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Manager record

KWB Wealth

Redlands, CA · CIK 1822236 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.17BReported 13F valueQ3 2026 · as filed
178Holdings listed
+0.2%vs prior quartervalue change includes market moves
6Quarters on record
Oct 16Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $822.9M$822.9MQ2 2025156 holdingsQ3 2025: $904.7M$904.7MQ3 2025147 holdingsQ4 2025: $1.1B$1.1BQ4 2025175 holdingsQ1 2026: $1.0B$1.0BQ1 2026166 holdingsQ2 2026: $1.2B$1.2BQ2 2026169 holdingsQ3 2026: $1.2B$1.2BQ3 2026178 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 16 2026 13F-HR · period Q3 2026

$1.17B · 178 holdings listed · View original SEC filing ↗
Jul 10 2026 13F-HR · period Q2 2026

$1.17B · 169 holdings listed · View original SEC filing ↗
Apr 08 2026 13F-HR · period Q1 2026

$1.01B · 166 holdings listed · View original SEC filing ↗
Jan 12 2026 13F-HR · period Q4 2025

$1.06B · 175 holdings listed · View original SEC filing ↗
Oct 08 2025 13F-HR · period Q3 2025

$904.73M · 147 holdings listed · View original SEC filing ↗
Jul 17 2025 13F-HR · period Q2 2025

$822.86M · 156 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 16, 2026 · Change methodology