Institutional Fund
Kwmg, LLC
Overland Park, KSCIK 16330245 filings on record
Portfolio Value
$1.20B
Q1 2026
Holdings
147
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+3.2%
from $1.16B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds5.3%
- Select Sector Spdr Tr3.3%
- Vanguard Index Fds3.2%
- Vanguard Index Fds3.1%
- Dimensional ETF Trust2.9%
- Ishares Tr2.7%
- Other79.4%
Portfolio Holdings
147 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 997.1K | $63.89M | 5.3% | +14.5K | Added |
| 2 | Select Sector Spdr Tr | 298.3K | $39.64M | 3.3% | +8.6K | Added |
| 3 | Vanguard Index Fds | 207.0K | $38.15M | 3.2% | +3.6K | Added |
| 4 | Vanguard Index Fds | 142.5K | $36.68M | 3.1% | +4.7K | Added |
| 5 | Dimensional ETF Trust | 494.7K | $35.19M | 2.9% | +12.0K | Added |
| 6 | Ishares Tr | 297.9K | $32.87M | 2.7% | +10.8K | Added |
| 7 | Vanguard Bd Index Fds | 430.2K | $31.68M | 2.6% | +17.6K | Added |
| 8 | Invesco Qqq Tr | 49.6K | $28.64M | 2.4% | +670 | Added |
| 9 | Ishares Tr | 250.8K | $28.37M | 2.4% | +6.7K | Added |
| 10 | Vanguard Intl Equity Index F | 501.9K | $27.13M | 2.3% | +13.1K | Added |
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