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CIK: 0001822236
Total reported value
$1.2B
$1.2B
175 檔
32.7%
As reported in its official Q4 2025 Form 13F filing, KWB Wealth's tracked investment portfolio stood at $1.2B with 175 total positions.
In Q4 2025, KWB Wealth displayed an active expansion posture, initiating 7 new positions and adding to 24 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPYG, SPYV, SPYM) accounted for 32.7% of total reported equity market value during Q4 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 | 9.93% | -1.44% | -4.82% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 9.43% | -2.05% | +7.58% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.46% | +4.17% | +11.53% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.64% | -2.17% | +9.73% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.78% | -0.25% | -6.08% | |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.59% | -0.90% | — | |
| 7 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.99% | -1.18% | +710.12% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.68% | -0.31% | +237.69% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.61% | -0.45% | +7042.20% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.27% | -0.10% | -42.96% | |
| 11 | CGBL | Cap Group Core Balanced | ETF-Other | 2.25% | +0.67% | +84.08% | |
| 12 | IVLU | Ishares Msci International V | ETF-Other | 2.11% | -0.97% | -26.88% | |
| 13 | CGDV | Cap Group Dividend Value | ETF-Other | 2.07% | +0.29% | +65.86% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.01% | +0.05% | -6.80% | |
| 15 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.90% | +0.38% | +48.58% | |
| 16 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.86% | -0.51% | — | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.59% | -1.64% | EXIT | |
| 18 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.41% | -0.13% | +94.01% | |
| 19 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.40% | +0.32% | +78.10% | |
| 20 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 1.38% | -0.15% | +1.38% | |
| 21 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.38% | -0.58% | +13.49% | |
| 22 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.33% | +0.24% | +107.34% | |
| 23 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 1.31% | +0.25% | — | |
| 24 | CGGO | Cap Group Global Growth | ETF-Other | 1.24% | +0.48% | +52.20% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | -0.11% | -1.41% | |
| 26 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.13% | +0.24% | -66.92% | |
| 27 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.03% | -0.66% | +51.68% | |
| 28 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.97% | -0.32% | +0.63% | |
| 29 | OAKM | Oakmark US Large Cap ETF | ETF-Large Cap & Growth | 0.96% | +0.17% | — | |
| 30 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.94% | +0.25% | +114.00% | |
| 31 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.92% | -0.12% | +1.09% | |
| 32 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.91% | -0.12% | +19.84% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | -0.13% | +4.55% | |
| 34 | CGGR | Cap Group Growth Equity | ETF-Other | 0.85% | -0.16% | +31.40% | |
| 35 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.84% | -0.01% | +16.56% | |
| 36 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.75% | +0.06% | -64.16% | |
| 37 | CGIE | Cap Group Intl Equity | ETF-Other | 0.72% | -0.20% | +38.44% | |
| 38 | JIVE | JPM Interntl Value ETF | ETF-Other | 0.67% | +0.17% | — | |
| 39 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.67% | +0.11% | +13.94% | |
| 40 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.64% | +0.40% | — | |
| 41 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.62% | +0.04% | -85.56% | |
| 42 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.61% | +0.12% | +1.01% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | -0.17% | -4.20% | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.43% | -0.02% | +3.78% | |
| 45 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.40% | -0.03% | +4.44% | |
| 46 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.37% | -0.05% | +12.87% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | -0.05% | — | |
| 48 | AXP | American Express Co | Stock-Financials | 0.34% | -0.07% | -0.87% | |
| 49 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.32% | -0.05% | -10.00% | |
| 50 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.31% | -0.03% | +3.10% |
According to official SEC Form 13F filings, KWB Wealth reported a total U.S. public equity portfolio value of $1.2B across 175 disclosed positions in Q4 2025.
During Q4 2025, KWB Wealth's top holdings by market value included SPYG (9.9%)、SPYV (9.4%)、SPYM (8.5%). The largest single position, SPYG, represented 9.9% of total portfolio value.
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Top New Position Initiated
SPTI
市值: $37.9M
Top Position Liquidated / Trimmed
TOTL
前期市值: $12.9M
In Q4 2025, KWB Wealth made 50 total portfolio adjustments, initiating 7 new buys, adding to 24 positions, trimming 14 holdings, and fully liquidating 5 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.
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