KINGSWOOD WEALTH ADVISORS LLC
Q1 2025 Form 13-F
SAN DIEGO, CALIFORNIA
CIK 0001987855
· CRD 288792
· SEC-registered investment adviser
Consolidated report · includes
2 managers
since Q2 2023
$1.1B Reported Value Total
KINGSWOOD WEALTH ADVISORS, LLC reports 9,250 total accounts under management (AUM). There are 9,159 discretionary accounts valued at $2,431,120,830, and 91 non-discretionary accounts valued at $39,819,506.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-10-07
Reported value
$1.1B
Quarter over quarter
-4.6%
Holdings
723
Top-10 concentration
22.5%
Filing Structure
Reports holdings for
- GeoWealth Management LLC · File #028-16841 · since Q2 2023
- EUDAIMONIA ASSET MANAGEMENT (not a 13F filer in our records) · since Q2 2026 · declared by one filing
- GeoWealth Management (not a 13F filer in our records) · File #028-02816841 · Q3 2025 – Q3 2025 · declared by one filing
Key People
Form ADV owners & control persons
Michael Haskel Nessim
MANAGING MEMBER
Mohamed A Alsoraimi
CHIEF COMPLIANCE OFFICER
Nicole Marie English
OPERATIONS PRINCIPAL
Filing Navigation
13F Metrics
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Q1 2025 13F record
Q1 2025 13F filing summary
| Period of report | March 31, 2025 |
|---|---|
| Filed | April 21, 2025 |
| Form | 13F-HR |
| Reported value | $1.1B |
| Positions | 723 |
| Change in reported value | -17.8% |
| New positions | 61 |
| Exited positions | 133 |
| Position turnover | 22.7% |
| Top-10 concentration | 22.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 23, 2026
|
1,024 | $2.6B |
|
Q2 2026 13F
Filed Jul 27, 2026
|
995 | $2.5B |
|
Q1 2026 13F
Filed Apr 28, 2026
|
924 | $2.1B |
|
Q4 2025 13F
Filed Jan 28, 2026
|
868 | $2.1B |
|
Q3 2025 13F
Filed Oct 23, 2025
|
790 | $1.7B |
|
Q2 2025 13F
Filed Jul 23, 2025
|
743 | $1.3B |
|
Q1 2025 13F
Filed Apr 21, 2025
|
723 | $1.1B |
|
Q4 2024 13F
Filed Jan 22, 2025
|
791 | $1.3B |
|
Q3 2024 13F
Filed Oct 21, 2024
|
663 | $1.4B |
|
Q2 2024 13F
Filed Jul 9, 2024
|
653 | $1.1B |
|
Q1 2024 13F
Filed Apr 15, 2024
|
618 | $867.1M |
|
Q4 2023 13F
Filed Jan 16, 2024
|
639 | $882.3M |
|
Q3 2023 13F
Filed Oct 24, 2023
|
417 | $585.1M |
|
Q2 2023 13F
Filed Aug 9, 2023
|
267 | $313.7M |
Top 20 holdings · Q1 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INCORPORATED | $48.5M | 4.43% |
| 2 | NVDA NVIDIA CORPORATION | $31.7M | 2.9% |
| 3 | SPY SPDR S&P 500 ETF | $31.3M | 2.86% |
| 4 | MSFT MICROSOFT CORPORATION | $24.4M | 2.23% |
| 5 | QQQ INVESCO QQQ TR | $22.1M | 2.02% |
| 6 | VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $20.4M | 1.86% |
| 7 | SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF | $18.8M | 1.72% |
| 8 | GBTC GRAYSCALE BITCOIN TRUST ETF | $18.7M | 1.7% |
| 9 | AMZN AMAZON COM INCORPORATED | $18.3M | 1.67% |
| 10 | IVV ISHARES TR CORE S&P500 ETF | $12.4M | 1.14% |
| 11 | META META PLATFORMS INCORPORATED CLASS A | $11.4M | 1.04% |
| 12 | MSTR MICROSTRATEGY INCORPORATED CLASS A NEW | $10.2M | 0.93% |
| 13 | GOOGL ALPHABET INCORPORATED CAP STK CLASS A | $9.3M | 0.85% |
| 14 | BITX 2X BITCOIN STRATEGY ETF | $9.0M | 0.83% |
| 15 | AVGO BROADCOM INCORPORATED | $9.0M | 0.82% |
| 16 | USMV ISHARES TR MSCI USA MIN VOL | $7.6M | 0.69% |
| 17 | TSLA TESLA INCORPORATED | $7.3M | 0.67% |
| 18 | VTV VANGUARD VALUE ETF | $7.3M | 0.67% |
| 19 | FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF | $7.3M | 0.67% |
| 20 | JPM JPMORGAN CHASE & COMPANY. | $7.3M | 0.66% |
Values as reported on the Q1 2025 Form 13F. Every position is in the holdings table below.