KWB Wealth
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1822236
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.2B
Holdings
169
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
KWB Wealth disclosed 169 positions worth $1.2B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 18 new positions and exited 16. The portfolio is most concentrated in Other (92.0% of disclosed assets). All figures are sourced directly from KWB Wealth’s Form 13F-HR filing with the SEC under CIK 1822236.
AI Fund Analysis
DiversifyingSPDR SERIES TRUST - ST STR
12.9% weight
Held 10 quarters
SPDR SERIES TRUST - ST STR
8.1% weight
Held 10 quarters
SPDR SERIES TRUST - ST STR
7.1% weight
Held 10 quarters
SPDR INDEX SHS FDS - ST ST
3.4% weight
Held 10 quarters
CAPITAL GROUP CORE BALANCE
3.0% weight
Held 7 quarters
$EIX3 quarters accumulating
$TSLA3 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryConsumer StaplesIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST - ST STR P500ETF
—Quality
$151.2M1,720,975 shSPDR SERIES TRUST - ST STR P500GRW
—Quality
$95.0M798,372 shSPDR SERIES TRUST - ST STR P500VAL
—Quality
$83.0M1,365,288 shSPDR INDEX SHS FDS - ST STR PO EX ETF
—Quality
$39.8M788,912 shCAPITAL GROUP CORE BALANCED - SHS
—Quality
$35.1M925,891 shBLACKROCK ETF TRUST - ISHARES US EQUIT
—Quality
$30.5M448,242 shCAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
—Quality
$28.6M579,994 shSPDR SERIES TRUST - ST INTER ETF
—Quality
$28.4M999,955 shCOLUMBIA ETF TR I - RESH ENHNC COR
—Quality
$27.5M635,710 shISHARES INC - CORE MSCI EMKT
—Quality
$26.2M315,752 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500ETF | — | $151.2M | 1,720,975 |
| SPDR SERIES TRUST - ST STR P500GRW | — | $95.0M | 798,372 |
| SPDR SERIES TRUST - ST STR P500VAL | — | $83.0M | 1,365,288 |
| SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $39.8M | 788,912 |
| CAPITAL GROUP CORE BALANCED - SHS | — | $35.1M | 925,891 |
| BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $30.5M | 448,242 |
| CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $28.6M | 579,994 |
| SPDR SERIES TRUST - ST INTER ETF | — | $28.4M | 999,955 |
| COLUMBIA ETF TR I - RESH ENHNC COR | — | $27.5M | 635,710 |
| ISHARES INC - CORE MSCI EMKT | — | $26.2M | 315,752 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of KWB Wealth's 169 positions.
Showing top 10 of 169 holdings.
Sector Allocation
Other
$1.1B
Financials
$62.2M
Technology
$14.4M
Consumer Discretionary
$5.1M
Consumer Staples
$4.3M
Industrials
$3.8M
Utilities
$2.1M
Healthcare
$1.4M
Full Holdings — KWB Wealth (Q2 2026)
All 169 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST - ST STR P500ETF | $151.2M | 12.9% | +56% | — |
| 2 | — | SPDR SERIES TRUST - ST STR P500GRW | $95.0M | 8.1% | -12% | — |
| 3 | — | SPDR SERIES TRUST - ST STR P500VAL | $83.0M | 7.1% | -16% | — |
| 4 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $39.8M | 3.4% | -5% | — |
| 5 | — | CAPITAL GROUP CORE BALANCED - SHS | $35.1M | 3.0% | +38% | — |
| 6 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $30.5M | 2.6% | -44% | — |
| 7 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $28.6M | 2.5% | +16% | — |
| 8 | — | SPDR SERIES TRUST - ST INTER ETF | $28.4M | 2.4% | -14% | — |
