Kwb Wealth
$1.0B Assets Reported
175 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 906,876 | $97M | 9.6% |
| SPYV | SPDR SERIES TRUST | 1,627,559 | $92M | 9.1% |
| SPYM | SPDR SERIES TRUST | 1,105,743 | $89M | 8.8% |
| DYNF | BLACKROCK ETF TRUST | 794,404 | $48M | 4.8% |
| SPDW | SPDR INDEX SHS FDS | 830,400 | $37M | 3.6% |
| SPTI | SPDR SERIES TRUST | 1,165,759 | $34M | 3.3% |
| JMBS | JANUS DETROIT STR TR | 620,188 | $28M | 2.8% |
| IEMG | ISHARES INC | 404,985 | $27M | 2.7% |
| SPSM | SPDR SERIES TRUST | 548,831 | $26M | 2.5% |
| CGBL | CAPITAL GROUP CORE BALANCED | 670,921 | $24M | 2.3% |
Track Kwb Wealth's 13F portfolio: $1.0B in reported holdings, 175 positions. Top holdings, AUM, and quarterly changes on SentiSense.