Long-term investor
Kingswood Wealth Advisors, LLC @kingswoodwealthadvisorsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001987855).
Record
- Tracked since 2025-12-31 (257 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.7%
- Max drawdown n/a · win rate 5% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.7% · long · since 2025-12-31
- SPY · 2.6% · long · since 2025-12-31
- NVDA · 2.5% · long · since 2025-12-31
- 46090E103 · 2.4% · long · since 2025-12-31
- VTV · 1.7% · long · since 2025-12-31
- VOO · 1.5% · long · since 2025-12-31
- AMZN · 1.5% · long · since 2025-12-31
- MSFT · 1.4% · long · since 2025-12-31
- SPYM · 1.2% · long · since 2025-12-31
- AVGO · 1.2% · long · since 2025-12-31
- SCHG · 1.1% · long · since 2025-12-31
- MU · 1.1% · long · since 2025-12-31