2026 Q1 Portfolio Activity
In 2026 Q1, KINGSWOOD WEALTH ADVISORS, LLC maintained a portfolio of 1014 distinct positions. The most significant new addition was VANECK RARE EARTH AND STRATEGI, now representing 0.42% of the total fund value. They heavily accumulated shares in TEXAS PACIFIC LAND CORPORATION, increasing the position by 141.4%. The fund also reduced its exposure to FIRST TRUST PREFERRED SECURITI by 49.1%.
Position History
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Total Positions
1014
Quarter
2026 Q1
Top Holding
AAPL (3.7%)
Top 10 Concentration
19.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1014
KINGSWOOD WEALTH ADVISORS, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INCORPORA...
|
Technology | 3.72% | 4.10% |
#1
Prev: #1
|
4.0 |
—
|
-3,372 | -1.1% |
P
S
|
308,487 | $78,290,838 |
$218.65
+29.8%
|
2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | ||
|
SPY
SPDR S&P 500 ET...
|
ETF | 2.56% | 2.88% |
#2
Prev: #2
|
3.0 |
—
|
-4,336 | -5.0% |
P
S
|
82,956 | $53,947,451 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.48% | 2.79% |
#3
Prev: #3
|
2.5 |
—
|
-9,560 | -3.1% |
P
S
|
299,550 | $52,241,569 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.29% | 2.22% |
#4
Prev: #4
|
3.4 |
—
|
8,945 | 12.0% |
P
S
|
83,624 | $48,265,873 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VTV
VANGUARD VALUE ...
|
ETF | 1.75% | 1.83% |
#5
1
Prev: #6
|
1.7 |
—
|
-10,118 | -5.1% |
P
S
|
188,101 | $36,905,492 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
MSFT
MICROSOFT CORPO...
|
Technology | 1.69% | 2.18% |
#6
1
Prev: #5
|
1.2 |
—
|
3,181 | 3.4% |
P
S
|
96,356 | $35,667,558 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AMZN
AMAZON COM INCO...
|
Consumer Cyclical | 1.55% | 1.72% |
#7
Prev: #7
|
1.1 |
—
|
2,224 | 1.4% |
P
S
|
156,696 | $32,635,076 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.39% | 1.49% |
#8
1
Prev: #9
|
1.1 |
—
|
-103 | -0.2% |
P
S
|
49,086 | $29,331,221 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SPLG
SPDR PORTFOLIO ...
|
ETF | 1.29% | 1.41% |
#9
1
Prev: #10
|
1.0 |
—
|
-7,404 | -2.0% |
P
S
|
355,476 | $27,167,314 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AVGO
BROADCOM INCORP...
|
Technology | 1.16% | 1.33% |
#10
1
Prev: #11
|
1.0 |
—
|
-613 | -0.8% |
P
S
|
79,027 | $24,459,752 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SCHG
SCHWAB U.S. LAR...
|
ETF | 1.16% | 1.60% |
#11
3
Prev: #8
|
1.0 |
—
|
-176,800 | -17.5% |
P
S
|
835,595 | $24,340,870 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SPDW
SPDR PORTFOLIO ...
|
ETF | 1.12% | 1.12% |
#12
Prev: #12
|
0.9 |
—
|
-6,217 | -1.2% |
P
S
|
517,962 | $23,644,954 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 0.99% | 0.96% |
#13
3
Prev: #16
|
2.4 |
—
|
5,869 | 9.9% |
P
S
|
65,052 | $20,869,272 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
GOOGL
ALPHABET INCORP...
|
Communication Services | 0.98% | 1.06% |
#14
1
Prev: #13
|
0.9 |
—
|
1,659 | 2.4% |
P
S
|
71,966 | $20,694,425 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VIG
VANGUARD DIVIDE...
|
ETF | 0.97% | 0.97% |
#15
Prev: #15
|
0.9 |
—
|
4,333 | 4.8% |
P
S
|
95,461 | $20,529,788 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
IVV
ISHARES TR CORE...
