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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$105 Million 12.42% of portfolio
1,103,542
Q2 2025 Reduced 3.61%
$0
$92.9 Million 10.97% of portfolio
1,278,232
Q2 2025 Reduced 6.33%
$0
$76.9 Million 9.08% of portfolio
1,469,549
Q2 2025 Reduced 3.31%
$0
$50.5 Million 5.97% of portfolio
1,973,889
Q2 2025 Reduced 19.49%
$0
$42.7 Million 5.04% of portfolio
1,053,989
Q2 2025 Reduced 3.83%
$0
$40.5 Million 4.78% of portfolio
743,842
Q2 2025 Added 101.77%
$0
$36.1 Million 4.26% of portfolio
770,147
Q2 2025 Reduced 1.18%
$0
$25 Million 2.95% of portfolio
136,747
Q2 2025 New
$0
$24.9 Million 2.94% of portfolio
581,753
Q2 2025 Added 25.84%
$0
$20.9 Million 2.46% of portfolio
451,007
Q2 2025 Added 77.0%
$0
$15.5 Million 1.83% of portfolio
174,467
Q2 2025 Reduced 8.81%
$0
$15.2 Million 1.79% of portfolio
462,200
Q2 2025 Reduced 22.02%
$0
$14 Million 1.65% of portfolio
348,119
Q2 2025 Added 33.42%
$0
$13.2 Million 1.56% of portfolio
151,785
Q2 2025 Reduced 4.28%
$0
$12.2 Million 1.44% of portfolio
162,800
Q2 2025 Added 1.14%
$0
$11.3 Million 1.34% of portfolio
142,177
Q2 2025 Reduced 34.81%
$0
$10.7 Million 1.27% of portfolio
325,785
Q2 2025 Reduced 42.76%
$30.2B
$10.7 Million 1.26% of portfolio
28,441
Q2 2025 Added 0.01%
$0
$9.33 Million 1.1% of portfolio
117,493
Q2 2025 Reduced 34.76%
$0
$9.25 Million 1.09% of portfolio
53,406
Q2 2025 Added 20.35%
$0
$9.03 Million 1.07% of portfolio
14,550
Q2 2025 Reduced 2.98%
$0
$8.69 Million 1.03% of portfolio
236,281
Q2 2025 Added 57.88%
$0
$8.62 Million 1.02% of portfolio
152,838
Q2 2025 Added 1.51%
$0
$7.9 Million 0.93% of portfolio
200,054
Q2 2025 Added 58.24%
$0
$7.5 Million 0.89% of portfolio
176,079
Q2 2025 Reduced 24.35%
$0
$7 Million 0.83% of portfolio
204,916
Q2 2025 Reduced 24.85%
$0
$6.82 Million 0.8% of portfolio
60,625
Q2 2025 Added 1.53%
$0
$6.25 Million 0.74% of portfolio
115,002
Q2 2025 Reduced 20.18%
$3.81T
$5.99 Million 0.71% of portfolio
12,041
Q2 2025 Reduced 1.61%
$0
$5.63 Million 0.66% of portfolio
176,010
Q2 2025 Added 44.82%
$0
$5.44 Million 0.64% of portfolio
204,481
Q2 2025 Added 107.73%
$9.7B
$5.09 Million 0.6% of portfolio
77,617
Q2 2025 Added 90.14%
$0
$4.8 Million 0.57% of portfolio
118,034
Q2 2025 Added 44.72%
$0
$4.65 Million 0.55% of portfolio
122,473
Q2 2025 New
$369B
$4.23 Million 0.5% of portfolio
26,527
Q1 2025 Added 2,116.12%
$0
$3.97 Million 0.47% of portfolio
209,390
Q2 2025 New
$0
$3.98 Million 0.47% of portfolio
53,211
Q2 2025 Reduced 13.59%
$0
$3.63 Million 0.43% of portfolio
36,032
Q2 2025 Added 3.98%
$0
$3.64 Million 0.43% of portfolio
69,956
Q2 2025 New
$0
$3.53 Million 0.42% of portfolio
78,410
Q2 2025 Reduced 14.73%
$3.38T
$3.45 Million 0.41% of portfolio
16,833
Q2 2025 Reduced 3.45%
$236B
$3.15 Million 0.37% of portfolio
9,883
Q2 2025 Reduced 1.57%
$0
$3.01 Million 0.36% of portfolio
71,243
Q2 2025 Reduced 8.93%
$0
$2.85 Million 0.34% of portfolio
49,696
Q2 2025 Reduced 7.62%
$0
$2.82 Million 0.33% of portfolio
86,664
Q2 2025 New
$631B
$2.79 Million 0.33% of portfolio
5,742
Q2 2025 Added 14.29%
$0
$2.54 Million 0.3% of portfolio
49,636
Q2 2025 Reduced 0.27%
$0
$2.55 Million 0.3% of portfolio
105,755
Q2 2025 New
$0
$2.19 Million 0.26% of portfolio
12,060
Q2 2025 Reduced 8.11%

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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