KWMG, LLC
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,387,557
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/7/2026 | 155 | 1,387,557 | 13F-HR | KWMG, LLC |
| 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 | 451.9 K | 32.6% | 0 | 23.48 K | -23.48 K |
| ETFs | 907.5 K | 65.4% | 24.79 K | 0 | 24.79 K |
| Debt | 28.19 K | 2.0% | 2.601 K | 0 | 2.601 K |
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Fund Snapshot
Q3 2026
Latest filed
10/7/2026
Total value ($000)
1,387,557
Holdings
155
QoQ value change ($000)
3,918
(0.3%)
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.