| 9 | — | COLUMBIA ETF TR I - RESH ENHNC COR | $27.5M | 2.4% | +31% | — |
| 10 | — | ISHARES INC - CORE MSCI EMKT | $26.2M | 2.2% | -22% | — |
| 11 | — | SPDR SERIES TRUST - ST STR SP600 SML | $26.1M | 2.2% | -17% | — |
| 12 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $24.7M | 2.1% | +0% | — |
| 13 | — | ISHARES TR - CORE UNIVRSL USD | $24.6M | 2.1% | +19% | — |
| 14 | — | INVESCO EXCH TRADED FD TR II - S&P INTL QULTY | $23.7M | 2.0% | +3174% | — |
| 15 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $20.8M | 1.8% | +43% | — |
| 16 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $20.7M | 1.8% | +30% | — |
| 17 | — | JANUS DETROIT STR TR - HENDERSON MTG | $18.9M | 1.6% | -32% | — |
| 18 | — | RBB FUND TRUST - FIRST EAGLE GBL | $18.9M | 1.6% | +29% | — |
| 19 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $18.8M | 1.6% | -14% | — |
| 20 |  $IVZ | Invesco Ltd. | $16.5M | 1.4% | +41% | — |
| 21 | $IVZ | Invesco Ltd. | $15.6M | 1.3% | -22% | — |
| 22 | — | SPDR INDEX SHS FDS - ST STR MSCI EAFE | $15.1M | 1.3% | -2% | — |
| 23 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | $14.4M | 1.2% | +47% | — |
| 24 | — | SPDR SERIES TRUST - ST INTER BD ETF | $14.2M | 1.2% | -18% | — |
| 25 | — | ISHARES TR - MSCI INTL VLU FT | $14.1M | 1.2% | -42% | — |
| 26 | — | HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG | $13.7M | 1.2% | +37% | — |
| 27 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $13.5M | 1.2% | NEW | — |
| 28 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $12.6M | 1.1% | -4% | — |
| 29 | — | CAPITAL GROUP EQUITY ETF TR - US SM MI CA ETF | $12.5M | 1.1% | NEW | — |
| 30 | — | GLOBAL X FDS - DEFENSE TECH ETF | $12.2M | 1.1% | +101% | — |
| 31 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL | $10.2M | 0.9% | +26% | — |
| 32 | — | ISHARES TR - CORE INTL AGGR | $10.0M | 0.8% | +14% | — |
| 33 | — | J P MORGAN EXCHANGE TRADED F - DIV RTN EM EQT | $9.8M | 0.8% | -2% | — |
| 34 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $9.8M | 0.8% | -39% | — |
| 35 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $9.4M | 0.8% | +1% | — |
| 36 | — | SPDR SERIES TRUST - ST STR P400MID | $9.4M | 0.8% | +14% | — |
| 37 | — | ISHARES TR - CORE S&P500 ETF | $9.4M | 0.8% | -8% | — |
| 38 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $9.2M | 0.8% | NEW | — |
| 39 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $9.0M | 0.8% | -1% | — |
| 40 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $8.7M | 0.7% | +39% | — |
| 41 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $8.4M | 0.7% | -12% | — |
| 42 |  $LPLA | LPL Financial Holdings Inc. | $8.1M | 0.7% | +0% | 61.8 |
| 43 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $7.9M | 0.7% | +23% | — |
| 44 | — | SPDR SERIES TRUST - ST STR SP600SM C | $7.8M | 0.7% | +617% | — |
| 45 | — | CAPITAL GROUP INTERNATIONAL - SHS | $6.3M | 0.5% | -21% | — |
| 46 | — | ISHARES TR - MSCI USA MIN ETF | $6.1M | 0.5% | NEW | — |
| 47 | — | ISHARES TR - US TREAS BD ETF | $5.5M | 0.5% | +1245% | — |
| 48 |  $AAPL | Apple Inc. | $4.8M | 0.4% | +4% | 76.1 |
| 49 |  $GLDM | World Gold Trust | $4.7M | 0.4% | -53% | — |
| 50 | — | AMERICAN CENTY ETF TR - US EQT ETF | $4.6M | 0.4% | -5% | — |
| 51 |  $MSFT | MICROSOFT CORP | $4.2M | 0.4% | +3% | 83.7 |
