§ 13F · FUND PROFILE
KWMG, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1064.8T (13F)Positions · 146Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 983K | $61.4T | 5.3% | −1% |
| 2 | XLK | SELECT SECTOR SPDR TR | 290K | $41.7T | 3.6% | +97% |
| 3 | VOT | VANGUARD INDEX FDS | 138K | $38.5T | 3.3% | +1% |
| 4 | VOE | VANGUARD INDEX FDS | 203K | $36.1T | 3.1% | +3% |
| 5 | DFAS | DIMENSIONAL ETF TRUST | 483K | $33.6T | 2.9% | +2% |
| 6 | TIP | ISHARES TR | 287K | $31.6T | 2.7% | +2% |
| 7 | BND | VANGUARD BD INDEX FDS | 413K | $30.6T | 2.6% | +3% |
| 8 | IVW | ISHARES TR | 244K | $30.1T | 2.6% | −1% |
| 9 | QQQ | INVESCO QQQ TR | 49K | $30.1T | 2.6% | −4% |
| 10 | VWO | VANGUARD INTL EQUITY INDEX | 489K | $26.3T | 2.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KWMG, SIGNAL
AC read
KWMG, LLC is a Other fund managing $1064774.7 trillion in assets. The fund runs a portfolio of 146 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed