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: $1.06B146 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$255K	0.0%Prev: 0.0%	1,372 SH	Decreased-25 SH
AFLAC INC	COM	$7.7M	0.7%Prev: 0.7%	72,813 SH	Decreased-2,755 SH
ALPHABET INC	CAP STK CL A	$544K	0.1%Prev: 0.1%	3,088 SH	Decreased+458 SH
ALPHABET INC	CAP STK CL C	$776K	0.1%Prev: 0.1%	4,375 SH	Decreased+203 SH
ALTRIA GROUP INC	COM	$7.2M	0.7%Prev: 0.7%	123,529 SH	Decreased-3,442 SH
AMAZON COM INC	COM	$1.7M	0.2%Prev: 0.1%	7,725 SH	Increased-191 SH
AMERICAN AIRLS GROUP INC	COM	$4.7M	0.4%	420,429 SH	New
AMERICAN CENTY ETF TR	US EQT ETF	$12.0M	1.1%Prev: 1.2%	118,577 SH	Decreased-7,508 SH
AMGEN INC	COM	$5.7M	0.5%Prev: 0.7%	20,501 SH	Decreased-1,661 SH
AON PLC	SHS CL A	$6.6M	0.6%Prev: 0.6%	18,488 SH	Increased-1,932 SH
APPLE INC	COM	$5.1M	0.5%Prev: 0.5%	24,682 SH	Decreased+1,947 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$673K	0.1%Prev: 0.0%	3,884 SH	Increased+42 SH
AT&T INC	COM	$7.5M	0.7%Prev: 0.7%	258,273 SH	Decreased-19,126 SH
BATH & BODY WORKS INC	COM	$4.8M	0.5%Prev: 0.3%	160,405 SH	Increased-53,241 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.9M	0.3%Prev: 0.2%	4 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.6M	0.4%Prev: 0.4%	9,386 SH	Decreased-166 SH
BOEING CO	COM	$6.7M	0.6%Prev: 0.6%	32,108 SH	Decreased-2,026 SH
BROADCOM INC	COM	$216K	0.0%Prev: 0.0%	782 SH	Increased+117 SH
CANADIAN NATL RY CO	COM	$6.0M	0.6%Prev: 0.6%	57,559 SH	Decreased-7,802 SH
CAPITAL ONE FINL CORP	COM	$7.7M	0.7%Prev: 0.6%	36,402 SH	Increased-1,151 SH
CARDINAL HEALTH INC	COM	$19.2M	1.8%Prev: 1.4%	114,093 SH	Increased+36,479 SH
CARLISLE COS INC	COM	$7.3M	0.7%Prev: 0.6%	19,632 SH	Increased-1,438 SH
COCA COLA CO	COM	$483K	0.0%Prev: 0.0%	6,828 SH	Increased+658 SH
CORNING INC	COM	$7.2M	0.7%Prev: 1.3%	136,320 SH	Decreased+19,301 SH
COSTCO WHSL CORP NEW	COM	$769K	0.1%	777 SH	New
COTERRA ENERGY INC	COM	$5.6M	0.5%Prev: 0.7%	219,627 SH	Decreased-30,051 SH
DELTA AIR LINES INC DEL	COM NEW	$5.9M	0.6%	119,087 SH	New
DEVON ENERGY CORP NEW	COM	$4.7M	0.4%Prev: 0.7%	147,671 SH	Decreased-23,335 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$366K	0.0%	7,710 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$29.3M	2.7%Prev: 2.9%	459,207 SH	Decreased-35,490 SH
DOLLAR GEN CORP NEW	COM	$6.4M	0.6%	55,566 SH	New
DUPONT DE NEMOURS INC	COM	$5.2M	0.5%Prev: 0.4%	76,278 SH	Increased-23,564 SH
EASTMAN CHEM CO	COM	$4.3M	0.4%Prev: 0.5%	57,971 SH	Decreased-18,951 SH
EDISON INTL	COM	$4.8M	0.4%Prev: 0.6%	92,196 SH	Decreased-13,891 SH
ETF SER SOLUTIONS	DEFIANCE CONNECT	$5.5M	0.5%Prev: 0.6%	103,697 SH	Decreased+2,915 SH