|
ETF | 0.86% | 0.85% |
#16
5
Prev: #21
|
2.3 |
—
|
2,010 | 7.8% |
P
S
|
27,772 | $18,140,951 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.84% | 0.95% |
#17
Prev: #17
|
0.8 |
—
|
-932 | -1.5% |
P
S
|
60,322 | $17,744,397 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
GOOG
ALPHABET INCORP...
|
Communication Services | 0.84% | 0.92% |
#18
1
Prev: #19
|
0.8 |
—
|
672 | 1.1% |
P
S
|
61,495 | $17,640,416 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
CGGR
CAPITAL GROUP G...
|
ETF | 0.74% | 1.00% |
#19
5
Prev: #14
|
0.8 |
—
|
-78,116 | -16.8% |
P
S
|
387,536 | $15,575,069 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.73% | 0.85% |
#20
2
Prev: #22
|
0.8 |
—
|
97 | 0.4% |
P
S
|
26,752 | $15,305,812 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
CAT
CATERPILLAR INC...
|
Industrials | 0.72% | 0.62% |
#21
5
Prev: #26
|
0.8 |
—
|
-1,189 | -5.3% |
P
S
|
21,351 | $15,126,444 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
GBTC
GRAYSCALE BITCO...
|
ETF | 0.70% | 0.94% |
#22
4
Prev: #18
|
0.8 |
—
|
-3,875 | -1.4% |
P
S
|
279,960 | $14,770,690 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
TSLA
TESLA INCORPORA...
|
Consumer Cyclical | 0.65% | 0.79% |
#23
Prev: #23
|
0.8 |
—
|
319 | 0.9% |
P
S
|
36,865 | $13,704,564 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
TPL
TEXAS PACIFIC L...
|
Energy | 0.65% | 0.17% |
#24
117
Prev: #141
|
3.3 |
—
|
16,839 | 141.4% |
P
S
|
28,748 | $13,642,847 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
WMT
WALMART INCORPO...
|
Consumer Defensive | 0.63% | 0.57% |
#25
5
Prev: #30
|
0.8 |
—
|
722 | 0.7% |
P
S
|
107,360 | $13,342,704 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
JEPI
JPMORGAN EQUITY...
|
ETF | 0.62% | 0.64% |
#26
1
Prev: #25
|
0.7 |
—
|
-3,343 | -1.4% |
P
S
|
229,372 | $13,000,776 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.61% | 0.51% |
#27
7
Prev: #34
|
2.7 |
—
|
28,227 | 47.2% |
P
S
|
88,063 | $12,881,856 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
LAMR
LAMAR ADVERTISI...
|
Bond/Debt | 0.59% | 0.60% |
#28
Prev: #28
|
0.7 |
—
|
-15 | -0.0% |
P
S
|
97,493 | $12,348,403 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.58% | 0.60% |
#29
2
Prev: #27
|
0.7 |
—
|
972 | 3.9% |
P
S
|
25,665 | $12,298,668 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SCHD
SCHWAB US DIVID...
|
ETF | 0.58% | 0.43% |
#30
10
Prev: #40
|
2.7 |
—
|
77,568 | 24.1% |
P
S
|
399,685 | $12,262,338 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
JEPQ
JPMORGAN NASDAQ...
|
ETF | 0.58% | 0.57% |
#31
2
Prev: #29
|
2.2 |
—
|
16,226 | 7.9% |
P
S
|
220,722 | $12,254,457 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SGOV
ISHARES TR 0-3 ...
|
ETF | 0.56% | 0.33% |
#32
30
Prev: #62
|
3.2 |
—
|
49,584 | 72.7% |
P
S
|
117,777 | $11,855,473 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VB
VANGUARD SMALL-...
