KW WEALTH MANAGEMENT LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-09-30 to 2026-03-31, KW WEALTH MANAGEMENT LLC opened 11 positions, added to 13, reduced 9 and sold out of 44.
- Q4 2025: Stock TBIL; Country of operation —; Class US TREAS 3 MNTH; Shares before 24,027.
- Q4 2025: Stock FLOT; Country of operation —; Class FLTG RATE NT ETF; Shares before 83,959.
- Q4 2025: Stock DIA; Country of operation —; Class UT SER 1; Shares before 8,876.
- Q4 2025: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 2,988.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2078696), 2 quarters: Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-25). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-09-30.
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