StockDriftsStockDriftsTop 50 Kw Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FLOT | ISHARES TR | 9.02% | 139.7K | $7.1M | new | $51.04(-0.06%) | 2026-09-30 | |
| TBIL | RBB FD INC | 6.86% | 108.8K | $5.4M | new | $49.91(-0.14%) | 2026-09-30 | |
| AAPL | APPLE INC | 6.77% | 16.1K | $5.4M | new | $234.37(+47.14%) | 2026-09-30 | |
| DIA | STATE STR SPDR DOW JONES IND | 6.44% | 10.0K | $5.1M | new | $458.44(+14.08%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 5.28% | 8.1K | $4.2M | new | $502.87(+5.01%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 3.56% | 8.3K | $2.8M | new | $211.85(+52.17%) | 2026-09-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.65% | 2.3K | $2.1M | new | $951.62(+3.11%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.55% | 8.1K | $2.0M | new | $221.12(+14.85%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.29% | 2.4K | $1.8M | new | $647.87(+19.00%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.22% | 7.7K | $1.8M | new | $174.01(+23.63%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -2.73% |
| Top 20 Holdings Unweighted | — | — | — | — | -1.96% |
Kw Wealth Management LLC reports $129.57M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are FLOT (9.0%), TBIL (6.9%) and AAPL (6.8%). The top 20 holdings account for 63.46% of reported assets. Its disclosed equity book has returned -2.73% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
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Holdings on this page are parsed from Kw Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2078696). View Kw Wealth Management LLC’s 13F filings on SEC