Notify me when KWMG, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 149 | $1,160,100,953 | +$52,943,728 | -$25,047,474 | +$27,896,254 | VEA, XLK, VOT, VOE, DFAS | 13F-HR | 16 Jan 2026, 09:23 |
| Q3 2025 | 150 | $1,141,407,493 | +$36,030,001 | -$17,018,425 | +$19,011,576 | VEA, XLK, VOT, VOE, DFAS | 13F-HR | 08 Oct 2025, 09:07 |
| Q2 2025 | 146 | $1,064,774,713 | +$28,959,059 | -$16,125,113 | +$12,833,946 | VEA, VOT, XLK, VOE, TIP | 13F-HR | 15 Jul 2025, 08:29 |
| Q1 2025 | 143 | $982,720,381 | +$56,682,895 | -$35,957,522 | +$20,725,373 | VEA, VOT, VNQ, XLK, TIP | 13F-HR | 09 Apr 2025, 16:04 |
| Q4 2024 | 139 | $971,025,089 | +$13,192,021 | -$22,788,065 | -$9,596,044 | VEA, VOT, VNQ, VOE, TIP | 13F-HR | 13 Jan 2025, 14:51 |
| Q3 2024 | 136 | $994,006,827 | +$34,727,566 | -$18,043,972 | +$16,683,594 | VEA, VNQ, VOT, VOE, TIP | 13F-HR | 07 Oct 2024, 16:07 |
| Q2 2024 | 134 | $927,447,230 | +$41,041,955 | -$19,704,041 | +$21,337,914 | VEA, VOT, VNQ, TIP, VOE | 13F-HR | 12 Jul 2024, 16:07 |
| Q1 2024 | 127 | $913,959,916 | +$22,987,359 | -$10,329,100 | +$12,658,259 | VEA, VOT, VOE, VNQ, TIP | 13F-HR | 15 Apr 2024, 09:03 |
| Q4 2023 | 137 | $853,831,437 | +$59,154,897 | -$67,958,623 | -$8,803,726 | VEA, VOT, VNQ, VOE, TIP | 13F-HR | 11 Jan 2024, 07:40 |
| Q3 2023 | 135 | $795,004,148 | +$21,533,038 | -$4,712,160 | +$16,820,878 | VEA, VOT, TIP, VOE, VNQ | 13F-HR | 10 Oct 2023, 06:08 |
| Q2 2023 | 135 | $807,617,406 | +$58,094,226 | -$8,877,032 | +$49,217,194 | VEA, VOT, TIP, VNQ, VOE | 13F-HR | 10 Jul 2023, 16:40 |
| Q1 2023 | 139 | $740,909,271 | +$17,740,812 | -$3,734,822 | +$14,005,990 | VEA, TIP, VOT, VNQ, VOE | 13F-HR | 06 Apr 2023, 12:13 |
| Q4 2022 | 137 | $704,114,805 | +$17,935,585 | -$13,632,092 | +$4,303,493 | VEA, TIP, VNQ, VOT, VOE | 13F-HR | 10 Jan 2023, 16:23 |
| Q3 2022 | 140 | $650,243,000 | +$23,195,957 | -$1,911,946 | +$21,284,011 | VEA, TIP, VNQ, VOT, VOE | 13F-HR | 26 Oct 2022, 12:20 |
| Q2 2022 | 140 | $663,929,000 | +$28,924,726 | -$9,368,329 | +$19,556,397 | VEA, TIP, VNQ, VOE, VOT | 13F-HR | 11 Jul 2022, 19:08 |
| Q1 2022 | 141 | $729,194,000 | +$42,971,980 | -$28,038,941 | +$14,933,039 | VEA, VNQ, TIP, VOT, VOE | Restatement | 25 Apr 2022, 13:06 |
| Q4 2021 | 145 | $739,214,000 | +$36,705,297 | -$6,590,127 | +$30,115,170 | VEA, VNQ, TIP, VOT, VOE | 13F-HR | 20 Jan 2022, 10:51 |
| Q3 2021 | 143 | $667,276,000 | +$26,305,225 | -$19,271,117 | +$7,034,108 | VEA, TIP, VNQ, VOT, VOE | 13F-HR | 07 Oct 2021, 13:12 |
| Q2 2021 | 142 | $666,803,000 | +$24,164,413 | -$5,717,937 | +$18,446,476 | VEA, TIP, VNQ, VOT, BND | 13F-HR | 13 Jul 2021, 09:34 |
| Q1 2021 | 141 | $627,217,000 | +$73,442,150 | -$45,159,577 | +$28,282,573 | VEA, TIP, VNQ, VOT, BND | 13F-HR | 12 Apr 2021, 15:11 |
| Q4 2020 | 135 | $559,417,000 | +$41,133,966 | -$20,644,249 | +$20,489,717 | VEA, BSV, VOT, IVW, BND | 13F-HR | 25 Jan 2021, 09:57 |
| Q3 2020 | 126 | $494,440,000 | +$15,707,375 | -$3,271,709 | +$12,435,666 | VEA, BSV, IVE, IVW, VOT | 13F-HR | 06 Oct 2020, 17:40 |
