Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KWB Wealth (CIK 1822236) reported $1.01B across 165 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPYG ($96.8M, 9.57%), SPYV ($92.5M, 9.15%), SPLG ($88.7M, 8.77%), DYNF ($48.3M, 4.78%), SPDW ($36.9M, 3.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $96.8M | 9.57% | 906,876 | Trimmed |
| 2 | SPYV | SPDR SERIES TRUST | $92.5M | 9.15% | 1.6M | Trimmed |
| 3 | SPLG | SPDR SERIES TRUST | $88.7M | 8.77% | 1.1M | Trimmed |
| 4 | DYNF | BLACKROCK ETF TRUST | $48.3M | 4.78% | 794,404 | Trimmed |
| 5 | SPDW | SPDR INDEX SHS FDS | $36.9M | 3.65% | 830,400 | Trimmed |
| 6 | SPTI | SPDR SERIES TRUST | $33.6M | 3.33% | 1.2M | Trimmed |
| 7 | JMBS | JANUS DETROIT STR TR | $28.3M | 2.80% | 620,188 | Trimmed |
| 8 | IEMG | ISHARES INC | $27.2M | 2.69% | 404,985 | Trimmed |
| 9 | SPSM | SPDR SERIES TRUST | $25.7M | 2.54% | 548,831 | Trimmed |
| 10 | CGBL | CAPITAL GROUP CORE BALANCED | $23.7M | 2.34% | 670,921 | Trimmed |
| 11 | SPEM | SPDR INDEX SHS FDS | $22.3M | 2.21% | 476,256 | Trimmed |
| 12 | IVLU | ISHARES TR | $21.9M | 2.17% | 576,757 | Trimmed |
| 13 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $21.8M | 2.16% | 499,599 | Trimmed |
| 14 | IUSB | ISHARES TR | $20.8M | 2.06% | 447,733 | Trimmed |
| 15 | RECS | COLUMBIA ETF TR I | $19.9M | 1.97% | 487,035 | Trimmed |
| 16 | SPIB | SPDR SERIES TRUST | $17.5M | 1.73% | 516,491 | Trimmed |
| 17 | QUAL | ISHARES TR | $16.6M | 1.64% | 83,553 | Trimmed |
| 18 | JBND | J P MORGAN EXCHANGE TRADED F | $14.7M | 1.46% | 272,350 | Trimmed |
| 19 | SPMO | INVESCO EXCH TRADED FD TR II | $14.7M | 1.46% | 123,490 | Trimmed |
| 20 | QEFA | SPDR INDEX SHS FDS | $14.6M | 1.44% | 160,530 | Hold |
| 21 | THRO | BLACKROCK ETF TRUST | $14.4M | 1.42% | 372,521 | Trimmed |
| 22 | BAI | BLACKROCK ETF TRUST | $13.9M | 1.37% | 417,288 | Trimmed |
| 23 | FEGE | RBB FUND TRUST | $13.7M | 1.36% | 298,673 | Trimmed |
| 24 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $13.1M | 1.29% | 376,888 | Trimmed |
| 25 | VOO | VANGUARD INDEX FDS | $11.9M | 1.18% | 19,039 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31