KWB Wealth

Q3 2025 13F Holdings

Location
Redlands, CA
Holdings as of
9/30/2025
Value ($000)
$904,731
Num holdings
147
Date filed
10/7/2025
Form type
13F-HR
Prev filing
7/16/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type