Kwb Wealth Portfolio Holdings

Kwb Wealth

  • $891 Million
  • Q4 2025

Kwb Wealth has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $891 Million distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $103M, Spdr Portfolio S&P 500 Value E with a value of $98.4M, Spdr Portfolio S&P 500 ETF (Ma with a value of $88.1M, Blackrock ETF Tr U S Equity Fa with a value of $48.3M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $39.4M.

Examining the 13F form we can see an increase of $9.25M in the current position value, from $882M to 891M.

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 $891 Million
ETFs: $838 Million
Financial Services: $17.7 Million
Technology: $13.7 Million
Consumer Defensive: $8.84 Million
Consumer Cyclical: $3.51 Million
Industrials: $2.66 Million
Healthcare: $1.47 Million
Utilities: $1.46 Million
Other: $1.63 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $891 Million
  • Prior Value $882 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 43 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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