KW WEALTH MANAGEMENT LLC
13F Portfolio Filings
Most recent 13F
Q4 2025
Location
Sacramento, CA
CIK
0002078696
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2025
83
65,899
FLOT, AAPL, DIA, MSFT
13F-HR
2/25/2026
000208585326000287
Q3 2025
78
58,676
AAPL, FLOT, DIA, MSFT
13F-HR
10/17/2025
000208585325000114