KW WEALTH MANAGEMENT LLC

13F Portfolio Filings

Most recent 13F
Q3 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
Q3 2025 78 58,676 AAPL, FLOT, DIA, MSFT 13F-HR 10/17/2025 000208585325000114