Institutions / Kwmg, LLC
Kwmg, LLC
CIK 1633024 · Institution · as of Dec 31, 2025
Portfolio value
$1.16B
Positions
149
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 149 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Tax-Managed Fds | $61.38M | 5.3% |
| Select Sector SPDR Tr | $41.71M | 3.6% |
| Vanguard Index Fds | $38.47M | 3.3% |
| Vanguard Index Fds | $36.09M | 3.1% |
| Dimensional ETF Trust | $33.63M | 2.9% |
| iShares Tr | $31.55M | 2.7% |
| Vanguard Bd Index Fds | $30.57M | 2.6% |
| iShares Tr | $30.08M | 2.6% |
| Invesco Qqq Tr | $30.07M | 2.6% |
| Vanguard Intl Equity Index | $26.28M | 2.3% |
| iShares Tr | $25.38M | 2.2% |
| iShares Tr | $23.17M | 2.0% |
| Vanguard Index Fds | $22.74M | 2.0% |
| Vanguard Bd Index Fds | $21.42M | 1.8% |
| Vanguard Scottsdale Fds | $20.91M | 1.8% |
| Select Sector SPDR Tr | $20.16M | 1.7% |
| PIMCO ETF Tr | $19.27M | 1.7% |
| Vanguard Whitehall Fds | $19.02M | 1.6% |
| Vanguard World Fd | $17.61M | 1.5% |
| iShares MSCI UAE ETF | $17.17M | 1.5% |
| Cardinal Health Inc | $16.51M | 1.4% |
| iShares U S ETF Tr | $15.43M | 1.3% |
| iShares Tr | $14.95M | 1.3% |
| J P Morgan Exchange Traded | $14.87M | 1.3% |
| iShares Tr | $14.73M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.