KWB WEALTH
Latest 13F filing data - Q2 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LPLA | 29K | $8.10M |
 | PG | 26K | $3.78M |
 | CALY | 26K | $1.30M |
 | EIX | 17K | $1.25M |
 | AAPL | 17K | $4.79M |
 | WMT | 16K | $1.86M |
 | CVBF | 14K | $316.81K |
 | PAA | 13K | $279.29K |
 | MSFT | 11K | $4.22M |
 | BAC | 11K | $629.97K |
 | NVDA | 10K | $2.02M |
 | AXP | 9K | $3.00M |
 | GVA | 6K | $960.05K |
 | WFC | 4K | $334.78K |
 | DAL | 4K | $335.20K |
 | RTX | 3K | $597.98K |
 | MNST | 3K | $262.98K |
 | MRK | 3K | $351.38K |
 | SRE | 2K | $220.93K |
 | AEP | 2K | $324.38K |
LPL Financial Holdings Inc.
LPLA
Shares Held
29K
Value
$8.10M
The Procter & Gamble Company
PG
Shares Held
26K
Value
$3.78M
Callaway Golf Company
CALY
Shares Held
26K
Value
$1.30M
Edison International
EIX
Shares Held
17K
Value
$1.25M
Apple Inc.
AAPL
Shares Held
17K
Value
$4.79M
Walmart Inc.
WMT
Shares Held
16K
Value
$1.86M
CVB Financial Corp.
CVBF
Shares Held
14K
Value
$316.81K
Plains All American Pipeline, L.P.
PAA
Shares Held
13K
Value
$279.29K
Microsoft Corporation
MSFT
Shares Held
11K
Value
$4.22M
Bank of America Corporation
BAC
Shares Held
11K
Value
$629.97K
NVIDIA Corporation
NVDA
Shares Held
10K
Value
$2.02M
American Express Company
AXP
Shares Held
9K
Value
$3.00M
Granite Construction Incorporated
GVA
Shares Held
6K
Value
$960.05K
Wells Fargo & Company
WFC
Shares Held
4K
Value
$334.78K
Delta Air Lines, Inc.
DAL
Shares Held
4K
Value
$335.20K
RTX Corporation
RTX
Shares Held
3K
Value
$597.98K
Monster Beverage Corporation
MNST
Shares Held
3K
Value
$262.98K
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$351.38K
Sempra
SRE
Shares Held
2K
Value
$220.93K
American Electric Power Company, Inc.
AEP
Shares Held
2K
Value
$324.38K