CKW FINANCIAL GROUP
•CIK: 1600403•Filing: Q4 2025
**CKW FINANCIAL GROUP** manages $922M across a diversified portfolio of 170 positions. The fund exhibits a significant allocation to broad market indices, notably holding IVV at $425.7M and IEFA at $193.1M. Further concentration is evident in international and sector exposure, with IEMG at $83.2M and IJH at $59.8M. Top holdings also include substantial positions in MCD ($41.2M) and GSEW ($41.3M).
Total AUM
$922.2M
QoQ Performance
+0.5%
Positions
170
Top 10 Concentration
96.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IEFA
IEMG
IJH
IVV46.2%
IEFA20.9%
IEMG9.0%
IJH6.5%
GSEW4.5%
MCD4.5%
VEU2.3%
NVDA1.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
ETF46.3%
Other45.6%
Consumer4.7%
Technology2.5%
Financial0.6%
Healthcare0.2%
Industrial0.0%
Communication0.0%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW10 new positions
↑26 increased
↓40 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023