Kwb Wealth
$1.2B 13F equity value
185 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Kwb Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 1,720,975 | $151M | 12.9% |
| SPYG | SPDR SERIES TRUST | 798,372 | $95M | 8.1% |
| SPYV | SPDR SERIES TRUST | 1,365,288 | $83M | 7.1% |
| SPDW | SPDR INDEX SHS FDS | 788,912 | $40M | 3.4% |
| CGBL | CAPITAL GROUP CORE BALANCED | 925,891 | $35M | 3.0% |
| DYNF | BLACKROCK ETF TRUST | 448,242 | $30M | 2.6% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 579,994 | $29M | 2.4% |
| SPTI | SPDR SERIES TRUST | 999,955 | $28M | 2.4% |
| RECS | COLUMBIA ETF TR I | 635,710 | $28M | 2.4% |
| IEMG | ISHARES INC | 315,752 | $26M | 2.2% |
Track Kwb Wealth's 13F portfolio: $1.2B in reported holdings, 185 positions. Top holdings and quarterly changes on SentiSense.
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