KWB Wealth

Q3 2026 13F Holdings

Location
Redlands, CA
Holdings as of
9/30/2026
Value ($000)
$1,170,747
Num holdings
178
Date filed
10/16/2026
Form type
13F-HR
Prev filing
7/10/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type