Universe · entity
KWB Wealth
Institutional manager (13F) · CIK 1822236
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $932M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST | $97M | 906,876 |
| 2 | SPDR SERIES TRUST | $92M | 1,627,559 |
| 3 | SPDR SERIES TRUST | $89M | 1,105,743 |
| 4 | BLACKROCK ETF TRUST | $48M | 794,404 |
| 5 | SPDR INDEX SHS FDS | $37M | 830,400 |
| 6 | SPDR SERIES TRUST | $34M | 1,165,759 |
| 7 | JANUS DETROIT STR TR | $28M | 620,188 |
| 8 | ISHARES INC | $27M | 404,985 |
| 9 | SPDR SERIES TRUST | $26M | 548,831 |
| 10 | CAPITAL GROUP CORE BALANCED | $24M | 670,921 |
| 11 | SPDR INDEX SHS FDS | $22M | 476,256 |
| 12 | ISHARES TR | $22M | 576,757 |
| 13 | CAPITAL GROUP DIVIDEND VALUE | $22M | 499,599 |
| 14 | ISHARES TR | $21M | 447,733 |
| 15 | COLUMBIA ETF TR I | $20M | 487,035 |
| 16 | SPDR SERIES TRUST | $17M | 516,491 |
| 17 | ISHARES TR | $17M | 83,553 |
| 18 | INVESCO EXCH TRADED FD TR II | $15M | 123,490 |
| 19 | J P MORGAN EXCHANGE TRADED F | $15M | 272,350 |
| 20 | SPDR INDEX SHS FDS | $15M | 160,530 |
| 21 | BLACKROCK ETF TRUST | $14M | 372,521 |
| 22 | BLACKROCK ETF TRUST | $14M | 417,288 |
| 23 | RBB FUND TRUST | $14M | 298,673 |
| 24 | CAPITAL GROUP GBL GROWTH EQT | $13M | 376,888 |
| 25 | VANGUARD INDEX FDS | $12M | 19,039 |
| 26 | INVESCO ACTIVELY MANAGED EXC | $12M | 250,037 |
| 27 | WORLD GOLD TR | $11M | 125,159 |
| 28 | LPL FINL HLDGS INC | $10M | 28,624 |
| 29 | HARRIS OAKMARK ETF TRUST | $10M | 355,483 |
| 30 | CAPITAL GRP FIXED INCM ETF T | $10M | 358,277 |
| 31 | J P MORGAN EXCHANGE TRADED F | $10M | 159,191 |
| 32 | BLACKROCK ETF TRUST II | $9M | 178,831 |
| 33 | ISHARES TR | $9M | 13,658 |
| 34 | CAPITAL GROUP GROWTH ETF | $9M | 201,094 |
| 35 | ISHARES TR | $9M | 173,013 |
| 36 | CAPITAL GROUP INTERNATIONAL | $7M | 215,140 |
| 37 | SPDR SERIES TRUST | $7M | 75,973 |
| 38 | SPDR SERIES TRUST | $7M | 122,356 |
| 39 | J P MORGAN EXCHANGE TRADED F | $7M | 88,124 |
| 40 | GLOBAL X FDS | $7M | 102,177 |
| 41 | SPDR SERIES TRUST | $6M | 250,734 |
| 42 | SPDR SERIES TRUST | $6M | 238,199 |
| 43 | MICROSOFT CORP | $5M | 10,986 |
| 44 | APPLE INC | $4M | 15,903 |
| 45 | AMERICAN CENTY ETF TR | $4M | 37,588 |
| 46 | INVESCO EXCHANGE TRADED FD T | $4M | 80,149 |
| 47 | PROCTER & GAMBLE CO | $4M | 25,763 |
| 48 | SPDR SERIES TRUST | $3M | 40,687 |
| 49 | AMERICAN EXPRESS CO | $3M | 8,944 |
| 50 | INVESCO EXCH TRADED FD TR II | $3M | 50,020 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.