Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KW WEALTH MANAGEMENT LLC (CIK 2078696) reported $65.9M across 83 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: FLOT ($5.2M, 7.84%), AAPL ($4.5M, 6.85%), DIA ($4.4M, 6.63%), MSFT ($3.6M, 5.54%), TBIL ($2.9M, 4.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FLOT | ISHARES TR | $5.2M | 7.84% | 101,545 | Added |
| 2 | AAPL | APPLE INC | $4.5M | 6.85% | 16,597 | Trimmed |
| 3 | DIA | SPDR DOW JONES INDL AVERAGE | $4.4M | 6.63% | 9,096 | Added |
| 4 | MSFT | MICROSOFT CORP | $3.6M | 5.54% | 7,545 | Added |
| 5 | TBIL | RBB FD INC | $2.9M | 4.33% | 57,160 | Added |
| 6 | GOOG | ALPHABET INC | $2.5M | 3.73% | 7,829 | Added |
| 7 | BND | VANGUARD BD INDEX FDS | $2.1M | 3.22% | 28,648 | Trimmed |
| 8 | COST | COSTCO WHSL CORP NEW | $1.9M | 2.91% | 2,224 | Added |
| 9 | AMZN | AMAZON COM INC | $1.8M | 2.66% | 7,592 | Added |
| 10 | SPY | SPDR S&P 500 ETF TR | $1.6M | 2.37% | 2,294 | Added |
| 11 | V | VISA INC | $1.4M | 2.10% | 3,948 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $1.4M | 2.09% | 7,394 | Added |
| 13 | USMV | ISHARES TR | $1.3M | 1.94% | 13,553 | Added |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.2M | 1.87% | 2,457 | Added |
| 15 | VTI | VANGUARD INDEX FDS | $1.1M | 1.69% | 3,328 | Added |
| 16 | VUG | VANGUARD INDEX FDS | $1.1M | 1.60% | 2,162 | Trimmed |
| 17 | VV | VANGUARD INDEX FDS | $1.0M | 1.59% | 3,330 | Added |
| 18 | ABBV | ABBVIE INC | $1.0M | 1.59% | 4,573 | Added |
| 19 | XLU | SELECT SECTOR SPDR TR | $935,830 | 1.42% | 21,921 | Added |
| 20 | WMT | WALMART INC | $922,788 | 1.40% | 8,282 | Added |
| 21 | JPM | JPMORGAN CHASE & CO. | $905,353 | 1.37% | 2,809 | Added |
| 22 | UNH | UNITEDHEALTH GROUP INC | $883,834 | 1.34% | 2,677 | Hold |
| 23 | RIO | RIO TINTO PLC | $827,719 | 1.26% | 10,342 | Added |
| 24 | QQQ | INVESCO QQQ TR | $822,247 | 1.25% | 1,338 | Added |
| 25 | JNJ | JOHNSON & JOHNSON | $749,987 | 1.14% | 3,624 | Hold |
Source: SEC Form 13F filings · as of 2025-12-31