KWB Wealth
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1822236
Institutional-grade research for retail investors
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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
Top Holdings — KWB Wealth (Q2 2026)
Top 150 of 169 disclosed positions (by reported value) 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% | 72.1 |
| 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% | 76.4 |
| 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% | 79.8 |
| 52 | — | HARBOR ETF TRUST - INTERNATNAL COMP | $4.2M | 0.4% | +35% | — |
| 53 |  $PG | PROCTER & GAMBLE Co | $3.8M | 0.3% | +0% | 64.6 |
| 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% | 69.4 |
| 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% | 85.9 |
| 67 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.0M | 0.2% | -1% | 66.2 |
| 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% | 60.2 |
| 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% | 72.3 |
| 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% | 61.2 |
| 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% | 73.8 |
| 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 | 54.4 |
| 89 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAM LTD DUR | $868,583 | 0.1% | +37% | — |
| 90 | $TSLA | Tesla, Inc. | $849,612 | 0.1% | +4% | 53.9 |
| 91 |  $HD | HOME DEPOT, INC. | $814,414 | 0.1% | +1% | 60.3 |
| 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% | 79.8 |
| 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% | 67.6 |
| 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% | 66.5 |
| 106 |  $RTX | RTX Corp | $597,976 | 0.1% | +157% | 73.2 |
| 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% | 82.9 |
| 111 |  $JNJ | JOHNSON & JOHNSON | $484,321 | 0.0% | +1% | 69 |
| 112 |  $BA | BOEING CO | $475,830 | 0.0% | -0% | 61.6 |
| 113 |  $ABBV | AbbVie Inc. | $472,832 | 0.0% | +1% | 72.6 |
| 114 | — | ISHARES TR - CORE MSCI TOTAL | $468,596 | 0.0% | +0% | — |
| 115 |  $AMZN | AMAZON COM INC | $455,706 | 0.0% | +30% | 68.7 |
| 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% | 73.8 |
| 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% | 71.5 |
| 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% | 71.5 |
| 131 |  $MRK | Merck & Co., Inc. | $351,377 | 0.0% | +1% | 59.9 |
| 132 | — | SPDR INDEX SHS FDS - ST STR MSCI EM | $349,250 | 0.0% | +0% | — |
| 133 |  $CVX | CHEVRON CORP | $349,146 | 0.0% | +5% | 62.8 |
| 134 |  $GOOGL | Alphabet Inc. | $346,263 | 0.0% | +0% | 78.2 |
| 135 | — | ISHARES TR - ESG EAFE ETF | $338,619 | 0.0% | NEW | — |
| 136 |  $DAL | DELTA AIR LINES, INC. | $335,197 | 0.0% | -15% | 57.5 |
| 137 |  $WFC | WELLS FARGO & COMPANY/MN | $334,779 | 0.0% | -22% | 61.8 |
| 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% | 67.6 |
| 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 | 66.8 |
| 143 | — | ISHARES TR - CORE S&P US VLU | $323,032 | 0.0% | +4% | — |
| 144 |  $CVBF | CVB FINANCIAL CORP | $316,808 | 0.0% | +0% | 55.3 |
| 145 | — | ISHARES TR - CORE S&P US GWT | $313,106 | 0.0% | -6% | — |
| 146 |  $GEV | GE Vernova Inc. | $303,655 | 0.0% | NEW | 81.1 |
| 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% | — |
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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