account_balance
Investment manager · 13F filer · SEC CIK 2113632
WMS Group LLC
Reported value$84.2Mas of Sep 30, 2026
Positions60 4 new, 1 sold out
Top 10 weight54.7%JPST alone is 9%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JPSTJ P Morgan Exchange Traded F
9.1%Added +50%
SCHDSchwab Strategic Tr
8.1%
FTSLFirst Tr Exchange-Traded Fd
7.6%Added +43%
AAPLApple Inc.
5.3%Trimmed −2%
MTUMiShares Tr
5.3%
JEPIJ P Morgan Exchange Traded F
4.6%
JEPQJ P Morgan Exchange Traded F
4.2%
AMZNAmazon.com Inc
4.1%
JPMJPMorgan Chase & Co
3.2%
MSFTMicrosoft Corp
3.2%
GOOGLAlphabet Inc.
2.9%
NOBLProshares Tr
2.9%
JPSTJ P Morgan Exchange Traded F
9.1%Added +50%
SCHDSchwab Strategic Tr
8.1%
FTSLFirst Tr Exchange-Traded Fd
7.6%Added +43%
AAPLApple Inc.
5.3%−2%
MTUMiShares Tr
5.3%
JEPIJ P Morgan Exchange Traded F
4.6%
JEPQJ P Morgan Exchange Traded F
4.2%
AMZNAmazon.com Inc
4.1%
JPMJPMorgan Chase & Co
3.2%
MSFTGOOGLNOBL
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
JPST J P Morgan Exchange Traded F 9.1% Added +50%
SCHD Schwab Strategic Tr 8.1% Held
FTSL First Tr Exchange-Traded Fd 7.6% Added +43%
AAPL Apple Inc. 5.3% Trimmed −2%MTUM iShares Tr 5.3% Held
JEPI J P Morgan Exchange Traded F 4.6% Held
JEPQ J P Morgan Exchange Traded F 4.2% Held
AMZN Amazon.com Inc 4.1% HeldJPM JPMorgan Chase & Co 3.2% HeldMSFT Microsoft Corp 3.2% HeldGOOGL Alphabet Inc. 2.9% HeldNOBL Proshares Tr 2.9% Held
What changed
Biggest moves since Jun 30, 2026
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