13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001822236
Total reported value
$1.2B
$1.2B
149 檔
31.7%
During the Q1 2025 filing period, KWB Wealth (CIK: 0001822236) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 149 reported positions.
In Q1 2025, KWB Wealth displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 12.14% | -1.44% | -5.56% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 11.35% | +4.17% | +2.63% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 9.38% | -2.05% | -3.91% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 7.39% | +0.04% | -2.16% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.51% | -0.25% | -5.01% | |
| 6 | GTO | Invesco Total Return Bond Et | ETF-Other | 4.36% | +0.24% | -0.49% | |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.35% | — | +15.07% | |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.30% | +0.58% | -6.36% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.28% | -2.17% | +11.76% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.14% | -0.10% | -1.53% | |
| 11 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 2.09% | +0.06% | -7.15% | |
| 12 | IDHQ | Invesco S&p International De | ETF-Other | 1.94% | +1.97% | +37.50% | |
| 13 | IVLU | Ishares Msci International V | ETF-Other | 1.94% | -0.97% | +17.64% | |
| 14 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.74% | — | -5.24% | |
| 15 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.66% | — | -4.91% | |
| 16 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 1.41% | -0.15% | +2.46% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.39% | +0.05% | -23.19% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.26% | -0.31% | -7.57% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | -0.11% | -2.06% | |
| 20 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.24% | — | +123.48% | |
| 21 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 1.12% | -0.32% | +0.51% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | -0.13% | -0.12% | |
| 23 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.97% | — | +17.89% | |
| 24 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.95% | +0.11% | -8.14% | |
| 25 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.94% | -0.12% | +3.33% | |
| 26 | PFFD | Global X US Preferred ETF | ETF-Other | 0.90% | — | -6.84% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.85% | — | +7.57% | |
| 28 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.70% | — | -53.32% | |
| 29 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.68% | -0.13% | — | |
| 30 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.63% | +0.38% | +264.48% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | -0.17% | +3.04% | |
| 32 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.56% | +0.25% | +73.63% | |
| 33 | CGDV | Cap Group Dividend Value | ETF-Other | 0.54% | +0.29% | +386.81% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.05% | +2116.12% | |
| 35 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.53% | -0.05% | -26.47% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.53% | -0.02% | +1.90% | |
| 37 | CGBL | Cap Group Core Balanced | ETF-Other | 0.52% | +0.67% | +571.07% | |
| 38 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.49% | -1.18% | +22.28% | |
| 39 | CGGO | Cap Group Global Growth | ETF-Other | 0.43% | +0.48% | +274.18% | |
| 40 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.41% | -0.03% | -3.30% | |
| 41 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.38% | -0.05% | -3.91% | |
| 42 | CGGR | Cap Group Growth Equity | ETF-Other | 0.37% | -0.16% | +211.97% | |
| 43 | AXP | American Express Co | Stock-Financials | 0.36% | -0.07% | +0.10% | |
| 44 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.35% | +0.32% | +517.35% | |
| 45 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.31% | +0.12% | +19.37% | |
| 46 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.31% | -0.03% | -10.35% | |
| 47 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 0.31% | — | +425.17% | |
| 48 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.30% | -0.01% | -3.48% | |
| 49 | CGIE | Cap Group Intl Equity | ETF-Other | 0.28% | -0.20% | +260.45% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.28% | -0.02% | -3.37% |
According to official SEC Form 13F filings, KWB Wealth reported a total U.S. public equity portfolio value of $1.2B across 149 disclosed positions in Q1 2025.
During Q1 2025, KWB Wealth's top holdings by market value included SPYG (12.1%)、SPYM (11.3%)、SPYV (9.4%). The largest single position, SPYG, represented 12.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYG, SPYM, SPYV) accounted for 31.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPYG
市值: $100.6M
In Q1 2025, KWB Wealth made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.