KW Wealth Management LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), KW Wealth Management LLC reported 0 stock positions worth $0.

Most Recent 13F
Q1 2026
Location
SACRAMENTO, CA
CIK
0002078696
Portfolio Value
$0 (Q1 2026)
SEC Filing
0002085853-26-000451 ↗ filed Apr 22, 2026

Holdings Value

0$20.0M$40.0M$60.0M$80.0M Q3 2025: $58.7M Q3 2025 Q4 2025: $65.9M Q4 2025 Q1 2026: $0 $0 Q1 2026

Holdings 0 stocks · $0

None this quarter.

Portfolio Sells Q1 2026

No earlier filing to compare with.

Portfolio Buys Q1 2026

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2026 0$0
Q4 2025 83$65.9MFLOT, AAPL, DIA, MSFT, TBIL
Q3 2025 78$58.7MAAPL, FLOT, DIA, MSFT, BND