| Q2 2020 | 124 | $462,387,000 | +$53,466,366 | -$15,094,151 | +$38,372,215 | BSV, VEA, IVE, IVW, VOT | 13F-HR | 27 Jul 2020, 09:40 |
| Q1 2020 | 121 | $374,074,000 | +$46,823,046 | -$41,540,914 | +$5,282,132 | BSV, VEA, IVW, IVE, BND | 13F-HR | 13 Apr 2020, 15:27 |
| Q4 2019 | 117 | $455,819,000 | +$23,168,626 | -$2,705,944 | +$20,462,682 | IVW, IVE, VEA, BSV, TIP | 13F-HR | 10 Jan 2020, 09:38 |
| Q3 2019 | 112 | $416,501,000 | +$27,866,399 | -$28,904,310 | -$1,037,911 | IVW, IVE, BSV, VEA, TIP | 13F-HR | 22 Oct 2019, 10:57 |
| Q2 2019 | 113 | $415,199,000 | +$26,073,420 | -$18,841,071 | +$7,232,349 | IVW, TIP, IVE, VEA, BSV | 13F-HR | 10 Jul 2019, 17:12 |
| Q1 2019 | 448 | $403,240,000 | +$38,991,993 | -$32,658,045 | +$6,333,948 | IVW, TIP, IVE, BSV, VEA | 13F-HR | 23 Apr 2019, 16:00 |
| Q4 2018 | 460 | $365,536,000 | +$32,765,035 | -$17,348,577 | +$15,416,458 | TIP, IVW, BSV, IVE, BND | 13F-HR | 12 Feb 2019, 16:40 |
| Q3 2018 | 449 | $391,131,000 | +$29,499,619 | -$14,224,527 | +$15,275,092 | TIP, IVW, IVE, VEA, BSV | 13F-HR | 14 Nov 2018, 11:23 |
| Q2 2018 | 451 | $365,477,000 | +$43,657,032 | -$20,228,009 | +$23,429,023 | TIP, IVW, VEA, BSV, IVE | 13F-HR | 09 Aug 2018, 09:11 |
| Q1 2018 | 111 | $339,635,000 | +$25,331,073 | -$13,654,368 | +$11,676,705 | TIP, IVW, VEA, BSV, IVE | 13F-HR | 20 Apr 2018, 14:59 |
| Q4 2017 | 111 | $332,058,000 | +$32,643,276 | -$12,675,302 | +$19,967,974 | TIP, IVW, BSV, IVE, VEA | 13F-HR | 26 Jan 2018, 13:11 |
| Q3 2017 | 105 | $303,383,000 | +$22,043,632 | -$7,356,626 | +$14,687,006 | TIP, BSV, IVW, BND, VEA | 13F-HR | 07 Nov 2017, 08:18 |
| Q2 2017 | 102 | $282,741,000 | +$29,872,543 | -$10,902,102 | +$18,970,441 | TIP, BSV, IVW, BND, IVE | 13F-HR | 25 Jul 2017, 15:27 |
| Q1 2017 | 106 | $259,055,000 | +$61,015,890 | -$37,088,352 | +$23,927,538 | TIP, BSV, BND, IVW, IVE | 13F-HR | 10 May 2017, 16:29 |
| Q4 2016 | 131 | $229,930,000 | +$43,975,680 | -$22,886,038 | +$21,089,642 | TIP, BSV, IVW, IVE, BND | 13F-HR | 13 Feb 2017, 13:33 |
| Q3 2016 | 140 | $205,797,000 | +$20,003,680 | -$5,317,668 | +$14,686,012 | BSV, TIP, VEA, IVW, IVE | 13F-HR | 24 Oct 2016, 12:55 |
| Q2 2016 | 141 | $184,927,000 | +$20,197,050 | -$8,565,913 | +$11,631,137 | BSV, TIP, VEA, IVW, VTI | 13F-HR | 21 Jul 2016, 14:11 |
| Q1 2016 | 137 | $169,938,000 | +$21,269,420 | -$2,924,335 | +$18,345,085 | BSV, TIP, IGSB, VEA, VTI | 13F-HR | 11 May 2016, 13:49 |
| Q4 2015 | 134 | $148,023,000 | +$14,908,892 | -$2,868,906 | +$12,039,986 | BSV, IGSB, VTI, VEA, TIP | 13F-HR | 21 Jan 2016, 21:44 |
| Q3 2015 | 131 | $132,776,000 | +$13,154,957 | -$7,178,577 | +$5,976,380 | BSV, IGSB, VTI, VEA, VXUS | 13F-HR | 23 Oct 2015, 18:57 |
| Q2 2015 | 128 | $136,581,000 | +$18,193,013 | -$2,233,432 | +$15,959,581 | BSV, IGSB, VTI, VXUS, VEA | 13F-HR | 10 Aug 2015, 19:50 |
| Q1 2015 | 110 | $124,716,000 | +$17,098,159 | -$14,701,149 | +$2,397,010 | BSV, IGSB, VTI, VXUS, DEM | 13F-HR | 12 May 2015, 19:40 |
| Q4 2014 | 100 | $119,917,000 | $0 | $0 | $0 | BSV, IGSB, VTI, VXUS, VO | 13F-HR | 12 Feb 2015, 18:09 |