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 Market Cap. of $200 Billions or more
