Kwmg
$1.4B 13F equity value
158 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Kwmg 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 |
|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 1,022,094 | $73M | 5.3% |
| XLK | SELECT SECTOR SPDR TR | 303,343 | $58M | 4.2% |
| VOT | VANGUARD INDEX FDS | 148,488 | $45M | 3.3% |
| VOE | VANGUARD INDEX FDS | 214,735 | $42M | 3.1% |
| DFAS | DIMENSIONAL ETF TRUST | 511,517 | $42M | 3.0% |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 43,371 | $42M | 3.0% |
| QQQ | INVESCO QQQ TR | 50,025 | $37M | 2.7% |
| IVW | ISHARES TR | 263,478 | $36M | 2.6% |
| TIP | ISHARES TR | 309,777 | $34M | 2.4% |
| BND | VANGUARD BD INDEX FDS | 459,001 | $34M | 2.4% |
Track Kwmg's 13F portfolio: $1.4B in reported holdings, 158 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}