KWMG, LLC
CIK: 1633024SEC EDGAR →
Portfolio Value
$553.6B
Holdings
147
As of
Q1 2026
New Positions
147
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 997,098 | $63.9B | 11.54% |
| 2 | DIMENSIONAL ETF TRUST | 494,697 | $35.2B | 6.36% |
| 3 | VANGUARD BD INDEX FDS | 430,249 | $31.7B | 5.72% |
| 4 | VANGUARD INTL EQUITY INDEX F | 501,944 | $27.1B | 4.90% |
| 5 | ISHARES TR | 300,297 | $23.9B | 4.32% |
| 6 | VANGUARD BD INDEX FDS | 291,229 | $22.8B | 4.13% |
| 7 | VANGUARD INDEX FDS | 254,075 | $22.5B | 4.07% |
| 8 | VANGUARD SCOTTSDALE FDS | 274,786 | $21.8B | 3.93% |
| 9 | VANGUARD WHITEHALL FDS | 214,672 | $20.2B | 3.65% |
| 10 | ISHARES U S ETF TR | 317,129 | $16.1B | 2.91% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 77 | $400.7B | 72.4% |
| Consumer Cyclical | 12 | $30.5B | 5.5% |
| Energy | 7 | $27.2B | 4.9% |
| Consumer Defensive | 7 | $22.3B | 4.0% |
| Industrials | 9 | $21.5B | 3.9% |
| Basic Materials | 3 | $18.2B | 3.3% |
| Unknown | 10 | $10.7B | 1.9% |
| Communication Services | 5 | $8.0B | 1.5% |
| Utilities | 1 | $7.8B | 1.4% |
| Healthcare | 6 | $6.6B | 1.2% |
| Technology | 10 | $75.8M | 0.0% |