13F Filings History of KWMG, LLC

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • KWMG, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • KWMG, LLC reported 155 equity holdings with a total reported market value of $1,387,557,093 for Q3 2026. Top reported holdings included VEA, XLK, VOT, VOE, and DFAS.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Matthew Wilson - Chief Compliance Officer
Manager location
Overland Park, KS

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q3 2026
Latest value
$1,387,557,093
Quarter delta
+$3,917,714
Accepted
07 Oct 2026, 11:22
Rows shown
1-25 of 48
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q3 2026 155 $1,387,557,093 +$55,757,888 -$17,093,621 +$38,664,267 VEA, XLK, VOT, VOE, DFAS 13F-HR 07 Oct 2026, 11:22
Q2 2026 153 $1,383,639,379 +$83,584,645 -$34,103,713 +$49,480,932 VEA, XLK, VOT, VOE, DFAS 13F-HR 08 Jul 2026, 13:58
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
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