Kingswood Wealth Advisors, LLC ETF holdings
San Diego, CA
Reported $1.3B in 484 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.3B
ETFs held
484
Change from prior quarter
+15.8%
With price moves
ETFs as a share of its 13F
53.9%
of $2.5B
Top 10 of 484 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $63.4M | 84,867 | +1,911 shares |
| QQQ | Invesco QQQ Trust | $58.8M | 79,879 | −3,745 shares |
| VTV | Vanguard Morningstar Value ETF | $41.9M | 192,157 | +4,056 shares |
| VOO | Vanguard S&P 500 ETF | $36.6M | 53,321 | +4,235 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $30.4M | 345,568 | −9,908 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $28.2M | 833,309 | −2,286 shares |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $27.1M | 538,612 | +20,650 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $23.3M | 62,924 | −2,128 shares |
| VIG | Vanguard Dividend Appreciation ETF | $23.0M | 97,311 | +1,850 shares |
| IVV | iShares Core S&P 500 ETF | $22.0M | 29,366 | +1,594 shares |
474 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001987855. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Kingswood Wealth Advisors, LLC own?
Kingswood Wealth Advisors, LLC reported 484 ETF positions worth $1.3B in its Form 13F for June 30, 2026. The largest was SPY, at $63.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.