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Raj Shah

Kingswood Wealth Advisors, Llc

Assets Managed
$2.107B
Holdings
924
Last Quarter
2026 - Q1
Filed Date
24d ago
Growth Rate
1.83%(2Q avg: 13.52%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Kingswood Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 924 positions.

Assets under management

The assets under management (AUM) of Kingswood Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.107B in assets, with a quarterly growth rate of 1.83% and a 2-quarter average growth rate of 13.52%. The portfolio is managed by Raj Shah, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.08%
3.72%
$78.291M
308,487 shares@ $253.79 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -4.96%
2.57%
$53.947M
82,956 shares@ $650.32 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.09%
2.48%
$52.242M
299,550 shares@ $174.41 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 11.98%
2.3%
$48.266M
83,624 shares@ $577.18 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -5.1%
1.76%
$36.905M
188,101 shares@ $196.21 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.42%
1.7%
$35.668M
96,356 shares@ $370.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.44%
1.55%
$32.635M
156,696 shares@ $208.28 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.2%
1.4%
$29.331M
49,086 shares@ $597.55 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -2.04%
1.29%
$27.167M
355,476 shares@ $76.43 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.76%
1.17%
$24.46M
79,027 shares@ $309.52 avg price

1-10 of 924