KWB Wealth

Q2 2026 13F Holdings

Location
Redlands, CA
Holdings as of
6/30/2026
Value ($000)
$1,168,965
Num holdings
169
Date filed
7/10/2026
Form type
13F-HR
Prev filing
4/8/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type