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Livermore
Livermore
ZHEN

Kingswood Wealth Advisors, LLC

SEC CIK
0001987855
Latest filing
Jul 27, 2026

The latest 13F from Kingswood Wealth Advisors, LLC covers Q2 2026 (filed Jul 27, 2026): 995 long positions worth $2.48B. The top 10 holdings make up 19.7% of the portfolio, and the largest is Apple Inc. (AAPL) at 3.7%. Livermore has 14 filings on Form 13F from this institution, going back to Q2 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
134
Est. +$66.9M
Added
451
Est. +$136.8M
Reduced
363
Est. −$88.3M
Sold out
63
Est. −$26.8M

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    3.7%$92.2MHistory
  2. SPYSPDR S&P 500 ETF Trust
    2.6%$63.4MHistory
  3. NVDANVIDIA Corp
    2.5%$62.6MHistory
  4. Invesco QQQ Trust Series I46090E103
    2.4%$58.8M
  5. Vanguard Morningstar Value ETF922908744
    1.7%$41.9M

Share of portfolio

Top 5 holdings and the other 990 positions, by share of portfolio value

  1. AAPL3.7%
  2. SPY2.6%
  3. NVDA2.5%
  4. Invesco QQQ Trust Series I2.4%
  5. Vanguard Morningstar Value ETF1.7%
  6. Other 990 positions87.1%

Biggest buys

New and added positions, by estimated amount bought

  1. ProShares Tr74347R107
    +$9.02MAdded
  2. Roundhill ETF Trust77926X320
    +$8.73MNew
  3. CATCaterpillar Inc
    +$4.54MAddedHistory
  4. Fidelity Covington Trust316092337
    +$4.18MNew
  5. RBB FD Inc74933W452
    +$3.86MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MUMicron Technology Inc
    +0.74 pp0.4% → 1.1%History
  2. SNDKSandisk Corp
    +0.47 pp0.2% → 0.6%History
  3. ProShares Tr74347R107
    +0.40 pp0.3% → 0.7%
  4. CATCaterpillar Inc
    +0.38 pp0.7% → 1.1%History
  5. Roundhill ETF Trust77926X320
    +0.35 pp0.0% → 0.4%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Tr46436E718
    −$8.36MReduced
  2. First Tr Exchange-Traded FD33734X846
    −$4.21MReduced
  3. WDCWestern Digital Corp
    −$3.77MReducedHistory
  4. State Street Energy Select Sector SPDR ETF81369Y506
    −$3.66MReduced
  5. HONHoneywell International Inc
    −$3.66MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr46436E718
    −0.42 pp0.6% → 0.1%
  2. TPLTexas Pacific Land Corp
    −0.28 pp0.6% → 0.4%History
  3. State Street Energy Select Sector SPDR ETF81369Y506
    −0.27 pp0.5% → 0.2%
  4. MSFTMicrosoft Corp
    −0.25 pp1.7% → 1.4%History
  5. XOMExxonMobil Holdings Corp
    −0.20 pp0.5% → 0.3%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$2.48B
+$372.9M (+17.7%) vs. prior quarter
Positions
995
+71 vs. prior quarter
Top 10 concentration
19.7%
Top 10 as share of value
Turnover
5.0%
Q2 2026, one quarter
Average holding period
10.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q2 2023), so positions held before then are understated.

13F filings by quarter

13 quarters, going back to Q2 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $2.48B (Q2 2026)

Q2 2023: $313.7MQ3 2023: $581.4MQ4 2023: $879.3MQ1 2024: $867.1MQ2 2024: $1.11BQ3 2024: $1.40BQ4 2024: $1.33BQ1 2025: $1.09BQ2 2025: $1.27BQ3 2025: $1.65BQ4 2025: $2.07BQ1 2026: $2.11BQ2 2026: $2.48B
Q2 2023Q2 2026
13F filings of Kingswood Wealth Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 27, 2026995$2.48BAAPLSPYNVDAvs. Q1 2026SEC
Q1 2026Apr 28, 2026924$2.11BAAPLSPYNVDAvs. Q4 2025SEC
Q4 2025Jan 28, 2026869$2.07BAAPLSPYNVDAvs. Q3 2025SEC
Q3 2025Oct 23, 2025790$1.65BAAPLSPYNVDAvs. Q2 2025SEC
Q2 2025Jul 23, 2025743$1.27BSPYAAPLNVDAvs. Q1 2025SEC
Q1 2025Jul 25, 2025Amended723$1.09BAAPLNVDASPYvs. Q4 2024SEC
Q4 2024Jan 22, 2025795$1.33BAAPLNVDASPYvs. Q3 2024SEC
Q3 2024Oct 21, 2024663$1.40BAAPLNVDAMSFTvs. Q2 2024SEC
Q2 2024Jul 9, 2024653$1.11BAAPLNVDAMSFTvs. Q1 2024SEC
Q1 2024Apr 15, 2024618$867.1MAAPLMSFTNVDAvs. Q4 2023SEC
Q4 2023Jan 16, 2024639$879.3MAAPLMSFTSPYvs. Q3 2023SEC
Q3 2023Oct 24, 2023417$581.4MMSFTAAPLAMZNvs. Q2 2023SEC
Q2 2023Aug 9, 2023267$313.7MAAPLMSFTGBTC–SEC