Kw Wealth Management LLC Top Holdings and 13F Report (2026) About Kw Wealth Management LLCInvestment ActivityKw Wealth Management LLC has $0.00 in total holdings as of March 31, 2026.Kw Wealth Management LLC owns shares of 1 different stock, but just 0 companies or ETFs make up 80% of its holdings.About ∞ of the portfolio was sold this quarter.This quarter, Kw Wealth Management LLC has purchased 83 new stocks and bought additional shares in 0 stocks.Kw Wealth Management LLC sold shares of 0 stocks and completely divested from 84 stocks this quarter.Largest Holdings 0 $0 Largest New Holdings this Quarter 000000000 - 0 $0 Holding Sector Allocation Over TimeMap of 500 Largest Holdings ofKw Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector0$0New Holding0NaN0FLOTiShares Floating Rate Bond ETF$0$5,164,619 ▼-100.0%0NaNETFAAPLApple$0$4,512,314 ▼-100.0%0NaNComputer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$0$4,371,697 ▼-100.0%0NaNFinanceMSFTMicrosoft$0$3,649,346 ▼-100.0%0NaNComputer and TechnologyTBILUS Treasury 3 Month Bill ETF$0$2,851,165 ▼-100.0%0NaNETFGOOGAlphabet$0$2,456,866 ▼-100.0%0NaNComputer and TechnologyBNDVanguard Total Bond Market ETF$0$2,122,005 ▼-100.0%0NaNETFCOSTCostco Wholesale$0$1,917,875 ▼-100.0%0NaNRetail/WholesaleAMZNAmazon.com$0$1,752,431 ▼-100.0%0NaNRetail/WholesaleSPYSPDR S&P 500 ETF Trust$0$1,564,701 ▼-100.0%0NaNFinanceVVisa$0$1,384,919 ▼-100.0%0NaNBusiness ServicesNVDANVIDIA$0$1,378,996 ▼-100.0%0NaNComputer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$0$1,276,220 ▼-100.0%0NaNETFBRK.BBerkshire Hathaway$0$1,235,067 ▼-100.0%0NaNFinanceVTIVanguard Total Stock Market ETF$0$1,116,087 ▼-100.0%0NaNETFVUGVanguard Growth ETF$0$1,054,989 ▼-100.0%0NaNETFVVVanguard Large-Cap ETF$0$1,048,572 ▼-100.0%0NaNETFABBVAbbVie$0$1,045,067 ▼-100.0%0NaNMedicalXLUUtilities Select Sector SPDR Fund$0$935,830 ▼-100.0%0NaNETFWALMART INC$0$922,788 ▼-100.0%0NaNCOMJPMJPMorgan Chase & Co.$0$905,353 ▼-100.0%0NaNFinanceUNHUnitedHealth Group$0$883,834 ▼-100.0%0NaNMedicalRIORio Tinto$0$827,719 ▼-100.0%0NaNBasic MaterialsQQQInvesco QQQ$0$822,247 ▼-100.0%0NaNFinanceJNJJohnson & Johnson$0$749,987 ▼-100.0%0NaNMedicalSHELShell$0$673,701 ▼-100.0%0NaNEnergyPGProcter & Gamble$0$673,217 ▼-100.0%0NaNConsumer StaplesCVXChevron$0$638,960 ▼-100.0%0NaNEnergyIJRiShares Core S&P Small-Cap ETF$0$608,245 ▼-100.0%0NaNETFKOCocaCola$0$567,039 ▼-100.0%0NaNConsumer StaplesMETAMeta Platforms$0$561,090 ▼-100.0%0NaNComputer and TechnologySCHXSchwab US Large-Cap ETF$0$553,947 ▼-100.0%0NaNETFIAUiShares Gold Trust$0$536,858 ▼-100.0%0NaNFinanceBACBank of America$0$526,405 ▼-100.0%0NaNFinanceNRGNRG Energy$0$522,318 ▼-100.0%0NaNUtilitiesLMTLockheed Martin$0$511,524 ▼-100.0%0NaNAerospaceAMGNAmgen$0$507,228 ▼-100.0%0NaNMedicalMRVLMarvell Technology$0$500,185 ▼-100.0%0NaNComputer and TechnologyVZVerizon Communications$0$481,184 ▼-100.0%0NaNComputer