13F Filings History of KINGSWOOD WEALTH ADVISORS, LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$2,069,300,319
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 868 stock holdings with total value $2,069,300,319 as of Q4 2025. Top holdings included AAPL, SPY, NVDA, QQQ, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 868 $2,069,300,319 +$494,273,205 -$53,813,957 +$440,459,248 AAPL, SPY, NVDA, QQQ, MSFT 13F-HR 28 Jan 2026, 11:18
Q3 2025 790 $1,652,815,478 +$342,676,690 -$51,873,450 +$290,803,240 AAPL, SPY, NVDA, MSFT, SCHG 13F-HR 23 Oct 2025, 13:54
Q2 2025 743 $1,266,367,894 +$124,594,050 -$72,704,236 +$51,889,814 SPY, AAPL, NVDA, MSFT, QQQ 13F-HR 23 Jul 2025, 09:43
Q1 2025 723 $1,094,893,080 +$58,644,137 -$236,877,972 -$178,233,835 AAPL, NVDA, SPY, MSFT, QQQ Restatement 25 Jul 2025, 09:15
Q4 2024 791 $1,331,610,356 +$334,102,238 -$419,005,409 -$84,903,171 AAPL, NVDA, SPY, MSFT, QQQ 13F-HR 22 Jan 2025, 09:44
Q3 2024 663 $1,402,138,201 +$375,999,218 -$114,608,769 +$261,390,449 AAPL, NVDA, MSFT, AMZN, SPY 13F-HR 21 Oct 2024, 11:47
Q2 2024 653 $1,109,836,509 +$299,178,192 -$40,686,323 +$258,491,869 AAPL, NVDA, MSFT, SPY, AMZN 13F-HR 09 Jul 2024, 16:27
Q1 2024 618 $866,964,013 +$84,946,461 -$185,756,712 -$100,810,251 AAPL, MSFT, NVDA, AMZN, SPY 13F-HR 15 Apr 2024, 12:21
Q4 2023 639 $878,590,171 +$186,367,606 -$36,644,995 +$149,722,611 AAPL, MSFT, SPY, AMZN, NVDA 13F-HR 16 Jan 2024, 15:34
Q3 2023 417 $278,590,712 +$173,438,273 -$40,386,694 +$133,051,579 GBTC, GOOG, IVV, GE, NEE 13F-HR 23 Oct 2023, 19:39
Q2 2023 268 $306,775,719 $0 $0 $0 AAPL, MSFT, GBTC, SPY, AMZN 13F-HR 09 Aug 2023, 15:29