Kwmg, LLC has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.12 Billion distributed in 150 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $59.3M, Technology Sector Spdr with a value of $41.4M, Vanguard Mid Cap Growth Index with a value of $39.9M, Vanguard Mid Cap Value Index F with a value of $34.4M, and Dimensional ETF Tr U S Small C with a value of $32.3M.
Examining the 13F form we can see an increase of $72M in the current position value, from $1.05B to 1.12B.
Below you can find more details about Kwmg, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.12 Billion
ETFs: $760 Million
Financial Services: $61.9 Million
Technology: $54.2 Million
Consumer Cyclical: $53.5 Million
Industrials: $47.5 Million
Energy: $42.8 Million
Consumer Defensive: $30.2 Million
Healthcare: $29 Million
Other: $41.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
