KW Wealth Management LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 28, 2026, disclosing its equity holdings as of the close of business on September 30, 2026. The filing indicates that the firm manages a portfolio consisting of 79 individual securities.
The disclosure lists a total of 79 holdings, with the largest position held by the firm being Alphabet Inc. Class A stock, for which the firm reported holding 50,490,000 shares. Other major individual stock holdings include Apple Inc. with 5,350,609 shares, Microsoft Corporation with 4,175,505 shares, and NVIDIA Corporation with 1,753,982 shares.
The portfolio is heavily diversified across various sectors, including healthcare, technology, energy, and consumer staples. Notable healthcare positions include AbbVie Inc. and Johnson & Johnson, while energy exposure is represented by Chevron Corporation, ExxonMobil Holdings Corp., and Southern Co. In the consumer sector, the filing lists Walmart Inc., Coca-Cola Co., and Procter & Gamble Co.
The filing also includes a significant number of exchange-traded funds (ETFs) and mutual funds. Major index funds held include the Vanguard S&P 500 ETF, the iShares Core S&P 500 ETF, and the Schwab Strategic Trust US Large Cap ETF. Specific sector ETFs listed include the iShares Gold Trust, the Invesco QQQ Trust, and the Select Sector SPDR Trust Energy ETF.
