DOSSIER · 13F-HR · Q1 2026

KWB Wealth

KWB Wealth's holding co. based in Omaha, NE — $1.0B in tracked AUM across 166 positions as of Q1 2026.

KW

KWB Wealth·Omaha, NE·Holding Co.

CIK 0001822236 · last filed Mar 31, 2026

Total AUM

$1.0B

▲ 10.1%

vs prior

Holdings

166

—

positions

Whale Score

61

61

tracked

Activity

—

no data

changes this Q

Top sector

Tech

13% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

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...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

SPDR SERIES TRUST

$97M907K9.6%

02

SPDR SERIES TRUST

$92M1.6M9.1%

03

SPDR SERIES TRUST

$89M1.1M8.8%

04

BLACKROCK ETF TRUST

$48M794K4.8%

05

SPDR INDEX SHS FDS

$37M830K3.6%

06

SPDR SERIES TRUST

$34M1.2M3.3%

07

JANUS DETROIT STR TR

$28M620K2.8%

08

ISHARES INC

$27M405K2.7%

09

SPDR SERIES TRUST

$26M549K2.5%

10

CAPITAL GROUP CORE BALANCED

$24M671K2.3%

Filing history

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