account_balance
Investment manager · 13F filer · SEC CIK 2078696
Kw Wealth Management LLC
Reported value$79.1Mas of Sep 30, 2026
Positions78 78 new, 1 sold out
Top 10 weight47.6%FLOT alone is 9%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FLOTiShares Tr
9.0%New
TBILRBB Fd Inc
6.9%New
AAPLApple Inc.
6.8%New
DIASPDR Dow Jones Industrial Average ETF Trust
6.4%New
MSFTMicrosoft Corp
5.3%New
GOOGAlphabet Inc.
3.6%New
COSTCostco Wholesale Corp
2.7%New
AMZNAmazon.com Inc
2.5%New
SPYSPDR S&P 500 ETF Trust
2.3%New
NVDANVIDIA Corp
2.2%New
MRVLMarvell Technology, Inc.
2.0%New
VVisa Inc.
1.9%New
FLOTiShares Tr
9.0%New
TBILRBB Fd Inc
6.9%New
AAPLApple Inc.
6.8%New
DIASPDR Dow Jones Industrial Average ETF Trust
6.4%New
MSFTMicrosoft Corp
5.3%New
GOOGAlphabet Inc.
3.6%
COST2.7%AMZN2.5%SPY2.3%NVDAMRVLV1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FLOT iShares Tr 9.0% New
TBIL RBB Fd Inc 6.9% New
AAPL Apple Inc. 6.8% NewDIA SPDR Dow Jones Industrial Average ETF Trust 6.4% NewMSFT Microsoft Corp 5.3% NewGOOG Alphabet Inc. 3.6% NewCOST Costco Wholesale Corp 2.7% NewAMZN Amazon.com Inc 2.5% NewSPY SPDR S&P 500 ETF Trust 2.3% NewNVDA NVIDIA Corp 2.2% NewMRVL Marvell Technology, Inc. 2.0% NewV Visa Inc. 1.9% NewWhat changed
Biggest moves since Mar 31, 2026
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