KWB Wealth

Based on the SEC 13F filing data provided for KWB Wealth as of December 31, 2025, here is a comprehensive analysis of the portfolio.

1. Portfolio Overview

KWB Wealth manages a portfolio with a total value of approximately $1.06 billion, representing significant growth of +34.2% from the previous quarter's value of $786.6 million. This substantial increase in portfolio value is likely driven by a combination of market performance and active capital deployment.

The portfolio is high...