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Manager record

Kingswood Wealth Advisors, Llc

San Diego, CA · CIK 1987855 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$2.60BReported 13F valueQ3 2026 · as filed
1,025Holdings listed
+5.0%vs prior quartervalue change includes market moves
7Quarters on record
Oct 23Latest filed
Reported 13F value by quarter, Q1 2025 to Q3 2026Q1 2025: $1.1B$1.1BQ1 2025725 holdingsQ2 2025: $1.3B$1.3BQ2 2025745 holdingsQ3 2025: $1.7B$1.7BQ3 2025792 holdingsQ4 2025: $2.1B$2.1BQ4 2025872 holdingsQ1 2026: $2.1B$2.1BQ1 2026924 holdingsQ2 2026: $2.5B$2.5BQ2 2026997 holdingsQ3 2026: $2.6B$2.6BQ3 20261,025 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 23 2026 13F-HR · period Q3 2026

$2.60B · 1,025 holdings listed · View original SEC filing ↗
Jul 27 2026 13F-HR · period Q2 2026

$2.48B · 997 holdings listed · View original SEC filing ↗
Apr 28 2026 13F-HR · period Q1 2026

$2.11B · 924 holdings listed · View original SEC filing ↗
Jan 28 2026 13F-HR · period Q4 2025

$2.07B · 872 holdings listed · View original SEC filing ↗
Oct 23 2025 13F-HR · period Q3 2025

$1.65B · 792 holdings listed · View original SEC filing ↗
Jul 25 2025 13F-HR/A · period Q1 2025

$1.09B · 725 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 23 2025 13F-HR · period Q2 2025

$1.27B · 745 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 23, 2026 · Change methodology