Kwb Wealth New Holdings in Q4 2025

Kwb Wealth

  • $891 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.31M
New
$28.79 - $29.13 $37.8M - $38.3M
1.31M $37.9M
SPIB
Spdr Portfolio Intermediate Te

ETFs
581K
New
$33.69 - $34.08 $19.6M - $19.8M
581K $19.6M
HGER
Harbor ETF Tr All Weather Infl
19.6K
New
$25.61 - $27.12 $501K - $531K
19.6K $522K
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.2K
New
$92.24 - $96.56 $480K - $502K
5.2K $495K
CEG
Constellation Energy Corp

Utilities
1.42K
New
$335.74 - $401.43 $476K - $569K
1.42K $480K
JPIB
Jpmorgan International Bond Op

ETFs
8.37K
New
$48.68 - $49.38 $408K - $413K
8.37K $409K
C
Citigroup Inc

Financial Services
4.1K
New
$93.93 - $102.87 $385K - $421K
4.1K $402K
NFLX
Netflix Inc

Communication Services
3.57K
New
$110.29 - $1241.35 $394K - $4.44M
3.57K $394K
CHD
Church & Dwight CO Inc

Consumer Defensive
4.65K
New
$81.8 - $90.01 $380K - $418K
4.65K $390K
HAS
Hasbro, Inc.

Consumer Cyclical
4.77K
New
$70.95 - $79.13 $339K - $378K
4.77K $370K
EBND
Spdr Bloomberg Emerging Market

ETFs
16.8K
New
$21.1 - $21.41 $353K - $359K
16.8K $356K
GILD
Gilead Sciences, Inc.

Healthcare
2.84K
New
$110.56 - $125.2 $314K - $356K
2.84K $352K
AMZN
Amazon Com Inc

Consumer Cyclical
1.47K
New
$213.04 - $254.0 $314K - $374K
1.47K $345K
AZO
Autozone Inc

Consumer Cyclical
85
New
$3576.14 - $4253.71 $304K - $362K
85 $327K
GE
General Electric CO

Industrials
1.06K
New
$291.49 - $314.28 $310K - $334K
1.06K $319K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
3.44K
New
N/A
3.44K $310K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
6.39K
New
$44.22 - $47.74 $283K - $305K
6.39K $300K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
5.53K
New
$50.43 - $53.13 $279K - $294K
5.53K $286K
GOOG
Alphabet Inc.

Communication Services
980
New
$237.49 - $291.74 $233K - $286K
980 $279K
IWF
Ishares Russell 1000 Gr ETF

ETFs
556
New
$459.47 - $491.71 $255K - $273K
556 $261K
AMD
Advanced Micro Devices Inc

Technology
1.08K
New
$164.01 - $264.33 $177K - $285K
1.08K $259K
DAL
Delta Air Lines, Inc.

Industrials
4.19K
New
$55.65 - $62.32 $233K - $261K
4.19K $244K
DVY
Ishares Tr

ETFs
1.67K
New
$138.1 - $143.11 $231K - $239K
1.67K $234K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
666
New
$325.34 - $368.61 $217K - $245K
666 $229K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
9.52K
New
$23.54 - $23.93 $224K - $228K
9.52K $224K
SRE
Sempra Energy

Utilities
2.38K
New
$89.26 - $94.01 $213K - $224K
2.38K $219K
RTX
Raytheon Technologies Corp

Industrials
1.23K
New
$157.0 - $179.44 $192K - $220K
1.23K $215K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
437
New
$454.87 - $482.76 $199K - $211K
437 $206K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.4K
New
$142.79 - $150.05 $199K - $209K
1.4K $204K
MNST
Monster Beverage Corp

Consumer Defensive
2.74K
New
$66.31 - $71.91 $181K - $197K
2.74K $195K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.54K
New
$68.28 - $84.44 $173K - $214K
2.54K $193K
Blackrock ETF Trust Ii
21.3K
New
N/A
21.3K $0
Capital Group Conservative E
17.3K
New
N/A
17.3K $0
Capital Group International
21.8K
New
N/A
21.8K $0
Harris Oakmark ETF Trust
357K
New
N/A
357K $0
CGMU
Capital Group Core Plus Income
37.5K
New
N/A
37.5K $0
Bluerock Pvt Real Estate Fd
10.8K
New
N/A
10.8K $0
Global X Fds
104K
New
N/A
104K $0
Fidelity Covington Trust
5.5K
New
N/A
5.5K $0
CGSD
Capital Grp Core Plus Income E
14.2K
New
N/A
14.2K $0
J P Morgan Exchange Traded F
88.6K
New
N/A
88.6K $0
Rbb Fund Trust
300K
New
N/A
300K $0
Activity Summary
Buys All Purchases 123 New Holdings 43 Increased Positions 80 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Kwb Wealth Portfolio

Follow Kwb Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kwb Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Kwb Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email