Kw Wealth Management
Latest statistics and disclosures from Kw Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Amr, and represent % of Kw Wealth Management's stock portfolio.
- Added to shares of these 1 stock: Amr.
- Started 1 new stock position in Amr.
- Reduced shares in these 10 stocks: , AAPL, , MSFT, TBIL, GOOG, BND, , AMZN, .
- Sold out of its positions in ABT, ABBV, AB, GOOG, GOOGL, AMZN, AXP, AMGN, AAPL, ADSK.
- Kw Wealth Management was a net seller of stock by $-66M.
- Central Index Key (CIK): 0002078696
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Portfolio Holdings for Kw Wealth Management
Kw Wealth Management holds 1 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| 0 0 | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Kw Wealth Management
SEC 13F filings are viewable for Kw Wealth Management going back to 2025
- Kw Wealth Management 2026 Q1 filed April 22, 2026
- Kw Wealth Management 2025 Q4 filed Feb. 25, 2026
- Kw Wealth Management 2025 Q3 filed Oct. 17, 2025