DOSSIER · 13F-HR · Q3 2026
KWB Wealth
$1.2B in tracked AUM across 178 positions as of Q3 2026.
KW
CIK 0001822236 · last filed Sep 30, 2026
AI Analysis · Q3 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...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.
Filing history
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