KW Wealth Management
SACRAMENTO, CAfiles as KW WEALTH MANAGEMENT LLC
$0 in 0 US stocks at the end of 31 March 2026. The top 10 are 0.0% of the money. It changed about 50.0% of the portfolio this quarter.
Value
$0
Stocks
0
Top 10 share
0.0%
Turnover
50.0%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
- Ishares TRFLOT-100%
- AppleAAPL-100%
- State STR Spdr DOW Jones INDDIA-100%
- MicrosoftMSFT-100%
- RBB FDTBIL-100%
- AlphabetGOOG-100%
- Vanguard BD Index FDSBND-100%
- Costco WholesaleCOST-100%
- Amazon.comAMZN-100%
- State STR Spdr S&P 500 ETF TSPY-100%
- VisaV-100%
- NvidiaNVDA-100%
- Ishares TRUSMV-100%
- Berkshire HathawayBRK-B-100%
- Vanguard Index FDSVTI-100%
- Vanguard Index FDSVUG-100%
- Vanguard Index FDSVV-100%
- AbbVieABBV-100%
- Select Sector Spdr TRXLU-100%
- WalmartWMT-100%
- JPMorgan ChaseJPM-100%
- UnitedHealth GroupUNH-100%
- Rio TintoRIO-100%
- Invesco QQQ TRQQQ-100%
- Johnson & JohnsonJNJ-100%
Holdings
No holdings on file for this fund yet.
Over time and by industry
Value over time
Sep '25
Mar '26
Value is down 100.0% since 30 September 2025.
Where the money is
No sector data yet.
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.