Kingswood Wealth Advisors, LLC

Kingswood Wealth Advisors, LLC reported 997 holdings worth US$2.48B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 27, 2026

Kingswood Wealth Advisors, LLC reported 997 holdings worth US$2.48B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 27, 2026 (Form 13F).

Holdings
997
Value as reported
US$2.48B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc319KUS$92.2M3.7%
Nvidia Corporation313KUS$62.6M2.5%
Alphabet Inc (google) Class C139KUS$49.6M2.0%
Amazon.com, Inc.152KUS$36.2M1.5%
Microsoft Corp.96,066US$35.8M1.4%
Broadcom Inc.78,823US$29.8M1.2%
Micron Technology, Inc.24,024US$27.7M1.1%
Caterpillar, Inc.25,613US$27.3M1.1%
Jp Morgan Chase & Co.59,945US$19.6M0.79%
Tesla, Inc.40,401US$17M0.69%
Berkshire Hathaway Inc.32,734US$16.4M0.66%
Meta Platforms, Inc.27,877US$15.7M0.63%
Sandisk Corporation6,829US$15.5M0.63%
Lamar Advertising Company97,306US$15.2M0.61%
Advanced Micro Devices Inc22,632US$13.1M0.53%
Walmart Inc.110KUS$12.5M0.50%
Palantir Technologies Inc.96,574US$11.3M0.45%
Eli Lilly And Company9,066US$10.9M0.44%
Mastec, Inc.25,308US$10.5M0.42%
Nextera Energy, Inc.113KUS$9.95M0.40%
Johnson & Johnson36,864US$9.36M0.38%
Costco Wholesale Corporation10,000US$9.35M0.38%
Abbvie Inc.37,047US$9.32M0.38%
Texas Pacific Land Corporation21,051US$9.21M0.37%
Exxon Mobil Corporation62,994US$8.61M0.35%
Intel Corporation60,071US$8.39M0.34%
Taiwan Semiconductor Manufacturing Co., Ltd.16,364US$7.81M0.32%
Parker-hannifin Corporation7,892US$7.72M0.31%
Applied Materials, Inc.10,544US$7.62M0.31%
Home Depot, Inc. (the)20,363US$7.18M0.29%
Southern Company (the)74,037US$7.09M0.29%
Coca-cola Company (the)83,876US$6.82M0.27%
Goldman Sachs Group, Inc. (the)6,698US$6.77M0.27%
Cisco Systems, Inc.56,818US$6.67M0.27%
Texas Instruments Incorporated22,198US$6.62M0.27%
Rtx Corporation34,452US$6.54M0.26%
International Business Machines Corporation22,545US$6.34M0.26%
Visa Inc.18,319US$6.29M0.25%
Bank Of America Corporation109KUS$6.21M0.25%
Bloom Energy Corporation19,672US$5.95M0.24%
Ge Vernova Inc.4,926US$5.79M0.23%
Boeing Company (the)25,316US$5.48M0.22%
Corning Incorporated21,102US$5.39M0.22%
Chevron Corporation32,492US$5.39M0.22%
Analog Devices, Inc.12,728US$5.06M0.20%
Air Products And Chemicals, Inc.16,463US$4.83M0.19%
Verizon Communications Inc.112KUS$4.73M0.19%
Lockheed Martin Corporation9,074US$4.62M0.19%
Procter & Gamble Company (the)30,532US$4.48M0.18%
Marvell Technology, Inc.14,971US$4.46M0.18%
Netflix, Inc.61,804US$4.41M0.18%
General Dynamics Corporation12,370US$4.38M0.18%
Oracle Corporation29,634US$4.34M0.18%
Ge Aerospace11,539US$4.31M0.17%
Crowdstrike Holdings, Inc.5,517US$4.21M0.17%
Qualcomm Incorporated22,549US$4.17M0.17%
Merck & Company, Inc.31,533US$4.05M0.16%
Prologis, Inc.28,528US$3.86M0.16%
Unitedhealth Group Incorporated9,283US$3.86M0.16%
Mastercard Incorporated7,172US$3.68M0.15%
Landbridge Company Llc46,097US$3.65M0.15%
Strategy Inc41,900US$3.64M0.15%
Space Exploration Technologies Corp21,029US$3.59M0.14%
Asml Holding Nv1,785US$3.55M0.14%
Mcdonald's Corporation13,059US$3.53M0.14%
Duke Energy Corporation (holding Company)27,047US$3.42M0.14%
Marathon Petroleum Corporation12,984US$3.32M0.13%
Materion Corporation10,624US$3.16M0.13%
Motorola Solutions, Inc.7,599US$3.16M0.13%
Palo Alto Networks, Inc.9,224US$3.15M0.13%
Cummins Inc.4,380US$3.12M0.13%
Cheniere Energy, Inc.12,891US$3.08M0.12%
Renasant Corporation71,322US$3.03M0.12%
Essex Property Trust, Inc.10,218US$2.98M0.12%
Dell Technologies Inc.6,786US$2.93M0.12%
Vertiv Holdings, Llc8,738US$2.93M0.12%
Mid-america Apartment Communities, Inc.20,502US$2.85M0.11%
Lam Research Corporation6,558US$2.84M0.11%
Altria Group, Inc.39,280US$2.83M0.11%
United Parcel Service, Inc.25,421US$2.73M0.11%
Kla Corporation8,962US$2.7M0.11%
State Street Corporation15,476US$2.62M0.11%
Humana Inc.6,380US$2.53M0.10%
Elevance Health, Inc.6,550US$2.53M0.10%
Cme Group Inc.10,735US$2.37M0.10%
Philip Morris International Inc12,826US$2.32M0.09%
Wells Fargo & Company28,021US$2.32M0.09%
Amgen Inc.6,385US$2.31M0.09%
American Electric Power Company, Inc.16,620US$2.27M0.09%
Tjx Companies, Inc. (the)14,784US$2.24M0.09%
Deere & Company3,491US$2.21M0.09%
Lowe's Companies, Inc.9,954US$2.19M0.09%
Citigroup, Inc.15,609US$2.18M0.09%
Morgan Stanley10,405US$2.18M0.09%
Freeport-mcmoran, Inc.34,367US$2.16M0.09%
L3harris Technologies, Inc.7,318US$2.13M0.09%
Pepsico, Inc.15,652US$2.12M0.09%
Bristol-myers Squibb Company35,921US$2.07M0.08%
At&t Inc.96,230US$1.99M0.08%
Union Pacific Corporation7,191US$1.96M0.08%

Every holding of Kingswood Wealth Advisors, LLC

Source

View original at SEC

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