Kingswood Wealth Advisors, LLC - Q42025 Holdings

Kingswood Wealth Advisors, LLC holds 869 stocks with a total portfolio value of $ 2.07B as of Q42025. In Q42025, Kingswood Wealth Advisors, LLC added 136 new positions, increased stakes in 491 stocks, reduced 214 holdings, and fully exited 57 positions. The largest holding is Apple Incorporated (AAPL), representing 4.10% of the total portfolio.