Holdings
Kingswood Wealth Advisors, LLC
As of Jun 30, 2026, Kingswood Wealth Advisors, LLC reported 448 positions worth US$1.09B. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 319K | US$92.2M | +10,081 | Jun 30, 2026 |
| Nvidia Corporation | 313K | US$62.6M | +13,265 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 139K | US$49.6M | +5,515 | Jun 30, 2026 |
| Amazon.com, Inc. | 152K | US$36.2M | −4,884 | Jun 30, 2026 |
| Microsoft Corp. | 96,066 | US$35.8M | −290 | Jun 30, 2026 |
| Broadcom Inc. | 78,823 | US$29.8M | −204 | Jun 30, 2026 |
| Micron Technology, Inc. | 24,024 | US$27.7M | +639 | Jun 30, 2026 |
| Caterpillar, Inc. | 25,613 | US$27.3M | +4,262 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 59,945 | US$19.6M | −377 | Jun 30, 2026 |
| Tesla, Inc. | 40,401 | US$17M | +3,536 | Jun 30, 2026 |