Kwmg
$1.2B Assets Reported
153 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 997,098 | $64M | 5.3% |
| XLK | SELECT SECTOR SPDR TR | 298,302 | $40M | 3.3% |
| VOE | VANGUARD INDEX FDS | 207,042 | $38M | 3.2% |
| VOT | VANGUARD INDEX FDS | 142,518 | $37M | 3.1% |
| DFAS | DIMENSIONAL ETF TRUST | 494,697 | $35M | 2.9% |
| TIP | ISHARES TR | 297,884 | $33M | 2.7% |
| BND | VANGUARD BD INDEX FDS | 430,249 | $32M | 2.6% |
| QQQ | INVESCO QQQ TR | 49,618 | $29M | 2.4% |
| IVW | ISHARES TR | 250,792 | $28M | 2.4% |
| VWO | VANGUARD INTL EQUITY INDEX F | 501,944 | $27M | 2.3% |
Track Kwmg's 13F portfolio: $1.2B in reported holdings, 153 positions. Top holdings, AUM, and quarterly changes on SentiSense.