| 52 | — | HARBOR ETF TRUST - INTERNATNAL COMP | $4.2M | 0.4% | +35% | — |
| 53 |  $PG | PROCTER & GAMBLE Co | $3.8M | 0.3% | +0% | 72.9 |
| 54 | $IVZ | Invesco Ltd. | $3.8M | 0.3% | -13% | — |
| 55 | $IVZ | Invesco Ltd. | $3.4M | 0.3% | -9% | — |
| 56 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $3.3M | 0.3% | -10% | — |
| 57 | — | T ROWE PRICE EXCHANGE-TRADED - GROWTH ETF | $3.1M | 0.3% | +31% | — |
| 58 |  $AXP | AMERICAN EXPRESS CO | $3.0M | 0.3% | -1% | 73.2 |
| 59 | — | J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN | $2.5M | 0.2% | +4% | — |
| 60 | — | INVESCO EXCH TRADED FD TR II - RAFI EMRGNG MRKT | $2.4M | 0.2% | -3% | — |
| 61 | $IVZ | Invesco Ltd. | $2.4M | 0.2% | -2% | — |
| 62 | — | SSGA ACTIVE TR - SST BRIDGEWATER | $2.3M | 0.2% | NEW | — |
| 63 | — | ISHARES TR - INTERNATIONAL SL | $2.2M | 0.2% | +50% | — |
| 64 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $2.2M | 0.2% | -2% | — |
| 65 | — | INVESCO EXCH TRADED FD TR II - RAFI DVLPD MRKTS | $2.1M | 0.2% | -9% | — |
| 66 |  $NVDA | NVIDIA CORP | $2.0M | 0.2% | -1% | 90.2 |
| 67 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.0M | 0.2% | -1% | 67 |
| 68 | — | SSGA ACTIVE ETF TR - ST STR REAL ETF | $2.0M | 0.2% | -24% | — |
| 69 | — | SPDR SERIES TRUST - ST STR USD ETF | $1.9M | 0.2% | +171% | — |
| 70 |  $WMT | Walmart Inc. | $1.9M | 0.2% | -2% | 63.2 |
| 71 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | $1.8M | 0.1% | +6% | — |
| 72 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $1.7M | 0.1% | +2% | — |
| 73 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $1.7M | 0.1% | +492% | — |
| 74 | — | ISHARES TR - CORE S&P SCP ETF | $1.7M | 0.1% | -13% | — |
| 75 | — | J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF | $1.7M | 0.1% | +2% | — |
| 76 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | $1.5M | 0.1% | +1% | — |
| 77 |  $AMAT | APPLIED MATERIALS INC /DE | $1.5M | 0.1% | +0% | 74.8 |
| 78 | — | ISHARES TR - CORE S&P MCP ETF | $1.4M | 0.1% | -4% | — |
| 79 | — | ISHARES TR - S&P 500 GRWT ETF | $1.3M | 0.1% | -2% | — |
| 80 | — | BLACKROCK ETF TRUST II - ISHA SH TERM ETF | $1.3M | 0.1% | +21% | — |
| 81 | $EIX | EDISON INTERNATIONAL | $1.3M | 0.1% | +25% | 70.7 |
| 82 | — | ISHARES TR - CORE MSCI EAFE | $1.2M | 0.1% | +8% | — |
| 83 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | $1.2M | 0.1% | -2% | — |
| 84 | — | FRANKLIN TEMPLETON ETF TR - SYSTMTC STYL PRE | $1.1M | 0.1% | -8% | — |
| 85 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.0M | 0.1% | -4% | 64.5 |
| 86 | — | MORGAN STANLEY ETF TRUST - EATO VANC BD ETF | $994,711 | 0.1% | NEW | — |
| 87 | — | NUSHARES ETF TR - NUVEEN SHRT TERM | $964,249 | 0.1% | +8% | — |
| 88 |  $GVA | GRANITE CONSTRUCTION INC | $960,053 | 0.1% | NEW | 56.9 |
| 89 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAM LTD DUR | $868,583 | 0.1% | +37% | — |
| 90 | $TSLA | Tesla, Inc. | $849,612 | 0.1% | +4% | 50.1 |
| 91 |  $HD | HOME DEPOT, INC. | $814,414 | 0.1% | +1% | 69.2 |
| 92 | — | PGIM ETF TR - AAA CLO ETF | $780,893 | 0.1% | -50% | — |
| 93 | — | CAPITAL GROUP INTERNATIONAL - SHS | $773,288 | 0.1% | -3% | — |
| 94 | — | CAPITAL GROUP CONSERVATIVE E - SHS | $763,789 | 0.1% | +34% | — |
