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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 5 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DUPONT DE NEMOURS INC 35,108.0 $4.8M 0.34% NEW $135.64
82 VTI VANGUARD INDEX FDS 11,447.0 $4.2M 0.31% -75.0 -0.7% $370.04 +2.2%
83 WHR WHIRLPOOL CORP Consumer Cyclical 77,019.0 $3.0M 0.22% +10K +15.3% $39.42 +2.4%
84 BERKSHIRE HATHAWAY INC DEL 4.0 $3.0M 0.22% $748850.00
85 PEJ INVESCO EXCHANGE TRADED FD T 40,693.0 $2.7M 0.20% +1K +3.3% $66.57 +2.1%
86 NVDA NVIDIA CORPORATION Technology 13,320.0 $2.7M 0.19% -105.0 -0.8% $200.09 +7.3%
87 VIG VANGUARD SPECIALIZED FUNDS 11,257.0 $2.7M 0.19% -1K -11.8% $236.61 +3.1%
88 Q QNITY ELECTRONICS INC Technology 12,594.0 $2.1M 0.15% -4K -23.7% $163.31 -21.1%
89 AMZN AMAZON COM INC Consumer Cyclical 7,878.0 $1.9M 0.14% $238.33 +8.5%
90 MUB ISHARES TR 16,953.0 $1.8M 0.13% -685.0 -3.9% $107.62 -2.1%
91 SUB ISHARES TR 16,138.0 $1.7M 0.12% -1K -7.3% $106.47 -0.2%
92 GOOG ALPHABET INC 4,180.0 $1.5M 0.11% $353.37
93 MEAR ISHARES U S ETF TR 27,749.0 $1.4M 0.10% -3K -9.5% $50.38 -0.3%
94 SHM SPDR SERIES TRUST 28,974.0 $1.4M 0.10% -1K -4.1% $47.97 -0.4%
95 VCR VANGUARD WORLD FD 3,165.0 $1.3M 0.09% -633.0 -16.7% $396.61 +0.1%
96 HYMB SPDR SERIES TRUST 46,717.0 $1.2M 0.09% -2K -3.8% $25.44 -2.5%
97 VO VANGUARD INDEX FDS 13,586.0 $1.1M 0.08% +10K +292.8% $80.57 +3.0%
98 IEFA ISHARES TR 10,559.0 $1.0M 0.07% -494.0 -4.5% $96.58 +4.4%
99 IJH ISHARES TR 12,600.0 $972K 0.07% -77.0 -0.6% $77.11 -0.4%
100 UPRO PROSHARES TR 6,843.0 $970K 0.07% $141.79 +5.7%
Page 5 of 8  ·  153 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%