Quick Takeaways
- KWMG, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2026.
- Latest reported holdings value: $1,197,796,733.
- Info
- Portfolio
13F Filings History of KWMG, LLC
- Latest 13F report
- Q1 2026 - 09 Apr 2026
- Value $
- $1,197,796,733
- Signature - Title
- Matthew Wilson - Chief Compliance Officer
- Location
- Overland Park, KS
- Summary
- This page shows a list of all the recent 13F filings made by KWMG, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KWMG, LLC reported 147 stock holdings with total value $1,197,796,733 as of Q1 2026. Top holdings included VEA, XLK, VOE, VOT, and DFAS.
Follow Filing Activity
Follow KWMG, LLC and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 09 Apr 2026, 14:37.
- Reported value moved from $1,160,100,953 to $1,197,796,733.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 147 | $1,197,796,733 | +$32,216,004 | -$11,838,692 | +$20,377,312 | VEA, XLK, VOE, VOT, DFAS | 13F-HR | 09 Apr 2026, 14:37 |
| Q4 2025 | 149 | $1,160,100,953 | +$52,943,728 | -$25,047,474 | +$27,896,254 | VEA, XLK, VOT, VOE, DFAS | 13F-HR | 16 Jan 2026, 09:23 |
| Q3 2025 | 150 | $1,141,407,493 | +$36,030,001 | -$17,018,425 | +$19,011,576 | VEA, XLK, VOT, VOE, DFAS | 13F-HR | 08 Oct 2025, 09:07 |
| Q2 2025 | 146 | $1,064,774,713 | +$28,959,059 | -$16,125,113 | +$12,833,946 | VEA, VOT, XLK, VOE, TIP | 13F-HR | 15 Jul 2025, 08:29 |
| Q1 2025 | 143 | $982,720,381 | +$56,682,895 | -$35,957,522 | +$20,725,373 | VEA, VOT, VNQ, XLK, TIP | 13F-HR | 09 Apr 2025, 16:04 |
| Q4 2024 | 139 | $971,025,089 | +$13,192,021 | -$22,788,065 | -$9,596,044 | VEA, VOT, VNQ, VOE, TIP | 13F-HR | 13 Jan 2025, 14:51 |
| Q3 2024 | 136 | $994,006,827 | +$34,727,566 | -$18,043,972 | +$16,683,594 | VEA, VNQ, VOT, VOE, TIP | 13F-HR | 07 Oct 2024, 16:07 |
| Q2 2024 | 134 | $927,447,230 | +$41,041,955 | -$19,704,041 | +$21,337,914 | VEA, VOT, VNQ, TIP, VOE | 13F-HR | 12 Jul 2024, 16:07 |
| Q1 2024 | 127 | $913,959,916 | +$22,987,359 | -$10,329,100 | +$12,658,259 | VEA, VOT, VOE, VNQ, TIP | 13F-HR | 15 Apr 2024, 09:03 |
| Q4 2023 | 137 | $853,831,437 | +$59,154,897 | -$67,958,623 | -$8,803,726 | VEA, VOT, VNQ, VOE, TIP | 13F-HR | 11 Jan 2024, 07:40 |
| Q3 2023 | 135 | $795,004,148 | +$21,533,038 | -$4,712,160 | +$16,820,878 | VEA, VOT, TIP, VOE, VNQ | 13F-HR | 10 Oct 2023, 06:08 |
| Q2 2023 | 135 | $807,617,406 | +$58,094,226 | -$8,877,032 | +$49,217,194 | VEA, VOT, TIP, VNQ, VOE | 13F-HR | 10 Jul 2023, 16:40 |
| Q1 2023 | 139 | $740,909,271 | +$17,740,812 | -$3,734,822 | +$14,005,990 | VEA, TIP, VOT, VNQ, VOE | 13F-HR | 06 Apr 2023, 12:13 |
| Q4 2022 | 137 | $704,114,805 | +$17,935,585 | -$13,632,092 | +$4,303,493 | VEA, TIP, VNQ, VOT, VOE | 13F-HR | 10 Jan 2023, 16:23 |
| Q3 2022 | 140 | $650,243,000 | +$23,195,957 | -$1,911,946 | +$21,284,011 | VEA, TIP, VNQ, VOT, VOE | 13F-HR | 26 Oct 2022, 12:20 |
| Q2 2022 | 140 | $663,929,000 | +$28,924,726 | -$9,368,329 | +$19,556,397 | VEA, TIP, VNQ, VOE, VOT | 13F-HR | 11 Jul 2022, 19:08 |
| Q1 2022 | 141 | $729,194,000 | +$42,971,980 | -$28,038,941 | +$14,933,039 | VEA, VNQ, TIP, VOT, VOE | Restatement | 25 Apr 2022, 13:06 |
| Q4 2021 | 145 | $739,214,000 | +$36,705,297 | -$6,590,127 | +$30,115,170 | VEA, VNQ, TIP, VOT, VOE | 13F-HR | 20 Jan 2022, 10:51 |
| Q3 2021 | 143 | $667,276,000 | +$26,305,225 | -$19,271,117 | +$7,034,108 | VEA, TIP, VNQ, VOT, VOE | 13F-HR | 07 Oct 2021, 13:12 |
| Q2 2021 | 142 | $666,803,000 | +$24,164,413 | -$5,717,937 | +$18,446,476 | VEA, TIP, VNQ, VOT, BND | 13F-HR | 13 Jul 2021, 09:34 |
