KWMG, LLC: 13F holdings
CIK 16330242026Q2
| Positions | 153 |
|---|
| Reported value | $1.4bn |
|---|
| Filed | 2026-07-08 |
|---|
Change since last quarter
| Positions | 153 (+6 vs prior quarter) |
|---|
| Reported value | $1.4bn (+15.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VEA VANGUARD TAX-MANAGED FDS | 1,022,094 | $72.8m | 5.3% |
| XLK SELECT SECTOR SPDR TR | 303,343 | $57.8m | 4.2% |
| VOT VANGUARD INDEX FDS | 148,488 | $45.5m | 3.3% |
| VOE VANGUARD INDEX FDS | 214,735 | $42.4m | 3.1% |
| DIMENSIONAL ETF TRUST | 511,517 | $42.1m | 3.0% |
| SEAGATE TECHNOLOGY HLDNGS PL | 43,371 | $41.9m | 3.0% |
| QQQ INVESCO QQQ TR | 50,025 | $36.8m | 2.7% |
| IWF ISHARES TR | 263,478 | $36.2m | 2.6% |
| TIP ISHARES TR | 309,777 | $33.9m | 2.4% |
| BND VANGUARD BD INDEX FDS | 459,001 | $33.7m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1633024")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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