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CIK: 0001600403
Total reported value
$1.0B
$1.0B
190 檔
71.9%
According to the latest 13F quarterly dataset, Ckw Financial Group managed an equity portfolio of $1.0B at the end of Q2 2025, spanning 190 distinct U.S. exchange-listed positions.
During Q2 2025, Ckw Financial Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 47.66% | +1.23% | -0.52% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 20.71% | -1.06% | -0.82% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.19% | +0.03% | +0.80% | |
| 4 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 4.83% | -0.89% | -0.28% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.79% | +0.28% | -0.47% | |
| 6 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 4.53% | +0.10% | +0.43% | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.25% | — | -0.76% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.44% | -0.04% | -2.81% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | -0.10% | +0.05% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | +0.02% | — | |
| 11 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.57% | +0.03% | +6.72% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | -0.02% | +0.02% | |
| 13 | MATX | Matson Inc | Stock-Industrials | 0.49% | +0.13% | +3.27% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.39% | +0.15% | +0.02% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | +0.01% | -1.73% | |
| 16 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.33% | +0.01% | +6.73% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | — | -7.36% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | -0.03% | — | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.14% | — | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.13% | — | +0.17% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.12% | -0.01% | — | |
| 22 | FHB | First Hawaiian Inc | Stock-Other | 0.10% | +0.01% | — | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.09% | +0.01% | +0.02% | |
| 24 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.09% | -0.02% | +0.07% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.07% | — | +0.46% | |
| 26 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.07% | — | -1.48% | |
| 27 | LIN | Linde plc | Stock-Materials | 0.07% | — | — | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.07% | +0.01% | +0.26% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.05% | — | NEW | |
| 30 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.05% | -0.01% | +0.21% | |
| 31 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.05% | — | -0.48% | |
| 32 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.04% | — | -0.61% | |
| 33 | ALEX | Alexander & Baldwin Inc | Stock-Other | 0.04% | — | — | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 0.04% | +0.01% | — | |
| 35 | GE | General Electric | Stock-Industrials | 0.03% | +0.01% | -3.33% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.03% | — | — | |
| 37 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.03% | -0.01% | +0.06% | |
| 38 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.03% | — | — | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.03% | -0.01% | — | |
| 40 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.03% | -0.01% | +18.08% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.02% | — | — | |
| 42 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.02% | — | — | |
| 43 | AMD | Advanced Micro Devices | Stock-Tech | 0.02% | +0.05% | — | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.02% | +0.01% | — | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.02% | -0.01% | +0.31% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.02% | +0.01% | — | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.02% | — | +0.09% | |
| 48 | BOH | Bank Of Hawaii CORP | Stock-Other | 0.02% | — | -11.97% | |
| 49 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.02% | — | -6.63% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.02% | — | +0.61% |
According to official SEC Form 13F filings, Ckw Financial Group reported a total U.S. public equity portfolio value of $1.0B across 190 disclosed positions in Q2 2025.
During Q2 2025, Ckw Financial Group's top holdings by market value included IVV (47.7%)、IEFA (20.7%)、IJH (6.2%). The largest single position, IVV, represented 47.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, IJH) accounted for 71.9% of total reported equity market value during Q2 2025.
In Q2 2025, Ckw Financial Group made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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