Matthew Wilson

Kwmg, Llc

Assets Managed

$1.384B

Holdings

153

Last Quarter

2026 - Q2

Filed Date

10d ago

Growth Rate

15.52%(2Q avg: 9.39%)

Sustained Growth

6 quarters

Portfolio positions

This chart displays the top 10 holdings in Kwmg, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 153 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.384B in assets, with a quarterly growth rate of 15.52% and a 2-quarter average growth rate of 9.39%. The portfolio is managed by Matthew Wilson, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VEA Vanguard Ftse Developed Etf Recent Activity Increased 2.51%	5.27%	$72.824M 1.022M shares@ $71.25 avg price	Increased 2.51%
XLK Technology Select Sect Spdr Recent Activity Increased 1.69%	4.18%	$57.793M 303,343 shares@ $190.53 avg price	Increased 1.69%
VOT Vanguard Mid-cap Growth Etf Recent Activity Increased 4.19%	3.29%	$45.482M 148,488 shares@ $306.31 avg price	Increased 4.19%
VOE Vanguard Mid-cap Value Etf Recent Activity Increased 3.72%	3.07%	$42.432M 214,735 shares@ $197.61 avg price	Increased 3.72%
DFAS Dimensional Us Small Cap Etf Recent Activity Increased 3.41%	3.05%	$42.118M 511,517 shares@ $82.35 avg price	Increased 3.41%
STX Seagate Technology Holdings Recent Activity Decreased -10.13%	3.03%	$41.853M 43,371 shares@ $965.0 avg price	Decreased -10.13%
QQQ Invesco Qqq Trust Series 1 Recent Activity Increased 0.83%	2.67%	$36.838M 50,025 shares@ $736.4 avg price	Increased 0.83%
IVW Ishares S&p 500 Growth Etf Recent Activity Increased 5.06%	2.62%	$36.236M 263,478 shares@ $137.53 avg price	Increased 5.06%
TIP Ishares Tips Bond Etf Recent Activity Increased 4%	2.45%	$33.899M 309,777 shares@ $109.43 avg price	Increased 4%
BND Vanguard Total Bond Market Recent Activity Increased 6.69%	2.44%	$33.695M 459,001 shares@ $73.42 avg price	Increased 6.69%

1-10 of 153