KWB Wealth: 13F holdings
CIK 18222362026Q2
| Positions | 169 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-07-10 |
|---|
Change since last quarter
| Positions | 169 (+3 vs prior quarter) |
|---|
| Reported value | $1.2bn (+15.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 1,720,975 | $151.2m | 12.9% |
| SPYG SPDR SERIES TRUST | 798,372 | $95.0m | 8.1% |
| SPYV SPDR SERIES TRUST | 1,365,288 | $83.0m | 7.1% |
| EWU SPDR INDEX SHS FDS | 788,912 | $39.8m | 3.4% |
| CGBL CAPITAL GROUP CORE BALANCED | 925,891 | $35.1m | 3.0% |
| DYNF BLACKROCK ETF TRUST | 448,242 | $30.5m | 2.6% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 579,994 | $28.6m | 2.4% |
| SPTI SPDR SERIES TRUST | 999,955 | $28.4m | 2.4% |
| RECS COLUMBIA ETF TR I | 635,710 | $27.5m | 2.4% |
| IEMG ISHARES INC | 315,752 | $26.2m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1822236")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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