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KW WEALTH MANAGEMENT LLC

hedge fundUpdated 8 days ago

Managed by Kw Wealth Management Llc • Latest filing Q3 2026

Portfolio value
$129.6M
Q3 2026
Filings
3
Quarterly 13F history
Top-10 concentration
61.0%
Weight of largest holdings
Annualized return
286.6%
Implied from 13F holdings

Top holdings

79 positions as of Q3 2026

View filing
G

ALPHABET INC

Value
$50.5M
Shares
148.5K
% Port
38.97%
E

ISHARES TR

Value
$7.1M
Shares
139.7K
% Port
5.51%
A

RBB FD INC

Value
$5.4M
Shares
108.8K
% Port
4.19%
A

APPLE INC

Value
$5.4M
Shares
16.1K
% Port
4.13%
D

STATE STR SPDR DOW JONES IND

Value
$5.1M
Shares
10.0K
% Port
3.93%
M

MICROSOFT CORP

Value
$4.2M
Shares
8.1K
% Port
3.22%
G

ALPHABET INC

Value
$2.8M
Shares
8.3K
% Port
2.17%
C

COSTCO WHOLESALE CORPORATION

Value
$2.1M
Shares
2.3K
% Port
1.62%
A

AMAZON COM INC

Value
$2M
Shares
8.1K
% Port
1.56%
S

STATE STR SPDR S&P 500 ETF T

Value
$1.8M
Shares
2.4K
% Port
1.40%
N

NVIDIA CORPORATION

Value
$1.8M
Shares
7.7K
% Port
1.35%
M

MARVELL TECHNOLOGY INC

Value
$1.6M
Shares
5.9K
% Port
1.20%
V

VISA INC

Value
$1.5M
Shares
4.2K
% Port
1.17%
E

ISHARES TR

Value
$1.3M
Shares
13.7K
% Port
1.03%
V

VANGUARD INDEX FDS

Value
$1.3M
Shares
3.4K
% Port
1.00%
B

BERKSHIRE HATHAWAY INC DEL

Value
$1.3M
Shares
2.6K
% Port
0.98%
V

VANGUARD INDEX FDS

Value
$1.2M
Shares
3.4K
% Port
0.92%
A

ABBVIE INC

Value
$1.1M
Shares
4.3K
% Port
0.87%
V

VANGUARD INDEX FDS

Value
$1.1M
Shares
12.0K
% Port
0.84%
Q

INVESCO QQQ TR

Value
$1.1M
Shares
1.5K
% Port
0.83%

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