Kingswood Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists the firm's contact information, including its address in San Diego, California, and identifies Rajiv Kirit Shah as the compliance officer.
The portfolio report details a wide array of common stocks, exchange-traded funds, and closed-end funds. The largest position disclosed is Amazon.com Incorporated, with 38,424,493 shares. Other notable common stock holdings include Apple Inc. (108,049,406 shares), Broadcom Inc. (28,230,463 shares), and Bank of America Corporation (6,471,880 shares).
The filing also includes a significant number of exchange-traded funds and closed-end funds. Notable entries include the Vanguard Total Bond Market ETF, the BlackRock Enhanced Equity Dividend Closed-End Fund, and the iShares Core S&P 500 ETF. The portfolio also holds various specialized funds, such as the 2X Bitcoin Strategy ETF and the Global X Artificial Intelligence & Technology ETF.
