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Matthew Wilson

Kwmg, Llc

Assets Managed
$1.198B
Holdings
147
Last Quarter
2026 - Q1
Filed Date
2mo 22d ago
Growth Rate
3.25%(2Q avg: 2.45%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Kwmg, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 147 positions.

Assets under management

The assets under management (AUM) of Kwmg, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.198B in assets, with a quarterly growth rate of 3.25% and a 2-quarter average growth rate of 2.45%. The portfolio is managed by Matthew Wilson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.48%
5.34%
$63.894M
997,098 shares@ $64.08 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 2.98%
3.31%
$39.644M
298,302 shares@ $132.91 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 1.77%
3.19%
$38.154M
207,042 shares@ $184.28 avg price
VOT
Vanguard Mid-cap Growth Etf
Recent Activity
Increased 3.42%
3.07%
$36.677M
142,518 shares@ $257.36 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 2.5%
2.94%
$35.188M
494,697 shares@ $71.13 avg price
TIP
Ishares Tips Bond Etf
Recent Activity
Increased 3.77%
2.75%
$32.874M
297,884 shares@ $110.36 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 4.26%
2.65%
$31.684M
430,249 shares@ $73.65 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.37%
2.4%
$28.638M
49,618 shares@ $577.18 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 2.76%
2.37%
$28.367M
250,792 shares@ $113.11 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 2.69%
2.27%
$27.13M
501,944 shares@ $54.05 avg price

1-10 of 147