KWB Wealth has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 178 separate positions held by the firm, which is based in Redlands, California.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holding being the SPDR Series Trust Short Term Portfolio SP 500 ETF. This fund accounts for 177,654,600 shares. Other significant ETF positions include the SPDR Series Trust Short Term Portfolio SP 500 Growth ETF (78,716,400 shares) and the SPDR Series Trust Short Term Portfolio SP 500 Value ETF (135,660,800 shares).
Among individual common stock holdings, LPL Financial Holdings Inc. is the largest position, with 8,834,117 shares. Microsoft Corporation follows with 5,676,469 shares, and Procter & Gamble Co. holds 3,893,901 shares. Other notable individual stock positions include NVIDIA Corporation (2,291,684 shares), Johnson & Johnson (499,564 shares), and Merck & Co. (591,515 shares).
The filing was signed by Emily Tejeda, the Chief Compliance Officer for KWB Wealth.
