Kwb Wealth Reduced Holdings in Q4 2025

Kwb Wealth

  • $891 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.51M
- 85.56%
$25.75 - $26.12 $39M - $39.6M
256K $6.59M
GTO
Invesco Actively Managed ETF T

ETFs
-507K
- 66.92%
$47.44 - $47.93 $24.1M - $24.3M
251K $11.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-385K
- 42.96%
$45.45 - $48.31 $17.5M - $18.6M
511K $24.3M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-151K
- 64.16%
$90.99 - $95.91 $13.7M - $14.5M
84.2K $7.71M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-63.5K
- 42.83%
$191.01 - $199.18 $12.1M - $12.6M
84.7K $16.5M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-333K
- 95.26%
$33.61 - $35.02 $11.2M - $11.7M
16.6K $572K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-116K
- 92.1%
$84.91 - $90.88 $9.86M - $10.6M
9.97K $880K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-215K
- 26.88%
$34.7 - $37.35 $7.46M - $8.03M
585K $21.6M
FLSP
Franklin Templeton ETF Tr Lib

ETFs
-235K
- 83.92%
$26.13 - $27.1 $6.15M - $6.38M
45.1K $1.21M
SPYG
Spdr Portfolio

ETFs
-49.7K
- 4.82%
$102.4 - $109.39 $5.09M - $5.44M
982K $103M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.41K
- 61.68%
$475.68 - $513.11 $1.62M - $1.75M
2.12K $1.08M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-58.3K
- 6.08%
$42.26 - $44.28 $2.46M - $2.58M
900K $39.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-33.3K
- 6.8%
$46.57 - $47.16 $1.55M - $1.57M
456K $21.3M
MSFT
Microsoft Corp

Technology
-497
- 4.2%
$496.82 - $542.07 $247K - $269K
11.3K $5.76M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-4.53K
- 10.0%
$78.97 - $83.03 $358K - $376K
40.8K $3.31M
V
Visa Inc.

Financial Services
-869
- 26.34%
$325.75 - $352.42 $283K - $306K
2.43K $791K
AVUV
American Centy ETF Tr Avantis

ETFs
-1.26K
- 8.48%
$95.19 - $100.66 $120K - $127K
13.6K $1.33M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-630
- 5.19%
$185.12 - $192.11 $117K - $121K
11.5K $2.15M
MCD
Mcdonalds Corp

Consumer Cyclical
-467
- 18.18%
$293.81 - $310.11 $137K - $145K
2.1K $640K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-573
- 31.04%
$256.75 - $275.06 $147K - $158K
1.27K $343K
WM
Waste Management Inc

Industrials
-263
- 7.92%
$196.77 - $219.98 $51.8K - $57.9K
3.06K $639K
IBM
International Business Machines Corp

Technology
-400
- 18.96%
$275.97 - $314.98 $110K - $126K
1.71K $508K
WMT
Walmart Inc.

Consumer Defensive
-699
- 3.56%
$101.18 - $109.03 $70.7K - $76.2K
18.9K $1.95M
VXF
Vanguard Extended Market ETF

ETFs
-137
- 1.49%
$204.22 - $215.05 $28K - $29.5K
9.06K $1.85M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-273
- 1.41%
$600.51 - $631.95 $164K - $173K
19K $11.8M
GOOGL
Alphabet Inc.

Communication Services
-470
- 22.82%
$236.57 - $291.31 $111K - $137K
1.59K $439K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-452
- 11.72%
$88.9 - $93.29 $40.2K - $42.2K
3.41K $306K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-390
- 8.64%
$80.59 - $84.32 $31.4K - $32.9K
4.13K $338K
SPY
Spdr S&P 500 ETF Trust

ETFs
-27
- 4.82%
$653.02 - $687.39 $17.6K - $18.6K
533 $354K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-49
- 1.32%
$127.15 - $133.03 $6.23K - $6.52K
3.67K $477K
USXF
Ishares Esg Advanced Msci Usa

Technology
-49
- 0.6%
$56.25 - $59.38 $2.76K - $2.91K
8.17K $465K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-11
- 0.23%
$50.77 - $52.85 $558 - $581
4.77K $248K
Fidelity Covington Trust
-312
- 3.44%
N/A
8.75K $0
Pgim ETF Tr
-20.1K
- 39.89%
N/A
30.3K $0
PDN
Invesco Fd Tr

ETFs
-47
- 0.09%
$40.07 - $41.76 $1.88K - $1.96K
50.6K $2.08M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-40
- 0.7%
$195.54 - $204.93 $7.82K - $8.2K
5.64K $1.14M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-22
- 0.62%
$426.99 - $455.46 $9.39K - $10K
3.5K $1.53M
AXP
American Express CO

Financial Services
-86
- 0.87%
$316.26 - $372.77 $27.2K - $32.1K
9.76K $3.33M
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
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