Kwmg, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.18 Billion distributed in 149 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $83.5M, Vanguard Ftse Developed Market with a value of $60.3M, Vanguard Mid Cap Growth Index with a value of $38.6M, Vanguard Mid Cap Value Index F with a value of $35.4M, and Dimensional ETF Tr U S Small C with a value of $32.4M.
Examining the 13F form we can see an increase of $56M in the current position value, from $1.12B to 1.18B.
Below you can find more details about Kwmg, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.18 Billion
ETFs: $821 Million
Financial Services: $62.2 Million
Consumer Cyclical: $53.5 Million
Technology: $52.1 Million
Industrials: $47.6 Million
Energy: $42.2 Million
Healthcare: $30.9 Million
Consumer Defensive: $28.4 Million
Other: $39.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
