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Emily Tejeda

Kwb Wealth

Assets Managed
$1.169B
Holdings
169
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
15.64%(2Q avg: 5.7%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Kwb Wealth's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 169 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.169B in assets, with a quarterly growth rate of 15.64% and a 2-quarter average growth rate of 5.7%. The portfolio is managed by Emily Tejeda, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 55.64%
12.94%
$151.239M
1.721M shares@ $87.88 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -11.96%
8.13%
$94.998M
798,372 shares@ $119.0 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -16.11%
7.1%
$82.996M
1.365M shares@ $60.8 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -4.99%
3.41%
$39.753M
788,912 shares@ $50.39 avg price
CGBL
Cap Group Core Balanced
Recent Activity
Increased 38.01%
3.01%
$35.147M
925,891 shares@ $37.97 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -43.57%
2.61%
$30.485M
448,242 shares@ $68.02 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 16.1%
2.45%
$28.582M
579,994 shares@ $49.29 avg price
SPTI
Spdr Port Int Treasury Term
Recent Activity
Decreased -14.22%
2.43%
$28.389M
999,955 shares@ $28.4 avg price
RECS
Columbia Resrh Enhanced Core
Recent Activity
Increased 30.53%
2.36%
$27.514M
635,710 shares@ $43.29 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -22.03%
2.24%
$26.157M
315,752 shares@ $82.84 avg price

1-10 of 169