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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 9 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EMXF ISHARES TR 3,823.0 $222K 0.02% NEW $57.94 -3.0%
162 SRE SEMPRA Utilities 2,383.0 $221K 0.02% NEW $92.71 -5.7%
163 GDX VANECK ETF TRUST 2,880.0 $217K 0.02% NEW $75.45 +32.3%
164 GOOGL ALPHABET INC Communication Services 605.0 $216K 0.02% NEW $357.12 -4.6%
165 EEM ISHARES TR 3,129.0 $214K 0.02% NEW $68.41 -2.6%
166 HDEF DBX ETF TR 6,322.0 $203K 0.02% NEW $32.14 +6.2%
167 FENI FIDELITY COVINGTON TRUST 5,022.0 $202K 0.02% NEW $40.13 +3.1%
168 BLUEROCK PVT REAL ESTATE FD 11,299.0 $147K 0.01% NEW $13.01
169 GENELUX CORPORATION 23,327.0 $70K 0.01% NEW $3.01
Page 9 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 37.9%
Technology 25.8%
Consumer Defensive 16.0%
Industrials 7.3%
Consumer Cyclical 4.1%
Utilities 4.1%
Healthcare 2.6%
Energy 1.2%
Communication Services 1.1%