StockDriftsStockDriftsTop 50 Kwb Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 13.62% | 1.78M | $159.5M | +3.23%(+55.57K) | $61.61(+46.46%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 8.28% | 787.2K | $96.9M | -1.40%(-11.21K) | $57.35(+111.57%) | 2026-09-30 | |
| SPYV | SPDR SERIES TRUST | 7.08% | 1.36M | $82.9M | -0.64%(-8.68K) | $39.82(+58.19%) | 2026-09-30 | |
| CORO | BLACKROCK ETF TRUST | 3.57% | 1.15M | $41.8M | new | $36.47(-2.65%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 3.41% | 795.0K | $39.9M | +0.77%(+6.08K) | $33.46(+47.22%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.65% | 448.3K | $31.0M | +0.01%(+39) | $48.81(+41.27%) | 2026-09-30 | |
| IUSB | ISHARES TR | 2.52% | 667.9K | $29.4M | +25.09%(+133.97K) | $45.85(-3.32%) | 2026-09-30 | |
| SPTI | SPDR SERIES TRUST | 2.27% | 975.8K | $26.6M | -2.42%(-24.19K) | $28.87(-4.95%) | 2026-09-30 | |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | 2.21% | 920.0K | $25.9M | new | $28.34(+2.98%) | 2026-09-30 | |
| SPEM | SPDR INDEX SHS FDS | 2.18% | 493.6K | $25.5M | +3.63%(+17.31K) | $42.03(+20.56%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.39% | +53.64% | +7.12% | +41.05% |
| Top 20 Holdings Unweighted | +13.44% | +45.98% | +6.33% | +35.89% |
Kwb Wealth reports $1.17B in US-listed equity holdings across 178 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (13.6%), SPYG (8.3%) and SPYV (7.1%). The top 20 holdings account for 61.92% of reported assets. Its disclosed equity book has returned +53.64% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Kwb Wealth, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Kwb Wealth’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1822236). View Kwb Wealth’s 13F filings on SEC