Kw Wealth Management LLC Top Holdings and 13F Report (2025) About Kw Wealth Management LLCInvestment ActivityKw Wealth Management LLC has $58.68 million in total holdings as of September 30, 2025.Kw Wealth Management LLC owns shares of 78 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $4,329,748iShares Floating Rate Bond ETF $4,289,088SPDR Dow Jones Industrial Average ETF Trust $4,116,574Microsoft $3,858,146Vanguard Total Bond Market ETF $2,259,185 Sector AllocationMap of 500 Largest Holdings ofKw Wealth Management LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$4,329,74817,0047.4%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$4,289,08883,9597.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$4,116,5748,8767.0%FinanceMSFTMicrosoft$3,858,1467,4486.6%Computer and TechnologyBNDVanguard Total Bond Market ETF$2,259,18530,3773.9%ETFCOSTCostco Wholesale$1,892,9462,0453.2%Retail/WholesaleGOOGAlphabet$1,871,8187,6853.2%Computer and TechnologyAMZNAmazon.com$1,625,3007,4022.8%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,437,9512,1582.5%FinanceNVDANVIDIA$1,362,9817,3052.3%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$1,279,13213,4442.2%ETFVVisa$1,222,5943,5812.1%Business ServicesTBILUS Treasury 3 Month Bill ETF$1,201,35324,0272.0%ETFBRK.BBerkshire Hathaway$1,148,3142,2842.0%FinanceVUGVanguard Growth ETF$1,084,1512,2601.8%ETFVVVanguard Large-Cap ETF$1,011,2943,2841.7%ETFVTIVanguard Total Stock Market ETF$980,8192,9881.7%ETFABBVAbbVie$962,9284,1581.6%MedicalUNHUnitedHealth Group$924,4712,6771.6%MedicalXLUUtilities Select Sector SPDR Fund$858,5229,8441.5%ETFWMTWalmart$837,8588,1291.4%Retail/WholesaleJPMJPMorgan Chase & Co.$803,0012,5451.4%FinanceQQQInvesco QQQ$796,3801,3261.4%FinancePGProcter & Gamble$737,9114,8021.3%Consumer StaplesRIORio Tinto$679,67910,2961.2%Basic MaterialsJNJJohnson & Johnson$671,9623,6241.1%MedicalIJRiShares Core S&P Small-Cap ETF$606,1655,1011.0%ETFSHELShell$589,4428,2401.0%EnergyCVXChevron$559,7743,6041.0%EnergySCHXSchwab US Large-Cap ETF$544,84720,6850.9%ETFMETAMeta Platforms$511,8726970.9%Computer and TechnologyNRGNRG Energy$504,4743,1150.9%UtilitiesBACBank of America$492,4789,5460.8%FinanceMRVLMarvell Technology$470,4455,5950.8%Computer and TechnologyVZVerizon Communications$464,55210,5700.8%Computer and TechnologyIAUiShares Gold Trust$456,7056,2760.8%FinanceAMGNAmgen$437,3221,5490.7%MedicalKOCocaCola$436,1876,5770.7%Consumer StaplesABTAbbott Laboratories$431,4343,2210.7%MedicalLMTLockheed Martin$393,6717880.7%AerospaceVIGVanguard Dividend Appreciation ETF$364,4691,6890.6%ETFXLEEnergy Select Sector SPDR Fund$349,3153,9090.6%ETFGOOGLAlphabet$341,9851,4060.6%Computer and TechnologyVGTVanguard Information Technology ETF$338,2234530.6%ETFIWMiShares Russell 2000 ETF$331,5911,3700.6%FinanceXYLDGlobal X S&P 500 Covered Call ETF$313,7277,9910.5%ETFPANWPalo Alto Networks$312,1431,5320.5%Computer and TechnologySPLVInvesco S&P 500 Low Volatility ETF$311,1884,2350.5%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$294,66117,3220.5%ManufacturingVTIPVanguard Short-Term Inflation-Protected Securities ETF$277,0905,4720.5%ManufacturingVGSHVanguard Short-Term Treasury ETF$271,0044,6050.5%ETFVTVVanguard Value ETF$270,1481,4480.5%ETFFTECFidelity MSCI Information Technology Index ETF$267,6391,2040.5%ETFVODVodafone Group$265,30922,8710.5%Computer and TechnologyESGVVanguard ESG U.S. Stock ETF$259,9762,1950.4%ETFAJGArthur J. Gallagher & Co.$256,7748290.4%FinanceSPYDSPDR Portfolio S&P 500 High Dividend ETF$255,9925,8180.4%ETFSOSouthern$252,5062,6640.4%UtilitiesTSLATesla$247,7095570.4%Auto/Tires/TrucksVYMVanguard High Dividend Yield ETF$245,2531,7400.4%ETFABAllianceBernstein$244,1496,3880.4%FinanceSLBSLB$241,8967,0380.4%EnergyTMOThermo Fisher Scientific$241,4554970.4%MedicalSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$241,2637,1190.4%ETFADSKAutodesk$239,5237540.4%Computer and TechnologyHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$239,0549,5890.4%ETFTSMTaiwan Semiconductor Manufacturing$230,6948260.4%Computer and TechnologyAVGOBroadcom$227,6536900.4%Computer and TechnologyUSHYiShares Broad USD High Yield Corporate Bond ETF$221,7085,8680.4%ETFFCOMFidelity MSCI Communication Services Index ETF$218,2333,0750.4%ETFTROWT. Rowe Price Group$210,3002,0480.4%FinanceVGITVanguard Intermediate-Term Treasury ETF$209,0093,4810.4%ETFCRMSalesforce$207,3458740.4%Computer and TechnologyVOOVanguard S&P 500 ETF$203,3063310.3%ETFCCLCarnival$202,9277,0190.3%Consumer DiscretionaryEQXEquinox Gold$114,47810,2030.2%Basic MaterialsPFLTPennantPark Floating Rate Capital$114,16812,8420.2%FinanceIVRINVESCO MORTGAGE CAPITAL$99,45913,1560.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. 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