KW WEALTH MANAGEMENT LLC
All 13F Filings
- Location
- Sacramento, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 65,900
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/25/2026 | 83 | 65,900 | 13F-HR | KW WEALTH MANAGEMENT LLC |
| Q3 2025 | 10/17/2025 | 78 | 58,677 | 13F-HR | KW WEALTH MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 54.47 K | 82.7% | 5.781 K | 0 | 5.781 K |
| ETFs | 6.048 K | 9.2% | 578 | 0 | 578 |
| Debt | 5.165 K | 7.8% | 876 | 0 | 876 |
| Other | 210 | 0.3% | 0 | 12 | -12 |
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Fund Snapshot
Q4 2025
Latest filed
2/25/2026
Total value ($000)
65,900
Holdings
83
QoQ value change ($000)
7,223
(12.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.