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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 7 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SYK STRYKER CORPORATION Healthcare 1,436.0 $452K 0.03% $314.87 +4.6%
122 HONEYWELL INTL INC 1,978.0 $443K 0.03% NEW $223.84
123 HONEYWELL AEROSPACE INC 1,977.0 $437K 0.03% NEW $221.08
124 ARES ARES MANAGEMENT CORPORATION Financial Services 3,842.0 $428K 0.03% $111.31 +26.9%
125 SCHP SCHWAB STRATEGIC TR 15,413.0 $408K 0.03% NEW $26.50 -2.0%
126 VXUS VANGUARD STAR FDS 4,505.0 $385K 0.03% -151.0 -3.2% $85.49 +2.6%
127 IJJ ISHARES TR 2,588.0 $382K 0.03% -301.0 -10.4% $147.73 +0.9%
128 FTEC FIDELITY COVINGTON TRUST 1,285.0 $367K 0.03% +163.0 +14.5% $285.58 -1.0%
129 TQQQ PROSHARES TR 4,524.0 $366K 0.03% -1K -23.6% $81.00 -12.1%
130 ABBV ABBVIE INC Healthcare 1,397.0 $352K 0.03% $251.64 +5.3%
131 SCHB SCHWAB STRATEGIC TR 11,868.0 $344K 0.03% +517.0 +4.5% $28.96 +2.2%
132 IGF ISHARES TR 5,152.0 $343K 0.03% -366.0 -6.6% $66.60 -1.8%
133 AVGO BROADCOM INC Technology 846.0 $320K 0.02% +181.0 +27.2% $377.75 -2.5%
134 USHY ISHARES TR 8,537.0 $316K 0.02% NEW $37.02 -0.5%
135 PWR QUANTA SVCS INC Industrials 420.0 $302K 0.02% -16.0 -3.7% $720.04 -11.2%
136 GRMN GARMIN LTD Technology 1,203.0 $286K 0.02% -21.0 -1.7% $237.51 +24.1%
137 TXN TEXAS INSTRS INC Technology 950.0 $283K 0.02% NEW $298.07 -11.3%
138 PZA INVESCO EXCH TRADED FD TR II 12,038.0 $283K 0.02% -1K -8.0% $23.52 -3.0%
139 MCD MCDONALDS CORP Consumer Cyclical 1,040.0 $281K 0.02% $270.35 +0.2%
140 SCHD SCHWAB STRATEGIC TR 8,804.0 $279K 0.02% +933.0 +11.8% $31.71 +10.7%
Page 7 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%