Kingswood Wealth Advisors, LLC
Annual return '25
+14.9%
SPY '25
+17.7%
Alpha
-2.8ptsvs SPY
Invested
$2.1B
Holdings
923
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INCORPORATED
Q1 2026: Increased +9.3% (21.0k → 23.0k shares)
3.7%
02
$SPY
SPDR S&P 500 ETF
Q4 2025: New position (3.0k shares)
2.6%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +20.8% (15.8k → 19.1k shares)
2.5%
04
$NDQ
INVESCO QQQ TR
Q1 2026: Increased +465.4% (295 → 1.7k shares)
2.3%
05
$VTV
VANGUARD VALUE ETF
Q1 2026: Sold 22.5% (710 → 550 shares)
1.8%
06
$MSFT
MICROSOFT CORPORATION
Q1 2026: Sold 14.2% (8.0k → 6.8k shares)
1.7%
07
$AMZN
AMAZON COM INCORPORATED
Q1 2026: Increased +16.1% (6.5k → 7.6k shares)
1.5%
08
$VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
Q1 2026: Increased +23.4% (5.3k → 6.6k shares)
1.4%
09
$SPYM
SPDR PORTFOLIO S&P 500 ETF
Q4 2025: New position (9.2k shares)
1.3%
10
$AVGO
BROADCOM INCORPORATED
Q1 2026: Increased +19.0% (4.4k → 5.2k shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:59 UTC.