Kingswood Wealth Advisors, LLC - Q12026 Holdings

Kingswood Wealth Advisors, LLC holds 924 stocks with a total portfolio value of $ 2.11B as of Q12026. In Q12026, Kingswood Wealth Advisors, LLC added 146 new positions, increased stakes in 411 stocks, reduced 335 holdings, and fully exited 90 positions. The largest holding is Apple Incorporated (AAPL), representing 3.72% of the total portfolio.