KWMG, LLC
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,383,639
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/8/2026 | 153 | 1,383,639 | 13F-HR | KWMG, LLC |
| Q1 2026 | 4/9/2026 | 147 | 1,197,797 | 13F-HR | KWMG, LLC |
| Q4 2025 | 1/16/2026 | 149 | 1,160,101 | 13F-HR | KWMG, LLC |
| Q3 2025 | 10/8/2025 | 150 | 1,141,407 | 13F-HR | KWMG, LLC |
| Q2 2025 | 7/15/2025 | 146 | 1,064,775 | 13F-HR | KWMG, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 475.4 K | 34.4% | 63.13 K | 0 | 63.13 K |
| ETFs | 882.7 K | 63.8% | 120 K | 0 | 120 K |
| Debt | 25.59 K | 1.8% | 2.752 K | 0 | 2.752 K |
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Fund Snapshot
Q2 2026
Latest filed
7/8/2026
Total value ($000)
1,383,639
Holdings
153
QoQ value change ($000)
185,842
(15.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.