13F Filings History of KINGSWOOD WEALTH ADVISORS, LLC

Latest 13F report
Q3 2025 - 23 Oct 2025
Value $
$1,652,815,478
Signature - Title
Rajiv Shah - Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by KINGSWOOD WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KINGSWOOD WEALTH ADVISORS, LLC reported 790 stock holdings with total value $1,652,815,478 as of Q3 2025. Top holdings included AAPL, SPY, NVDA, MSFT, and SCHG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 790 $1,652,815,478 +$342,676,676 -$51,873,452 +$290,803,224 AAPL, SPY, NVDA, MSFT, SCHG 13F-HR 23 Oct 2025, 13:54
Q2 2025 743 $1,266,367,894 +$124,594,049 -$72,704,240 +$51,889,809 SPY, AAPL, NVDA, MSFT, QQQ 13F-HR 23 Jul 2025, 09:43
Q1 2025 723 $1,094,893,080 +$58,644,136 -$236,877,981 -$178,233,845 AAPL, NVDA, SPY, MSFT, QQQ Restatement 25 Jul 2025, 09:15
Q4 2024 791 $1,331,610,356 +$334,102,256 -$419,005,420 -$84,903,164 AAPL, NVDA, SPY, MSFT, QQQ 13F-HR 22 Jan 2025, 09:44
Q3 2024 663 $1,402,138,201 +$375,999,210 -$114,608,776 +$261,390,434 AAPL, NVDA, MSFT, AMZN, SPY 13F-HR 21 Oct 2024, 11:47
Q2 2024 653 $1,109,836,509 +$299,176,541 -$40,063,009 +$259,113,532 AAPL, NVDA, MSFT, SPY, AMZN 13F-HR 09 Jul 2024, 16:27
Q1 2024 611 $865,656,200 +$84,491,963 -$184,470,915 -$99,978,952 AAPL, MSFT, NVDA, AMZN, SPY 13F-HR 15 Apr 2024, 12:21
Q4 2023 631 $878,058,068 +$460,508,654 -$37,311,999 +$423,196,655 AAPL, MSFT, SPY, AMZN, NVDA 13F-HR 16 Jan 2024, 15:34
Q3 2023 326 $278,590,712 +$174,719,458 -$15,283,681 +$159,435,777 GOOG, IVV, GE, NEE, TXN 13F-HR 23 Oct 2023, 19:39
Q2 2023 261 $306,143,086 $0 AAPL, MSFT, SPY, AMZN, NVDA 13F-HR 09 Aug 2023, 15:29