KWB Wealth
Top Portfolio Positions
45 positions ·
$54,559,482 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
125,159 | $11,600,987 | 21.26% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
28,624 | $8,610,957 | 15.78% | |
| MSFT |
Microsoft Corp
Technology
|
10,986 | $4,066,687 | 7.45% | |
| AAPL |
Apple Inc.
Technology
|
15,903 | $4,036,022 | 7.40% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
25,763 | $3,721,207 | 6.82% | |
| AXP |
American Express Co
Financial Services
|
8,944 | $2,705,381 | 4.96% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
2,121 | $2,113,428 | 3.87% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
16,696 | $2,074,978 | 3.80% | |
| NVDA |
Nvidia Corp
Technology
|
10,236 | $1,785,158 | 3.27% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,144 | $1,027,404 | 1.88% |
Portfolio Trend
22 quarters · across all stocks
Holdings in LXRX
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,398 | 40,640 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $46,736 | 40,640 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $54,864 | 40,640 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $38,608 | 40,640 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $18,694 | 40,640 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $30,073 | 40,640 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $63,804 | 40,640 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $68,275 | 40,640 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $97,536 | 40,640 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $62,179 | 40,640 | Shares | Sole | 2024-01-10 | |
| No 13F history on record for this holder in this stock. | ||||||