Kwb Wealth Portfolio Holdings

Kwb Wealth

  • $847 Million
  • Q2 2025

Kwb Wealth has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $847 Million distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $105M, Spdr Portfolio S&P 500 ETF (Ma with a value of $92.9M, Spdr Portfolio S&P 500 Value E with a value of $76.9M, Spdr Portfolio Aggregate Bond with a value of $50.5M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $42.7M.

Examining the 13F form we can see an increase of $62.3M in the current position value, from $785M to 847M.

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 $847 Million
ETFs: $797 Million
Financial Services: $19.4 Million
Technology: $13.1 Million
Consumer Defensive: $8.84 Million
Consumer Cyclical: $2.58 Million
Industrials: $1.89 Million
Healthcare: $1.2 Million
Utilities: $696,000
Other: $575,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $847 Million
  • Prior Value $785 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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