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Manager record

Kw Wealth Management Llc

Sacramento, CA · CIK 2078696 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$0Reported 13F valueQ1 2026 · as filed
1Holdings listed
3Quarters on record
Apr 22Latest filed
Reported 13F value by quarter, Q3 2025 to Q4 2025Q3 2025: $58.7M$58.7MQ3 202578 holdingsQ4 2025: $65.9M$65.9MQ4 202583 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Apr 22 2026 13F-HR · period Q1 2026

1 holdings listed · View original SEC filing ↗
Feb 25 2026 13F-HR · period Q4 2025

$65.90M · 83 holdings listed · View original SEC filing ↗
Oct 17 2025 13F-HR · period Q3 2025

$58.68M · 78 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q1 2026 · latest filing Apr 22, 2026 · Change methodology