| 95 | — | SPDR SERIES TRUST - SST SPDR BLOOMBE | $756,614 | 0.1% | +119% | — |
| 96 | — | PGIM ETF TR - ACTV HY BD ETF | $743,673 | 0.1% | NEW | — |
| 97 | — | JANUS DETROIT STR TR - HENDERSN CAP ETF | $727,411 | 0.1% | -6% | — |
| 98 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $706,208 | 0.1% | +17% | — |
| 99 |  $AMD | ADVANCED MICRO DEVICES INC | $652,362 | 0.1% | +4% | 78.8 |
| 100 | — | SPDR SERIES TRUST - ST STR TIPS ETF | $633,621 | 0.1% | +2% | — |
| 101 | — | HARBOR ETF TRUST - COMM ALL WEA ETF | $632,347 | 0.1% | +12% | — |
| 102 |  $BAC | BANK OF AMERICA CORP /DE/ | $629,965 | 0.1% | +3% | 68.4 |
| 103 | — | CAPITAL GRP FIXED INCM ETF T - SHORT DURATION | $627,424 | 0.1% | +71% | — |
| 104 |  $SPY | SPDR S&P 500 ETF TRUST | $615,338 | 0.1% | +55% | — |
| 105 |  $CAT | CATERPILLAR INC | $606,599 | 0.1% | +4% | 67.8 |
| 106 |  $RTX | RTX Corp | $597,976 | 0.1% | +157% | 70 |
| 107 | — | ISHARES TR - ESG SELECT SCRE | $560,888 | 0.1% | +79% | — |
| 108 | $IVZ | Invesco Ltd. | $551,794 | 0.1% | -12% | — |
| 109 | — | ISHARES TR - MSCI EAFE ETF | $540,280 | 0.1% | +0% | — |
| 110 |  $V | VISA INC. | $510,518 | 0.0% | -10% | 83.5 |
| 111 |  $JNJ | JOHNSON & JOHNSON | $484,321 | 0.0% | +1% | 72.8 |
| 112 |  $BA | BOEING CO | $475,830 | 0.0% | -0% | 51.8 |
| 113 |  $ABBV | AbbVie Inc. | $472,832 | 0.0% | +1% | 59.3 |
| 114 | — | ISHARES TR - CORE MSCI TOTAL | $468,596 | 0.0% | +0% | — |
| 115 |  $AMZN | AMAZON COM INC | $455,706 | 0.0% | +30% | 74.6 |
| 116 | $IVZ | Invesco Ltd. | $450,826 | 0.0% | +4% | — |
| 117 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $431,346 | 0.0% | -17% | — |
| 118 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | $408,191 | 0.0% | -15% | — |
| 119 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | $405,756 | 0.0% | +3% | — |
| 120 | — | VANGUARD INDEX FDS - VALUE ETF | $405,491 | 0.0% | +6% | — |
| 121 |  $GE | GENERAL ELECTRIC CO | $401,568 | 0.0% | +1% | 74.8 |
| 122 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $396,813 | 0.0% | +45% | — |
| 123 | — | PGIM ETF TR - PGIM ULTRA SH BD | $384,805 | 0.0% | -7% | — |
| 124 | — | FRANKLIN TEMPLETON ETF TR - SENIOR LOAN ETF | $382,146 | 0.0% | -28% | — |
| 125 | — | VANGUARD INDEX FDS - SMALL CP ETF | $380,719 | 0.0% | -1% | — |
| 126 | — | ISHARES TR - RUSSELL 2000 ETF | $377,966 | 0.0% | +0% | — |
| 127 | — | SPDR SERIES TRUST - ST STR SP400VAL | $368,698 | 0.0% | -6% | — |
| 128 |  $STT | STATE STREET CORP | $366,216 | 0.0% | -4% | 61.5 |
| 129 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | $362,157 | 0.0% | -65% | — |
| 130 | $STT | STATE STREET CORP | $353,737 | 0.0% | +9% | 61.5 |
| 131 |  $MRK | Merck & Co., Inc. | $351,377 | 0.0% | +1% | 70.9 |
| 132 | — | SPDR INDEX SHS FDS - ST STR MSCI EM | $349,250 | 0.0% | +0% | — |
| 133 |  $CVX | CHEVRON CORP | $349,146 | 0.0% | +5% | 54.7 |
| 134 |  $GOOGL | Alphabet Inc. | $346,263 | 0.0% | +0% | 80.2 |
| 135 | — | ISHARES TR - ESG EAFE ETF | $338,619 | 0.0% | NEW | — |
| 136 |  $DAL | DELTA AIR LINES, INC. | $335,197 | 0.0% | -15% | 64.4 |
| 137 |  $WFC | WELLS FARGO & COMPANY/MN | $334,779 | 0.0% | -22% | — |
| 138 | — | VANGUARD INDEX FDS - MID CAP ETF | $333,560 | 0.0% | +299% | — |
| 139 | — | ISHARES TR - SYSTEMATIC BD ET | $332,332 | 0.0% | +16% | — |
