KW WEALTH MANAGEMENT LLC 13F Holdings
CIK 0002078696 · SACRAMENTO, CA
As of Sep 30, 2025, KW WEALTH MANAGEMENT LLC reported 78 positions worth $58.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 17,004 | $4.3M | 7.38% |
| ISHARES FLOATING RATE BOND ETF | FLOT | — | 83,959 | $4.3M | 7.31% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | DIA | — | 8,876 | $4.1M | 7.02% |
| MICROSOFT CORP | MSFT | Technology | 7,448 | $3.9M | 6.58% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 30,377 | $2.3M | 3.85% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 2,045 |