KW WEALTH MANAGEMENT LLC
CIK 2078696
13F portfolio (2025-Q4)
$66M
Positions
83
As reported on this filer's Form 13F for 2025-Q4, filed 2026-04-22. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end.
| 1 | FLOT | ISHARES TR |
| 2 | AAPL | APPLE INC |
| 3 | DIA | SPDR DOW JONES INDL AVERAGE |
| 4 | MSFT | MICROSOFT CORP |
| 5 | TBIL | RBB FD INC |
Top holdings — weights and history with Pro
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