| Q1 2021 | 141 | $627,217,000 | +$73,442,150 | -$45,159,577 | +$28,282,573 | VEA, TIP, VNQ, VOT, BND | 13F-HR | 12 Apr 2021, 15:11 |
| Q4 2020 | 135 | $559,417,000 | +$41,133,966 | -$20,644,249 | +$20,489,717 | VEA, BSV, VOT, IVW, BND | 13F-HR | 25 Jan 2021, 09:57 |
| Q3 2020 | 126 | $494,440,000 | +$15,707,375 | -$3,271,709 | +$12,435,666 | VEA, BSV, IVE, IVW, VOT | 13F-HR | 06 Oct 2020, 17:40 |
| Q2 2020 | 124 | $462,387,000 | +$53,466,366 | -$15,094,151 | +$38,372,215 | BSV, VEA, IVE, IVW, VOT | 13F-HR | 27 Jul 2020, 09:40 |
| Q1 2020 | 121 | $374,074,000 | +$46,823,046 | -$41,540,914 | +$5,282,132 | BSV, VEA, IVW, IVE, BND | 13F-HR | 13 Apr 2020, 15:27 |
| Q4 2019 | 117 | $455,819,000 | +$23,168,626 | -$2,705,944 | +$20,462,682 | IVW, IVE, VEA, BSV, TIP | 13F-HR | 10 Jan 2020, 09:38 |
| Q3 2019 | 112 | $416,501,000 | +$27,866,399 | -$28,904,310 | -$1,037,911 | IVW, IVE, BSV, VEA, TIP | 13F-HR | 22 Oct 2019, 10:57 |
| Q2 2019 | 113 | $415,199,000 | +$26,073,420 | -$18,841,071 | +$7,232,349 | IVW, TIP, IVE, VEA, BSV | 13F-HR | 10 Jul 2019, 17:12 |
| Q1 2019 | 448 | $403,240,000 | +$38,991,993 | -$32,658,045 | +$6,333,948 | IVW, TIP, IVE, BSV, VEA | 13F-HR | 23 Apr 2019, 16:00 |
| Q4 2018 | 460 | $365,536,000 | +$32,765,035 | -$17,348,577 | +$15,416,458 | TIP, IVW, BSV, IVE, BND | 13F-HR | 12 Feb 2019, 16:40 |
| Q3 2018 | 449 | $391,131,000 | +$29,499,619 | -$14,224,527 | +$15,275,092 | TIP, IVW, IVE, VEA, BSV | 13F-HR | 14 Nov 2018, 11:23 |
| Q2 2018 | 451 | $365,477,000 | +$43,657,032 | -$20,228,009 | +$23,429,023 | TIP, IVW, VEA, BSV, IVE | 13F-HR | 09 Aug 2018, 09:11 |
| Q1 2018 | 111 | $339,635,000 | +$25,331,073 | -$13,654,368 | +$11,676,705 | TIP, IVW, VEA, BSV, IVE | 13F-HR | 20 Apr 2018, 14:59 |
| Q4 2017 | 111 | $332,058,000 | +$32,643,276 | -$12,675,302 | +$19,967,974 | TIP, IVW, BSV, IVE, VEA | 13F-HR | 26 Jan 2018, 13:11 |
| Q3 2017 | 105 | $303,383,000 | +$22,043,632 | -$7,356,626 | +$14,687,006 | TIP, BSV, IVW, BND, VEA | 13F-HR | 07 Nov 2017, 08:18 |
| Q2 2017 | 102 | $282,741,000 | +$29,872,543 | -$10,902,102 | +$18,970,441 | TIP, BSV, IVW, BND, IVE | 13F-HR | 25 Jul 2017, 15:27 |
| Q1 2017 | 106 | $259,055,000 | +$61,015,890 | -$37,088,352 | +$23,927,538 | TIP, BSV, BND, IVW, IVE | 13F-HR | 10 May 2017, 16:29 |
| Q4 2016 | 131 | $229,930,000 | +$43,975,680 | -$22,886,038 | +$21,089,642 | TIP, BSV, IVW, IVE, BND | 13F-HR | 13 Feb 2017, 13:33 |
| Q3 2016 | 140 | $205,797,000 | +$20,003,680 | -$5,317,668 | +$14,686,012 | BSV, TIP, VEA, IVW, IVE | 13F-HR | 24 Oct 2016, 12:55 |
| Q2 2016 | 141 | $184,927,000 | +$20,197,050 | -$8,565,913 | +$11,631,137 | BSV, TIP, VEA, IVW, VTI | 13F-HR | 21 Jul 2016, 14:11 |
| Q1 2016 | 137 | $169,938,000 | +$21,269,420 | -$2,924,335 | +$18,345,085 | BSV, TIP, IGSB, VEA, VTI | 13F-HR | 11 May 2016, 13:49 |
| Q4 2015 | 134 | $148,023,000 | +$14,908,892 | -$2,868,906 | +$12,039,986 | BSV, IGSB, VTI, VEA, TIP | 13F-HR | 21 Jan 2016, 21:44 |
| Q3 2015 | 131 | $132,776,000 | +$13,154,957 | -$7,178,577 | +$5,976,380 | BSV, IGSB, VTI, VEA, VXUS | 13F-HR | 23 Oct 2015, 18:57 |
| Q2 2015 | 128 | $136,581,000 | +$18,193,013 | -$2,233,432 | +$15,959,581 | BSV, IGSB, VTI, VXUS, VEA | 13F-HR | 10 Aug 2015, 19:50 |
| Q1 2015 | 110 | $124,716,000 | +$17,098,159 | -$14,701,149 | +$2,397,010 | BSV, IGSB, VTI, VXUS, DEM | 13F-HR | 12 May 2015, 19:40 |
| Q4 2014 | 100 | $119,917,000 | $0 | $0 | $0 | BSV, IGSB, VTI, VXUS, VO | 13F-HR | 12 Feb 2015, 18:09 |