KWMG, LLC

CIK 0001633024 • 6 13F filings • Apr 9, 2025 – Jul 8, 2026

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Filer information

Filed by: KWMG, LLC, Chief Compliance Officer
Address: 7500 COLLEGE BLVD, SUITE 1000, OVERLAND PARK, KS, 66210
Phone: 913-624-1841
AUM: $1.16B

AUM over time

$1.39B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsOther

Holdings by filing

Portfolio value: $1.16B145 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$323K	0.0%Prev: 0.0%	1,412 SH	Decreased+3 SH
AFLAC INC	COM	$8.1M	0.7%Prev: 0.6%	73,689 SH	Decreased-4,150 SH
ALPHABET INC	CAP STK CL A	$999K	0.1%Prev: 0.1%	3,193 SH	Increased+563 SH
ALPHABET INC	CAP STK CL C	$1.4M	0.1%Prev: 0.2%	4,553 SH	Decreased-4,056 SH
ALTRIA GROUP INC	COM	$7.2M	0.6%Prev: 0.6%	124,453 SH	Decreased-5,836 SH
AMAZON COM INC	COM	$1.9M	0.2%Prev: 0.1%	8,116 SH	Decreased+218 SH
AMERICAN AIRLS GROUP INC	COM	$7.1M	0.6%	464,241 SH	New
AMERICAN CENTY ETF TR	US EQT ETF	$13.8M	1.2%Prev: 1.3%	123,326 SH	Decreased-12,101 SH
AMGEN INC	COM	$7.1M	0.6%Prev: 0.7%	21,805 SH	Decreased-1,039 SH
AON PLC	SHS CL A	$7.0M	0.6%Prev: 0.4%	19,709 SH	Increased-2,076 SH
APPLE INC	COM	$6.4M	0.6%Prev: 0.6%	23,581 SH	Decreased+296 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$621K	0.1%Prev: 0.0%	3,842 SH	Increased
AT&T INC	COM	$6.7M	0.6%Prev: 0.5%	270,442 SH	Decreased-22,953 SH
BATH & BODY WORKS INC	COM	$3.9M	0.3%Prev: 0.3%	195,886 SH	Increased-50,534 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$3.0M	0.3%Prev: 0.2%	4 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.7M	0.4%Prev: 0.3%	9,403 SH	Decreased-109 SH
BOEING CO	COM	$7.2M	0.6%Prev: 0.5%	33,103 SH	Increased-2,500 SH
BROADCOM INC	COM	$227K	0.0%Prev: 0.0%	655 SH	Decreased-111 SH
CANADIAN NATL RY CO	COM	$6.2M	0.5%Prev: 0.6%	63,065 SH	Decreased-4,773 SH
CAPITAL ONE FINL CORP	COM	$8.8M	0.8%Prev: 0.5%	36,467 SH	Increased-2,959 SH
CARDINAL HEALTH INC	COM	$16.5M	1.4%Prev: 1.2%	80,317 SH	Increased+6,884 SH
CARLISLE COS INC	COM	$6.6M	0.6%Prev: 0.5%	20,552 SH	Decreased-1,677 SH
CATERPILLAR INC	COM	$288K	0.0%Prev: 0.0%	503 SH	Decreased-38 SH
COCA COLA CO	COM	$467K	0.0%Prev: 0.0%	6,679 SH	Decreased+386 SH
CORNING INC	COM	$10.8M	0.9%Prev: 1.2%	122,968 SH	Decreased+15,865 SH
COSTCO WHSL CORP NEW	COM	$687K	0.1%	797 SH	New
COTERRA ENERGY INC	COM	$6.4M	0.6%	244,905 SH	New
DELTA AIR LINES INC DEL	COM NEW	$8.5M	0.7%	122,685 SH	New
DEVON ENERGY CORP NEW	COM	$6.2M	0.5%Prev: 1.0%	168,287 SH	Decreased-145,421 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$33.6M	2.9%Prev: 3.0%	482,648 SH	Decreased-52,256 SH
DOLLAR GEN CORP NEW	COM	$7.7M	0.7%	58,159 SH	New
DUPONT DE NEMOURS INC	COM	$3.6M	0.3%	90,416 SH	New
EASTMAN CHEM CO	COM	$4.7M	0.4%Prev: 0.4%	73,197 SH	Decreased-10,841 SH
EDISON INTL	COM	$6.2M	0.5%Prev: 0.4%	103,643 SH	Increased-7,934 SH
ETF SER SOLUTIONS	DEFIANCE CONNECT	$6.4M	0.6%	100,312 SH	New
GARMIN LTD	SHS	$246K	0.0%Prev: 0.1%	1,212 SH	Decreased-1,913 SH
