13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002078696
Total reported value
—
$58.7M
78 檔
32.1%
The Q3 2025 SEC filing reveals that Kw Wealth Management LLC held a total portfolio value of $58.7M, covering 78 public equity positions.
During Q3 2025, Kw Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.38% | -6.85% | EXIT | |
| 2 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 7.31% | -7.84% | EXIT | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 7.02% | -6.63% | EXIT | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 6.58% | -5.54% | EXIT | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 3.85% | -3.22% | EXIT | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.23% | -2.91% | EXIT | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.19% | -3.73% | EXIT | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.77% | -2.66% | EXIT | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.45% | -2.37% | EXIT | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.32% | -2.09% | EXIT | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.18% | -1.94% | EXIT | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.08% | -2.10% | EXIT | |
| 13 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 2.05% | -4.33% | EXIT | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.96% | -1.87% | EXIT | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.85% | -1.60% | EXIT | |
| 16 | VV | Vanguard Large-cap ETF | ETF-Other | 1.72% | -1.59% | EXIT | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.67% | -1.69% | EXIT | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.64% | -1.59% | EXIT | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.58% | -1.34% | EXIT | |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.46% | -1.42% | EXIT | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.43% | -1.40% | EXIT | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | -1.37% | EXIT | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.36% | -1.25% | EXIT | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.26% | -1.02% | EXIT | |
| 25 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 1.16% | -1.26% | EXIT | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | -1.14% | EXIT | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.03% | -0.92% | EXIT | |
| 28 | SHEL | Shell Plc-adr | Stock-Energy | 1.00% | -1.02% | EXIT | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.95% | -0.97% | EXIT | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.93% | -0.84% | EXIT | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.85% | EXIT | |
| 32 | NRG | Nrg Energy Inc | Stock-Utilities | 0.86% | -0.79% | EXIT | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.84% | -0.80% | EXIT | |
| 34 | MRVL | Marvell Technology Inc | Stock-Tech | 0.80% | -0.76% | EXIT | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.79% | -0.73% | EXIT | |
| 36 | IAU | Ishares Gold Trust | ETF-Commodities | 0.78% | -0.81% | EXIT | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.75% | -0.77% | EXIT | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.74% | -0.86% | EXIT | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.74% | -0.63% | EXIT | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.67% | -0.78% | EXIT | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.62% | -0.56% | EXIT | |
| 42 | XLE | Ss Energy Select Sector | ETF-Other | 0.60% | -0.56% | EXIT | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | -0.69% | EXIT | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.58% | -0.52% | EXIT | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.57% | -0.54% | EXIT | |
| 46 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.53% | -0.60% | EXIT | |
| 47 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.53% | -0.48% | EXIT | |
| 48 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.53% | -0.46% | EXIT | |
| 49 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.50% | -0.61% | EXIT | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.47% | -0.40% | EXIT |
According to official SEC Form 13F filings, Kw Wealth Management LLC reported a total U.S. public equity portfolio value of $58.7M across 78 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, FLOT, DIA) accounted for 32.1% of total reported equity market value during Q3 2025.
During Q3 2025, Kw Wealth Management LLC's top holdings by market value included AAPL (7.4%)、FLOT (7.3%)、DIA (7.0%). The largest single position, AAPL, represented 7.4% of total portfolio value.
In Q3 2025, Kw Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.