KWB Wealth
CIK 1822236
13F filing for Q2 2026・No. 2,319
- Holdings
- US$1.17B
- Quarter change
- +US$158.07M
- Entries
- 169
- Net bought (estimate)
- +US$68.1M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 19
- Sold out 16
- Cut 65
- Added 73
- Corporate actions 0
- Unchanged 12
Largest holdings
169 stocks worth US$1.17B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR P500ETF | Added | 1,720,975 | US$151.24M | 12.94% |
| SPDR SERIES TRUSTST STR P500GRW | Cut | 798,372 | US$95M | 8.13% |
| SPDR SERIES TRUSTST STR P500VAL | Cut | 1,365,288 | US$83M | 7.10% |
| SPDR INDEX SHS FDSST STR PO EX ETF | Cut | 788,912 | US$39.75M | 3.40% |
| CAPITAL GROUP CORE BALANCEDSHS | Added | 925,891 | US$35.15M | 3.01% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Cut | 448,242 | US$30.48M | 2.61% |
| CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | Added | 579,994 | US$28.58M | 2.45% |
| SPDR SERIES TRUSTST INTER ETF | Cut | 999,955 | US$28.39M | 2.43% |
| COLUMBIA ETF TR IRESH ENHNC COR | Added | 635,710 | US$27.51M | 2.35% |
| IEMGISHARES INCCORE MSCI EMKT | Cut | 315,752 | US$26.16M | 2.24% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.