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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 8 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 INTC INTEL CORP Technology 1,983.0 $277K 0.02% NEW $139.63 -35.5%
142 META META PLATFORMS INC Communication Services 484.0 $273K 0.02% $563.29 -2.4%
143 VTIP VANGUARD MALVERN FDS 5,155.0 $259K 0.02% NEW $50.23 -0.9%
144 SCHF SCHWAB STRATEGIC TR 8,829.0 $245K 0.02% -6K -41.5% $27.70 +2.7%
145 WFC WELLS FARGO & CO Financial Services 2,874.0 $237K 0.02% $82.64 +1.5%
146 PPA INVESCO EXCHANGE TRADED FD T 1,310.0 $231K 0.02% $176.65 -1.7%
147 IAU ISHARES GOLD TR Financial Services 3,064.0 $231K 0.02% $75.51 +14.9%
148 IJK ISHARES TR 1,880.0 $221K 0.02% NEW $117.50 -1.7%
149 VCIT VANGUARD SCOTTSDALE FDS 2,597.0 $215K 0.02% NEW $82.65 -1.9%
150 SCHJ SCHWAB STRATEGIC TR 8,693.0 $214K 0.01% NEW $24.66 -0.6%
151 MGK VANGUARD WORLD FD 2,425.0 $213K 0.01% NEW $87.91 +1.2%
152 V VISA INC Financial Services 610.0 $209K 0.01% NEW $343.14 +8.1%
153 MXCT MAXCYTE INC Healthcare 25,833.0 $32K 0.00% $1.23 +12.2%
Page 8 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%