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Kw Wealth Management

Latest statistics and disclosures from Kw Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002078696

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Positions held by Kw Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Kw Wealth Management

Kw Wealth Management holds 78 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Apple (AAPL)	7.4	$4.3M	17k	254.63	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	7.3	$4.3M	84k	51.09	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	7.0	$4.1M	8.9k	463.79	View chart
Microsoft Corporation (MSFT)	6.6	$3.9M	7.4k	518.01	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.9	$2.3M	30k	74.37	View chart
Costco Wholesale Corporation (COST)	3.2	$1.9M	2.0k	925.65	View chart
Alphabet Cap Stk Cl C (GOOG)	3.2	$1.9M	7.7k	243.57	View chart
Amazon (AMZN)	2.8	$1.6M	7.4k	219.58	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.5	$1.4M	2.2k	666.34	View chart
NVIDIA Corporation (NVDA)	2.3	$1.4M	7.3k	186.58	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.2	$1.3M	13k	95.15	View chart
Visa Com Cl A (V)	2.1	$1.2M	3.6k	341.41	View chart
RBB Us Treas 3 Mnth (TBIL)	2.0	$1.2M	24k	50.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.0	$1.1M	2.3k	502.76	View chart
Vanguard Index Fds Growth Etf (VUG)	1.8	$1.1M	2.3k	479.71	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.7	$1.0M	3.3k	307.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$981k	3.0k	328.25	View chart
Abbvie (ABBV)	1.6	$963k	4.2k	231.58	View chart
UnitedHealth (UNH)	1.6	$925k	2.7k	345.34	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	1.5	$859k	9.8k	87.21	View chart
Wal-Mart Stores (WMT)	1.4	$838k	8.1k	103.07	View chart
JPMorgan Chase & Co. (JPM)	1.4	$803k	2.5k	315.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$796k	1.3k	600.59	View chart
Procter & Gamble Company (PG)	1.3	$738k	4.8k	153.67	View chart
Rio Tinto Sponsored Adr (RIO)	1.2	$680k	10k	66.01	View chart
Johnson & Johnson (JNJ)	1.1	$672k	3.6k	185.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$606k	5.1k	118.83	View chart
Shell Spon Ads (SHEL)	1.0	$589k	8.2k	71.53	View chart
Chevron Corporation (CVX)	1.0	$560k	3.6k	155.32	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.9	$545k	21k	26.34	View chart
Meta Platforms Cl A (META)	0.9	$512k	697.00	734.39	View chart
Nrg Energy Com New (NRG)	0.9	$505k	3.1k	161.95	View chart
Bank of America Corporation (BAC)	0.8	$493k	9.5k	51.59	View chart
Marvell Technology (MRVL)	0.8	$470k	5.6k	84.08	View chart
Verizon Communications (VZ)	0.8	$465k	11k	43.95	View chart
Ishares Gold Tr Ishares New (IAU)	0.8	$457k	6.3k	72.77	View chart
Amgen (AMGN)	0.7	$437k	1.5k	282.33	View chart
Coca-Cola Company (KO)	0.7	$436k	6.6k	66.32	View chart
Abbott Laboratories (ABT)	0.7	$431k	3.2k	133.94	View chart
Lockheed Martin Corporation (LMT)	0.7	$394k	788.00	499.58	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$365k	1.7k	215.79	View chart
Select Sector Spdr Tr Energy (XLE)	0.6	$349k	3.9k	89.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$342k	1.4k	243.23	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$338k	453.00	746.63	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$332k	1.4k	242.04	View chart
Global X Fds S&p 500 Covered (XYLD)	0.5	$314k	8.0k	39.26	View chart
Palo Alto Networks (PANW)	0.5	$312k	1.5k	203.75	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$311k	4.2k	73.48	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.5	$295k	17k	17.01	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$277k	5.5k	50.64	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$271k	4.6k	58.85	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$270k	1.4k	186.57	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.5	$268k	1.2k	222.29	View chart
Vodafone Group Sponsored Adr (VOD)	0.5	$265k	23k	11.60	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.4	$260k	2.2k	118.44	View chart
Arthur J. Gallagher & Co. (AJG)	0.4	$257k	829.00	309.74	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.4	$256k	5.8k	44.00	View chart
Southern Company (SO)	0.4	$253k	2.7k	94.78	View chart
Tesla Motors (TSLA)	0.4	$248k	557.00	444.72	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$245k	1.7k	140.95	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.4	$244k	6.4k	38.22	View chart
Schlumberger Com Stk (SLB)	0.4	$242k	7.0k	34.37	View chart
Thermo Fisher Scientific (TMO)	0.4	$242k	497.00	485.82	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.4	$241k	7.1k	33.89	View chart
Autodesk (ADSK)	0.4	$240k	754.00	317.67	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.4	$239k	9.6k	24.93	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.4	$231k	826.00	279.29	View chart
Broadcom (AVGO)	0.4	$228k	690.00	329.93	View chart
Ishares Tr Broad Usd High (USHY)	0.4	$222k	5.9k	37.78	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.4	$218k	3.1k	70.97	View chart
T. Rowe Price (TROW)	0.4	$210k	2.0k	102.69	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$209k	3.5k	60.04	View chart
salesforce (CRM)	0.4	$207k	874.00	237.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$203k	331.00	614.22	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.3	$203k	7.0k	28.91	View chart
Equinox Gold Corp equities (EQX)	0.2	$115k	10k	11.22	View chart
Pennantpark Floating Rate Capi (PFLT)	0.2	$114k	13k	8.89	View chart
Invesco Mortgage Capital (IVR)	0.2	$100k	13k	7.56	View chart

Past Filings by Kw Wealth Management

SEC 13F filings are viewable for Kw Wealth Management going back to 2025

Kw Wealth Management 2025 Q3 filed Oct. 17, 2025

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