KWB Wealth
Annual return '25
+15.3%
SPY '25
+17.7%
Alpha
-2.4ptsvs SPY
Invested
$1B
Holdings
166
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYG
SPDR SERIES TRUST
Q1 2026: Exited (was 982.2k shares)
9.6%
02
$SPYV
SPDR SERIES TRUST
Q1 2026: Exited (was 1.75M shares)
9.1%
03
$SPYM
SPDR SERIES TRUST
Q1 2026: Exited (was 1.11M shares)
8.8%
04
$DYNF
BLACKROCK ETF TRUST
Q1 2026: Exited (was 805.4k shares)
4.8%
05
$SPDW
SPDR INDEX SHS FDS
Q1 2026: Exited (was 899.7k shares)
3.6%
06
$SPTI
SPDR SERIES TRUST
Q1 2026: Exited (was 1.31M shares)
3.3%
07
$JMBS
JANUS DETROIT STR TR
Q1 2026: Exited (was 690.5k shares)
2.8%
08
$IEMG
ISHARES INC
Q1 2026: Exited (was 410.4k shares)
2.7%
09
$SPSM
SPDR SERIES TRUST
Q1 2026: Exited (was 603.9k shares)
2.5%
10
$CGBL
CAPITAL GROUP CORE BALANCED
Q1 2026: Exited (was 673.5k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:17 UTC.