and TechnologyGOOGLAlphabet$0$454,098 ▼-100.0%0NaNComputer and TechnologyABTAbbott Laboratories$0$412,968 ▼-100.0%0NaNMedicalQYLDGlobal X Nasdaq 100 Covered Call ETF$0$404,393 ▼-100.0%0NaNManufacturingXYLDGlobal X S&P 500 Covered Call ETF$0$392,486 ▼-100.0%0NaNETFAVGOBroadcom$0$373,804 ▼-100.0%0NaNComputer and TechnologyVIGVanguard Dividend Appreciation ETF$0$371,208 ▼-100.0%0NaNETFXLEEnergy Select Sector SPDR Fund$0$369,331 ▼-100.0%0NaNETFIWMiShares Russell 2000 ETF$0$352,609 ▼-100.0%0NaNFinanceTROWT. Rowe Price Group$0$341,736 ▼-100.0%0NaNFinanceVGTVanguard Information Technology ETF$0$341,462 ▼-100.0%0NaNETFABAllianceBernstein$0$334,293 ▼-100.0%0NaNFinancePANWPalo Alto Networks$0$315,529 ▼-100.0%0NaNComputer and TechnologySPLVInvesco S&P 500 Low Volatility ETF$0$302,464 ▼-100.0%0NaNETFVODVodafone Group$0$293,942 ▼-100.0%0NaNComputer and TechnologyESGVVanguard ESG U.S. Stock ETF$0$290,909 ▼-100.0%0NaNETFTMOThermo Fisher Scientific$0$290,782 ▼-100.0%0NaNMedicalTBLDThornburg Income Builder Opportunities Trust$0$282,566 ▼-100.0%0NaNSLBSLB$0$280,404 ▼-100.0%0NaNEnergySPYDSPDR Portfolio S&P 500 High Dividend ETF$0$278,098 ▼-100.0%0NaNETFVTVVanguard Value ETF$0$273,993 ▼-100.0%0NaNETFFTECFidelity MSCI Information Technology Index ETF$0$270,651 ▼-100.0%0NaNETFVGSHVanguard Short-Term Treasury ETF$0$270,334 ▼-100.0%0NaNETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$0$261,784 ▼-100.0%0NaNManufacturingFHLCFidelity MSCI Health Care Index ETF$0$260,797 ▼-100.0%0NaNETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$0$259,376 ▼-100.0%0NaNETFXOMExxonMobil$0$255,241 ▼-100.0%0NaNEnergyTSMTaiwan Semiconductor Manufacturing$0$251,013 ▼-100.0%0NaNComputer and TechnologyTSLATesla$0$250,494 ▼-100.0%0NaNAuto/Tires/TrucksFSYDFidelity Sustainable High Yield ETF$0$241,716 ▼-100.0%0NaNETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$0$240,693 ▼-100.0%0NaNETFVYMVanguard High Dividend Yield ETF$0$235,373 ▼-100.0%0NaNETFADSKAutodesk$0$232,960 ▼-100.0%0NaNComputer and TechnologySOSouthern$0$232,337 ▼-100.0%0NaNUtilitiesFCOMFidelity MSCI Communication Services Index ETF$0$225,336 ▼-100.0%0NaNETFAXPAmerican Express$0$224,930 ▼-100.0%0NaNFinanceMTUMiShares MSCI USA Momentum Factor ETF$0$222,025 ▼-100.0%0NaNETFCCLCarnival$0$214,368 ▼-100.0%0NaNConsumer DiscretionaryVOOVanguard S&P 500 ETF$0$213,059 ▼-100.0%0NaNETFUSHYiShares Broad USD High Yield Corporate Bond ETF$0$209,913 ▼-100.0%0NaNETFSCHVSchwab U.S. Large-Cap Value ETF$0$201,911 ▼-100.0%0NaNETFVBVanguard Small-Cap ETF$0$200,427 ▼-100.0%0NaNETFEQXEquinox Gold$0$149,147 ▼-100.0%0NaNBasic MaterialsPENNANTPARK FLOATING RATE CA$0$120,531 ▼-100.0%0NaNCOMIVRInvesco Mortgage Capital$0$85,841 ▼-100.0%0NaNFinanceShowing 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. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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