KW WEALTH MANAGEMENT LLC

Q3 2026 13F Holdings

Location
Sacramento, CA
Holdings as of
9/30/2026
Value
$130M
Value excl. options
$79.1M
Num holdings
79
Date filed
10/28/2026
Form type
13F-HR
Prev filing
4/21/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type