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 $1.17B across 169 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPLG ($151.2M, 12.94%), SPYG ($95.0M, 8.13%), SPYV ($83.0M, 7.10%), SPDW ($39.8M, 3.40%), CGBL ($35.1M, 3.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $151.2M | 12.94% | 1.7M | Added |
| 2 | SPYG | SPDR SERIES TRUST | $95.0M | 8.13% | 798,372 | Trimmed |
| 3 | SPYV | SPDR SERIES TRUST | $83.0M | 7.10% | 1.4M | Trimmed |
| 4 | SPDW | SPDR INDEX SHS FDS | $39.8M | 3.40% | 788,912 | Trimmed |
| 5 | CGBL | CAPITAL GROUP CORE BALANCED | $35.1M | 3.01% | 925,891 | Added |
| 6 | DYNF | BLACKROCK ETF TRUST | $30.5M | 2.61% | 448,242 | Trimmed |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $28.6M | 2.45% | 579,994 | Added |
| 8 | SPTI | SPDR SERIES TRUST | $28.4M | 2.43% | 999,955 | Trimmed |
| 9 | RECS | COLUMBIA ETF TR I | $27.5M | 2.35% | 635,710 | Added |
| 10 | IEMG | ISHARES INC | $26.2M | 2.24% | 315,752 | Trimmed |
| 11 | SPSM | SPDR SERIES TRUST | $26.1M | 2.23% | 452,815 | Trimmed |
| 12 | IUSB | ISHARES TR | $24.6M | 2.11% | 533,978 | Added |
| 13 | SPEM | SPDR INDEX SHS FDS | $24.7M | 2.11% | 476,296 | Added |
| 14 | IDHQ | INVESCO EXCH TRADED FD TR II | $23.7M | 2.03% | 542,925 | Added |
| 15 | JBND | J P MORGAN EXCHANGE TRADED F | $20.8M | 1.78% | 388,588 | Added |
| 16 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $20.7M | 1.77% | 488,425 | Added |
| 17 | JMBS | JANUS DETROIT STR TR | $18.9M | 1.62% | 420,361 | Trimmed |
| 18 | BAI | BLACKROCK ETF TRUST | $18.8M | 1.61% | 357,164 | Trimmed |
| 19 | FEGE | RBB FUND TRUST | $18.9M | 1.61% | 385,710 | Added |
| 20 | GTO | INVESCO ACTIVELY MANAGED EXC | $16.5M | 1.41% | 352,169 | Added |
| 21 | SPMO | INVESCO EXCH TRADED FD TR II | $15.6M | 1.33% | 96,390 | Trimmed |
| 22 | QEFA | SPDR INDEX SHS FDS | $15.1M | 1.29% | 156,893 | Trimmed |
| 23 | CGMS | CAPITAL GRP FIXED INCM ETF T | $14.4M | 1.23% | 527,423 | Added |
| 24 | SPIB | SPDR SERIES TRUST | $14.2M | 1.22% | 425,676 | Trimmed |
| 25 | IVLU | ISHARES TR | $14.1M | 1.20% | 336,260 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30