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
156 檔
28.7%
As reported in its official Q2 2025 Form 13F filing, KWB Wealth's tracked investment portfolio stood at $1.2B with 156 total positions.
During Q2 2025, KWB Wealth's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPYG, SPYM, SPYV) accounted for 28.7% of total reported equity market value during Q2 2025.
| # | 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 | 10.78% | +0.15% | -3.61% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 10.22% | +0.68% | -6.33% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 9.12% | -0.02% | -3.31% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 6.13% | -0.02% | -19.49% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.66% | +0.01% | -3.83% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.41% | +0.04% | +101.77% | |
| 7 | GTO | Invesco Total Return Bond Et | ETF-Other | 4.39% | -1.35% | -1.18% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.84% | — | — | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.78% | +0.07% | +25.84% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.53% | +0.41% | +77.00% | |
| 11 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.76% | -0.10% | -8.81% | |
| 12 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.70% | — | +33.42% | |
| 13 | IVLU | Ishares Msci International V | ETF-Other | 1.70% | -0.30% | -22.02% | |
| 14 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 1.56% | -0.07% | +1.14% | |
| 15 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.47% | — | -4.28% | |
| 16 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.35% | -0.06% | -34.81% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.03% | +0.12% | |
| 18 | IDHQ | Invesco S&p International De | ETF-Other | 1.19% | -0.78% | -42.76% | |
| 19 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 1.13% | +0.06% | +0.01% | |
| 20 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.10% | — | -34.76% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.01% | -2.98% | |
| 22 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.98% | -0.06% | +1.51% | |
| 23 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.95% | -1.12% | +57.88% | |
| 24 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.91% | — | +20.35% | |
| 25 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.88% | -0.02% | — | |
| 26 | CGBL | Cap Group Core Balanced | ETF-Other | 0.87% | -1.79% | +68.01% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.87% | -0.18% | -24.35% | |
| 28 | CGDV | Cap Group Dividend Value | ETF-Other | 0.87% | -1.84% | +58.24% | |
| 29 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.74% | — | -24.86% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.72% | -0.01% | -20.18% | |
| 31 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.70% | -1.72% | +95.28% | |
| 32 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.68% | -1.26% | +1.53% | |
| 33 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.68% | -0.02% | +107.73% | |
| 34 | CGGO | Cap Group Global Growth | ETF-Other | 0.61% | -0.65% | +44.82% | |
| 35 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.58% | -0.05% | +90.14% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | +0.01% | — | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | +0.12% | -1.61% | |
| 38 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.54% | — | — | |
| 39 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 0.50% | — | +63.32% | |
| 40 | CGGR | Cap Group Growth Equity | ETF-Other | 0.49% | +0.27% | +44.72% | |
| 41 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 0.48% | — | — | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.45% | +0.05% | -3.45% | |
| 43 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.44% | — | -13.59% | |
| 44 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.43% | -0.52% | -14.73% | |
| 45 | CGIE | Cap Group Intl Equity | ETF-Other | 0.43% | -0.52% | +42.91% | |
| 46 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.42% | +0.02% | — | |
| 47 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.40% | -0.23% | +3.98% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | — | +14.29% | |
| 49 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.35% | +0.01% | -8.93% | |
| 50 | LVHI | Franklin International Low V | ETF-Other | 0.34% | — | — |
According to official SEC Form 13F filings, KWB Wealth reported a total U.S. public equity portfolio value of $1.2B across 156 disclosed positions in Q2 2025.
During Q2 2025, KWB Wealth's top holdings by market value included SPYG (10.8%)、SPYM (10.2%)、SPYV (9.1%). The largest single position, SPYG, represented 10.8% 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 Q2 2025, KWB Wealth made 0 total portfolio adjustments, initiating 0 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.