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Portfolio (Quarterly) Guide ↗

KWB Wealth

· CIK 0001822236
13F Portfolio $1.2B AUM 169 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 169 New
Page 6 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HGER HARBOR ETF TRUST 21,552.0 $632K 0.05% NEW $29.34 +20.1%
102 BAC BANK OF AMER CORP Financial Services 11,056.0 $630K 0.05% NEW $56.98 +8.5%
103 CGSD CAPITAL GRP FIXED INCM ETF T 24,385.0 $627K 0.05% NEW $25.73 -0.1%
104 SPY STATE STR SPDR S&P 500 ETF T Financial Services 824.0 $615K 0.05% NEW $746.77 +2.6%
105 CAT CATERPILLAR INC Industrials 570.0 $607K 0.05% NEW $1064.21 -22.6%
106 RTX RTX CORPORATION Industrials 3,152.0 $598K 0.05% NEW $189.71 +11.2%
107 XVV ISHARES TR 9,877.0 $561K 0.05% NEW $56.79 +3.3%
108 QQQM INVESCO EXCH TRADED FD TR II 1,821.0 $552K 0.05% NEW $303.02 -3.0%
109 EFA ISHARES TR 5,201.0 $540K 0.05% NEW $103.88 +4.2%
110 V VISA INC Financial Services 1,488.0 $511K 0.04% NEW $343.09 +8.1%
111 JNJ JOHNSON & JOHNSON Healthcare 1,907.0 $484K 0.04% NEW $253.97 +6.9%
112 BA BOEING CO Industrials 2,198.0 $476K 0.04% NEW $216.48 -1.5%
113 ABBV ABBVIE INC Healthcare 1,879.0 $473K 0.04% NEW $251.64 +5.6%
114 IXUS ISHARES TR 4,910.0 $469K 0.04% NEW $95.44 +2.7%
115 AMZN AMAZON COM INC Consumer Cyclical 1,912.0 $456K 0.04% NEW $238.34 +8.7%
116 GSY INVESCO ACTIVELY MANAGED EXC 8,990.0 $451K 0.04% NEW $50.15 +0.3%
117 GSLC GOLDMAN SACHS ETF TR 3,040.0 $431K 0.04% NEW $141.89 +3.2%
118 FESM FIDELITY COVINGTON TRUST 8,453.0 $408K 0.04% NEW $48.29 -0.9%
119 JPIB J P MORGAN EXCHANGE TRADED F 8,392.0 $406K 0.04% NEW $48.35 -1.0%
120 VTV VANGUARD INDEX FDS 1,861.0 $405K 0.04% NEW $217.89 +3.9%
Page 6 of 9  ·  169 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.1%
Technology 25.9%
Consumer Defensive 16.1%
Industrials 7.3%
Consumer Cyclical 4.2%
Utilities 4.1%
Healthcare 2.6%
Energy 1.2%
Communication Services 0.4%