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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001987855

KINGSWOOD WEALTH ADVISORS, LLC

SAN DIEGO, CA · File #028-23333

Latest AUM
$2.07B
Positions
872
Top-10 Concentration
46.6%
Filings
11

Sector Allocation

Technology
14.0%$289.5M
Financials
7.3%$150.3M
Industrials
3.9%$80.5M
Healthcare
2.8%$58.5M
Energy
1.3%$27.0M
Real Estate
0.8%$16.1M
Materials
0.8%$15.8M
Utilities
0.6%$12.2M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCORPORATEDAAPL311,859$84.8M8.59%
2SPDR S&P 500 ETFSPY87,292$59.5M6.03%
3NVIDIA CORPORATIONNVDA309,110$57.6M5.84%
4INVESCO QQQ TRIVZ74,679$45.9M4.65%
5MICROSOFT CORPORATIONMSFT93,175$45.1M4.57%
6VANGUARD VALUE ETF922908744198,219$37.9M3.84%
7AMAZON COM INCORPORATEDAMZN154,472$35.7M3.61%
8SCHWAB U.S. LARGE-CAP GROWTH ETF8085243001,012,395$33.0M3.35%
9VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW92290836349,189$30.8M3.13%
10SPDR PORTFOLIO S&P 500 ETF78464A854362,880$29.1M2.95%
11BROADCOM INCORPORATEDAVGO79,640$27.6M2.79%
12SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889524,179$23.3M2.36%
13ALPHABET INCORPORATED CAP STK CLASS AGOOG70,307$22.0M2.23%
14CAPITAL GROUP GROWTH ETF SHS CREATION UNIT14020G101465,652$20.7M2.10%
15VANGUARD DIVIDEND APPRECIATION ETF92190884491,128$20.0M2.03%
16VANGUARD TOTAL STOCK MARKET ETF92290876959,183$19.8M2.01%
17JPMORGAN CHASE & COMPANY.VYLD61,254$19.7M2.00%
18GRAYSCALE BITCOIN TRUST ETFGBTC283,835$19.4M1.97%
19ALPHABET INCORPORATED CAP STK CLASS CGOOG60,823$19.1M1.93%
20FIRST TRUST PREFERRED SECURITIES AND INCOME ETF33739E1081,040,215$19.0M1.92%