13F Insight
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DOSSIER · 13F-HR · Q2 2026

KWB Wealth

$1.2B in tracked AUM across 169 positions as of Q2 2026.

KW
CIK 0001822236 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
169
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

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Filing history

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