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 Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
CVBF Cvb Financial Corp Financial Services	$2.64B	$264,000 0.03% of portfolio	14,049	Q4 2025 Added 0.96%

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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