KWB Wealth - Portfolio overview

KWB Wealth has 185 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SPYG - SPDR SERIES TRUST, 8.59%
2. SPYV - SPDR SERIES TRUST, 8.21%
3. SPYM - SPDR SERIES TRUST, 7.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.