KWB Wealth
All 13F Filings
- Location
- Redlands, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,168,965
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/10/2026 | 169 | 1,168,965 | 13F-HR | KWB Wealth |
| 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 | 179.2 K | 15.3% | 22.58 K | 0 | 22.58 K |
| ETFs | 968.6 K | 82.9% | 129.6 K | 0 | 129.6 K |
| Debt | 21.17 K | 1.8% | 5.904 K | 0 | 5.904 K |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
1,168,965
Holdings
169
QoQ value change ($000)
158,067
(15.6%)
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.