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

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
$0
$4.29 Billion 7.31% of portfolio
83,959
Q3 2025 New
$0
$4.12 Billion 7.02% of portfolio
8,876
Q3 2025 New
$3.81T
$3.86 Billion 6.58% of portfolio
7,448
Q3 2025 New
$0
$2.26 Billion 3.85% of portfolio
30,377
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
$0
$1.44 Billion 2.45% of portfolio
2,158
Q3 2025 New
$453B
$1.36 Billion 2.32% of portfolio
7,305
Q3 2025 New
$0
$1.28 Billion 2.18% of portfolio
13,444
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
$0
$1.08 Billion 1.85% of portfolio
2,260
Q3 2025 New
$0
$1.01 Billion 1.72% of portfolio
3,284
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
$0
$859 Million 1.46% of portfolio
9,844
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
$0
$796 Million 1.36% of portfolio
1,326
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
$0
$606 Million 1.03% of portfolio
5,101
Q3 2025 New
$254B
$589 Million 1.0% of portfolio
8,240
Q3 2025 New
$297B
$560 Million 0.95% of portfolio
3,604
Q3 2025 New
$0
$545 Million 0.93% of portfolio
20,685
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
$68.8B
$457 Million 0.78% of portfolio
6,276
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
$0
$364 Million 0.62% of portfolio
1,689
Q3 2025 New
$0
$349 Million 0.6% of portfolio
3,909
Q3 2025 New
$0
$338 Million 0.58% of portfolio
453
Q3 2025 New
$1.5T
$342 Million 0.58% of portfolio
1,406
Q3 2025 New
$0
$332 Million 0.57% of portfolio
1,370
Q3 2025 New
$0
$314 Million 0.53% of portfolio
7,991
Q3 2025 New
$0
$311 Million 0.53% of portfolio
4,235
Q3 2025 New
$61.5B
$312 Million 0.53% of portfolio
1,532
Q3 2025 New
$0
$295 Million 0.5% of portfolio
17,322
Q3 2025 New
$0
$277 Million 0.47% of portfolio
5,472
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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