KWB Wealth reported 166 holdings worth US$1.01B as of Mar 31, 2026 (Form 13F)
As of Mar 31, 2026 · Filed Apr 8, 2026
KWB Wealth reported 166 holdings worth US$1.01B as of Mar 31, 2026. Filed Apr 8, 2026 (Form 13F).
- Holdings
- 166
- Value as reported
- US$1.01B