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CIK: 0001633024
Total reported value
$1.4B
$1.4B
146 檔
13.8%
As reported in its official Q2 2025 Form 13F filing, Kwmg, LLC's tracked investment portfolio stood at $1.4B with 146 total positions.
In Q2 2025, Kwmg, LLC displayed an active expansion posture, initiating 0 new positions and adding to 38 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, VOT, XLK) accounted for 13.8% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.21% | -0.07% | -0.46% | |
| 2 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 3.57% | +0.23% | +1.57% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 3.39% | +0.87% | -4.74% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.96% | -0.12% | +2.80% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.83% | -0.29% | -0.67% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.75% | +0.10% | +2.87% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.72% | -0.12% | -6.45% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 2.65% | -0.21% | +0.69% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.62% | +0.27% | +1.07% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.53% | +0.25% | +1.02% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.20% | -0.02% | +1.78% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.10% | -0.01% | +3.02% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.04% | -0.17% | +1.91% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.81% | -0.16% | +1.99% | |
| 15 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.80% | -0.08% | -3.99% | |
| 16 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.68% | -0.14% | +1.44% | |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.55% | -0.17% | +0.03% | |
| 18 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.52% | -0.12% | +0.06% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.42% | +0.28% | +3.01% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-Other | 1.40% | +0.23% | +12.84% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.34% | -0.06% | +45.49% | |
| 22 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.32% | -0.12% | +2.94% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.25% | -0.08% | +1.60% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.24% | -0.09% | +5.61% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.19% | -0.10% | +6.66% | |
| 26 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.18% | -0.10% | +0.52% | |
| 27 | VLO | Valero Energy CORP | Stock-Energy | 1.15% | -0.16% | +4.34% | |
| 28 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.12% | -0.11% | +5.21% | |
| 29 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.12% | +0.03% | +1.71% | |
| 30 | NRG | Nrg Energy Inc | Stock-Utilities | 1.11% | -0.10% | -5.12% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.08% | -0.05% | +1.29% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | -0.07% | +0.10% | |
| 33 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.87% | +1.44% | +0.69% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.84% | -0.09% | +1.01% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.82% | +0.02% | -2.03% | |
| 36 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.79% | +0.41% | +1.38% | |
| 37 | LRCX | Lam Research CORP | Stock-Tech | 0.78% | +0.89% | +2.10% | |
| 38 | NFG | National Fuel Gas Co | Stock-Energy | 0.77% | -0.21% | -3.91% | |
| 39 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.77% | -0.06% | +1.74% | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.76% | -0.15% | -1.26% | |
| 41 | COF | Capital One Financial CORP | Stock-Financials | 0.73% | -0.01% | -0.22% | |
| 42 | KR | Kroger Co | Stock-Consumer Staples | 0.72% | -0.22% | -1.68% | |
| 43 | AFL | Aflac Inc | Stock-Financials | 0.72% | -0.04% | +0.03% | |
| 44 | SYF | Synchrony Financial | Stock-Financials | 0.71% | -0.02% | +1.31% | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.70% | -0.24% | -2.43% | |
| 46 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.70% | +0.01% | +0.23% | |
| 47 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.69% | -0.02% | +2.91% | |
| 48 | MO | Altria Group Inc | Stock-Consumer Staples | 0.68% | -0.03% | -1.28% | |
| 49 | GLW | Corning Inc | Stock-Tech | 0.67% | +0.73% | +0.85% | |
| 50 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.67% | — | +0.00% |
According to official SEC Form 13F filings, Kwmg, LLC reported a total U.S. public equity portfolio value of $1.4B across 146 disclosed positions in Q2 2025.
During Q2 2025, Kwmg, LLC's top holdings by market value included VEA (5.2%)、VOT (3.6%)、XLK (3.4%). The largest single position, VEA, represented 5.2% of total portfolio value.
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Top Position Liquidated / Trimmed
SCHB
前期市值: $1.4M
In Q2 2025, Kwmg, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 38 positions, trimming 11 holdings, and fully liquidating 1 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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