KW Wealth Management LLC reported 43 positions worth $41.59M for the quarter ended Sep 30, 2026. Its largest holding is Apple Inc. at 12.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 16.1K | $5.35M | 12.87% | – | – | – | 0% |
| 2 | MSFT Microsoft Corp | Technology | 8,140 | $4.18M | 10.04% | – | – | – | 0% |
| 3 | GOOG Alphabet Inc. | Technology | 8,253 | $2.81M | 6.76% | – | – | – | 0% |
| 4 | COST Costco Wholesale Corp | Consumer Staples | 2,304 | $2.10M | 5.04% | – | – | – | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 8,093 | $2.02M | 4.85% | – | – | – | 0% |
| 6 | NVDA Nvidia Corp | Technology | 7,680 | $1.75M | 4.22% | – | – | – | 0% |
| 7 | MRVL Marvell Technology, Inc. | Technology | 5,877 | $1.55M | 3.73% | – | – | – | 0% |
| 8 | V Visa Inc. | Financial Services | 4,211 | $1.51M | 3.64% | – | – | – | 0% |
| 9 | BRK-B Berkshire Hathaway Inc | Financial Services | 2,562 | $1.28M | 3.07% | – | – | – | 0% |
| 10 | ABBV AbbVie Inc. | Healthcare | 4,285 | $1.12M | 2.7% | – | – | – | 0% |
| 11 | JPM Jpmorgan Chase & Co | Financial Services | 3,246 | $1.07M | 2.58% | – | – | – | 0% |
| 12 | WMT Walmart Inc. | Consumer Staples | 10.2K | $1.06M | 2.56% | – | – | – | 0% |
| 13 | RIO Rio Tinto Plc | Basic Materials | 10.8K | $1.02M | 2.46% | – | – | – | 0% |
| 14 | JNJ Johnson & Johnson | Healthcare | 3,639 | $963.39K | 2.32% | – | – | – | 0% |
| 15 | CVX Chevron Corp | Energy | 4,509 | $920.86K | 2.21% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Kw Wealth Management.
As of its Q3 2026 13F filing, KW Wealth Management LLC’s five largest positions were Apple Inc. (AAPL) at 12.9%, Microsoft Corp (MSFT) at 10.0%, Alphabet Inc. (GOOG) at 6.8%, Costco Wholesale Corp (COST) at 5.0%, Amazon Com Inc (AMZN) at 4.8% of the reported portfolio.
KW Wealth Management LLC reported a 13F portfolio worth $41.59M across 43 positions for Q3 2026.
From the Form 13F-HR reports KW Wealth Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.