KW WEALTH MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 25, 2026, for the 2025 Q4 period, KW WEALTH MANAGEMENT LLC held in its portfolio 81 assets valued at $65,899,927 (i.e. $65.90M).
The most valuable assets in the portfolio included: ISHARES TR ($5.17M), APPLE INC ($4.51M), and SPDR DOW JONES INDL AVERAGE ($4.37M).
The chart below shows the top 10 valuable assets, and the table below shows the top 81 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
KW WEALTH MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 101545 | 5164619 | FLTG RATE NT ETF |
| APPLE INC | 16597 | 4512314 | COM |
| SPDR DOW JONES INDL AVERAGE | 9096 | 4371697 | UT SER 1 |
| MICROSOFT CORP | 7545 | 3649346 | COM |
| RBB FD INC | 57160 | 2851165 | US TREAS 3 MNTH |
| ALPHABET INC | 7829 | 2456866 | CAP STK CL C |
| VANGUARD BD INDEX FDS | 28648 | 2122005 | TOTAL BND MRKT |
| COSTCO WHSL CORP NEW | 2224 | 1917875 | COM |
| AMAZON COM INC | 7592 | 1752431 | COM |
| SPDR S&P 500 ETF TR | 2294 | 1564701 | TR UNIT |
| VISA INC | 3948 | 1384919 | COM CL A |
| NVIDIA CORPORATION | 7394 | 1378996 | COM |
| ISHARES TR | 13553 | 1276220 | MSCI USA MIN VOL |
| BERKSHIRE HATHAWAY INC DEL | 2457 | 1235067 | CL B NEW |
| VANGUARD INDEX FDS | 3328 | 1116087 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 2162 | 1054989 | GROWTH ETF |
| VANGUARD INDEX FDS | 3330 | 1048572 | LARGE CAP ETF |
| ABBVIE INC | 4573 | 1045067 | COM |
| SELECT SECTOR SPDR TR | 21921 | 935830 | STATE STREET UTI |
| WALMART INC | 8282 | 922788 | COM |
| JPMORGAN CHASE & CO. | 2809 | 905353 | COM |
| UNITEDHEALTH GROUP INC | 2677 | 883834 | COM |
| RIO TINTO PLC | 10342 | 827719 | SPONSORED ADR |
| INVESCO QQQ TR | 1338 | 822247 | UNIT SER 1 |
| SPDR SERIES TRUST | 23949 | 778167 | STATE STREET SPD |
| JOHNSON & JOHNSON | 3624 | 749987 | COM |
| SHELL PLC | 9168 | 673701 | SPON ADS |
| PROCTER AND GAMBLE CO | 4697 | 673217 | COM |
| CHEVRON CORP NEW | 4192 | 638960 | COM |
| ISHARES TR | 5061 | 608245 | CORE S&P SCP ETF |
| COCA COLA CO | 8110 | 567039 | COM |
| META PLATFORMS INC | 850 | 561090 | CL A |
| SCHWAB STRATEGIC TR | 20585 | 553947 | US LRG CAP ETF |
| ISHARES GOLD TR | 6614 | 536858 | ISHARES NEW |
| BANK AMERICA CORP | 9571 | 526405 | COM |
| NRG ENERGY INC | 3280 | 522318 | COM NEW |
| LOCKHEED MARTIN CORP | 1057 | 511524 | COM |
| AMGEN INC | 1549 | 507228 | COM |
| MARVELL TECHNOLOGY INC | 5885 | 500185 | COM |
| VERIZON COMMUNICATIONS INC | 11814 | 481184 | COM |
| ALPHABET INC | 1450 | 454098 | CAP STK CL A |
| ABBOTT LABS | 3296 | 412968 | COM |
| GLOBAL X FDS | 22885 | 404393 | NASDAQ 100 COVER |
| GLOBAL X FDS | 9660 | 392486 | S&P 500 COVERED |
| BROADCOM INC | 1080 | 373804 | COM |
| VANGUARD SPECIALIZED FUNDS | 1689 | 371208 | DIV APP ETF |
| SELECT SECTOR SPDR TR | 8260 | 369331 | STATE STREET ENE |
| ISHARES TR | 1432 | 352609 | RUSSELL 2000 ETF |
| PRICE T ROWE GROUP INC | 3337 | 341736 | COM |
| VANGUARD WORLD FD | 453 | 341462 | INF TECH ETF |
| ALLIANCEBERNSTEIN HLDG L P | 8687 | 334293 | UNIT LTD PARTN |
| PALO ALTO NETWORKS INC | 1712 | 315529 | COM |
| INVESCO EXCH TRADED FD TR II | 4235 | 302464 | S&P500 LOW VOL |
| VODAFONE GROUP PLC NEW | 22251 | 293942 | SPONSORED ADR |
| VANGUARD WORLD FD | 2405 | 290909 | ESG US STK ETF |
| THERMO FISHER SCIENTIFIC INC | 501 | 290782 | COM |
| THORNBURG INCM BUILDER OPP T | 14058 | 282566 | COM |
| SLB LIMITED | 7306 | 280404 | COM STK |
| VANGUARD INDEX FDS | 1434 | 273993 | VALUE ETF |
| FIDELITY COVINGTON TRUST | 1204 | 270651 | MSCI INFO TECH I |
| VANGUARD SCOTTSDALE FDS | 4603 | 270334 | SHORT TERM TREAS |
| VANGUARD MALVERN FDS | 5292 | 261784 | STRM INFPROIDX |
| FIDELITY COVINGTON TRUST | 3511 | 260797 | MSCI HLTH CARE I |
| EXXON MOBIL CORP | 2121 | 255241 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 826 | 251013 | SPONSORED ADS |
| TESLA INC | 557 | 250494 | COM |
| FIDELITY COVINGTON TRUST | 4990 | 241716 | SUSTAINABLE HIGH |
| VANGUARD WHITEHALL FDS | 1640 | 235373 | HIGH DIV YLD |
| AUTODESK INC | 787 | 232960 | COM |
| SOUTHERN CO | 2664 | 232337 | COM |
| FIDELITY COVINGTON TRUST | 3075 | 225336 | MSCI COMMNTN SVC |
| AMERICAN EXPRESS CO | 608 | 224930 | COM |
| ISHARES TR | 887 | 222025 | MSCI USA MMENTM |
| CARNIVAL CORP | 7019 | 214368 | UNIT 99/99/9999 |
| VANGUARD INDEX FDS | 339 | 213059 | S&P 500 ETF SHS |
| ISHARES TR | 5613 | 209913 | BROAD USD HIGH |
| SCHWAB STRATEGIC TR | 6819 | 201911 | US LCAP VA ETF |
| VANGUARD INDEX FDS | 777 | 200427 | SMALL CP ETF |
| EQUINOX GOLD CORP | 10623 | 149147 | COM |
| PENNANTPARK FLOATING RATE CA | 13002 | 120531 | COM |
| INVESCO MORTGAGE CAPITAL INC | 10207 | 85841 | COM |
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