Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KWMG, LLC (CIK 1633024) reported $1.20B across 146 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($63.9M, 5.33%), XLK ($39.6M, 3.31%), VOE ($38.2M, 3.19%), VOT ($36.7M, 3.06%), DFAS ($35.2M, 2.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $63.9M | 5.33% | 997,098 | Added |
| 2 | XLK | SELECT SECTOR SPDR TR | $39.6M | 3.31% | 298,302 | Added |
| 3 | VOE | VANGUARD INDEX FDS | $38.2M | 3.19% | 207,042 | Added |
| 4 | VOT | VANGUARD INDEX FDS | $36.7M | 3.06% | 142,518 | Added |
| 5 | DFAS | DIMENSIONAL ETF TRUST | $35.2M | 2.94% | 494,697 | Added |
| 6 | TIP | ISHARES TR | $32.9M | 2.74% | 297,884 | Added |
| 7 | BND | VANGUARD BD INDEX FDS | $31.7M | 2.65% | 430,249 | Added |
| 8 | QQQ | INVESCO QQQ TR | $28.6M | 2.39% | 49,618 | Added |
| 9 | IVW | ISHARES TR | $28.4M | 2.37% | 250,792 | Added |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $27.1M | 2.26% | 501,944 | Added |
| 11 | IVE | ISHARES TR | $26.1M | 2.18% | 123,773 | Added |
| 12 | HYG | ISHARES TR | $23.9M | 1.99% | 300,297 | Added |
| 13 | BSV | VANGUARD BD INDEX FDS | $22.8M | 1.91% | 291,229 | Added |
| 14 | VNQ | VANGUARD INDEX FDS | $22.5M | 1.88% | 254,075 | Trimmed |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $21.8M | 1.82% | 274,786 | Added |
| 16 | XLV | SELECT SECTOR SPDR TR | $20.4M | 1.70% | 138,864 | Added |
| 17 | VYMI | VANGUARD WHITEHALL FDS | $20.2M | 1.69% | 214,672 | Added |
| 18 | MINT | PIMCO ETF TR | $20.0M | 1.67% | 198,932 | Added |
| 19 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $18.9M | 1.58% | 48,264 | Trimmed |
| 20 | STIP | ISHARES TR | $18.0M | 1.50% | 173,959 | Added |
| 21 | VLO | VALERO ENERGY CORP | $17.3M | 1.44% | 69,932 | Trimmed |
| 22 | DVY | ISHARES TR | $16.5M | 1.38% | 109,170 | Added |
| 23 | CAH | CARDINAL HEALTH INC | $16.4M | 1.37% | 77,614 | Trimmed |
| 24 | NEAR | ISHARES U S ETF TR | $16.1M | 1.35% | 317,129 | Added |
| 25 | VGT | VANGUARD WORLD FD | $16.2M | 1.35% | 23,218 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31