Kwb Wealth Incresed Positions in Q4 2025

Kwb Wealth

  • $891 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JMBS
Janus Detroit Str Tr Henderson

ETFs
605K
+ 710.12%
$45.54 - $46.2 $27.6M - $28M
691K $31.5M
IEMG
Ishares Inc

ETFs
405K
+ 7042.2%
N/A
410K $22M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
425K
+ 237.69%
$44.53 - $47.25 $18.9M - $20.1M
604K $27.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
115K
+ 11.53%
$76.84 - $80.86 $8.85M - $9.31M
1.11M $88.1M
CGDV
Capital Group Divid Value ETF

ETFs
199K
+ 65.86%
$41.33 - $43.47 $8.23M - $8.66M
502K $21.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
123K
+ 7.58%
$54.27 - $56.85 $6.7M - $7.02M
1.75M $98.4M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
60.6K
+ 94.01%
$117.68 - $124.18 $7.14M - $7.53M
125K $14.7M
RECS
Columbia ETF Tr I

ETFs
160K
+ 48.58%
$39.39 - $41.32 $6.31M - $6.62M
490K $19.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
71.4K
+ 9.73%
$57.9 - $61.26 $4.13M - $4.37M
805K $48.3M
CGGO
Capital Group Global Growth Eq

ETFs
130K
+ 52.2%
$33.63 - $35.51 $4.37M - $4.62M
379K $13M
CGGR
Capital Group Growth ETF Shs C

ETFs
48.5K
+ 31.4%
$43.04 - $45.68 $2.09M - $2.21M
203K $8.75M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
25.1K
+ 16.56%
$51.27 - $51.8 $1.29M - $1.3M
177K $9.11M
LPLA
Lpl Financial Holdings Inc.

Financial Services
179
+ 0.63%
$312.18 - $378.94 $55.9K - $67.8K
28.6K $10.6M
RLY
Ssga Active ETF Tr

ETFs
23.4K
+ 44.81%
$30.63 - $31.64 $718K - $742K
75.8K $2.38M
SPMD
Spdr Portfolio

ETFs
15K
+ 13.94%
$55.44 - $58.05 $832K - $871K
123K $6.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.51K
+ 51.42%
$114.27 - $121.15 $515K - $546K
13.3K $1.55M
IVV
Ishares Core S&P 500 ETF

ETFs
594
+ 4.55%
$656.2 - $690.71 $390K - $410K
13.7K $9.22M
PRF
Invesco Exchange Traded Fd Tr

ETFs
9.5K
+ 12.87%
$44.13 - $46.37 $419K - $440K
83.3K $3.81M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
11.4K
+ 49.48%
$39.84 - $41.63 $453K - $473K
34.3K $1.39M
JPEM
Jp Morgan Diversified Return

ETFs
1.72K
+ 1.09%
$57.59 - $61.34 $98.8K - $105K
159K $9.69M
EMHC
Spdr Bloomberg Emerging Market
15.5K
+ 119.13%
$25.12 - $25.8 $389K - $400K
28.5K $726K
AAPL
Apple Inc.

Technology
610
+ 3.78%
$245.27 - $275.25 $150K - $168K
16.8K $4.48M
EUSB
Ishares Tr Esg Advanced Total

Technology
7.52K
+ 79.74%
$43.82 - $44.38 $330K - $334K
17K $743K
NVDA
Nvidia Corp

Technology
1.72K
+ 20.13%
$179.83 - $207.04 $308K - $355K
10.2K $1.91M
IEFA
Ishares Tr

ETFs
3.2K
+ 37.69%
$86.09 - $89.88 $275K - $287K
11.7K $1.04M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
12.3K
+ 109.92%
$23.66 - $23.91 $290K - $293K
23.4K $556K
WFC
Wells Fargo & Company

Financial Services
3.13K
+ 56.42%
$77.62 - $87.3 $243K - $274K
8.69K $724K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
1.52K
+ 3.1%
$60.25 - $64.15 $91.8K - $97.8K
50.7K $3.23M
AVUS
American Centy ETF Tr Avantis

ETFs
1.6K
+ 4.44%
$105.96 - $111.17 $169K - $178K
37.6K $4.1M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
2.18K
+ 1.38%
N/A
161K $12M
PEP
Pepsico Inc

Consumer Defensive
897
+ 24.1%
$138.84 - $153.71 $125K - $138K
4.62K $682K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.72K
+ 16.38%
$63.25 - $66.24 $172K - $180K
19.3K $1.24M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
6.67K
+ 54.15%
$23.04 - $23.36 $154K - $156K
19K $438K
NURE
Nuveen Short Term Reit ETF

ETFs
5.36K
+ 24.09%
$27.28 - $28.92 $146K - $155K
27.6K $773K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
1.5K
+ 8.33%
$104.95 - $108.98 $157K - $163K
19.5K $2.08M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
4.85K
+ 24.45%
$26.14 - $26.55 $127K - $129K
24.7K $646K
MMM
3 M CO

Industrials
580
+ 22.1%
$148.75 - $171.6 $86.3K - $99.5K
3.2K $529K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
3.12K
+ 12.86%
$43.97 - $46.55 $137K - $145K
27.3K $1.21M
AMAT
Applied Materials Inc

Technology
255
+ 14.37%
$209.95 - $240.89 $53.5K - $61.4K
2.03K $464K
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
2.19K
+ 23.74%
$33.72 - $35.05 $74K - $76.9K
11.4K $394K
TSLA
Tesla, Inc.

Consumer Cyclical
305
+ 22.88%
$401.99 - $468.37 $123K - $143K
1.64K $669K
EIX
Edison International

Utilities
99
+ 0.77%
$52.12 - $59.08 $5.16K - $5.85K
13K $762K
CAT
Caterpillar Inc

Industrials
17
+ 3.2%
$480.82 - $585.49 $8.17K - $9.95K
549 $303K
ABBV
Abb Vie Inc.

Healthcare
189
+ 11.26%
$211.96 - $244.38 $40.1K - $46.2K
1.87K $436K
COST
Costco Wholesale Corp

Consumer Defensive
75
+ 3.8%
$910.94 - $954.99 $68.3K - $71.6K
2.05K $1.87M
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.43K
+ 1.01%
$26.76 - $27.67 $64.9K - $67.1K
243K $6.51M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
1.8K
+ 2.06%
N/A
89.1K $1.81M
PULS
Pgim ETF Tr

ETFs
655
+ 8.49%
$49.64 - $49.83 $32.5K - $32.6K
8.37K $416K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
101
+ 5.15%
$242.67 - $261.79 $24.5K - $26.4K
2.06K $516K
Activity Summary
Buys All Purchases 123 New Holdings 43 Increased Positions 80 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Kwb Wealth Portfolio

Follow Kwb Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kwb Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Kwb Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email