KW WEALTH MANAGEMENT LLC
SACRAMENTO, CA · CIK 2078696 · 13F filing filed 2026-04-22
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
- Others nearbySacramento, CA
$0
reported value
-100.0% vs Q4 2025
1positions
—in top 10
1 new
0 added
0 reduced
83 sold out
vs Q4 2025
Holdings, Q1 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| N/A 0 | $0— | New |
Sold out since Q4 2025
| Security | Value then |
|---|---|
| ISHARES TR FLOT | $5.2m101.5k shares |
| APPLE INC AAPL | $4.5m16.6k shares |
| SPDR DOW JONES INDL AVERAGE DIA | $4.4m9.1k shares |
| MICROSOFT CORP MSFT | $3.6m7.5k shares |
| RBB FD INC TBIL | $2.9m57.2k shares |
| ALPHABET INC GOOG | $2.5m7.8k shares |
| VANGUARD BD INDEX FDS BND | $2.1m28.6k shares |
| COSTCO WHSL CORP NEW COST | $1.9m2.2k shares |
| AMAZON COM INC AMZN | $1.8m7.6k shares |
| SPDR S&P 500 ETF TR SPY | $1.6m2.3k shares |
| VISA INC V | $1.4m3.9k shares |
| NVIDIA CORPORATION NVDA | $1.4m7.4k shares |
| ISHARES TR USMV | $1.3m13.6k shares |
| BERKSHIRE HATHAWAY INC DEL BRK.B | $1.2m2.5k shares |
| VANGUARD INDEX FDS VTI | $1.1m3.3k shares |
| VANGUARD INDEX FDS VUG | $1.1m2.2k shares |
| VANGUARD INDEX FDS VV | $1.0m3.3k shares |
| ABBVIE INC ABBV | $1.0m4.6k shares |
| SELECT SECTOR SPDR TR XLU | $935.8k21.9k shares |
| WALMART INC WMT | $922.8k8.3k shares |
| JPMORGAN CHASE & CO JPM | $905.4k2.8k shares |
| UNITEDHEALTH GROUP INC UNH | $883.8k2.7k shares |
| RIO TINTO PLC RIO | $827.7k10.3k shares |
| INVESCO QQQ TR QQQ | $822.2k1.3k shares |
| JOHNSON & JOHNSON JNJ | $750.0k3.6k shares |