,545 +378.1%
13 GOOGL 1.07% 70,307 $22M $313.00 $7M +9,184 +15.0%
14 CGGR 1.00% 465,652 $21M $44.47 +465,652 NEW
15 VIG 0.97% 91,128 $20M $219.78 $11M +49,042 +116.5%
16 VTI 0.96% 59,183 $20M $335.27 $13M +37,467 +172.5%
17 JPM 0.96% 61,254 $20M $322.22 $6M +17,303 +39.4%
18 GBTC 0.94% 283,835 $19M $68.36 -$6M -1,113 -0.4%
19 GOOG 0.93% 60,823 $19M $313.80 $8M +14,857 +32.3%
20 FPE 0.92% 1,040,215 $19M $18.22 -$2M -131,508 -11.2%
21 IVV 0.86% 25,762 $18M $684.95 -$4M -6,244 -19.5%
22 META 0.85% 26,655 $18M $660.10 $2M +5,684 +27.1%
23 TSLA 0.80% 36,546 $16M $449.72 $4M +7,494 +25.8%
24 SSO 0.75% 266,574 $15M $57.92 $543K +133,716 +100.7%
25 JEPI 0.65% 232,715 $13M $57.24 $4M +75,224 +47.8%
26 CAT 0.63% 22,540 $13M $572.88 $2M +338 +1.5%
27 BRK-B 0.60% 24,693 $12M $502.65 $3M +5,286 +27.2%
28 LAMR 0.60% 97,508 $12M $126.58 $339K -546 -0.6%
29 JEPQ 0.58% 204,496 $12M $58.12 $7M +111,653 +120.3%
30 WMT 0.58% 106,638 $12M $111.41 $5M +40,955 +62.4%
31 CGUS 0.55% 283,081 $11M $40.23 $9M +220,068 +349.2%
32 AGG 0.53% 109,257 $11M $99.88 $5M +52,382 +92.1%
33 VGT 0.53% 14,375 $11M $753.78 $328K +302 +2.1%
34 PLTR 0.52% 59,836 $11M $177.75 -$165K +625 +1.1%
35 XLF 0.49% 184,319 $10M $54.77 $341K +3,253 +1.8%
36 IYW 0.45% 46,578 $9M $199.68 $185K +34 +0.1%
37 NEE 0.44% 112,961 $9M $80.28 $2M +21,614 +23.7%
38 GLD 0.44% 22,824 $9M $396.31 $2M +1,867 +8.9%
39 LLY 0.43% 8,267 $9M $1,074.68 $4M +1,211 +17.2%
40 SCHD 0.43% 322,117 $9M $27.43 $1M +39,996 +14.2%
41 VB 0.43% 33,977 $9M $257.95 $1M +5,179 +18.0%
42 FBTC 0.42% 113,665 $9M $76.23 -$306K +23,792 +26.5%
43 DVY 0.42% 61,091 $9M $141.14 $280K +2,381 +4.1%
44 ABBV 0.41% 37,119 $8M $228.50 $3M +11,947 +47.5%
45 FUTY 0.40% 150,799 $8M $55.22 $9K +3,496 +2.4%
46 FTLS 0.40% 116,963 $8M $70.99 $387K +3,800 +3.4%
47 FTCS 0.40% 89,642 $8M $92.51 $120K +2,364 +2.7%
48 XOM 0.40% 68,602 $8M $120.34 $2M +16,780 +32.4%
49 USMV 0.39% 85,277 $8M $94.16 $353K +4,592 +5.7%
50 ETN 0.39% 25,072 $8M $318.51 $1M +7,296 +41.0%
51 HD 0.37% 22,378 $8M $344.10 $3M +10,250 +84.5%
52 DIA 0.36% 15,508 $7M $480.56 -$430K -1,489 -8.8%
53 PH 0.36% 8,436 $7M $878.96 $1M +167 +2.0%
54 VYM 0.36% 51,410 $7M $143.52 $5M +36,893 +254.1%
55 MTUM 0.35% 28,504 $7M $250.31 $2M +9,077 +46.7%
56 COST 0.34% 8,241 $7M $862.36 $2M +2,193 +36.3%
57 VO 0.34% 24,413 $7M $290.22 $2M +5,553 +29.4%
58 IWF 0.34% 14,813 $7M $473.29 $2M +4,249 +40.2%
59 RWL 0.34% 60,456 $7M $114.50 -$77K -2,796 -4.4%
60 IBIT 0.33% 138,763 $7M $49.65 $92K +34,183 +32.7%
61 NLR 0.33% 55,150 $7M $124.20 -$301K +2,435 +4.6%
