Notify me when KWB Wealth files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 175 | $1,055,790,172 | +$283,704,875 | -$202,713,015 | +$80,991,860 | SPYG, SPYV, SPYM, DYNF, SPDW | 13F-HR | 12 Jan 2026, 09:58 |
| Q3 2025 | 147 | $904,730,742 | +$104,566,516 | -$86,360,044 | +$18,206,472 | SPYG, SPYV, SPLG, SPAB, DYNF | 13F-HR | 07 Oct 2025, 21:06 |
| Q2 2025 | 156 | $822,840,418 | +$116,676,884 | -$106,712,961 | +$9,963,923 | SPYG, SPLG, SPYV, SPAB, SPDW | 13F-HR | 16 Jul 2025, 18:08 |
| Q1 2025 | 149 | $827,184,484 | +$68,102,221 | -$37,101,058 | +$31,001,163 | SPYG, SPLG, SPYV, SPAB, SPDW | 13F-HR | 10 Apr 2025, 17:13 |
| Q4 2024 | 141 | $806,571,777 | +$41,935,886 | -$45,151,651 | -$3,215,765 | SPYG, SPLG, SPYV, SPAB, SPDW | 13F-HR | 13 Jan 2025, 19:29 |
| Q3 2024 | 132 | $757,927,973 | +$56,138,703 | -$24,711,874 | +$31,426,829 | SPYG, SPLG, SPYV, SPAB, SPDW | 13F-HR | 07 Oct 2024, 13:44 |
| Q2 2024 | 129 | $726,444,623 | $0 | -$16,170,544 | -$16,170,544 | SPYG, SPLG, SPYV, SPAB, SPDW | 13F-HR | 23 Jul 2024, 21:52 |
| Q1 2024 | 129 | $743,143,237 | +$85,998,854 | -$74,192,975 | +$11,805,879 | SPYG, SPLG, SPYV, SPAB, SPDW | 13F-HR | 19 Apr 2024, 12:45 |
| Q4 2023 | 129 | $693,210,142 | +$120,834,719 | -$81,831,063 | +$39,003,656 | SPLG, SPYG, SPAB, SPYV, SPDW | 13F-HR | 10 Jan 2024, 14:40 |
| Q3 2023 | 123 | $616,475,518 | +$2,735 | -$8,928,559 | -$8,925,824 | SPYV, SPAB, SPLG, SPYG, SPDW | 13F-HR | 10 Oct 2023, 21:22 |
| Q2 2023 | 124 | $632,396,567 | +$148,587,026 | -$106,977,249 | +$41,609,777 | SPYV, SPAB, SPLG, SPYG, SPDW | 13F-HR | 24 Jul 2023, 15:27 |
| Q1 2023 | 119 | $539,756,916 | +$19,576,173 | -$3,888,388 | +$15,687,785 | SPLG, SPYV, SLYV, SPYG, SPAB | 13F-HR | 07 Apr 2023, 13:19 |
| Q4 2022 | 111 | $526,107,503 | +$58,005,222 | -$68,020,569 | -$10,015,347 | SPLG, SPYV, SLYV, SPYG, SPAB | 13F-HR | 09 Feb 2023, 20:54 |
| Q3 2022 | 104 | $500,952,000 | +$50,886,373 | -$38,071,190 | +$12,815,183 | SPLG, SPYV, SLYV, SPYG, SPAB | 13F-HR | 10 Nov 2022, 21:18 |
| Q2 2022 | 103 | $517,849,000 | +$70,079,945 | -$46,340,444 | +$23,739,501 | SPLG, SPYV, SPYG, SPDW, SPAB | 13F-HR | 10 Aug 2022, 14:38 |
| Q1 2022 | 90 | $595,707,000 | $0 | -$1,661,653 | -$1,661,653 | SPLG, SPYG, SPYV, SPDW, SPMB | 13F-HR | 09 May 2022, 18:26 |
| Q4 2021 | 90 | $601,696,000 | +$23,279,776 | -$15,479,635 | +$7,800,141 | SPLG, SPYG, SPYV, SPDW, SPMB | 13F-HR | 02 Feb 2022, 16:11 |
| Q3 2021 | 86 | $563,008,000 | +$60,649,216 | -$39,549,128 | +$21,100,088 | SPLG, SPYV, SPYG, SPDW, SPMB | 13F-HR | 12 Nov 2021, 10:00 |
| Q2 2021 | 85 | $521,225,000 | +$10,059 | -$2,204,341 | -$2,194,282 | SPLG, SPYV, SPYG, SPEM, SPMB | 13F-HR | 10 Aug 2021, 17:01 |
| Q1 2021 | 85 | $523,418,000 | +$43,969,038 | -$25,715,953 | +$18,253,085 | SPLG, SPYV, SPYG, SPEM, SPMB | 13F-HR | 07 May 2021, 18:58 |
| Q4 2020 | 78 | $480,648,000 | $0 | $0 | $0 | SPLG, SPYG, SPYV, SPEM, SPMB | 13F-HR | 09 Feb 2021, 21:36 |