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Portfolio (Quarterly) Guide ↗

KWB Wealth

· CIK 0001822236
13F Portfolio $1.2B AUM 169 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 169 New
Page 4 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RSP INVESCO EXCHANGE TRADED FD T — 11,214.0 $2.4M 0.20% NEW — $212.77 -1.5%
62 ALLW SSGA ACTIVE TR — 78,477.0 $2.3M 0.20% NEW — $29.27 -2.1%
63 ISCF ISHARES TR — 51,346.0 $2.2M 0.19% NEW — $43.29 +3.2%
64 VXF VANGUARD INDEX FDS — 8,911.0 $2.2M 0.19% NEW — $246.21 -5.6%
65 PDN INVESCO EXCH TRADED FD TR II — 45,663.0 $2.1M 0.18% NEW — $44.98 +1.9%
66 NVDA NVIDIA CORPORATION Technology 10,116.0 $2.0M 0.17% NEW — $200.08 +13.6%
67 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,109.0 $2.0M 0.17% NEW — $935.53 -1.2%
68 RLY SSGA ACTIVE ETF TR — 56,957.0 $2.0M 0.17% NEW — $34.51 +5.2%
69 EMHC SPDR SERIES TRUST — 76,244.0 $1.9M 0.17% NEW — $25.44 -5.7%
70 WMT WALMART INC Consumer Defensive 16,395.0 $1.9M 0.16% NEW — $113.26 -5.7%
71 QGRO AMERICAN CENTY ETF TR — 15,017.0 $1.8M 0.15% NEW — $118.05 -0.5%
72 AVUV AMERICAN CENTY ETF TR — 13,888.0 $1.7M 0.15% NEW — $124.76 -4.8%
73 VOOG VANGUARD ADMIRAL FDS INC — 20,741.0 $1.7M 0.15% NEW — $82.62 +3.5%
74 IJR ISHARES TR — 11,490.0 $1.7M 0.15% NEW — $148.32 -7.7%
75 — J P MORGAN EXCHANGE TRADED F — 27,808.0 $1.7M 0.14% NEW — $60.17 —
76 PRFZ INVESCO EXCHANGE TRADED FD T — 27,177.0 $1.5M 0.13% NEW — $55.77 -6.0%
77 AMAT APPLIED MATLS INC Technology 2,029.0 $1.5M 0.12% NEW — $723.00 -29.2%
78 IJH ISHARES TR — 18,497.0 $1.4M 0.12% NEW — $77.11 -6.1%
79 IVW ISHARES TR — 9,543.0 $1.3M 0.11% NEW — $137.52 +3.5%
80 CALI BLACKROCK ETF TRUST II — 25,732.0 $1.3M 0.11% NEW — $50.54 -1.6%
Page 4 of 9  ·  169 positions

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.1%
Technology 25.9%
Consumer Defensive 16.1%
Industrials 7.3%
Consumer Cyclical 4.2%
Utilities 4.1%
Healthcare 2.6%
Energy 1.2%
Communication Services 0.4%