KWMG, LLC
•CIK: 1633024•Filing: Q4 2025
**KWMG, LLC** manages $1.2B across a diversified portfolio of 149 positions. The fund exhibits notable allocations to international and sector-specific indices, with top holdings including VEA at $61.4M and XLK at $41.7M. Significant weightings are also maintained in thematic and fixed-income assets, such as VOT ($38.5M), VOE ($36.1M), and BND ($30.6M). This structure suggests a tactical approach balancing broad market exposure with targeted sector and geographic bets.
Total AUM
$1.2B
QoQ Performance
+1.6%
Positions
103
Top 10 Concentration
31.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VEA
VEA5.3%
XLK3.6%
VOT3.3%
VOE3.1%
DFAS2.9%
TIP2.7%
BND2.6%
IVW2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other86.8%
Technology3.8%
Financial2.2%
Energy1.6%
Consumer Staples1.3%
Consumer1.2%
Healthcare1.2%
Industrial0.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑86 increased
↓52 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023