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Portfolio (Quarterly) Guide ↗

KWMG, LLC

· CIK 0001633024
13F Portfolio $1.4B AUM 153 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 77 Added 38 Reduced 7 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XITK SPDR SERIES TRUST 4,872.0 $954K 0.07% -1K -18.8% $195.85 +3.0%
22 GOOGL ALPHABET INC Communication Services 2,611.0 $933K 0.07% -19.0 -0.7% $357.42 -3.5%
23 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,078.0 $805K 0.06% -19.0 -1.7% $746.54 +2.6%
24 SDY SPDR SERIES TRUST 4,284.0 $652K 0.05% -204.0 -4.5% $152.18 +4.1%
25 PG PROCTER & GAMBLE CO Consumer Defensive 4,193.0 $615K 0.04% -45.0 -1.1% $146.64 -1.3%
26 JPM JPMORGAN CHASE & CO Financial Services 1,713.0 $561K 0.04% -11.0 -0.6% $327.33 +7.4%
27 XLY SELECT SECTOR SPDR TR 4,248.0 $498K 0.04% -346.0 -7.5% $117.28 +0.6%
28 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 9,906.0 $495K 0.04% -272.0 -2.7% $49.98 +4.7%
29 VB VANGUARD INDEX FDS 1,598.0 $484K 0.04% -16.0 -1.0% $303.14 +0.5%
30 LOW LOWES COS INC Consumer Cyclical 2,076.0 $458K 0.03% -56.0 -2.6% $220.49 -2.0%
31 VXUS VANGUARD STAR FDS 4,505.0 $385K 0.03% -151.0 -3.2% $85.49 +2.6%
32 IJJ ISHARES TR 2,588.0 $382K 0.03% -301.0 -10.4% $147.73 +0.9%
33 TQQQ PROSHARES TR 4,524.0 $366K 0.03% -1K -23.6% $81.00 -12.1%
34 IGF ISHARES TR 5,152.0 $343K 0.03% -366.0 -6.6% $66.60 -1.8%
35 PWR QUANTA SVCS INC Industrials 420.0 $302K 0.02% -16.0 -3.7% $720.04 -11.2%
36 GRMN GARMIN LTD Technology 1,203.0 $286K 0.02% -21.0 -1.7% $237.51 +24.1%
37 PZA INVESCO EXCH TRADED FD TR II 12,038.0 $283K 0.02% -1K -8.0% $23.52 -3.0%
38 SCHF SCHWAB STRATEGIC TR 8,829.0 $245K 0.02% -6K -41.5% $27.70 +2.7%
Page 2 of 2  ·  38 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.4%
Financial Services 19.7%
Industrials 13.1%
Energy 10.3%
Consumer Cyclical 10.0%
Healthcare 6.8%
Consumer Defensive 6.4%
Utilities 3.7%
Basic Materials 2.2%
Communication Services 1.4%