Ckw Financial Group
Ckw Financial Group reported 229 stocks worth $1M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are IVV (47.1%), IEFA (20.6%) and IEMG (9.7%). Compared with Q2 2026, the fund opened new positions in TMO, XOM and IWD, added to IVV, IEFA and IEMG, trimmed MCD, NVDA and AAPL and sold out of XOM, PNC and PANW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $487K | 47.1% | 634K | +4,534 (+1%) | 8 of 8 | |
| 2 |  IEFA Ishares TR | $213K | 20.6% | 2.2M | +32K (+1%) | 8 of 8 | |
| 3 |  IEMG Ishares Inc | $101K | 9.7% | 1.2M | +11K (+1%) | 8 of 8 | |
| 4 |  IJH Ishares TR | $67K | 6.5% | 922K | +14K (+2%) | 8 of 8 | |
| 5 |  GSEW Goldman Sachs ETF TR | $47K | 4.6% | 504K | +7,172 (+1%) | 8 of 8 | |
| 6 |  MCD Mcdonalds Corp | $30K | 2.9% | 127K | −199 (−0%) | 8 of 8 | |
| 7 |  VEU Vanguard Intl Equity Index F | $24K | 2.3% | 289K | +3,935 (+1%) | 8 of 8 | |
| 8 |  MATX Matson Inc | $9K | 0.9% | 40K | No change | 8 of 8 | |
| 9 |  NVDA Nvidia Corporation | $9K | 0.9% | 38K | −8,125 (−17%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $7K | 0.6% | 20K | −193 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $193 | 1,416 |
 PNC PNC Finl Svcs Group Inc | $3 | 12 |
 PANW Palo Alto Networks Inc | $3 | 8 |
 USFD US Foods Hldg Corp | $3 | 26 |
 VRT Vertiv Holdings Co | $3 | 9 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Ckw Financial Group 13F FAQ
What does Ckw Financial Group own?
Ckw Financial Group reported 229 stocks worth $1M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are IVV (47.1%), IEFA (20.6%) and IEMG (9.7%). The table above lists every position in the filing (the top 10 without an account).
What did Ckw Financial Group buy and sell in Q3 2026?
Compared with Q2 2026: 30 new positions, 66 added to, 33 trimmed and 118 sold out. New positions include TMO, XOM and IWD. It sold all of XOM, PNC and PANW.
When will Ckw Financial Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Ckw Financial Group's portfolio worth?
The Q3 2026 filing reports $1M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.