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CIK: 0001633024
Total reported value
$1.4B
$1.4B
147 檔
15.4%
According to the latest 13F quarterly dataset, Kwmg, LLC managed an equity portfolio of $1.4B at the end of Q1 2026, spanning 147 distinct U.S. exchange-listed positions.
In Q1 2026, Kwmg, LLC displayed an active expansion posture, initiating 4 new positions and adding to 86 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.33% | -0.07% | +1.48% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 3.31% | +0.87% | +2.97% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.19% | -0.12% | +1.76% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 3.06% | +0.23% | +3.41% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.94% | +0.10% | +2.50% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.74% | -0.29% | +3.76% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 2.65% | -0.21% | +4.26% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.39% | +0.27% | +1.37% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.37% | +0.25% | +2.76% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.26% | -0.02% | +2.68% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.18% | -0.01% | +3.40% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.99% | -0.17% | +4.52% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.91% | -0.06% | +7.13% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.88% | -0.12% | -1.14% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.82% | -0.16% | +4.78% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-Other | 1.70% | +0.23% | +6.62% | |
| 17 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.69% | -0.12% | +1.58% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.67% | -0.14% | +3.56% | |
| 19 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.58% | +1.44% | -8.82% | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.50% | -0.17% | +3.76% | |
| 21 | VLO | Valero Energy CORP | Stock-Energy | 1.44% | -0.16% | -3.83% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.38% | -0.08% | +3.06% | |
| 23 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.37% | -0.08% | -3.37% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.35% | +0.28% | -0.62% | |
| 25 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.35% | -0.12% | +5.03% | |
| 26 | GLW | Corning Inc | Stock-Tech | 1.33% | +0.73% | -4.84% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.30% | -0.09% | +5.09% | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.29% | -0.10% | +5.55% | |
| 29 | LRCX | Lam Research CORP | Stock-Tech | 1.29% | +0.89% | -5.64% | |
| 30 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.17% | +0.03% | +2.24% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.16% | -0.11% | +4.26% | |
| 32 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.15% | -0.10% | +4.04% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.06% | -0.05% | +3.53% | |
| 34 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.91% | +0.41% | -0.79% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.90% | -0.09% | +2.10% | |
| 36 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.90% | -0.14% | -0.47% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.86% | -0.15% | +0.69% | |
| 38 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.85% | -0.08% | +1.46% | |
| 39 | NRG | Nrg Energy Inc | Stock-Utilities | 0.82% | -0.10% | +1.04% | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.78% | -0.06% | +3.04% | |
| 41 | NFG | National Fuel Gas Co | Stock-Energy | 0.76% | -0.21% | +1.45% | |
| 42 | CTRA | Coterra Energy Inc | Stock-Energy | 0.73% | -0.73% | EXIT | |
| 43 | DVN | Devon Energy CORP | Stock-Energy | 0.72% | +0.28% | +1.62% | |
| 44 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.71% | -0.06% | +7.10% | |
| 45 | MO | Altria Group Inc | Stock-Consumer Staples | 0.70% | -0.03% | +2.02% | |
| 46 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.69% | +0.16% | +1.80% | |
| 47 | AFL | Aflac Inc | Stock-Financials | 0.69% | -0.04% | +2.55% | |
| 48 | KR | Kroger Co | Stock-Consumer Staples | 0.69% | -0.22% | +2.96% | |
| 49 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.68% | — | +2.40% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.67% | -0.24% | +2.57% |
According to official SEC Form 13F filings, Kwmg, LLC reported a total U.S. public equity portfolio value of $1.4B across 147 disclosed positions in Q1 2026.
During Q1 2026, Kwmg, LLC's top holdings by market value included VEA (5.3%)、XLK (3.3%)、VOE (3.2%). The largest single position, VEA, represented 5.3% 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 VEA, XLK, VOE) accounted for 15.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
SPYG
市值: $540.4K
Top Position Liquidated / Trimmed
VV
前期市值: $1.1M
In Q1 2026, Kwmg, LLC made 147 total portfolio adjustments, initiating 4 new buys, adding to 86 positions, trimming 51 holdings, and fully liquidating 6 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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