HOME BANCSHARES INC	COM	$7.0M	0.6%Prev: 0.6%	252,379 SH	Decreased-20,950 SH
HOME DEPOT INC	COM	$6.3M	0.5%Prev: 0.4%	18,300 SH	Increased-2,005 SH
HONEYWELL INTL INC	COM	$774K	0.1%Prev: 0.0%	3,967 SH	Increased+2,027 SH
INTERNATIONAL BUSINESS	COM	$8.7M	0.8%	29,435 SH	New
INTERNATIONAL PAPER CO	COM	$5.6M	0.5%Prev: 0.4%	142,921 SH	Increased-20,057 SH
INVESCO EXCH TRADED FD TR	NATL AMT MUNI	$304K	0.0%	13,106 SH	New
INVESCO EXCHANGE TRADED FD	AEROSPACE DEFN	$205K	0.0%	1,310 SH	New
INVESCO EXCHANGE TRADED FD	LEISURE AND ENTE	$2.4M	0.2%	38,432 SH	New
INVESCO QQQ TR	UNIT SER 1	$30.1M	2.6%Prev: 2.7%	48,948 SH	Decreased-1,882 SH
ISHARES GOLD TR	ISHARES NEW	$249K	0.0%Prev: 0.0%	3,064 SH	Increased-16 SH
ISHARES TR	0-5 YR TIPS ETF	$17.2M	1.5%Prev: 1.4%	167,651 SH	Decreased-24,586 SH
ISHARES TR	CORE MSCI EAFE	$993K	0.1%Prev: 0.1%	11,102 SH	Decreased+736 SH
ISHARES TR	CORE S&P MCP ETF	$841K	0.1%Prev: 0.1%	12,738 SH	Decreased+178 SH
ISHARES TR	CORE S&P SCP ETF	$452K	0.0%Prev: 0.0%	3,763 SH	Decreased+112 SH
ISHARES TR	CORE S&P TTL STK	$1.0M	0.1%	7,047 SH	New
ISHARES TR	CORE S&P500 ETF	$5.8M	0.5%Prev: 0.5%	8,506 SH	Decreased-37 SH
ISHARES TR	EXPANDED TECH	$7.3M	0.6%Prev: 0.6%	69,008 SH	Decreased-8,220 SH
ISHARES TR	GLB INFRASTR ETF	$363K	0.0%Prev: 0.0%	5,912 SH	Increased+1,180 SH
ISHARES TR	IBOXX HI YD ETF	$23.2M	2.0%Prev: 1.9%	287,322 SH	Decreased-52,834 SH
ISHARES TR	ISHS 1-5YR INVS	$14.7M	1.3%Prev: 1.3%	278,599 SH	Decreased-65,172 SH
ISHARES TR	MSCI USA MIN VOL	$12.5M	1.1%	132,497 SH	New
ISHARES TR	NATIONAL MUN ETF	$2.0M	0.2%Prev: 0.1%	18,694 SH	Increased+10,531 SH
ISHARES TR	S&P 500 GRWT ETF	$30.1M	2.6%Prev: 2.8%	244,067 SH	Decreased-25,626 SH
ISHARES TR	S&P 500 VAL ETF	$25.4M	2.2%Prev: 2.3%	119,699 SH	Decreased-18,590 SH
ISHARES TR	S&P MC 400VL ETF	$371K	0.0%Prev: 0.0%	2,822 SH	Increased+234 SH
ISHARES TR	SELECT DIVID ETF	$15.0M	1.3%Prev: 1.3%	105,927 SH	Decreased-14,530 SH
ISHARES TR	SHRT NAT MUN ETF	$2.0M	0.2%Prev: 0.1%	18,631 SH	Increased+10,230 SH
ISHARES TR	TIPS BD ETF	$31.6M	2.7%Prev: 2.5%	287,077 SH	Decreased-47,964 SH
ISHARES TR	TRUST ISHARE 0-1	$13.3M	1.1%Prev: 1.1%	120,581 SH	Decreased-20,120 SH
ISHARES U S ETF TR	SHORT DURATION B	$15.4M	1.3%	301,944 SH	New
ISHARES U S ETF TR	SHORT MATURITY M	$1.7M	0.1%	33,025 SH	New
J P MORGAN EXCHANGE TRADED	ULTRA SHRT ETF	$14.9M	1.3%	293,858 SH	New
J P MORGAN EXCHANGE TRADED	ULTRA SHT MUNCPL	$1.1M	0.1%	22,575 SH	New
JEFFERIES FINL GROUP INC	COM	$697K	0.1%	11,239 SH	New
JOHNSON & JOHNSON	COM	$492K	0.0%Prev: 0.0%	2,377 SH	Decreased-6 SH
JPMORGAN CHASE & CO.	COM	$561K	0.0%	1,742 SH	New
KIMBERLY-CLARK CORP	COM	$5.1M	0.4%Prev: 0.4%	51,035 SH	Decreased-8,271 SH
KROGER CO	COM	$6.9M	0.6%Prev: 0.5%	111,072 SH	Decreased-10,201 SH
LAM RESEARCH CORP	COM NEW	$13.1M	1.1%Prev: 1.6%	76,501 SH	Decreased+10,384 SH
LENNAR CORP	CL A	$4.8M	0.4%Prev: 0.3%	46,672 SH	Increased-10,616 SH
LOWES COS INC	COM	$526K	0.0%Prev: 0.0%	2,180 SH	Increased-74 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$4.0M	0.3%	93,048 SH	New
