KWB Wealth
KWB Wealth is an SEC-registered investment adviser based in Redlands, California, founded in 1996. The firm manages over $1 billion in assets and employs approximately 11 professionals. KWB Wealth serves a broad client base, including individuals (both high net worth and others), pension plans, charitable organizations, and some corporations. Their expertise spans portfolio management and personalized financial advisory services, aiming to provide tailored solutions for diverse investor needs.
Investment Strategy
KWB Wealth focuses on providing comprehensive investment management and financial planning services, emphasizing diversified portfolios across equities, fixed income, and ETFs. Their strategy involves balancing growth and preservation by assessing client objectives and market dynamics, leveraging a mix of strategic asset allocation, risk management, and ongoing rebalancing. The firm primarily serves individuals—both high net worth and retail—and institutional plans, with a disciplined, client-first philosophy.
Top Holdings
Equity Positions (146)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 10.87% | $98.4M | 1,031,908 | $59.97 | $104.51 | +$9.7M |
S SPYV | SPDR SERIES TRUST | 9.42% | $85.2M | 1,628,642 | $40.33 | $55.33 | +$10.2M |
S SPLG | SPDR SERIES TRUST | 8.02% | $72.6M | 998,778 | $47.58 | $78.34 | -$11.5M |
S SPAB | SPDR SERIES TRUST | 5.01% | $45.3M | 1,770,360 | $27.51 | $25.85 | -$5.1M |
D DYNF | BLACKROCK ETF TRUST | 4.42% | $40.0M | 733,984 | $50.13 | $59.20 | +$3.7M |