Kwb Wealth Portfolio Holdings

Kwb Wealth

  • $882 Million
  • Q3 2025

Kwb Wealth has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $882 Million distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $108M, Spdr Portfolio S&P 500 Value E with a value of $90.1M, Spdr Portfolio S&P 500 ETF (Ma with a value of $78.2M, Spdr Portfolio Aggregate Bond with a value of $45.8M, and Blackrock ETF Tr U S Equity Fa with a value of $43.5M.

Examining the 13F form we can see an increase of $35.1M in the current position value, from $847M to 882M.

Kwb Wealth is based out at Redlands, CA

Below you can find more details about Kwb Wealth portfolio as well as his latest detailed transactions.

Portfolio value $882 Million
ETFs: $833 Million
Financial Services: $18.1 Million
Technology: $13.6 Million
Consumer Defensive: $8.33 Million
Consumer Cyclical: $2.75 Million
Industrials: $1.81 Million
Healthcare: $1.26 Million
Utilities: $712,000
Other: $1.03 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$108 Million 12.22% of portfolio
1,031,908
Q3 2025 Reduced 6.49%
$0
$90.1 Million 10.21% of portfolio
1,628,642
Q3 2025 Added 10.83%
$0
$78.2 Million 8.87% of portfolio
998,778
Q3 2025 Reduced 21.86%
$0
$45.8 Million 5.19% of portfolio
1,770,360
Q3 2025 Reduced 10.31%
$0
$43.5 Million 4.93% of portfolio
733,984
Q3 2025 Reduced 1.33%
$0
$42 Million 4.76% of portfolio
896,191
Q3 2025 Added 54.05%
$0
$41 Million 4.65% of portfolio
957,966
Q3 2025 Reduced 9.11%
$0
$36 Million 4.08% of portfolio
757,985
Q3 2025 Reduced 1.58%
$0
$28.8 Million 3.27% of portfolio
148,156
Q3 2025 Added 8.34%
$0
$28.4 Million 3.22% of portfolio
799,507
Q3 2025 Added 72.98%
$0
$22.9 Million 2.59% of portfolio
489,688
Q3 2025 Added 8.58%
$0
$22.1 Million 2.51% of portfolio
234,829
Q3 2025 Added 34.6%
$0
$13.3 Million 1.51% of portfolio
329,896
Q3 2025 Added 39.62%
$0
$13.1 Million 1.49% of portfolio
322,432
Q3 2025 Reduced 7.38%
$0
$12.7 Million 1.44% of portfolio
302,429
Q3 2025 Added 51.17%
$0
$11.8 Million 1.34% of portfolio
19,312
Q3 2025 Added 0.76%
$0
$11.8 Million 1.33% of portfolio
349,774
Q3 2025 Added 7.36%
$0
$11.2 Million 1.27% of portfolio
126,115
Q3 2025 Reduced 11.3%
$0
$9.76 Million 1.11% of portfolio
49,820
Q3 2025 Reduced 6.71%
$25.6B
$9.46 Million 1.07% of portfolio
28,445
Q3 2025 Added 0.01%
$0
$9.29 Million 1.05% of portfolio
157,475
Q3 2025 Added 3.03%
$0
$8.74 Million 0.99% of portfolio
13,064
Q3 2025 Reduced 10.21%
$0
$8.51 Million 0.97% of portfolio
249,147
Q3 2025 Added 41.55%
$0
$8.28 Million 0.94% of portfolio
178,838
Q3 2025 Added 1.57%
$0
$7.81 Million 0.88% of portfolio
64,493
Q3 2025 Added 6.38%
$0
$7.76 Million 0.88% of portfolio
151,461
Q3 2025 Added 205.14%
$0
$7.25 Million 0.82% of portfolio
280,364
Q3 2025 Added 165.11%
$0
$6.78 Million 0.77% of portfolio
154,440
Q3 2025 Added 30.84%
$0
$6.47 Million 0.73% of portfolio
240,077
Q3 2025 Added 17.41%
$12.2B
$6.41 Million 0.73% of portfolio
83,878
Q3 2025 Added 8.07%
$0
$6.16 Million 0.7% of portfolio
107,663
Q3 2025 Reduced 6.38%
$3.83T
$6.13 Million 0.69% of portfolio
11,838
Q3 2025 Reduced 1.69%
$0
$5.95 Million 0.67% of portfolio
106,753
Q3 2025 Added 52.6%
$0
$4.27 Million 0.48% of portfolio
122,902
Q3 2025 Added 41.81%
$3.98T
$4.11 Million 0.47% of portfolio
16,150
Q3 2025 Reduced 4.06%
$353B
$3.96 Million 0.45% of portfolio
25,763
Q3 2025 Reduced 2.88%
$0
$3.91 Million 0.44% of portfolio
35,990
Q3 2025 Reduced 0.12%
$0
$3.89 Million 0.44% of portfolio
85,239
Q3 2025 Added 8.71%
$0
$3.65 Million 0.41% of portfolio
45,298
Q3 2025 Reduced 14.87%
$0
$3.34 Million 0.38% of portfolio
73,804
Q3 2025 Added 3.59%
$249B
$3.27 Million 0.37% of portfolio
9,850
Q3 2025 Reduced 0.33%
$0
$3.01 Million 0.34% of portfolio
49,211
Q3 2025 Reduced 0.98%
$0
$3.03 Million 0.34% of portfolio
108,272
Q3 2025 Added 43.48%
$645B
$2.78 Million 0.32% of portfolio
5,535
Q3 2025 Reduced 3.61%
$0
$2.3 Million 0.26% of portfolio
12,130
Q3 2025 Added 0.58%
$0
$2.08 Million 0.24% of portfolio
50,619
Q3 2025 Reduced 1.31%
$291B
$2.02 Million 0.23% of portfolio
19,611
Q3 2025 Reduced 0.49%
$0
$1.92 Million 0.22% of portfolio
9,194
Q3 2025 Reduced 0.22%
$0
$1.95 Million 0.22% of portfolio
18,005
Q3 2025 Added 0.04%

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $882 Million
  • Prior Value $847 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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