Holdings of KINGSWOOD WEALTH ADVISORS, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 772 in 12 countries
- Top ten
- 21.6 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Technology 15.0 %
- Funds 7.2 %
- Industrials 5.2 %
- Financials 4.4 %
- Consumer discretionary 3.9 %
- Communication 3.7 %
- Health care 3.0 %
- Consumer staples 2.4 %
- Energy 1.6 %
- Utilities 1.6 %
- Materials 0.5 %
- Real estate 0.5 %
- Unattributed 50.9 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 99.3 %
- Taiwan 0.3 %
- United Kingdom 0.2 %
- Netherlands 0.1 %
- Denmark 0.0 %
- Germany 0.0 %
- Israel 0.0 %
- Canada 0.0 %
- Japan 0.0 %
- Ireland 0.0 %
- Cayman Islands 0.0 %
- Spain 0.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 756 | 1.9B $ | 99.31 % |
| 2 | Taiwan | 1 | 5.8M $ | 0.30 % |
| 3 | United Kingdom | 5 | 3.5M $ | 0.18 % |
| 4 | Netherlands | 1 | 2.2M $ | 0.11 % |
| 5 | Denmark | 1 | 405.2K $ | 0.02 % |
| 6 | Germany | 1 | 297.2K $ | 0.02 % |
| 7 | Israel | 1 | 263.1K $ | 0.01 % |
| 8 | Canada | 1 | 252.8K $ | 0.01 % |
| 9 | Japan | 1 | 224.5K $ | 0.01 % |
| 10 | Ireland | 1 | 223K $ | 0.01 % |
| 11 | Cayman Islands | 2 | 218.1K $ | 0.01 % |
| 12 | Spain | 1 | 157.9K $ | 0.01 % |
Cite this page
Titelia. "Holdings of KINGSWOOD WEALTH ADVISORS, LLC". https://titelia.com/en/funds/US13F1987855