KWMG, LLC
CIK: 1633024SEC EDGAR →
Portfolio Value
$591.0B
Holdings
155
As of
Q3 2026
New Positions
3
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 1,057,699 | $74.7B | 12.64% |
| 2 | DIMENSIONAL ETF TRUST | 534,904 | $41.4B | 7.01% |
| 3 | VANGUARD BD INDEX FDS | 502,520 | $35.3B | 5.96% |
| 4 | VANGUARD INTL EQUITY INDEX F | 545,164 | $32.3B | 5.47% |
| 5 | VANGUARD BD INDEX FDS | 368,959 | $28.2B | 4.77% |
| 6 | ISHARES TR | 340,156 | $26.3B | 4.44% |
| 7 | VANGUARD SCOTTSDALE FDS | 313,400 | $24.2B | 4.10% |
| 8 | VANGUARD INDEX FDS | 256,119 | $23.0B | 3.88% |
| 9 | ISHARES TR | 192,237 | $19.2B | 3.24% |
| 10 | J P MORGAN EXCHANGE TRADED F | 360,964 | $18.2B | 3.08% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 83 | $447.2B | 75.7% |
| Industrials | 7 | $24.7B | 4.2% |
| Energy | 6 | $22.9B | 3.9% |
| Consumer Defensive | 7 | $22.2B | 3.8% |
| Unknown | 13 | $18.4B | 3.1% |
| Consumer Cyclical | 10 | $18.4B | 3.1% |
| Basic Materials | 4 | $16.8B | 2.8% |
| Communication Services | 4 | $7.2B | 1.2% |
| Healthcare | 6 | $7.1B | 1.2% |
| Utilities | 1 | $6.0B | 1.0% |
| Technology | 14 | $107.7M | 0.0% |