KWB Wealth
RIA/Wealth
KWB Wealth is a RIA/Wealth based in Redlands, CA led by Kerrick Walter Bubb, reporting $1.0B in AUM as of Q3 2025 with 93% ETF concentration, 56% concentrated in top 10 holdings, and minimal technology exposure.
PresidentKerrick Walter Bubb
- Portfolio Value
- $898.8M
- Positions
- 146
- Top Holding
- SPYG at 10.94%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in KWB Wealth's portfolio (56.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $98.4M | 10.94% | -$6.8M Sold | — 1.0M shares | |
ETF ETF | $85.2M | 9.48% | +$8.3M Bought | — 1.6M shares | |
ETF ETF | $72.6M | 8.08% | -$20.3M Sold | — 998.8K shares | |
ETF ETF | $45.3M | 5.04% | -$5.2M Sold | — 1.8M shares | |
ETF ETF | $40.0M | 4.45% | -$536.9K Sold | — 734.0K shares | |
ETF ETF | $38.8M | 4.32% | -$3.9M Sold | — 958.0K shares | |
ETF ETF | $38.3M | 4.26% | +$13.4M Bought | — 896.2K shares | |
ETF ETF | $35.5M | 3.95% | -$570.3K Sold | — 758.0K shares | |
ETF ETF | $27.1M | 3.01% | +$2.1M Bought | — 148.2K shares | |
ETF ETF | $26.3M | 2.93% | +$11.1M Bought | — 799.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in KWB Wealth's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Sold | |
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Analytics
Portfolio insights and performance metrics for KWB Wealth
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