13F Filings History of WMS Group LLC
- Latest 13F filing
- Q2 2026 - 23 Jul 2026
- Latest reported 13F value
- $77,536,311
- Largest 13F holdings
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SCHD JPST MTUM FTSL AAPL JEPI JEPQ AMZN JPM GOOGL NOBL TSM
+8 more
PICK MSFT IBBQ DFAS AVUV DFAI XLV NVDA - Form 13F summary
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- WMS Group 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.
- WMS Group LLC reported 57 equity holdings with a total reported market value of $77,536,311 for Q2 2026. Top reported holdings included SCHD, JPST, MTUM, FTSL, and AAPL.
- Manager signature
- William Stewart - Chief Compliance Officer, Managing Member
- Manager location
- Folsom, LA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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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
Q2 2026
Latest value
$77,536,311
Quarter delta
+$8,764,852
Accepted
23 Jul 2026, 16:41
Rows shown
1-3 of 3
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 57 | $77,536,311 | +$8,738,986 | -$3,738,623 | +$5,000,363 | SCHD, JPST, MTUM, FTSL, AAPL | 13F-HR | 23 Jul 2026, 16:41 |
| Q1 2026 | 50 | $68,771,459 | +$7,282,524 | -$15,309,068 | -$8,026,544 | SCHD, JPST, FTSL, MTUM, AAPL | 13F-HR | 21 Apr 2026, 17:21 |
| Q4 2025 | 54 | $78,630,872 | $0 | $0 | $0 | SCHD, JPST, AAPL, IBBQ, FTSL | 13F-HR | 03 Mar 2026, 14:52 |