MARATHON PETE CORP	COM	$6.7M	0.6%Prev: 1.1%	41,135 SH	Decreased+1,393 SH
MASTERCARD INCORPORATED	CL A	$245K	0.0%	429 SH	New
MAXCYTE INC	COM	$40K	0.0%Prev: 0.0%	25,833 SH	Increased
MCDONALDS CORP	COM	$317K	0.0%Prev: 0.0%	1,036 SH	Increased-8 SH
META PLATFORMS INC	CL A	$415K	0.0%Prev: 0.0%	629 SH	Increased+132 SH
MICROSOFT CORP	COM	$9.8M	0.8%Prev: 0.8%	20,341 SH	Decreased-2,044 SH
NATIONAL FUEL GAS CO	COM	$7.7M	0.7%Prev: 0.6%	95,846 SH	Decreased-5,384 SH
NGL ENERGY PARTNERS LP	COM UNIT REPST	$491K	0.0%Prev: 0.1%	49,063 SH	Decreased
NRG ENERGY INC	COM NEW	$10.7M	0.9%Prev: 0.5%	66,893 SH	Increased-3,291 SH
NVIDIA CORPORATION	COM	$2.5M	0.2%Prev: 0.3%	13,640 SH	Decreased-6,620 SH
PFIZER INC	COM	$5.6M	0.5%Prev: 0.5%	224,603 SH	Decreased-24,141 SH
PHILIP MORRIS INTL INC	COM	$461K	0.0%Prev: 0.0%	2,876 SH	Decreased+18 SH
PIMCO ETF TR	ACTIVE BD ETF	$13.4M	1.2%Prev: 1.1%	143,638 SH	Decreased-25,689 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$19.3M	1.7%Prev: 1.6%	192,093 SH	Decreased-27,754 SH
PROCTER AND GAMBLE CO	COM	$707K	0.1%	4,932 SH	New
PROSHARES TR	ULTRAPRO QQQ	$344K	0.0%Prev: 0.0%	6,524 SH	Increased+2,500 SH
PROSHARES TR	ULTRPRO S&P500	$790K	0.1%Prev: 0.1%	6,827 SH	Decreased-26 SH
PROSPERITY BANCSHARES INC	COM	$6.6M	0.6%Prev: 0.5%	95,927 SH	Decreased-8,405 SH
QNITY ELECTRONICS INC	COMMON STOCK	$2.0M	0.2%Prev: 0.1%	23,998 SH	Increased+13,871 SH
QUANTA SVCS INC	COM	$210K	0.0%Prev: 0.0%	498 SH	Decreased+127 SH
ROCKWELL AUTOMATION INC	COM	$8.4M	0.7%Prev: 0.7%	21,619 SH	Decreased-781 SH
ROSS STORES INC	COM	$9.0M	0.8%Prev: 0.8%	49,908 SH	Decreased+633 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$276K	0.0%Prev: 0.0%	10,518 SH	Decreased-2,612 SH
SEAGATE TECHNOLOGY HLDNGS	ORD SHS	$14.6M	1.3%	52,930 SH	New
SEALED AIR CORP NEW	COM	$7.0M	0.6%	168,829 SH	New
SELECT SECTOR SPDR TR	STATE STREET COM	$8.4M	0.7%	71,279 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$9.3M	0.8%	116,352 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$20.2M	1.7%	130,246 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$41.7M	3.6%	289,689 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$9.9M	0.9%	231,304 SH	New
SMURFIT WESTROCK PLC	SHS	$5.5M	0.5%Prev: 0.5%	143,473 SH	Decreased-15,077 SH
SPDR S&P 500 ETF TR	TR UNIT	$713K	0.1%	1,045 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$306K	0.0%	508 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$4.7M	0.4%	95,570 SH	New
STRYKER CORPORATION	COM	$502K	0.0%Prev: 0.0%	1,429 SH	Increased+43 SH
SYNCHRONY FINANCIAL	COM	$9.3M	0.8%Prev: 0.6%	111,176 SH	Increased-6,734 SH
T-MOBILE US INC	COM	$246K	0.0%	1,214 SH	New
TEXTRON INC	COM	$7.8M	0.7%Prev: 0.5%	89,683 SH	Increased-5,699 SH
TJX COS INC NEW	COM	$9.8M	0.8%Prev: 0.6%	63,802 SH	Increased-2,122 SH
TRAVELERS COMPANIES INC	COM	$8.0M	0.7%Prev: 0.7%	27,450 SH	Decreased-1,167 SH
