Kwb Wealth Portfolio Holdings

Kwb Wealth

  • $785 Million
  • Q1 2025

Kwb Wealth has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $785 Million distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $91.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $89.2M, Spdr Portfolio S&P 500 Value E with a value of $77M, Spdr Portfolio Aggregate Bond with a value of $62.5M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $40.3M.

Examining the 13F form we can see an decrease of $3.98M in the current position value, from $789M to 785M.

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 $785 Million
ETFs: $739 Million
Financial Services: $17.5 Million
Technology: $10.9 Million
Consumer Defensive: $9.02 Million
Consumer Cyclical: $2.49 Million
Industrials: $1.74 Million
Healthcare: $1.3 Million
Utilities: $1.04 Million
Other: $883,000

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 149
  • Current Value $785 Million
  • Prior Value $789 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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