Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KINGSWOOD WEALTH ADVISORS, LLC (CIK 1987855) reported $2.11B across 913 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($78.3M, 3.72%), SPY ($53.9M, 2.56%), NVDA ($52.2M, 2.48%), QQQ ($48.3M, 2.29%), VTV ($36.9M, 1.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INCORPORATED | $78.3M | 3.72% | 308,487 | Trimmed |
| 2 | SPY | SPDR S&P 500 ETF | $53.9M | 2.56% | 82,956 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $52.2M | 2.48% | 299,550 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $48.3M | 2.29% | 83,624 | Added |
| 5 | VTV | VANGUARD VALUE ETF | $36.9M | 1.75% | 188,101 | Trimmed |
| 6 | MSFT | MICROSOFT CORPORATION | $35.7M | 1.69% | 96,356 | Added |
| 7 | AMZN | AMAZON COM INCORPORATED | $32.6M | 1.55% | 156,696 | Added |
| 8 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $29.3M | 1.39% | 49,086 | Trimmed |
| 9 | SPLG | SPDR PORTFOLIO S&P 500 ETF | $27.2M | 1.29% | 355,476 | Trimmed |
| 10 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $24.3M | 1.16% | 835,595 | Trimmed |
| 11 | AVGO | BROADCOM INCORPORATED | $24.5M | 1.16% | 79,027 | Trimmed |
| 12 | SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $23.6M | 1.12% | 517,962 | Trimmed |
| 13 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $20.9M | 0.99% | 65,052 | Added |
| 14 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $20.7M | 0.98% | 71,966 | Added |
| 15 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $20.5M | 0.97% | 95,461 | Added |
| 16 | IVV | ISHARES TR CORE S&P500 ETF | $18.1M | 0.86% | 27,772 | Added |
| 17 | JPM | JPMORGAN CHASE & COMPANY. | $17.7M | 0.84% | 60,322 | Trimmed |
| 18 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $17.6M | 0.84% | 61,495 | Added |
| 19 | CGGR | CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | $15.6M | 0.74% | 387,536 | Trimmed |
| 20 | META | META PLATFORMS INCORPORATED CLASS A | $15.3M | 0.73% | 26,752 | Added |
| 21 | CAT | CATERPILLAR INCORPORATED | $15.1M | 0.72% | 21,351 | Trimmed |
| 22 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $14.8M | 0.70% | 279,960 | Trimmed |
| 23 | TPL | TEXAS PACIFIC LAND CORPORATION | $13.6M | 0.65% | 28,748 | Added |
| 24 | TSLA | TESLA INCORPORATED | $13.7M | 0.65% | 36,865 | Added |
| 25 | WMT | WALMART INCORPORATED | $13.3M | 0.63% | 107,360 | Added |
Source: SEC Form 13F filings · as of 2026-03-31