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.