Kw Wealth Management LLC Portfolio Holdings

Kw Wealth Management LLC

  • $58.7 Billion
  • Q3 2025

Kw Wealth Management LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $58.7 Billion distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $4.33B, Ishares Tr Fltg Rate Nt ETF with a value of $4.29B, Spdr Dow Jones Industrial Average ETF Trust with a value of $4.12B, Microsoft Corp with a value of $3.86B, and Vanguard Bd Index Fd Inc Total with a value of $2.26B.

Examining the 13F form we can see an increase of $58.7B in the current position value.

Kw Wealth Management LLC is based out at Sacramento, CA

Below you can find more details about Kw Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $58.7 Billion
ETFs: $25.2 Billion
Technology: $11.2 Billion
Financial Services: $4.49 Billion
Consumer Defensive: $3.9 Billion
Healthcare: $3.67 Billion
Communication Services: $3.46 Billion
Consumer Cyclical: $2.08 Billion
Energy: $1.39 Billion
Other: $2.04 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.98T
$4.33 Billion 7.38% of portfolio
17,004
Q3 2025 New
$3.81T
$3.86 Billion 6.58% of portfolio
7,448
Q3 2025 New
$410B
$1.89 Billion 3.23% of portfolio
2,045
Q3 2025 New
$1.53T
$1.87 Billion 3.19% of portfolio
7,685
Q3 2025 New
$2.18T
$1.63 Billion 2.77% of portfolio
7,402
Q3 2025 New
$453B
$1.36 Billion 2.32% of portfolio
7,305
Q3 2025 New
$548B
$1.22 Billion 2.08% of portfolio
3,581
Q3 2025 New
-
$1.2 Billion 2.05% of portfolio
-
Q3 2025 New
$646B
$1.15 Billion 1.96% of portfolio
2,284
Q3 2025 New
$401B
$963 Million 1.64% of portfolio
4,158
Q3 2025 New
$334B
$924 Million 1.58% of portfolio
2,677
Q3 2025 New
$289B
$838 Million 1.43% of portfolio
8,129
Q3 2025 New
$876B
$803 Million 1.37% of portfolio
2,545
Q3 2025 New
$355B
$738 Million 1.26% of portfolio
4,802
Q3 2025 New
$111B
$680 Million 1.16% of portfolio
10,296
Q3 2025 New
$502B
$672 Million 1.15% of portfolio
3,624
Q3 2025 New
$297B
$560 Million 0.95% of portfolio
3,604
Q3 2025 New
$1.61T
$512 Million 0.87% of portfolio
697
Q3 2025 New
$40B
$504 Million 0.86% of portfolio
3,115
Q3 2025 New
$405B
$492 Million 0.84% of portfolio
9,546
Q3 2025 New
$75.2B
$470 Million 0.8% of portfolio
5,595
Q3 2025 New
$170B
$465 Million 0.79% of portfolio
10,570
Q3 2025 New
$158B
$437 Million 0.75% of portfolio
1,549
Q3 2025 New
$292B
$436 Million 0.74% of portfolio
6,577
Q3 2025 New
$224B
$431 Million 0.74% of portfolio
3,221
Q3 2025 New
$129B
$394 Million 0.67% of portfolio
788
Q3 2025 New
$1.5T
$342 Million 0.58% of portfolio
1,406
Q3 2025 New
$61.5B
$312 Million 0.53% of portfolio
1,532
Q3 2025 New
$31.6B
$265 Million 0.45% of portfolio
22,871
Q3 2025 New
$58.9B
$257 Million 0.44% of portfolio
829
Q3 2025 New
$107B
$253 Million 0.43% of portfolio
2,664
Q3 2025 New
$3.86B
$244 Million 0.42% of portfolio
6,388
Q3 2025 New
$1.35T
$248 Million 0.42% of portfolio
557
Q3 2025 New
$210B
$241 Million 0.41% of portfolio
497
Q3 2025 New
$46.7B
$242 Million 0.41% of portfolio
7,038
Q3 2025 New
$53.1B
$240 Million 0.41% of portfolio
754
Q3 2025 New
$143B
$228 Million 0.39% of portfolio
690
Q3 2025 New
$1.55T
$231 Million 0.39% of portfolio
826
Q3 2025 New
$23.3B
$210 Million 0.36% of portfolio
2,048
Q3 2025 New
$31.4B
$203 Million 0.35% of portfolio
7,019
Q3 2025 New
$246B
$207 Million 0.35% of portfolio
874
Q3 2025 New
$3.88B
$114 Million 0.2% of portfolio
10,203
Q3 2025 New
$0
$114 Million 0.19% of portfolio
12,842
Q3 2025 New
$238M
$99.5 Million 0.17% of portfolio
13,156
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $58.7 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 78 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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