Kingswood Wealth Advisors, LLC
Kingswood Wealth Advisors, LLC is a San Diego, California-based SEC-registered investment adviser founded in 2018. The firm has approximately 80 employees and serves individual investors, high-net-worth individuals, pension plans, charitable organizations, insurance companies, and business clients. Kingswood provides comprehensive wealth management, investment advisory, and planning services with a philosophy centered on personalized, data-driven strategies supported by the resources of a global financial services group.
Investment Strategy
Kingswood Wealth Advisors delivers tailored, comprehensive wealth management solutions designed for long-term financial security and growth. Their approach is based on data-driven, personalized strategies that incorporate asset allocation, diversified portfolios, and risk management to meet each client's unique financial goals. Kingswood emphasizes boutique service enhanced by the scale of a global organization and provides services spanning wealth management, wealth planning, investment products, equity research, and advisor support. The firm’s philosophy is rooted in transparency, ongoing market insight, and partnership with clients across all financial stages.
Top Holdings
Equity Positions (748)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INCORPORATED | 4.38% | $48.5M | 218,054 | $200.82 | $222.13 | -$22.6M |
N NVDA | NVIDIA CORPORATION | 2.86% | $31.7M | 292,083 | $71.62 | $108.38 | -$16.0M |
S SPY | SPDR S&P 500 ETF | 2.82% | $31.3M | 55,858 | $544.86 | $559.39 | -$16.0M |
M MSFT | MICROSOFT CORPORATION | 2.20% | $24.4M | 64,823 | $390.02 | $375.39 | -$6.0M |
Q QQQ | INVESCO QQQ TR | 1.99% | $22.1M | 47,047 | $453.22 | $468.92 | -$7.2M |