William Stewart - Chief Compliance Officer, Managing Member
Location
Folsom, LA
Summary
This page shows a list of all the recent 13F filings made by WMS Group LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. WMS Group LLC reported 54 stock holdings with total value $78,630,872 as of Q4 2025. Top holdings included SCHD, JPST, AAPL, IBBQ, and FTSL.
Notify me when WMS Group LLC files a new 13F portfolio report.
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