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CIK: 0001600403
Total reported value
$1.0B
$1.0B
166 檔
78.9%
In Q1 2026, Ckw Financial Group's U.S. equity holdings reached a combined market value of $1.0B, distributed across 166 disclosed stock positions.
In Q1 2026, Ckw Financial Group adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 22 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, IEMG) accounted for 78.9% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 45.13% | +1.23% | +1.20% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 21.72% | -1.06% | +0.40% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 9.45% | +0.28% | -0.38% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.79% | +0.03% | +0.96% | |
| 5 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 4.52% | +0.10% | +0.59% | |
| 6 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 4.27% | -0.89% | -5.63% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.36% | -0.04% | -2.06% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | -0.10% | — | |
| 9 | MATX | Matson Inc | Stock-Industrials | 0.67% | +0.13% | — | |
| 10 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.57% | +0.03% | +6.09% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.43% | +0.15% | -1.28% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | -0.02% | -1.02% | |
| 13 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.38% | +0.01% | +6.72% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | +0.01% | +0.08% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.03% | +38.41% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.14% | — | +0.16% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | -0.01% | +2.45% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | — | +0.29% | |
| 19 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.10% | -0.02% | — | |
| 20 | FHB | First Hawaiian Inc | Stock-Other | 0.09% | +0.01% | — | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 0.08% | +0.01% | -6.40% | |
| 22 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.06% | — | +2.12% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 0.05% | +0.01% | +0.31% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.04% | +0.02% | — | |
| 25 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.04% | — | -10.50% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.04% | — | -83.96% | |
| 27 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.04% | — | -12.66% | |
| 28 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.04% | -0.01% | +0.31% | |
| 29 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.04% | -0.01% | +41.59% | |
| 30 | GE | General Electric | Stock-Industrials | 0.03% | +0.01% | — | |
| 31 | AMD | Advanced Micro Devices | Stock-Tech | 0.03% | +0.05% | — | |
| 32 | LIN | Linde plc | Stock-Materials | 0.03% | — | — | |
| 33 | TXN | Texas Instruments Inc | Stock-Tech | 0.03% | +0.01% | -3.59% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.03% | +0.01% | — | |
| 35 | INTC | Intel CORP | Stock-Tech | 0.03% | +0.05% | — | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.03% | +0.01% | +22.50% | |
| 37 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.03% | — | — | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.03% | -0.01% | +0.15% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.03% | -0.01% | -1.43% | |
| 40 | GEV | GE Vernova Inc | Stock-Industrials | 0.03% | — | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.02% | — | +0.45% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.02% | — | — | |
| 43 | C | Citigroup Inc | Stock-Financials | 0.02% | — | — | |
| 44 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.02% | — | — | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.02% | — | — | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.02% | — | +0.09% | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.02% | -0.01% | +0.21% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.02% | — | — | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.01% | — | — | |
| 50 | AFL | Aflac Inc | Stock-Financials | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.8% | +0.40% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +0.4% | -0.38% | Trim |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +0.96% | Add |
| 4 | MATX | Matson Inc | +0.2% | — | Unchanged |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +38.41% | Add |
| 6 | VEU | Vanguard Ftse All-world Ex-u | 0% | -2.06% | Trim |
| 7 | GSEW | Goldman Sachs Eql Wght Large | 0% | +0.59% | Add |
| 8 | ACWI | Ishares Msci Acwi ETF | 0% | +6.72% | Add |
| 9 | JNJ | Johnson & Johnson | 0% | +0.29% | Add |
| 10 | COST | Costco Wholesale CORP | 0% | +2.45% | Add |
| 11 | FBTC | Fidelity Wise Origin Bitcoin | 0% | +956.93% | Add |
| 12 | INTC | Intel CORP | 0% | — | Unchanged |
| 13 | MOD | Modine Manufacturing Co | 0% | — | Unchanged |
| 14 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 15 | CVX | Chevron CORP | 0% | +0.15% | Add |
| 16 | VZ | Verizon Communications Inc | 0% | -1.43% | Trim |
| 17 | SHOP | Shopify Inc - Class A | 0% | +41.59% | Add |
| 18 | NKE | Nike Inc -cl B | — | +0.21% | Add |
| 19 | SHYG | Ishares 0-5 Yr Hy CORP Bond | — | -12.66% | Trim |
| 20 | XOM | Exxon Mobil CORP | — | +0.45% | Add |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.16% | Add |
| 22 | LIN | Linde plc | — | — | Unchanged |
| 23 | AMZN | Amazon.com Inc | — | — | Unchanged |
| 24 | TSM | Taiwan Semiconductor-sp Adr | — | — | Unchanged |
| 25 | MRSH | Marsh & Mclennan Cos | — | +0.31% | Add |
| 26 | TXN | Texas Instruments Inc | — | -3.59% | Trim |
| 27 | META | Meta Platforms Inc-class A | — | — | Unchanged |
| 28 | TM | Toyota Motor CORP -spon Adr | — | — | Unchanged |
| 29 | T | At&t Inc | — | — | Unchanged |
| 30 | DELL | Dell Technologies -c | — | -6.41% | Trim |
| 31 | GE | General Electric | — | — | Unchanged |
| 32 | ACWV | Ishares Msci Global Min Vol | — | +2.12% | Add |
| 33 | MNST | Monster Beverage CORP | — | — | Unchanged |
| 34 | WMT | Walmart Inc | — | — | Unchanged |
| 35 | ADBE | Adobe Inc | — | — | Unchanged |
| 36 | FCX | Freeport-mcmoran Inc | — | — | Unchanged |
| 37 | FHB | First Hawaiian Inc | — | — | Unchanged |
| 38 | TSLA | Tesla Inc | — | +22.50% | Add |
| 39 | BOH | Bank Of Hawaii CORP | — | — | Unchanged |
| 40 | AVGO | Broadcom Inc | — | — | Unchanged |
| 41 | AMAT | Applied Materials Inc | — | — | Unchanged |
| 42 | CTVA | Corteva Inc | — | +0.38% | Add |
| 43 | GEHC | GE Healthcare Technology | — | -30.00% | Trim |
| 44 | IYW | Ishares Ustechnology ETF | — | — | Unchanged |
| 45 | V | Visa Inc-class A Shares | — | — | Unchanged |
| 46 | GOOG | Alphabet Inc-cl C | — | -20.00% | Trim |
| 47 | VOO | Vanguard S&p 500 ETF | — | -84.62% | Trim |
| 48 | MU | Micron Technology Inc | — | — | Unchanged |
| 49 | AOR | Ishares Core 60/40 Balanced | — | +7.06% | Add |
| 50 | IONQ | Ionq Inc | — | — | Unchanged |
According to official SEC Form 13F filings, Ckw Financial Group reported a total U.S. public equity portfolio value of $1.0B across 166 disclosed positions in Q1 2026.
During Q1 2026, Ckw Financial Group's top holdings by market value included IVV (45.1%)、IEFA (21.7%)、IEMG (9.4%). The largest single position, IVV, represented 45.1% of total portfolio value.
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Top New Position Initiated
VIA
市值: $42.0K
Top Position Liquidated / Trimmed
LLY
前期市值: $647.0K
In Q1 2026, Ckw Financial Group made 80 total portfolio adjustments, initiating 2 new buys, adding to 34 positions, trimming 22 holdings, and fully liquidating 22 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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