WMS Group LLC - Portfolio Stock Holdings
WMS Group LLC disclosed 62 stock positions in a recent SEC 13F filing. $77,536,314 of stock holdings were filed, with the largest holdings including SCHD, JPST, and MTUM. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $125,258,865 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
62Est. Stock Holding Value:
$77,536,314Top Stock Holdings By Sector
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Portfolio Stock Holdings - WMS Group LLC
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Stock
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% of Portfolio
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