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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$423B
$1.83 Million 0.21% of portfolio
1,975
Q3 2025 Added 0.1%
$0
$1.77 Million 0.2% of portfolio
87,326
Q3 2025 Reduced 1.34%
$0
$1.62 Million 0.18% of portfolio
14,174
Q3 2025 Reduced 3.32%
$0
$1.62 Million 0.18% of portfolio
52,317
Q3 2025 Added 14.4%
$448B
$1.59 Million 0.18% of portfolio
8,521
Q3 2025 Reduced 0.77%
$0
$1.48 Million 0.17% of portfolio
14,865
Q3 2025 Added 2.73%
$0
$1.51 Million 0.17% of portfolio
3,525
Q3 2025 Reduced 1.89%
$0
$1.33 Million 0.15% of portfolio
26,682
Q3 2025 Added 0.22%
$0
$1.13 Million 0.13% of portfolio
5,679
Q3 2025 Reduced 2.42%
$0
$1.17 Million 0.13% of portfolio
9,711
Q2 2025 Added 0.02%
$565B
$1.13 Million 0.13% of portfolio
3,299
Q3 2025 Reduced 7.95%
$0
$1.04 Million 0.12% of portfolio
8,762
Q3 2025 Reduced 7.88%
$0
$1.08 Million 0.12% of portfolio
16,589
Q3 2025 Reduced 30.61%
$0
$1.1 Million 0.12% of portfolio
24,230
Q3 2025 Added 0.0%
$0
$944,000 0.11% of portfolio
22,967
Q3 2025 Added 5.01%
$398B
$898,000 0.1% of portfolio
2,218
Q3 2025 Added 0.36%
$0
$740,000 0.08% of portfolio
8,476
Q3 2025 Added 4.86%
$87.7B
$733,000 0.08% of portfolio
3,322
Q3 2025 Reduced 7.9%
$21.6B
$712,000 0.08% of portfolio
12,890
Q3 2025 Reduced 4.46%
$252B
$595,000 0.07% of portfolio
2,110
Q3 2025 Reduced 11.86%
$0
$640,000 0.07% of portfolio
22,237
Q3 2025 Added 0.1%
$1.37T
$592,000 0.07% of portfolio
1,333
Q3 2025 Reduced 3.48%
$0
$623,000 0.07% of portfolio
8,332
Q3 2025 Added 34.06%
$1.5T
$500,000 0.06% of portfolio
2,060
Q3 2025 Added 4.89%
$0
$522,000 0.06% of portfolio
19,849
Q3 2025 Added 4.55%
$420B
$547,000 0.06% of portfolio
10,612
Q3 2025 Added 0.35%
$208B
$522,000 0.06% of portfolio
3,722
Q3 2025 Reduced 4.44%
$0
$492,000 0.06% of portfolio
821
Q1 2025 Added 20.2%
$128B
$420,000 0.05% of portfolio
1,946
Q3 2025 Reduced 4.47%
$71.7B
$478,000 0.05% of portfolio
1,846
Q3 2025 Reduced 13.54%
$151B
$435,000 0.05% of portfolio
1,767
Q3 2025 Added 0.8%
$84.8B
$407,000 0.05% of portfolio
2,624
Q3 2025 Added 0.46%
$0
$426,000 0.05% of portfolio
8,485
Q3 2025 Added 1.17%
$0
$485,000 0.05% of portfolio
3,723
Q3 2025 Reduced 0.37%
$0
$414,000 0.05% of portfolio
9,432
Q3 2025 Reduced 0.34%
$0
$471,000 0.05% of portfolio
8,223
Q3 2025 Added 1.27%
$328B
$465,000 0.05% of portfolio
5,553
Q3 2025 Added 0.22%
$0
$484,000 0.05% of portfolio
1,961
Q3 2025 Added 11.23%
$0
$326,000 0.04% of portfolio
1,749
Q2 2025 Added 0.17%
$0
$393,000 0.04% of portfolio
7,266
Q3 2025 New
$0
$327,000 0.04% of portfolio
13,009
Q3 2025 Added 44.96%
$237B
$369,000 0.04% of portfolio
1,561
Q3 2025 Added 0.06%
$0
$322,000 0.04% of portfolio
1,267
Q3 2024 Reduced 4.67%
$400B
$388,000 0.04% of portfolio
1,678
Q3 2025 Reduced 12.74%
$196B
$363,000 0.04% of portfolio
1,774
Q1 2025 Added 5.53%
$0
$373,000 0.04% of portfolio
560
Q3 2025 Reduced 14.5%
$0
$353,000 0.04% of portfolio
3,858
Q3 2025 Reduced 97.46%
$0
$376,000 0.04% of portfolio
4,516
Q3 2025 Reduced 96.16%
$0
$387,000 0.04% of portfolio
9,528
Q3 2025 Added 7.26%

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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