account_balance

Investment manager · 13F filer · SEC CIK 1822236

KWB Wealth

Reported value$1.17Bas of Sep 30, 2026
Positions178 18 new, 9 sold out
Top 10 weight47.8%SPYM alone is 14%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Series Trust 13.6% Added +3%
SPYG SPDR Series Trust 8.3% Held
SPYV SPDR Series Trust 7.1% Held
CORO BlackRock ETF Trust 3.6% New
SPDW SPDR Index SHS FDS 3.4% Held
DYNF BlackRock ETF Trust 2.7% Held
IUSB iShares Tr 2.5% Added +25%
SPTI SPDR Series Trust 2.3% Trimmed −2%
MFSV MFS Active Exchange Traded F 2.2% New
SPEM SPDR Index SHS FDS 2.2% Added +4%
SPSM SPDR Series Trust 2.0% Held
BLCR BlackRock ETF Trust 1.7% Added +54%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 10, 2026 filing
add_circleNew
  • CORO $41.8M
  • MFSV $25.9M
  • PAB $17.2M
  • FBCG $16.5M
arrow_upwardAdded
  • JPIB +2504%
  • OSEA +146%
  • BLCR +54%
  • CGGR +37%
arrow_downwardTrimmed
  • CGDV −75%
  • CGBL −58%
  • CGMM −50%
  • IEMG −50%
remove_circleSold out
  • OAKM $13.7M
  • USMV $6.13M
  • TGRT $3.14M
  • CGCV $764K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist