Kwmg
Kwmg reported 155 stocks worth $1.4B in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are VEA (5.4%), XLK (4.3%) and VOT (3.3%). Compared with Q2 2026, the fund added to VEA, XLK and VOT, trimmed STX, VLO and LRCX and sold out of PZA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VEA Vanguard Tax-Managed Fds | $74.7M | 5.4% | 1.1M | +36K (+3%) | 8 of 8 | |
| 2 |  XLK Select Sector Spdr TR | $60.3M | 4.3% | 308K | +4,881 (+2%) | 8 of 8 | |
| 3 |  VOT Vanguard Index Fds | $45.8M | 3.3% | 157K | +8,435 (+6%) | 8 of 8 | |
| 4 |  VOE Vanguard Index Fds | $43.8M | 3.2% | 224K | +9,248 (+4%) | 8 of 8 | |
| 5 | DIMENSIONAL U S SMALL CAP ETF | $41.4M | 3.0% | 535K | +23K (+5%) | 8 of 8 | |
| 6 |  IVW Ishares TR | $38.4M | 2.8% | 270K | +6,215 (+2%) | 8 of 8 | |
| 7 |  QQQ Invesco Qqq TR | $37.6M | 2.7% | 51K | +805 (+2%) | 8 of 8 | |
| 8 |  BND Vanguard BD Index Fds | $35.3M | 2.5% | 503K | +44K (+9%) | 8 of 8 | |
| 9 |  STX Seagate Technology Hldngs PL | $35.2M | 2.5% | 38K | −5,161 (−12%) | 8 of 8 | |
| 10 |  TIP Ishares Tips Bond ETF | $34.9M | 2.5% | 335K | +25K (+8%) | 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 |
|---|---|---|
 PZA Invesco Ltd. | $283K | 12K |
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 7, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kwmg 13F FAQ
What does Kwmg own?
Kwmg reported 155 stocks worth $1.4B in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are VEA (5.4%), XLK (4.3%) and VOT (3.3%). The table above lists every position in the filing (the top 10 without an account).
What did Kwmg buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 95 added to, 41 trimmed and 1 sold out. It sold all of PZA.
When will Kwmg 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 Kwmg's portfolio worth?
The Q3 2026 filing reports $1.4B 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.