KW WEALTH MANAGEMENT LLC
Follow13F filer, CIK 2078696, SACRAMENTO, CA
KW WEALTH MANAGEMENT LLC reported $0 across 1 holding for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-22.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-26-000451
- Period
- 2026-03-31
- Reported value
- $0
- Holdings
- 1
- Top 10 weight
- New
- 1
- Sold out
- 83
Largest buys vs the previous quarter
None.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| FLOTexited | -101,545 | -$5.16M |
| AAPLexited | -16,597 | -$4.51M |
| DIAexited | -9,096 | -$4.37M |
| MSFTexited | -7,545 | -$3.65M |
| TBILexited | -57,160 | -$2.85M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2026
Share positions as resolved from 13F-HR 0002085853-26-000451, largest first. % of portfolio is the value over $0, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| 00 | 0 | $0 | new | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| FLOTISHARES TR | 101,545 | $5.16M | shares |
| AAPLAPPLE INC | 16,597 | $4.51M | shares |
| DIASTATE STR SPDR DOW JONES IND | 9,096 | $4.37M | shares |
| MSFTMICROSOFT CORP | 7,545 | $3.65M | shares |
| TBILRBB FD INC | 57,160 | $2.85M | shares |
| GOOGALPHABET INC | 7,829 | $2.46M | shares |
| BNDVANGUARD BD INDEX FDS | 28,648 | $2.12M | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 2,224 | $1.92M | shares |
| AMZNAMAZON COM INC | 7,592 | $1.75M | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 2,294 | $1.56M | shares |
| VVISA INC | 3,948 | $1.38M | shares |
| NVDANVIDIA CORPORATION | 7,394 | $1.38M | shares |
| USMVISHARES TR | 13,553 | $1.28M | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 2,457 | $1.24M | shares |
| VTIVANGUARD INDEX FDS | 3,328 | $1.12M | shares |
| VUGVANGUARD INDEX FDS | 2,162 | $1.05M | shares |
| VVVANGUARD INDEX FDS | 3,330 | $1.05M | shares |
| ABBVABBVIE INC | 4,573 | $1.05M | shares |
| XLUSELECT SECTOR SPDR TR | 21,921 | $936K | shares |
| WMTWALMART INC | 8,282 | $923K | shares |
| JPMJPMORGAN CHASE & CO | 2,809 | $905K | shares |
| UNHUNITEDHEALTH GROUP INC | 2,677 | $884K | shares |
| RIORIO TINTO PLC | 10,342 | $828K | shares |
| QQQINVESCO QQQ TR | 1,338 | $822K | shares |
| JNJJOHNSON & JOHNSON | 3,624 | $750K | shares |
| SHELSHELL PLC | 9,168 | $674K | shares |
| PGPROCTER & GAMBLE CO | 4,697 | $673K | shares |
| CVXCHEVRON CORPORATION | 4,192 | $639K | shares |
| IJRISHARES TR | 5,061 | $608K | shares |
| KOCOCA COLA CO | 8,110 | $567K | shares |
| METAMETA PLATFORMS INC | 850 | $561K | shares |
| SCHXSCHWAB STRATEGIC TR | 20,585 | $554K | shares |
| IAUISHARES GOLD TR | 6,614 | $537K | shares |
| BACBANK OF AMER CORP | 9,571 | $526K | shares |
| NRGNRG ENERGY INC | 3,280 | $522K | shares |
| LMTLOCKHEED MARTIN CORP | 1,057 | $512K | shares |
| AMGNAMGEN INC | 1,549 | $507K | shares |
| MRVLMARVELL TECHNOLOGY INC | 5,885 | $500K | shares |
| VZVERIZON COMMUNICATIONS INC | 11,814 | $481K | shares |
| GOOGLALPHABET INC | 1,450 | $454K | shares |
| ABTABBOTT LABORATORIES | 3,296 | $413K | shares |
| QYLDGLOBAL X FDS | 22,885 | $404K | shares |
| XYLDGLOBAL X FDS | 9,660 | $392K | shares |
| AVGOBROADCOM INC | 1,080 | $374K | shares |
| VIGVANGUARD SPECIALIZED FUNDS | 1,689 | $371K | shares |
| XLESELECT SECTOR SPDR TR | 8,260 | $369K | shares |
| IWMISHARES TR | 1,432 | $353K | shares |
| TROWPRICE T ROWE GROUP INC | 3,337 | $342K | shares |
| VGTVANGUARD WORLD FD | 453 | $341K | shares |
| ABALLIANCEBERNSTEIN HLDG L P | 8,687 | $334K | shares |
| PANWPALO ALTO NETWORKS INC | 1,712 | $316K | shares |
| SPLVINVESCO EXCH TRADED FD TR II | 4,235 | $302K | shares |
| VODVODAFONE GROUP PLC | 22,251 | $294K | shares |
| ESGVVANGUARD WORLD FD | 2,405 | $291K | shares |
| TMOTHERMO FISHER SCIENTIFIC INC | 501 | $291K | shares |
| TBLDTHORNBURG INCM BUILDER OPP T | 14,058 | $283K | shares |
| SLBSLB LIMITED | 7,306 | $280K | shares |
| SPYDSPDR SERIES TRUST | 6,430 | $278K | shares |
| VTVVANGUARD INDEX FDS | 1,434 | $274K | shares |
| FTECFIDELITY COVINGTON TRUST | 1,204 | $271K | shares |
| VGSHVANGUARD SCOTTSDALE FDS | 4,603 | $270K | shares |
| VTIPVANGUARD MALVERN FDS | 5,292 | $262K | shares |
| FHLCFIDELITY COVINGTON TRUST | 3,511 | $261K | shares |
| HYMBSPDR SERIES TRUST | 10,400 | $259K | shares |
| XOMEXXON MOBIL CORP | 2,121 | $255K | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 826 | $251K | shares |
| TSLATESLA INC | 557 | $250K | shares |
| FSYDFIDELITY COVINGTON TRUST | 4,990 | $242K | shares |
| SPIBSPDR SERIES TRUST | 7,119 | $241K | shares |
| VYMVANGUARD WHITEHALL FDS | 1,640 | $235K | shares |
| ADSKAUTODESK INC | 787 | $233K | shares |
| SOSOUTHERN CO | 2,664 | $232K | shares |
| FCOMFIDELITY COVINGTON TRUST | 3,075 | $225K | shares |
| AXPAMERICAN EXPRESS CO | 608 | $225K | shares |
| MTUMISHARES TR | 887 | $222K | shares |
| CCLCARNIVAL CORP | 7,019 | $214K | shares |
| VOOVANGUARD INDEX FDS | 339 | $213K | shares |
| USHYISHARES TR | 5,613 | $210K | shares |
| SCHVSCHWAB STRATEGIC TR | 6,819 | $202K | shares |
| VBVANGUARD INDEX FDS | 777 | $200K | shares |
| EQXEQUINOX GOLD CORP | 10,623 | $149K | shares |
| PFLTPENNANTPARK FLOATING RATE CA | 13,002 | $121K | shares |
| IVRINVESCO MORTGAGE CAPITAL INC | 10,207 | $85.8K | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002085853-26-000451 | base | 2026-04-22 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002085853-26-000451 | Quarter ended 2026-03-31 | 2026-04-22 | acceptance time not in the bulk data set | |
| 13F-HR 0002085853-26-000287 | Quarter ended 2025-12-31 | 2026-02-25 | acceptance time not in the bulk data set | |
| 13F-HR 0002085853-25-000114 | Quarter ended 2025-09-30 | 2025-10-17 | acceptance time not in the bulk data set |