Institutional Fund
Kwb Wealth
Redlands, CACIK 18222365 filings on record
Portfolio Value
$1.01B
Q1 2026
Holdings
166
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-4.3%
from $1.06B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust9.6%
- Spdr Series Trust9.1%
- Spdr Series Trust8.8%
- Blackrock ETF Trust4.8%
- Spdr Index Shs Fds3.6%
- Spdr Series Trust3.3%
- Other60.8%
Portfolio Holdings
166 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 906.9K | $96.76M | 9.6% | −75.3K | Reduced |
| 2 | Spdr Series Trust | 1.63M | $92.46M | 9.1% | −124.5K | Reduced |
| 3 | Spdr Series Trust | 1.11M | $88.70M | 8.8% | −8.2K | Reduced |
| 4 | Blackrock ETF Trust | 794.4K | $48.31M | 4.8% | −11.0K | Reduced |
| 5 | Spdr Index Shs Fds | 830.4K | $36.88M | 3.6% | −69.3K | Reduced |
| 6 | Spdr Series Trust | 1.17M | $33.62M | 3.3% | −148.4K | Reduced |
| 7 | Janus Detroit Str Tr | 620.2K | $28.34M | 2.8% | −70.3K | Reduced |
| 8 | Ishares Inc | 405.0K | $27.22M | 2.7% | −5.4K | Reduced |
| 9 | Spdr Series Trust | 548.8K | $25.72M | 2.5% | −55.1K | Reduced |
| 10 | Capital Group Core Balanced | 670.9K | $23.70M | 2.3% | −2.5K | Reduced |
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