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Showing Q3 2025 data
KW WEALTH MANAGEMENT LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
KW WEALTH MANAGEMENT LLC
•CIK: 2078696•Filing: Q3 2025
**KW WEALTH MANAGEMENT LLC** manages $59M across a diversified portfolio of 78 positions. The fund exhibits significant concentration in technology and consumer staples, highlighted by top holdings including AAPL and FLOT, each representing $4.3M. Core allocations also feature substantial positions in DON ($4.1M), MSFT ($3.9M), and BND ($2.3M). This structure suggests a tactical approach balancing large-cap tech exposure with fixed income stability.
Total AUM
$58.7M
QoQ Performance
N/A
Positions
62
Top 10 Concentration
46.1%
Latest Filing
Q3 2025
Top Holdings Allocation
AAPL
FLOT
DON
MSFT
AAPL7.4%
FLOT7.3%
DON7.0%
MSFT6.6%
BND3.9%
COST3.2%
GOOG3.2%
AMZN2.8%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other52.1%
Technology21.7%
Consumer7.8%
Financial7.0%
Healthcare6.3%
ETF2.8%
Consumer Staples0.7%
Industrial0.7%