Sign In
test

Emily Tejeda

Kwb Wealth

Assets Managed
$1.011B
Holdings
166
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
-4.25%(2Q avg: 6.23%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kwb Wealth's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 166 positions.

Assets under management

The assets under management (AUM) of Kwb Wealth over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.011B in assets, with a quarterly growth rate of -4.25% and a 2-quarter average growth rate of 6.23%. The portfolio is managed by Emily Tejeda, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -7.66%
9.58%
$96.764M
906,876 shares@ $106.71 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -7.1%
9.15%
$92.462M
1.628M shares@ $56.81 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -0.73%
8.78%
$88.703M
1.106M shares@ $80.23 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -1.36%
4.78%
$48.308M
794,404 shares@ $60.81 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -7.7%
3.65%
$36.878M
830,400 shares@ $44.41 avg price
SPTI
Spdr Port Int Treasury Term
Recent Activity
Decreased -11.29%
3.33%
$33.62M
1.166M shares@ $28.84 avg price
JMBS
Janus Henderson Mortg Backed
Recent Activity
Decreased -10.18%
2.81%
$28.336M
620,188 shares@ $45.69 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -1.31%
2.7%
$27.223M
404,985 shares@ $67.22 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Decreased -9.12%
2.55%
$25.718M
548,831 shares@ $46.87 avg price
CGBL
Cap Group Core Balanced
Recent Activity
Decreased -0.37%
2.35%
$23.704M
670,921 shares@ $35.34 avg price

1-10 of 166