Kwb Wealth

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-10
Total Holdings
149
Total Value
828906597
Accession Number
0001085146-25-002033
Form Type
13F-HR
CIK
0001822236
Manager Name
Kwb Wealth
Data Enrichment
45% identified
67 identified82 unidentified

Holdings

149 positions
Manager:
SEC
Search and click to pin securities to the top
Page 1 of 8
78464A409
SPYG|78464A409
Shares:
1144816(-5.6%)
Value:
$100.6B(+0.1%)
78464A854
SPLG|78464A854
Shares:
1364601(+2.6%)
Value:
$94.1B(+4.8%)
78464A508
SPYV|78464A508
Shares:
1519859(-3.9%)
Value:
$77.7B(-7.0%)
78464A649
78464A649
Shares:
2451771(-2.2%)
Value:
$61.3B(-6.5%)
78463X889
SPDW|78463X889
Shares:
1096005(-5.0%)
Value:
$37.4B(-13.7%)
46090A804
46090A804
Shares:
779345(-0.5%)
Value:
$36.2B(-4.4%)
46137V241
46137V241
Shares:
291139(+15.1%)
Value:
$19.5B(+14.7%)
78464A300
78464A300
Shares:
218103(-6.3%)
Value:
$19.0B(-5.9%)
09290C103
09290C103
Shares:
368667(+11.8%)
Value:
$18.9B(+15.8%)
78463X509
78463X509
Shares:
462278(-1.5%)
Value:
$17.7B(-8.5%)
78464A201
78464A201
Shares:
191333(-7.2%)
Value:
$17.3B(-9.9%)
46138E214
46138E214
Shares:
569126(+37.5%)
Value:
$16.1B(+22.6%)
46435G409
46435G409
Shares:
592723(+17.6%)
Value:
$16.1B(+8.0%)
78464A839
78464A839
Shares:
180099(-5.2%)
Value:
$14.4B(-4.3%)
78464A821
78464A821
Shares:
158571(-4.9%)
Value:
$13.8B(-5.8%)
78463X434
78463X434
Shares:
160962(+2.5%)
Value:
$11.7B(-7.7%)
46434V613
46434V613
Shares:
254806(-23.2%)
Value:
$11.5B(-26.3%)
78468R853
78468R853
Shares:
232744(-7.6%)
Value:
$10.5B(-8.8%)
922908363
VOO|922908363
Shares:
19143(-2.0%)
Value:
$10.3B(+0.0%)
78467V848
78467V848
Shares:
260912(+123.5%)
Value:
$10.3B(+112.6%)