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CIK: 0001822236
Total reported value
$1.2B
$1.2B
166 檔
31.1%
According to the latest 13F quarterly dataset, KWB Wealth managed an equity portfolio of $1.2B at the end of Q1 2026, spanning 166 distinct U.S. exchange-listed positions.
In Q1 2026, KWB Wealth adopted a defensive or profit-taking posture, trimming 82 positions and completely liquidating 9 holdings to manage risk exposure.
| # | 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 | 9.57% | -1.44% | -7.67% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 9.15% | -2.05% | -7.11% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.77% | +4.17% | -0.74% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.78% | -2.17% | -1.36% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.65% | -0.25% | -7.70% | |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.33% | -0.90% | -11.29% | |
| 7 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.80% | -1.18% | -10.19% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.69% | -0.45% | -1.32% | |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.54% | -0.31% | -9.12% | |
| 10 | CGBL | Cap Group Core Balanced | ETF-Other | 2.34% | +0.67% | -0.38% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.21% | -0.10% | -6.83% | |
| 12 | IVLU | Ishares Msci International V | ETF-Other | 2.17% | -0.97% | -1.34% | |
| 13 | CGDV | Cap Group Dividend Value | ETF-Other | 2.16% | +0.29% | -0.40% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.06% | +0.05% | -1.89% | |
| 15 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.97% | +0.38% | -0.63% | |
| 16 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.73% | -0.51% | -11.13% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.64% | -1.64% | EXIT | |
| 18 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.46% | -0.13% | -1.31% | |
| 19 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.46% | +0.32% | -0.52% | |
| 20 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 1.44% | -0.15% | — | |
| 21 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.42% | -0.58% | -1.30% | |
| 22 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.37% | +0.24% | -1.34% | |
| 23 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 1.36% | +0.25% | -0.33% | |
| 24 | CGGO | Cap Group Global Growth | ETF-Other | 1.29% | +0.48% | -0.61% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | -0.11% | — | |
| 26 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.17% | +0.24% | -0.29% | |
| 27 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.06% | -0.66% | -1.63% | |
| 28 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 1.01% | -0.32% | — | |
| 29 | OAKM | Oakmark US Large Cap ETF | ETF-Large Cap & Growth | 1.00% | +0.17% | -0.43% | |
| 30 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.98% | +0.25% | -0.06% | |
| 31 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.96% | -0.12% | — | |
| 32 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.93% | -0.12% | -2.06% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | -0.13% | — | |
| 34 | CGGR | Cap Group Growth Equity | ETF-Other | 0.88% | -0.16% | -0.90% | |
| 35 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.86% | -0.01% | -2.00% | |
| 36 | CGIE | Cap Group Intl Equity | ETF-Other | 0.74% | -0.20% | -1.01% | |
| 37 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.71% | +0.06% | -9.72% | |
| 38 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.70% | +0.11% | -0.25% | |
| 39 | JIVE | JPM Interntl Value ETF | ETF-Other | 0.70% | +0.17% | -0.49% | |
| 40 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.65% | +0.40% | -1.44% | |
| 41 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.64% | +0.04% | -1.91% | |
| 42 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.62% | +0.12% | -1.77% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | -0.17% | -3.13% | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.43% | -0.02% | -5.11% | |
| 45 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.42% | -0.03% | — | |
| 46 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.37% | -0.05% | -3.79% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.05% | — | |
| 48 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.33% | -0.05% | -0.20% | |
| 49 | AXP | American Express Co | Stock-Financials | 0.33% | -0.07% | -8.40% | |
| 50 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.32% | -0.03% | -1.41% |
According to official SEC Form 13F filings, KWB Wealth reported a total U.S. public equity portfolio value of $1.2B across 166 disclosed positions in Q1 2026.
During Q1 2026, KWB Wealth's top holdings by market value included SPYG (9.6%)、SPYV (9.2%)、SPYM (8.8%). The largest single position, SPYG, represented 9.6% 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, SPYV, SPYM) accounted for 31.1% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
IBM
前期市值: $506.4K
In Q1 2026, KWB Wealth made 96 total portfolio adjustments, initiating 0 new buys, adding to 5 positions, trimming 82 holdings, and fully liquidating 9 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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