VALERO ENERGY CORP	COM	$11.8M	1.0%Prev: 1.7%	72,717 SH	Decreased+11,570 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$223K	0.0%	4,364 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$10.3M	0.9%Prev: 1.2%	28,577 SH	Decreased+1,262 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$21.4M	1.8%Prev: 2.0%	271,845 SH	Decreased-97,114 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$30.6M	2.6%Prev: 2.5%	412,680 SH	Decreased-89,840 SH
VANGUARD INDEX FDS	GROWTH ETF	$5.1M	0.4%	10,355 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$1.1M	0.1%	3,477 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$38.5M	3.3%	137,813 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$36.1M	3.1%	203,452 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$1.0M	0.1%	3,565 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$22.7M	2.0%Prev: 1.7%	257,017 SH	Decreased+898 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$450K	0.0%Prev: 0.0%	718 SH	Decreased-158 SH
VANGUARD INDEX FDS	SMALL CP ETF	$412K	0.0%	1,599 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$3.9M	0.3%	11,494 SH	New
VANGUARD INTL EQUITY INDEX	ALLWRLD EX US	$681K	0.1%	9,257 SH	New
VANGUARD INTL EQUITY INDEX	FTSE EMR MKT ETF	$26.3M	2.3%	488,836 SH	New
VANGUARD INTL EQUITY INDEX	TT WRLD ST ETF	$431K	0.0%	3,056 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$20.9M	1.8%Prev: 1.7%	262,254 SH	Decreased-51,146 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.9M	0.2%Prev: 0.2%	13,039 SH	Increased+2,074 SH
VANGUARD STAR FDS	VG TL INTL STK F	$376K	0.0%Prev: 0.0%	4,979 SH	Decreased+499 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$61.4M	5.3%Prev: 5.4%	982,599 SH	Decreased-75,100 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$19.0M	1.6%Prev: 1.7%	211,341 SH	Decreased-19,031 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$1.5M	0.1%Prev: 0.1%	3,913 SH	Increased+973 SH
VANGUARD WORLD FD	INF TECH ETF	$17.6M	1.5%Prev: 1.7%	23,364 SH	Decreased-168,176 SH
VISA INC	COM CL A	$278K	0.0%Prev: 0.0%	794 SH	Increased+24 SH
WELLS FARGO CO NEW	COM	$270K	0.0%	2,902 SH	New
WHIRLPOOL CORP	COM	$4.4M	0.4%Prev: 0.2%	61,429 SH	Increased-28,155 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $235K
AMERICAN AIRLINES GROUP INC — $6.9M
COSTCO WHOLESALE CORPORATION — $695K
DELTA AIR LINES INC — $10.5M
DOLLAR GEN CORP — $7.4M
DUPONT DE NEMOURS INC — $4.9M
ETF SER SOLUTIONS — $8.7M
FIDELITY COVINGTON TRUST — $434K
HONEYWELL AEROSPACE INC — $306K
INTEL CORP — $238K
INTERNATIONAL BUSINESS MACHS — $7.0M
INVESCO EXCHANGE TRADED FD T — $203K
INVESCO EXCHANGE TRADED FD T — $2.6M
ISHARES TR — $305K
ISHARES TR — $15.0M
ISHARES TR — $206K
ISHARES U S ETF TR — $18.0M
ISHARES U S ETF TR — $725K
J P MORGAN EXCHANGE TRADED F — $18.2M
J P MORGAN EXCHANGE TRADED F — $443K
… and 35 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 16, 2026	Q4 2025	13F-HR	0001214659-26-000532	$1.16B	View
Oct 7, 2026	Q3 2026	13F-HR	0001214659-26-012622	$1.39B	View
Oct 8, 2025	Q3 2025