§ 13F · FUND PROFILE
KWMG, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 150Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 997K | $64M | 5.3% | +1% |
| 2 | XLK | SELECT SECTOR SPDR TR | 298K | $40M | 3.3% | +3% |
| 3 | VOE | VANGUARD INDEX FDS | 207K | $38M | 3.2% | +2% |
| 4 | VOT | VANGUARD INDEX FDS | 143K | $37M | 3.1% | +3% |
| 5 | DFAS | DIMENSIONAL ETF TRUST | 495K | $35M | 2.9% | +3% |
| 6 | TIP | ISHARES TR | 298K | $33M | 2.7% | +4% |
| 7 | BND | VANGUARD BD INDEX FDS | 430K | $32M | 2.6% | +4% |
| 8 | QQQ | INVESCO QQQ TR | 50K | $29M | 2.4% | +1% |
| 9 | IVW | ISHARES TR | 251K | $28M | 2.4% | +3% |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 502K | $27M | 2.3% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KWMG, SIGNAL
AC read
KWMG, LLC is a Other fund managing $1.1 billion in assets. The fund runs a portfolio of 150 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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