Kwb Wealth Portfolio Holdings

Kwb Wealth

  • $891 Million
  • Q4 2025

Kwb Wealth has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $891 Million distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $103M, Spdr Portfolio S&P 500 Value E with a value of $98.4M, Spdr Portfolio S&P 500 ETF (Ma with a value of $88.1M, Blackrock ETF Tr U S Equity Fa with a value of $48.3M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $39.4M.

Examining the 13F form we can see an increase of $9.25M in the current position value, from $882M to 891M.

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 $891 Million
ETFs: $838 Million
Financial Services: $17.7 Million
Technology: $13.7 Million
Consumer Defensive: $8.84 Million
Consumer Cyclical: $3.51 Million
Industrials: $2.66 Million
Healthcare: $1.47 Million
Utilities: $1.46 Million
Other: $1.63 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$103 Million 11.55% of portfolio
982,199
Q4 2025 Reduced 4.82%
$0
$98.4 Million 11.04% of portfolio
1,752,061
Q4 2025 Added 7.58%
$0
$88.1 Million 9.88% of portfolio
1,113,942
Q4 2025 Added 11.53%
$0
$48.3 Million 5.42% of portfolio
805,373
Q4 2025 Added 9.73%
$0
$39.4 Million 4.42% of portfolio
899,712
Q4 2025 Reduced 6.08%
$0
$37.9 Million 4.26% of portfolio
1,314,158
Q4 2025 New
$0
$31.5 Million 3.53% of portfolio
690,537
Q4 2025 Added 710.12%
$0
$27.5 Million 3.09% of portfolio
603,914
Q4 2025 Added 237.69%
$0
$24.3 Million 2.72% of portfolio
511,181
Q4 2025 Reduced 42.96%
$0
$22 Million 2.47% of portfolio
410,391
Q4 2025 Added 7,042.2%
$0
$21.6 Million 2.42% of portfolio
584,574
Q4 2025 Reduced 26.88%
$0
$21.5 Million 2.41% of portfolio
501,612
Q4 2025 Added 65.86%
$0
$21.3 Million 2.39% of portfolio
456,365
Q4 2025 Reduced 6.8%
$0
$19.8 Million 2.23% of portfolio
490,145
Q4 2025 Added 48.58%
$0
$19.6 Million 2.2% of portfolio
581,197
Q4 2025 New
$0
$16.5 Million 1.85% of portfolio
84,694
Q4 2025 Reduced 42.83%
$0
$13 Million 1.45% of portfolio
379,205
Q4 2025 Added 52.2%
$0
$12 Million 1.35% of portfolio
160,530
Q4 2025 Added 1.38%
$0
$11.9 Million 1.34% of portfolio
250,768
Q4 2025 Reduced 66.92%
$0
$11.8 Million 1.32% of portfolio
19,039
Q4 2025 Reduced 1.41%
$11.9B
$10.3 Million 1.15% of portfolio
127,227
Q4 2025 Added 51.68%
$0
$9.69 Million 1.09% of portfolio
159,191
Q4 2025 Added 1.09%
$0
$9.22 Million 1.03% of portfolio
13,658
Q4 2025 Added 4.55%
$0
$9.11 Million 1.02% of portfolio
176,544
Q4 2025 Added 16.56%
$0
$8.75 Million 0.98% of portfolio
202,927
Q4 2025 Added 31.4%
$0
$7.71 Million 0.87% of portfolio
84,152
Q4 2025 Reduced 64.16%
$0
$6.9 Million 0.77% of portfolio
122,666
Q4 2025 Added 13.94%
$0
$6.59 Million 0.74% of portfolio
255,628
Q4 2025 Reduced 85.56%
$0
$6.51 Million 0.73% of portfolio
242,503
Q4 2025 Added 1.01%
$0
$4.1 Million 0.46% of portfolio
37,588
Q4 2025 Added 4.44%
$0
$3.81 Million 0.43% of portfolio
83,302
Q4 2025 Added 12.87%
$0
$3.31 Million 0.37% of portfolio
40,768
Q4 2025 Reduced 10.0%
$0
$3.23 Million 0.36% of portfolio
50,735
Q4 2025 Added 3.1%
$0
$2.38 Million 0.27% of portfolio
75,762
Q4 2025 Added 44.81%
$0
$2.15 Million 0.24% of portfolio
11,500
Q4 2025 Reduced 5.19%
$0
$2.08 Million 0.23% of portfolio
19,504
Q4 2025 Added 8.33%
$0
$2.08 Million 0.23% of portfolio
50,572
Q4 2025 Reduced 0.09%
$0
$1.85 Million 0.21% of portfolio
9,057
Q4 2025 Reduced 1.49%
$0
$1.81 Million 0.2% of portfolio
89,124
Q4 2025 Added 2.06%
$0
$1.6 Million 0.18% of portfolio
14,203
Q4 2025 Added 0.2%
$0
$1.53 Million 0.17% of portfolio
3,503
Q4 2025 Reduced 0.62%
$0
$1.55 Million 0.17% of portfolio
13,267
Q4 2025 Added 51.42%
$0
$1.39 Million 0.16% of portfolio
34,331
Q4 2025 Added 49.48%
$0
$1.34 Million 0.15% of portfolio
27,329
Q4 2025 Added 2.42%
$0
$1.33 Million 0.15% of portfolio
13,605
Q4 2025 Reduced 8.48%
$0
$1.21 Million 0.14% of portfolio
27,346
Q4 2025 Added 12.86%
$0
$1.21 Million 0.14% of portfolio
45,070
Q4 2025 Reduced 83.92%
$0
$1.24 Million 0.14% of portfolio
19,307
Q4 2025 Added 16.38%
$0
$1.14 Million 0.13% of portfolio
5,639
Q4 2025 Reduced 0.7%

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $891 Million
  • Prior Value $882 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 43 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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