account_balance
Investment manager · 13F filer · SEC CIK 1633024
KWMG, LLC
Reported value$1.39Bas of Sep 30, 2026
Positions155 3 new, 1 sold out
Top 10 weight32.2%VEA alone is 5%
FiledOct 77 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
5.4%Added +3%
XLKSelect Sector SPDR Tr
4.3%
VOTVanguard Index FDS
3.3%Added +6%
VOEVanguard Index FDS
3.2%Added +4%
DFASDimensional ETF Trust
3.0%Added +5%
IVWiShares Tr
2.8%Added +2%
QQQInvesco QQQ Tr
2.7%
BNDVanguard Bd Index FDS
2.5%Added +9%
STXSeagate Technology Holdings PLC
2.5%Trimmed −12%
TIPiShares Tr
2.5%Added +8%
VWOVanguard Intl Equity Index F
2.3%+5%
IVEiShares Tr
2.3%Added +5%
VEAVanguard Tax-Managed FDS
5.4%Added +3%
XLKSelect Sector SPDR Tr
4.3%
VOTVanguard Index FDS
3.3%+6%
VOEVanguard Index FDS
3.2%+4%
DFASDimensional ETF Trust
3.0%+5%
IVWiShares Tr
2.8%
QQQInvesco QQQ Tr
2.7%
BNDVanguard Bd Index FDS
2.5%
STXSeagate Technology Holdings PLC
2.5%
TIP2.5%
VWO2.3%
IVE2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VEA Vanguard Tax-Managed FDS 5.4% Added +3%
XLK Select Sector SPDR Tr 4.3% Held
VOT Vanguard Index FDS 3.3% Added +6%
VOE Vanguard Index FDS 3.2% Added +4%
DFAS Dimensional ETF Trust 3.0% Added +5%
IVW iShares Tr 2.8% Added +2%
QQQ Invesco QQQ Tr 2.7% Held
BND Vanguard Bd Index FDS 2.5% Added +9%
STX Seagate Technology Holdings PLC 2.5% Trimmed −12%TIP iShares Tr 2.5% Added +8%
VWO Vanguard Intl Equity Index F 2.3% Added +5%
IVE iShares Tr 2.3% Added +5%
What changed
Biggest moves since Jun 30, 2026
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