KWB Wealth
KWB Wealth reported 169 positions worth $1.17B as of June 30, 2026 (13F filed July 10, 2026). Largest holding: SPYM (12.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $151.2M | 12.94% | 1,720,975 | — | — | |
| ▸ 2 | SPYG | SH | $95.0M | 8.13% | 798,372 | — | — | |
| ▸ 3 | SPYV | SH | $83.0M | 7.10% | 1,365,288 | — | — | |
| ▸ 4 | SPDW | SH | $39.8M | 3.40% | 788,912 | — | — | |
| ▸ 5 | CGBL | SH | $35.1M | 3.01% | 925,891 | — | — | |
| ▸ 6 | DYNF | SH | $30.5M | 2.61% | 448,242 | — | — | |
| ▸ 7 | CGDV | SH | $28.6M | 2.45% | 579,994 | — | — | |
| ▸ 8 | SPTI | SH | $28.4M | 2.43% | 999,955 | — | — | |
| ▸ 9 | RECS | SH | $27.5M | 2.35% | 635,710 | — | — | |
| ▸ 10 | IEMG | SH | $26.2M | 2.24% | 315,752 | — | — |
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Frequently Asked Questions
What stocks does KWB Wealth hold as of Q2 2026?
KWB Wealth reported 169 positions worth $1.17B in its Q2 2026 13F filing. Largest positions: SPYM (12.9%), SPYG (8.1%), SPYV (7.1%), SPDW (3.4%) and CGBL (3.0%).
What did KWB Wealth buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did KWB Wealth sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.