KWB Wealth - Portfolio Stock Holdings
KWB Wealth disclosed 185 stock positions in a recent SEC 13F filing. $1,168,963,834 of stock holdings were filed, with the largest holdings including SPYM, SPYG, and SPYV. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,234,634,396 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
185Est. Stock Holding Value:
$1,168,963,834Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - KWB Wealth
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...