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Showing Q3 2024 data
LWMG, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
LWMG, LLC
โขCIK: 1964955โขFiling: Q3 2024
**LWMG, LLC** manages $526M across a diversified portfolio of 90 positions. The fund exhibits a significant allocation to broad market exposure, notably holding DGRO at $70.1M and VEA at $66.0M. Key concentrations include technology and index tracking via IWF ($54.7M), IVV ($40.8M), and NDQ ($37.6M). This structure suggests a systematic, large-cap growth orientation across global equity indices.
Total AUM
$526.1M
QoQ Performance
+11.0%
Positions
56
Top 10 Concentration
76.2%
Latest Filing
Q3 2024
Top Holdings Allocation
DGRO
VEA
IWF
IVV
NDQ
IWD
VO
BNDX
DGRO13.3%
VEA12.5%
IWF10.4%
IVV7.8%
NDQ7.1%
IWD6.5%
VO5.9%
BNDX5.1%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other83.1%
ETF7.9%
Technology4.5%
Industrial1.9%
Consumer0.8%
Healthcare0.8%
Financial0.4%
Energy0.3%
๐ช Exited Positionssold since Q2 2024
Changes from Q2 2024
NEW5 new positions
โ57 increased
โ20 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023