KWMG, LLC - Portfolio Stock Holdings
KWMG, LLC disclosed 156 stock positions in a recent SEC 13F filing. $1,387,556,230 of stock holdings were filed, with the largest holdings including VEA, XLK, and VOT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,233,414,323 and has 30 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
156Est. Stock Holding Value:
$1,387,556,230Top Stock Holdings By Sector
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Portfolio Stock Holdings - KWMG, LLC
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