What does KW WEALTH MANAGEMENT LLC hold? Q4 2025 13F Holdings & Portfolio

AI Analysis · Q4 2025 · Q4 2025

KW WEALTH MANAGEMENT LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

ISHARES TR

$5M102K7.8%

APPLE INC

$5M17K6.8%

SPDR DOW JONES INDL AVERAGE

$4M9K6.6%

MICROSOFT CORP

$4M8K5.5%

RBB FD INC

$3M57K4.3%

ALPHABET INC

$2M8K3.7%

VANGUARD BD INDEX FDS

$2M29K3.2%

COSTCO WHSL CORP NEW

$2M2K2.9%

AMAZON COM INC

$2M8K2.7%

SPDR S&P 500 ETF TR

$2M2K2.4%

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