KWMG, LLC — 13F holdings

KWMG, LLC reported 155 holdings worth $1.39B in its 13F filing for Q3 2026, filed October 7, 2026.

Largest positions

  1. VEA VANGUARD TAX-MANAGED FDS — $74.7M (5.4%)
  2. XLK SELECT SECTOR SPDR TR — $60.3M (4.3%)
  3. VOT VANGUARD INDEX FDS — $45.8M (3.3%)
  4. VOE VANGUARD INDEX FDS — $43.8M (3.2%)
  5. DIMENSIONAL ETF TRUST — $41.4M (3.0%)
  6. IVW ISHARES TR — $38.4M (2.8%)
  7. QQQ Invesco Qqq Tr — $37.6M (2.7%)
  8. BND VANGUARD BD INDEX FDS — $35.3M (2.5%)
  9. STX SEAGATE TECHNOLOGY HLDNGS PL — $35.2M (2.5%)
  10. TIP ISHARES TR — $34.9M (2.5%)