|
ETF | 0.54% | 0.42% |
#33
8
Prev: #41
|
2.7 |
—
|
9,839 | 29.0% |
P
S
|
43,816 | $11,476,338 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.54% | 0.40% |
#34
14
Prev: #48
|
0.7 |
—
|
-1,238 | -1.8% |
P
S
|
67,364 | $11,429,270 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
CGUS
CAPITAL GROUP C...
|
ETF | 0.52% | 0.55% |
#35
4
Prev: #31
|
0.7 |
—
|
4,068 | 1.4% |
P
S
|
287,149 | $11,032,254 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AGG
ISHARES TR CORE...
|
ETF | 0.52% | 0.53% |
#36
4
Prev: #32
|
0.7 |
—
|
98 | 0.1% |
P
S
|
109,355 | $10,855,682 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.50% | 0.44% |
#37
Prev: #37
|
0.7 |
—
|
-431 | -0.4% |
P
S
|
112,530 | $10,451,773 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
XLF
SPDR FINANCIAL ...
|
Unknown | 0.49% | 0.49% |
#38
3
Prev: #35
|
2.2 |
—
|
23,742 | 12.9% |
P
S
|
208,061 | $10,271,982 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.48% | 0.34% |
#39
17
Prev: #56
|
2.7 |
—
|
1,838 | 22.3% |
P
S
|
10,079 | $10,042,846 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
XLE
SPDR ENERGY SEL...
|
Unknown | 0.46% | 0.25% |
#40
53
Prev: #93
|
2.7 |
—
|
41,923 | 36.1% |
P
S
|
157,920 | $9,674,179 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
DVY
ISHARES TR SELE...
|
ETF | 0.45% | 0.42% |
#41
2
Prev: #43
|
0.7 |
—
|
1,867 | 3.1% |
P
S
|
62,958 | $9,532,437 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
GLD
SPDR GOLD SHARE...
|
ETF | 0.45% | 0.44% |
#42
4
Prev: #38
|
0.7 |
—
|
-719 | -3.2% |
P
S
|
22,105 | $9,511,560 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
ETN
EATON CORPORATI...
|
Industrials | 0.45% | 0.39% |
#43
7
Prev: #50
|
2.2 |
—
|
1,290 | 5.1% |
P
S
|
26,362 | $9,428,772 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
FPE
FIRST TRUST PRE...
|
ETF | 0.45% | 0.92% |
#44
24
Prev: #20
|
0.2 |
—
|
-510,911 | -49.1% |
P
S
|
529,304 | $9,395,151 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
MTZ
MASTEC INCORPOR...
|
Industrials | 0.42% | 0.29% |
#45
37
Prev: #82
|
0.7 |
—
|
-162 | -0.6% |
P
S
|
27,808 | $8,946,946 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
REMX
VANECK RARE EAR...
|
ETF | 0.42% | — |
#46
Prev: #—
|
3.7 |
—
|
100,259 | — |
NEW
|
100,259 | $8,822,792 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
FTCS
FIRST TRUST CAP...
|
ETF | 0.40% | 0.40% |
#47
Prev: #47
|
0.7 |
—
|
691 | 0.8% |
P
S
|
90,333 | $8,379,315 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
FBND
FIDELITY TOTAL ...
|
ETF | 0.39% | 0.29% |
#48
36
Prev: #84
|
2.7 |
—
|
52,299 | 40.5% |
P
S
|
181,298 | $8,270,801 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
IYW
ISHARES TR U.S....
|
ETF | 0.38% | 0.45% |
#49
13
Prev: #36
|
0.7 |
—
|
-1,872 | -4.0% |
P
S
|
44,706 | $8,110,605 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VYM
VANGUARD HIGH D...
|
ETF | 0.38% | 0.36% |
#50
4
Prev: #54
|
2.2 |
—
|
3,342 | 6.5% |
P
S
|
54,752 | $8,108,728 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 |
Showing 1-50 of 1014 holdings