Ckw Financial Group
$1.0B 13F equity value
321 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Ckw Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 629,862 | $472M | 46.4% |
| IEFA | ISHARES TRUST CORE MSCI EAFE ETF | 2,188,095 | $210M | 20.7% |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 1,228,524 | $99M | 9.7% |
| IJH | ISHARES CORE S&P MID-CAP ETF | 907,553 | $69M | 6.8% |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETF | 496,522 | $47M | 4.6% |
| MCD | MCDONALD S CORP | 127,550 | $34M | 3.4% |
| VEU | VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | 285,301 | $24M | 2.3% |
| NVDA | NVIDIA CORPORATION COM | 46,557 | $9M | 0.9% |
| MATX | MATSON INC COM NPV | 40,148 | $8M | 0.8% |
| VONG | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF | 47,922 | $6M | 0.6% |
Track Ckw Financial Group's 13F portfolio: $1.0B in reported holdings, 321 positions. Top holdings and quarterly changes on SentiSense.
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