13F Filings History of KW WEALTH MANAGEMENT LLC

Latest 13F report
Q4 2025 - 25 Feb 2026
Value $
$65,899,927
Signature - Title
Yee Ki Wan - CCO
Location
Sacramento, CA
Summary
This page shows a list of all the recent 13F filings made by KW WEALTH MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KW WEALTH MANAGEMENT LLC reported 83 stock holdings with total value $65,899,927 as of Q4 2025. Top holdings included FLOT, AAPL, DIA, MSFT, and TBIL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 83 $65,899,927 +$7,541,440 -$1,050,795 +$6,490,645 FLOT, AAPL, DIA, MSFT, TBIL 13F-HR 25 Feb 2026, 08:35
Q3 2025 78 $58,676,796 $0 $0 $0 AAPL, FLOT, DIA, MSFT, BND 13F-HR 17 Oct 2025, 14:04