KWB Wealth
All 13F Filings
- Location
- Redlands, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,010,898
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/8/2026 | 166 | 1,010,898 | 13F-HR | KWB Wealth |
| Q4 2025 | 1/12/2026 | 175 | 1,055,790 | 13F-HR | KWB Wealth |
| Q3 2025 | 10/8/2025 | 147 | 904,731 | 13F-HR | KWB Wealth |
| Q2 2025 | 7/17/2025 | 156 | 822,859 | 13F-HR | KWB Wealth |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 156.6 K | 15.5% | 0 | 710.1 K | -710.1 K |
| ETFs | 839 K | 83.0% | 686.8 K | 0 | 686.8 K |
| Debt | 15.27 K | 1.5% | 0 | 85 | -85 |
| Other | 0 | 0.0% | 0 | 21.52 K | -21.52 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
1,010,898
Holdings
166
QoQ value change ($000)
-44,892
(-4.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.