Kwb Wealth Portfolio Holdings

Kwb Wealth

  • $785 Million
  • Q1 2025

Kwb Wealth has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $785 Million distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $91.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $89.2M, Spdr Portfolio S&P 500 Value E with a value of $77M, Spdr Portfolio Aggregate Bond with a value of $62.5M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $40.3M.

Examining the 13F form we can see an decrease of $3.98M in the current position value, from $789M to 785M.

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 $785 Million
ETFs: $739 Million
Financial Services: $17.5 Million
Technology: $10.9 Million
Consumer Defensive: $9.02 Million
Consumer Cyclical: $2.49 Million
Industrials: $1.74 Million
Healthcare: $1.3 Million
Utilities: $1.04 Million
Other: $883,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.21 Million 0.15% of portfolio
3,641
Q4 2024 Reduced 0.22%
$0
$1.15 Million 0.15% of portfolio
39,783
Q1 2025 Reduced 31.73%
$0
$1.08 Million 0.14% of portfolio
5,949
Q4 2024 Reduced 0.15%
$0
$1.11 Million 0.14% of portfolio
25,659
Q1 2025 Reduced 3.13%
$0
$1.1 Million 0.14% of portfolio
28,949
Q1 2025 Reduced 12.71%
$0
$1.01 Million 0.13% of portfolio
9,707
Q1 2025 Added 0.36%
$0
$898,000 0.11% of portfolio
9,709
Q1 2024 Reduced 1.99%
$0
$845,000 0.11% of portfolio
9,408
Q1 2025 Added 5.4%
$0
$856,000 0.11% of portfolio
7,757
Q1 2025 Reduced 9.07%
$0
$658,000 0.08% of portfolio
8,614
Q1 2025 Added 6.99%
$0
$629,000 0.08% of portfolio
6,571
Q1 2025 Reduced 19.65%
$0
$641,000 0.08% of portfolio
20,735
Q1 2025 Added 17.44%
$0
$568,000 0.07% of portfolio
16,035
Q1 2025 Reduced 0.02%
$0
$531,000 0.07% of portfolio
2,577
Q1 2025 Reduced 16.6%
$0
$558,000 0.07% of portfolio
26,075
Q1 2025 Reduced 20.07%
$0
$477,000 0.06% of portfolio
4,362
Q1 2025 Reduced 0.3%
$0
$451,000 0.06% of portfolio
10,436
Q1 2025 Added 10.38%
$0
$458,000 0.06% of portfolio
17,458
Q1 2025 Reduced 4.9%
$0
$467,000 0.06% of portfolio
3,589
Q1 2025 New
$0
$402,000 0.05% of portfolio
6,772
Q1 2025 New
$0
$429,000 0.05% of portfolio
2,178
Q1 2025 New
$0
$382,000 0.05% of portfolio
16,537
Q1 2025 Added 49.12%
$0
$394,000 0.05% of portfolio
5,057
Q1 2025 Reduced 21.26%
$0
$410,000 0.05% of portfolio
7,653
Q1 2025 Added 3.59%
$0
$415,000 0.05% of portfolio
8,287
Q1 2025 Added 1.3%
$0
$396,000 0.05% of portfolio
5,381
Q1 2025 Reduced 15.95%
$0
$366,000 0.05% of portfolio
655
Q1 2025 Added 71.02%
$0
$384,000 0.05% of portfolio
821
Q1 2025 Added 20.2%
$0
$371,000 0.05% of portfolio
6,244
Q1 2025 Reduced 5.89%
$0
$311,000 0.04% of portfolio
3,933
Q1 2025 Added 6.27%
$0
$280,000 0.04% of portfolio
1,267
Q3 2024 Reduced 4.67%
$0
$298,000 0.04% of portfolio
1,746
Q1 2025 Added 0.17%
$0
$324,000 0.04% of portfolio
1,262
Q1 2025 Reduced 0.24%
$0
$330,000 0.04% of portfolio
6,724
Q1 2025 Reduced 18.24%
$0
$334,000 0.04% of portfolio
8,075
Q1 2025 Added 2.64%
$0
$285,000 0.04% of portfolio
5,648
Q1 2025 Reduced 14.54%
$0
$235,000 0.03% of portfolio
4,908
Q1 2025 Added 5.19%
$0
$208,000 0.03% of portfolio
5,773
Q1 2025 New
$0
$252,000 0.03% of portfolio
6,109
Q1 2025 Added 5.13%
$0
$252,000 0.03% of portfolio
1,258
Q3 2024 Reduced 11.41%
$0
$218,000 0.03% of portfolio
3,114
Q1 2025 New
$0
$234,000 0.03% of portfolio
1,849
Q1 2025 Reduced 5.28%
$0
$199,000 0.03% of portfolio
2,179
Q1 2025 New
$0
$215,000 0.03% of portfolio
2,187
Q1 2025 New
$0
$245,000 0.03% of portfolio
5,271
Q1 2025 New
$0
$259,000 0.03% of portfolio
5,214
Q1 2025 Reduced 15.73%
$0
$254,000 0.03% of portfolio
2,600
Q1 2025 Added 2.97%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $785 Million
  • Prior Value $789 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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