62 SGOV 0.33% 68,193 $7M $100.38 $5M +53,870 +376.1%
63 AMD 0.33% 31,749 $7M $214.16 $2M +352 +1.1%
64 JNJ 0.33% 32,621 $7M $206.95 $3M +13,103 +67.1%
65 IBM 0.32% 22,509 $7M $296.22 $1M +3,521 +18.5%
66 FCOM 0.32% 90,399 $7M $73.28 $318K +1,532 +1.7%
67 GS 0.32% 7,530 $7M $879.02 $908K +359 +5.0%
68 VUG 0.32% 13,539 $7M $487.85 $1M +2,210 +19.5%
69 BITX 0.32% 234,335 $7M $27.74 -$6M +2,985 +1.3%
70 MSTR 0.32% 42,750 $6M $151.95 -$7M +1,733 +4.2%
71 MU 0.31% 22,641 $6M $285.41 $3M +359 +1.6%
72 SO 0.31% 73,709 $6M $87.20 $1M +21,153 +40.2%
73 BOTZ 0.30% 172,988 $6M $36.23 $256K +3,313 +1.9%
74 VEA 0.30% 100,243 $6M $62.47 $1M +13,713 +15.8%
75 V 0.30% 17,730 $6M $350.70 $1M +3,182 +21.9%
76 NFLX 0.30% 66,226 $6M $93.76 $588K +61,537 +1312.4%
77 RTX 0.30% 33,769 $6M $183.40 $626K +497 +1.5%
78 BAC 0.30% 111,956 $6M $55.00 $1M +20,370 +22.2%
79 DGRW 0.30% 68,605 $6M $89.43 $236K +2,291 +3.5%
80 VV 0.30% 19,468 $6M $314.79 $545K +1,332 +7.3%
81 DGRO 0.30% 88,074 $6M $69.42 $1M +16,499 +23.1%
82 MTZ 0.29% 27,970 $6M $217.37 $231K +486 +1.8%
83 SPMO 0.29% 50,946 $6M $119.32 $1M +9,605 +23.2%
84 FBND 0.29% 128,999 $6M $46.04 $462K +10,539 +8.9%
85 IOO 0.29% 46,453 $6M $126.67 $388K +656 +1.4%
86 SDY 0.29% 42,277 $6M $139.16 $1M +8,081 +23.6%
87 BIL 0.28% 63,831 $6M $91.38 $686K +7,739 +13.8%
88 XLY 0.28% 48,463 $6M $119.41 -$115K +23,834 +96.8%
89 ORCL 0.28% 29,520 $6M $194.91 $453K +10,671 +56.6%
90 KO 0.27% 78,393 $5M $69.91 $2M +23,829 +43.7%
91 JPIE 0.26% 116,809 $5M $46.29 $472K +10,463 +9.8%
92 RDVY 0.26% 76,600 $5M $69.47 $957K +11,710 +18.1%
93 XLE 0.25% 115,997 $5M $44.71 $427K +62,724 +117.7%
94 IVW 0.25% 41,924 $5M $123.26 $2M +17,546 +72.0%
95 IWP 0.25% 37,118 $5M $136.94 $72K +1,931 +5.5%
96 CIBR 0.24% 70,467 $5M $71.45 -$142K +2,356 +3.5%
97 TSM 0.24% 16,298 $5M $303.89 $1M +3,837 +30.8%
98 BA 0.24% 22,464 $5M $217.12 $327K +1,379 +6.5%
99 SNTH 0.22% 166,415 $5M $27.69 $2M +82,848 +99.1%
100 PG 0.22% 32,065 $5M $143.31 $178K +3,319 +11.6%

New Positions

SymbolValue% Port
CGGR $21M 1.00%
CGDV $3M 0.17%
JCPB $2M 0.09%
IWLG $1M 0.05%
CGGE $1M 0.05%
CGMM $1M 0.05%
BWXT $945K 0.05%
FIS $921K 0.04%
IXUS $885K 0.04%
TER $835K 0.04%
FSEP $807K 0.04%
EXE $798K 0.04%
QTEC $731K 0.04%
BBY $725K 0.04%
IGRO $661K 0.03%

Sold Out Positions

SymbolValue% Port
BEN —%
ARE —%
RC —%
BAP —%
CHWY —%
POR —%
HIMS —%
BRO —%
SON —%
STNG —%
TECK —%
LPX —%
IMAX —%
MP —%
GL —%
View SEC EDGAR Filings for KINGSWOOD WEALTH ADVISORS, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms