§ 13F · FUND PROFILE
KWB Wealth.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $822.9T (13F)Positions · 156Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$108.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 982K | $104.8T | 9.9% | −5% |
| 2 | SPYV | SPDR SERIES TRUST | 1.75M | $99.5T | 9.4% | +8% |
| 3 | SPYM | SPDR SERIES TRUST | 1.11M | $89.4T | 8.5% | +12% |
| 4 | DYNF | BLACKROCK ETF TRUST | 805K | $49.0T | 4.6% | +10% |
| 5 | SPDW | SPDR INDEX SHS FDS | 900K | $40.0T | 3.8% | −6% |
| 6 | SPTI | SPDR SERIES TRUST | 1.31M | $37.9T | 3.6% | NEW |
| 7 | JMBS | JANUS DETROIT STR TR | 691K | $31.6T | 3.0% | +710% |
| 8 | SPSM | SPDR SERIES TRUST | 604K | $28.3T | 2.7% | +238% |
| 9 | IEMG | ISHARES INC | 410K | $27.6T | 2.6% | — |
| 10 | SPEM | SPDR INDEX SHS FDS | 511K | $23.9T | 2.3% | −43% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KWB SIGNAL
AC read
KWB Wealth is a Other fund managing $822859.1 trillion in assets. The fund runs a portfolio of 156 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed