• 13F History

KWB Wealth

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$827M
Signature - Title
Emily Tejeda - Chief Compliance Officer
Location
Redlands, CA
Summary
This page shows a list of all the recent 13F filings made by KWB Wealth. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KWB Wealth reported 149 stock holdings with total value $827M as of Q1 2025. Top holdings included SPYG, SPLG, SPYV, SPAB, and SPDW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 149 $827M +$68.1M -$37.1M +$31M SPYG, SPLG, SPYV, SPAB, SPDW 13F-HR 4/10/2025, 05:13 PM
Q4 2024 141 $807M +$41.9M -$45.2M -$3.22M SPYG, SPLG, SPYV, SPAB, SPDW 13F-HR 1/13/2025, 07:29 PM
Q3 2024 132 $758M +$56.1M -$24.7M +$31.4M SPYG, SPLG, SPYV, SPAB, SPDW 13F-HR 10/7/2024, 01:44 PM
Q2 2024 129 $726M $0 -$16.2M -$16.2M SPYG, SPLG, SPYV, SPAB, SPDW 13F-HR 7/23/2024, 09:52 PM
Q1 2024 129 $743M +$86M -$74.2M +$11.8M SPYG, SPLG, SPYV, SPAB, SPDW 13F-HR 4/19/2024, 12:45 PM
Q4 2023 129 $693M +$125M -$81.6M +$43.7M SPLG, SPYG, SPAB, SPYV, SPDW 13F-HR 1/10/2024, 02:40 PM
Q3 2023 116 $616M +$2.74K -$8.69M -$8.69M SPYV, SPAB, SPLG, SPYG, SPDW 13F-HR 10/10/2023, 09:22 PM
Q2 2023 124 $632M +$149M -$82M +$66.6M SPYV, SPAB, SPLG, SPYG, SPDW 13F-HR 7/24/2023, 03:27 PM
Q1 2023 116 $537M +$19.5M -$292K +$19.2M SPLG, SPYV, SLYV, SPYG, SPAB 13F-HR 4/7/2023, 01:19 PM
Q4 2022 111 $526M +$58M -$42.4M +$15.6M SPLG, SPYV, SLYV, SPYG, SPAB 13F-HR 2/9/2023, 07:54 PM
Q3 2022 104 $500M +$49.5M -$35.8M +$13.7M SPLG, SPYV, SLYV, SPYG, SPAB 13F-HR 11/10/2022, 08:18 PM
Q2 2022 102 $518M +$70.1M -$38.4M +$31.8M SPLG, SPYV, SPYG, SPDW, SPAB 13F-HR 8/10/2022, 02:38 PM
Q1 2022 79 $596M -$1.66M -$1.66M SPLG, SPYG, SPYV, SPDW, SPMB 13F-HR 5/9/2022, 06:26 PM
Q4 2021 90 $602M +$23.3M -$14.7M +$8.56M SPLG, SPYG, SPYV, SPDW, SPMB 13F-HR 2/2/2022, 03:11 PM
Q3 2021 86 $563M +$60.6M -$39.5M +$21.1M SPLG, SPYV, SPYG, SPDW, SPMB 13F-HR 11/12/2021, 10:00 AM
Q2 2021 85 $521M +$10.1K -$2.2M -$2.19M SPLG, SPYV, SPYG, SPEM, SPMB 13F-HR 8/10/2021, 05:01 PM
Q1 2021 85 $523M +$44M -$25.7M +$18.3M SPLG, SPYV, SPYG, SPEM, SPMB 13F-HR 5/7/2021, 06:58 PM
Q4 2020 78 $481M SPLG, SPYG, SPYV, SPEM, SPMB 13F-HR 2/9/2021, 08:36 PM