KWMG, LLC
CIK: 0001633024SEC EDGAR →
Portfolio Value
$1.1M
Holdings
149
As of
Q4 2025
New Positions
7
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 982,599 | $61K | 5.59% |
| 2 | SELECT SECTOR SPDR TR | 289,689 | $42K | 3.80% |
| 3 | VANGUARD INDEX FDS | 137,813 | $38K | 3.50% |
| 4 | VANGUARD INDEX FDS | 203,452 | $36K | 3.28% |
| 5 | DIMENSIONAL ETF TRUST | 482,648 | $34K | 3.06% |
| 6 | ISHARES TR | 287,077 | $32K | 2.87% |
| 7 | VANGUARD BD INDEX FDS | 412,680 | $31K | 2.78% |
| 8 | ISHARES TR | 244,067 | $30K | 2.74% |
| 9 | VANGUARD INTL EQUITY INDEX | 488,836 | $26K | 2.39% |
| 10 | ISHARES TR | 119,699 | $25K | 2.31% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 79 | $755K | 68.7% |
| Technology | 10 | $68K | 6.2% |
| Consumer Cyclical | 12 | $59K | 5.4% |
| Industrials | 9 | $47K | 4.3% |
| Energy | 7 | $46K | 4.1% |
| Unknown | 10 | $36K | 3.3% |
| Healthcare | 6 | $31K | 2.8% |
| Consumer Defensive | 7 | $29K | 2.6% |
| Basic Materials | 3 | $12K | 1.1% |
| Communication Services | 5 | $10K | 0.9% |
| Utilities | 1 | $6K | 0.6% |