SEC 13F Intelligence

Kw Wealth Management LLC / AAPL

Kw Wealth Management LLC’s Apple Inc Position

Does Kw Wealth Management LLC own Apple Inc (AAPL)? Not currently — the last reported position was 16.6K shares worth $5M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q4 2025
Shares
16.6K
% of Portfolio
+6.85%
Quarters Held
2
position exited

Position History AAPL

Reported value by quarter
Q3 ’25: $4MQ3 ’25Q4 ’25: $5MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202516.6K$5M+6.85%
Q3 202517.0K$4M+7.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kw Wealth Management LLC’s full portfolio or all institutional holders of AAPL.