KINGSWOOD WEALTH ADVISORS, LLC

RIA/Wealth

KINGSWOOD WEALTH ADVISORS, LLC is a RIA/Wealth based in San Diego, CA led by Michael Haskel Nessim, reporting $2.5B in AUM as of Q3 2025 with 50% ETF concentration.

CEOMichael Haskel Nessim

Portfolio Value: $1.6B
Positions: 774
Top Holding: AAPL at 3.93%
Last Reported: Q3 2025

Address11440 W. Bernardo Court, Suite 300, San Diego, CA, 92127, United States

Top Holdings

Largest long holdings in KINGSWOOD WEALTH ADVISORS, LLC's portfolio (22.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$64.6M	3.93%	+$9.1M Bought	0.00% 253.8K shares	Q2 2023 Held for 2y 5m
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$52.2M	3.18%	+$3.5M Bought	— 78.4K shares	Q2 2023 Held for 2y 5m
3 Nvidia NVDA	Semiconductors Technology	$49.4M	3.01%	-$1.1M Sold	0.00% 264.7K shares	Q2 2023 Held for 2y 5m
4 Microsoft MSFT	Software - Infrastructure Technology	$36.8M	2.24%	+$6.1M Bought	0.00% 71.0K shares	Q2 2023 Held for 2y 5m
5 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$33.8M	2.06%	+$7.8M Bought	— 1.1M shares	Q3 2023 Held for 2y 2m
6 Invesco QQQ Trust QQQ	ETF ETF	$33.1M	2.01%	+$5.3M Bought	— 55.1K shares	Q2 2023 Held for 2y 5m
7 Amazon AMZN	Specialty Retail Consumer Cyclical	$27.7M	1.69%	+$5.0M Bought	0.00% 126.2K shares	Q2 2023 Held for 2y 5m
8 Vanguard S&P 500 ETF VOO	ETF ETF	$27.2M	1.65%	+$4.1M Bought	— 44.4K shares	Q2 2023 Held for 2y 5m
9 GBTC Grayscale Bitcoin Trust GBTC	Unknown Unknown	$25.6M	1.56%	+$241.8K Bought	— 284.9K shares	Q2 2023 Held for 2y 5m
10 iShares Core S&P 500 ETF IVV	ETF ETF	$21.4M	1.30%	+$2.1M Bought	— 32.0K shares	Q2 2023 Held for 2y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in KINGSWOOD WEALTH ADVISORS, LLC's latest filing

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Market Value

$1.6B

Prior: $1.3B

Q/Q Change

+30.23%

+$381.5M

Net Flows % of MV

+14.95%

Turnover Ratio

11.65%

New Purchases

53 stocks

$20.5M

Added To

427 stocks

+$277.0M

Sold Out Of

68 stocks

$19.0M

Reduced Holdings

209 stocks

-$32.8M

Increased Positions

Position	Shares Δ	Change
1 First Trust Indxx Innovative Transaction & Process LEGR	New	0 → 59.4K +$3.3M
2 BitMine Immersion Technologies, Inc. BMNR	New	0 → 22.2K +$1.2M
3 XNET Xunlei XNET	New	0 → 77.8K +$744.1K
4 First Trust North American Energy Infrastructure Fund EMLP	New	0 → 17.3K +$661.3K
5 VictoryShares Free Cash Flow VFLO	New	0 → 17.1K +$643.1K

Decreased Positions

Position	Shares Δ	Change
1 Acruence Active Hedge U.S. Equity XVOL	Sold	100.1K → 0 −$2.2M
2 Oscar Health OSCR	Sold	26.9K → 0 −$576.0K
3 BUFG FT Vest Buffered Allocation Growth BUFG	Sold	21.0K → 0 −$535.7K
4 Coeur Mining CDE	Sold	54.0K → 0 −$478.4K
5 Talen Energy Corporation TLN	Sold	1.6K → 0 −$478.0K

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Analytics

Portfolio insights and performance metrics for KINGSWOOD WEALTH ADVISORS, LLC

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Sector Allocation

ETF

49.50%

Technology

16.40%

Industrials

5.30%

Financial Services

4.90%

Consumer Cyclical

4.30%

Communication Services

3.50%

Healthcare

2.70%

Consumer Defensive

2.00%

Energy

2.00%

Real Estate

1.70%

Utilities

1.60%

Basic Materials

0.80%

Market Cap Distribution

Mega Cap (> $200B)

26.05%

Large Cap ($10B - $200B)

17.11%

Mid Cap ($2B - $10B)

1.27%

Small Cap ($300M - $2B)

0.42%

Micro Cap ($50M - $300M)

0.27%

Nano Cap (< $50M)

0.19%

N/A (ETF or Unknown)

54.69%

Portfolio Concentration

Top 10 Holdings %

22.63%

Top 20 Holdings %

32.01%

Top 50 Holdings %

47.13%

Top 100 Holdings %

62.49%