Long-term investor
Kw Wealth Management LLC @kwwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002078696).
Record
- Tracked since 2025-09-30 (394 days), 172 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -0.2% · 1 year n/a · all +0.7%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02079K305_CALL · 39.0% · long · since 2026-09-30
- 46429B655 · 5.5% · long · since 2025-09-30
- 74933W452 · 4.2% · long · since 2025-09-30
- AAPL · 4.1% · long · since 2025-09-30
- DIA · 3.9% · long · since 2025-09-30
- MSFT · 3.2% · long · since 2025-09-30
- 02079K107 · 2.2% · long · since 2025-09-30
- COST · 1.6% · long · since 2025-09-30
- AMZN · 1.6% · long · since 2025-09-30
- 78462F103 · 1.4% · long · since 2025-09-30
- NVDA · 1.4% · long · since 2025-09-30
- MRVL · 1.2% · long · since 2025-09-30