§ 13F · FUND PROFILE
KW WEALTH MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 83Turnover · — · Q4Filed · Feb 25, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$65.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 25, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FLOT | ISHARES TR | 102K | $5.2T | 7.8% | NEW |
| 2 | AAPL | APPLE INC | 17K | $4.5T | 6.8% | NEW |
| 3 | DIA | SPDR DOW JONES INDL AVERAGE | 9K | $4.4T | 6.6% | NEW |
| 4 | MSFT | MICROSOFT CORP | 8K | $3.6T | 5.5% | NEW |
| 5 | TBIL | RBB FD INC | 57K | $2.9T | 4.3% | NEW |
| 6 | GOOG | ALPHABET INC | 8K | $2.5T | 3.7% | NEW |
| 7 | BND | VANGUARD BD INDEX FDS | 29K | $2.1T | 3.2% | NEW |
| 8 | COST | COSTCO WHSL CORP NEW | 2K | $1.9T | 2.9% | NEW |
| 9 | AMZN | AMAZON COM INC | 8K | $1.8T | 2.7% | NEW |
| 10 | SPY | SPDR S&P 500 ETF TR | 2K | $1.6T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KW SIGNAL
AC read
KW WEALTH MANAGEMENT LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed