DOSSIER · 13F-HR · Q4 2025

KW WEALTH MANAGEMENT LLC

$66M in tracked AUM across 83 positions as of Q4 2025.

KW
CIK 0002078696 · last filed Dec 31, 2025
Total AUM
$66M
as of Q4 2025
Holdings
83
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
FLOT
ISHARES TR
$5M102K7.8%
02
AAPL
APPLE INC
$5M17K6.8%
03
DIA
SPDR DOW JONES INDL AVERAGE
$4M9K6.6%
04
MSFT
MICROSOFT CORP
$4M8K5.5%
05
TBIL
RBB FD INC
$3M57K4.3%
06
GOOG
ALPHABET INC
$2M8K3.7%
07
BND
VANGUARD BD INDEX FDS
$2M29K3.2%
08
COST
COSTCO WHSL CORP NEW
$2M2K2.9%
09
AMZN
AMAZON COM INC
$2M8K2.7%
10
SPY
SPDR S&P 500 ETF TR
$2M2K2.4%

Filing history

2025Q4Dec 31
$66M 135.3%
83 positionsView →
2025Q3Sep 30
$28M
35 positionsView →