Home › KWB Wealth

KWB Wealth 13F holdings

Filed 2026-07-10 · KWB Wealth · 169 positions · $1.2B

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
SPYMSPDR SERIES TRUST1.7M$151.2M12.9%
SPYGSPDR SERIES TRUST798.4K$95.0M8.1%
SPYVSPDR SERIES TRUST1.4M$83.0M7.1%
SPDWSPDR INDEX SHS FDS788.9K$39.8M3.4%
CGBLCAPITAL GROUP CORE BALANCED925.9K$35.1M3.0%
DYNFBLACKROCK ETF TRUST448.2K$30.5M2.6%
CGDVCAPITAL GROUP DIVIDEND VALUE580.0K$28.6M2.4%
SPTISPDR SERIES TRUST1000.0K$28.4M2.4%
RECSCOLUMBIA ETF TR I635.7K$27.5M2.4%
ACWIISHARES INC315.8K$26.2M2.2%
SPSMSPDR SERIES TRUST452.8K$26.1M2.2%
SPEMSPDR INDEX SHS FDS476.3K$24.7M2.1%
IUSBISHARES TR534.0K$24.6M2.1%
IDHQINVESCO EXCH TRADED FD TR II542.9K$23.7M2.0%
JBNDJ P MORGAN EXCHANGE TRADED F388.6K$20.8M1.8%
CGGOCAPITAL GROUP GBL GROWTH EQT488.4K$20.7M1.8%
JMBSJANUS DETROIT STR TR420.4K$18.9M1.6%
FEGERBB FUND TRUST385.7K$18.9M1.6%
BAIBLACKROCK ETF TRUST357.2K$18.8M1.6%
GTOINVESCO ACTIVELY MANAGED EXC352.2K$16.5M1.4%
SPMOINVESCO EXCH TRADED FD TR II96.4K$15.6M1.3%
QEFASPDR INDEX SHS FDS156.9K$15.1M1.3%
CGMSCAPITAL GRP FIXED INCM ETF T527.4K$14.4M1.2%
SPIBSPDR SERIES TRUST425.7K$14.2M1.2%
IVLUISHARES TR336.3K$14.1M1.2%
OAKMHARRIS OAKMARK ETF TRUST486.4K$13.7M1.2%
BLCRBLACKROCK ETF TRUST268.3K$13.5M1.2%
VOOVANGUARD INDEX FDS18.3K$12.6M1.1%
CGMMCAPITAL GROUP EQUITY ETF TR379.6K$12.5M1.1%
SHLDGLOBAL X FDS204.9K$12.2M1.0%
JIVEJ P MORGAN EXCHANGE TRADED F110.8K$10.2M0.9%
IAGGISHARES TR196.7K$10.0M0.9%
JPEMJ P MORGAN EXCHANGE TRADED F156.5K$9.8M0.8%
THROBLACKROCK ETF TRUST227.8K$9.8M0.8%
BINCBLACKROCK ETF TRUST II180.5K$9.4M0.8%
SPMDSPDR SERIES TRUST139.5K$9.4M0.8%
IVVISHARES TR12.5K$9.4M0.8%
IALTBLACKROCK ETF TRUST328.4K$9.2M0.8%
SLYGSPDR SERIES TRUST75.5K$9.0M0.8%
SPTLSPDR SERIES TRUST331.6K$8.7M0.7%
CGGRCAPITAL GROUP GROWTH ETF177.6K$8.4M0.7%
LPLALPL FINL HLDGS INC28.8K$8.1M0.7%
SPABSPDR SERIES TRUST309.6K$7.9M0.7%
SLYVSPDR SERIES TRUST71.4K$7.8M0.7%
CGIECAPITAL GROUP INTERNATIONAL170.4K$6.3M0.5%
USMVISHARES TR63.6K$6.1M0.5%
GOVTISHARES TR242.3K$5.5M0.5%
AAPLAPPLE INC16.6K$4.8M0.4%
GLDMWORLD GOLD TR58.7K$4.7M0.4%
AVUSAMERICAN CENTY ETF TR35.6K$4.6M0.4%
MSFTMICROSOFT CORP11.3K$4.2M0.4%
OSEAHARBOR ETF TRUST137.2K$4.2M0.4%
PGPROCTER & GAMBLE CO25.8K$3.8M0.3%
PRFINVESCO EXCHANGE TRADED FD T69.6K$3.8M0.3%
PXFINVESCO EXCH TRADED FD TR II45.5K$3.4M0.3%
SPTMSPDR SERIES TRUST36.5K$3.3M0.3%
TGRTT ROWE PRICE EXCHANGE-TRADED68.7K$3.1M0.3%
AXPAMERICAN EXPRESS CO8.9K$3.0M0.3%
JPMEJ P MORGAN EXCHANGE TRADED F20.3K$2.5M0.2%
PXHINVESCO EXCH TRADED FD TR II85.7K$2.4M0.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}