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Home > Institutional Investor > Kingswood Wealth Advisors, Llc > Profile

Instuitional Investor - Kingswood Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Kingswood Wealth Advisors, Llc
Portfolio Value $2,480,045,664
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 318,568 $92,180,931 3.72%
2.
Spdr S & P 500 Etf Trust
 SPY 84,867 $63,375,392 2.56%
3.
Nvidia Corp
 NVDA 312,815 $62,591,115 2.52%
4.
Invesco Qqq Tr
 79,879 $58,822,696 2.37%
5.
Vanguard Value Etf
 192,157 $41,876,686 1.69%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.