| 140 |  $WM | WASTE MANAGEMENT INC | $330,266 | 0.0% | -17% | 70.7 |
| 141 | — | FRANKLIN TEMPLETON ETF TR - INCOME FOCUS ETF | $324,715 | 0.0% | NEW | — |
| 142 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $324,377 | 0.0% | NEW | 75.4 |
| 143 | — | ISHARES TR - CORE S&P US VLU | $323,032 | 0.0% | +4% | — |
| 144 |  $CVBF | CVB FINANCIAL CORP | $316,808 | 0.0% | +0% | — |
| 145 | — | ISHARES TR - CORE S&P US GWT | $313,106 | 0.0% | -6% | — |
| 146 |  $GEV | GE Vernova Inc. | $303,655 | 0.0% | NEW | 70.1 |
| 147 | — | FIDELITY COVINGTON TRUST - ENH MID COR ETF | $303,557 | 0.0% | -14% | — |
| 148 | — | SPDR SERIES TRUST - STATE STRET SPDR | $300,762 | 0.0% | NEW | — |
| 149 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $300,050 | 0.0% | NEW | — |
| 150 | — | ISHARES TR - RUS 1000 GRW ETF | $295,525 | 0.0% | +328% | — |
| 151 | — | FIDELITY COVINGTON TRUST - INT HG DIV ETF | $287,746 | 0.0% | NEW | — |
| 152 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $279,287 | 0.0% | +0% | 57.4 |
| 153 |  $PEP | PEPSICO INC | $274,740 | 0.0% | -23% | 62.7 |
| 154 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | $263,547 | 0.0% | +20% | — |
| 155 |  $MNST | Monster Beverage Corp | $262,984 | 0.0% | +0% | 77 |
| 156 | — | ISHARES TR - SELECT DIVID ETF | $260,953 | 0.0% | +0% | — |
| 157 |  $IBIT | iShares Bitcoin Trust ETF | $243,317 | 0.0% | -8% | — |
| 158 | — | ISHARES TR - CORE S&P TTL STK | $229,385 | 0.0% | +0% | — |
| 159 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $228,284 | 0.0% | +0% | — |
| 160 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $226,116 | 0.0% | NEW | — |
| 161 | — | ISHARES TR - EGSADVNCDMSCI EM | $221,523 | 0.0% | -36% | — |
| 162 |  $SRE | SEMPRA | $220,928 | 0.0% | +0% | 47.6 |
| 163 | — | VANECK ETF TRUST - GOLD MINERS ETF | $217,283 | 0.0% | +14% | — |
| 164 |  $GOOG | Alphabet Inc. | $216,057 | 0.0% | NEW | 80.2 |
| 165 | — | ISHARES TR - MSCI EMG MKT ETF | $214,055 | 0.0% | NEW | — |
| 166 | — | DBX ETF TR - XTRACK MSCI EAFE | $203,202 | 0.0% | NEW | — |
| 167 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | $201,533 | 0.0% | -9% | — |
| 168 |  $BPRE | Bluerock Private Real Estate Fund | $147,000 | 0.0% | +5% | — |
| 169 |  $GNLX | GENELUX Corp | $70,214 | 0.0% | +0% | — |
New Positions (18)
BLACKROCK ETF TRUST - ISHA LA CORE ETF$13.5M
CAPITAL GROUP EQUITY ETF TR - US SM MI CA ETF$12.5M
BLACKROCK ETF TRUST - ISHA SYST AL ETF$9.2M
ISHARES TR - MSCI USA MIN ETF$6.1M
SSGA ACTIVE TR - SST BRIDGEWATER$2.3M
MORGAN STANLEY ETF TRUST - EATO VANC BD ETF$994,711
$GVA GRANITE CONSTRUCTION INC$960,053 PGIM ETF TR - ACTV HY BD ETF$743,673
ISHARES TR - ESG EAFE ETF$338,619
FRANKLIN TEMPLETON ETF TR - INCOME FOCUS ETF$324,715
$AEP AMERICAN ELECTRIC POWER CO INC$324,377$GEV GE Vernova Inc.$303,655 SPDR SERIES TRUST - STATE STRET SPDR$300,762
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM$300,050
FIDELITY COVINGTON TRUST - INT HG DIV ETF$287,746
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AI-Powered Hedge Fund Analysis: KWB Wealth
13F Pro is an AI hedge fund tracker and stock research platform. For KWB Wealth (SEC CIK: 1822236), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in KWB Wealth's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.