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 $1.38B across 153 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VEA ($72.8M, 5.26%), XLK ($57.8M, 4.18%), VOT ($45.5M, 3.29%), VOE ($42.4M, 3.07%), DFAS ($42.1M, 3.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $72.8M | 5.26% | 1.0M | Added |
| 2 | XLK | SELECT SECTOR SPDR TR | $57.8M | 4.18% | 303,343 | Added |
| 3 | VOT | VANGUARD INDEX FDS | $45.5M | 3.29% | 148,488 | Added |
| 4 | VOE | VANGUARD INDEX FDS | $42.4M | 3.07% | 214,735 | Added |
| 5 | DFAS | DIMENSIONAL ETF TRUST | $42.1M | 3.04% | 511,517 | Added |
| 6 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $41.9M | 3.02% | 43,371 | Trimmed |
| 7 | QQQ | INVESCO QQQ TR | $36.8M | 2.66% | 50,025 | Added |
| 8 | IVW | ISHARES TR | $36.2M | 2.62% | 263,478 | Added |
| 9 | TIP | ISHARES TR | $33.9M | 2.45% | 309,777 | Added |
| 10 | BND | VANGUARD BD INDEX FDS | $33.7M | 2.44% | 459,001 | Added |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $31.0M | 2.24% | 519,852 | Added |
| 12 | LRCX | LAM RESEARCH CORP | $30.2M | 2.18% | 69,644 | Trimmed |
| 13 | IVE | ISHARES TR | $30.0M | 2.17% | 132,262 | Added |
| 14 | GLW | CORNING INC | $28.5M | 2.06% | 111,488 | Trimmed |
| 15 | XLV | SELECT SECTOR SPDR TR | $26.7M | 1.93% | 168,085 | Added |
| 16 | BSV | VANGUARD BD INDEX FDS | $25.6M | 1.85% | 328,412 | Added |
| 17 | HYG | ISHARES TR | $25.2M | 1.82% | 314,508 | Added |
| 18 | VNQ | VANGUARD INDEX FDS | $24.3M | 1.76% | 251,953 | Trimmed |
| 19 | VCSH | VANGUARD SCOTTSDALE FDS | $23.0M | 1.66% | 290,981 | Added |
| 20 | VGT | VANGUARD WORLD FD | $22.6M | 1.63% | 188,807 | Added |
| 21 | VYMI | VANGUARD WHITEHALL FDS | $21.8M | 1.57% | 221,556 | Added |
| 22 | MINT | PIMCO ETF TR | $21.1M | 1.53% | 209,503 | Added |
| 23 | STIP | ISHARES TR | $18.4M | 1.33% | 180,141 | Added |
| 24 | SMH | VANECK ETF TRUST | $18.3M | 1.32% | 27,868 | Trimmed |
| 25 | DVY | ISHARES TR | $18.0M | 1.30% | 114,949 | Added |
Source: SEC Form 13F filings · as of 2026-06-30