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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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