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Value $
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$807M
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Signature - Title
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Emily Tejeda - Chief Compliance Officer
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Location
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Redlands, CA
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Summary
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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 141 stock holdings with total value $807M as of Q4 2024. Top holdings included SPYG, SPLG, SPYV, SPAB, and SPDW.