GARMIN LTD	SHS	$311K	0.0%Prev: 0.0%	1,492 SH	Increased+268 SH
HOME BANCSHARES INC	COM	$7.0M	0.7%Prev: 0.6%	244,223 SH	Decreased-15,703 SH
HOME DEPOT INC	COM	$6.4M	0.6%Prev: 0.5%	17,459 SH	Increased-1,427 SH
HONEYWELL INTL INC	COM	$959K	0.1%Prev: 0.1%	4,117 SH	Increased+162 SH
INTERNATIONAL BUSINESS MACHS	COM	$8.7M	0.8%Prev: 0.6%	29,521 SH	Increased-676 SH
INTERNATIONAL PAPER CO	COM	$6.2M	0.6%Prev: 0.4%	132,281 SH	Increased-16,801 SH
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$550K	0.1%Prev: 0.0%	24,553 SH	Increased+11,468 SH
INVESCO EXCHANGE TRADED FD T	LEISURE AND ENTE	$2.2M	0.2%Prev: 0.2%	37,841 SH	Decreased-1,565 SH
INVESCO QQQ TR	UNIT SER 1	$27.9M	2.6%Prev: 2.4%	50,626 SH	Decreased+1,008 SH
ISHARES TR	0-5 YR TIPS ETF	$16.5M	1.5%Prev: 1.5%	159,895 SH	Decreased-14,064 SH
ISHARES TR	CORE MSCI EAFE	$962K	0.1%Prev: 0.1%	11,529 SH	Decreased+476 SH
ISHARES TR	CORE S&P MCP ETF	$704K	0.1%Prev: 0.1%	11,345 SH	Decreased-1,332 SH
ISHARES TR	CORE S&P SCP ETF	$424K	0.0%Prev: 0.0%	3,877 SH	Decreased+208 SH
ISHARES TR	CORE S&P TTL STK	$920K	0.1%	6,812 SH	New
ISHARES TR	CORE S&P500 ETF	$5.4M	0.5%Prev: 0.5%	8,628 SH	Decreased+130 SH
ISHARES TR	EXPANDED TECH	$7.4M	0.7%Prev: 0.5%	67,959 SH	Increased-3,588 SH
ISHARES TR	GLB INFRASTR ETF	$414K	0.0%Prev: 0.0%	6,986 SH	Increased+1,468 SH
ISHARES TR	IBOXX HI YD ETF	$21.8M	2.0%Prev: 2.0%	269,771 SH	Decreased-30,526 SH
ISHARES TR	ISHS 1-5YR INVS	$12.6M	1.2%Prev: 1.3%	239,691 SH	Decreased-54,372 SH
ISHARES TR	MSCI USA MIN VOL	$11.5M	1.1%Prev: 1.1%	122,844 SH	Decreased-14,332 SH
ISHARES TR	NATIONAL MUN ETF	$2.0M	0.2%Prev: 0.2%	18,758 SH	Increased+1,120 SH
ISHARES TR	S&P 500 GRWT ETF	$27.0M	2.5%Prev: 2.4%	244,848 SH	Decreased-5,944 SH
ISHARES TR	S&P 500 VAL ETF	$22.4M	2.1%Prev: 2.2%	114,596 SH	Decreased-9,177 SH
ISHARES TR	S&P MC 400VL ETF	$365K	0.0%Prev: 0.0%	2,954 SH	Decreased+65 SH
ISHARES TR	SELECT DIVID ETF	$13.4M	1.3%Prev: 1.4%	100,616 SH	Decreased-8,554 SH
ISHARES TR	SHORT TREAS BD	$12.0M	1.1%	108,429 SH	New
ISHARES TR	SHRT NAT MUN ETF	$2.3M	0.2%Prev: 0.2%	21,691 SH	Increased+4,287 SH
ISHARES TR	TIPS BD ETF	$30.1M	2.8%Prev: 2.7%	273,799 SH	Decreased-24,085 SH
ISHARES U S ETF TR	SHORT DURATION B	$14.0M	1.3%Prev: 1.3%	274,946 SH	Decreased-42,183 SH
ISHARES U S ETF TR	SHORT MATURITY M	$2.0M	0.2%Prev: 0.1%	40,562 SH	Increased+9,886 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$13.2M	1.2%Prev: 1.3%	260,247 SH	Decreased-48,575 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.4M	0.1%Prev: 0.1%	26,892 SH	Increased+6,629 SH
JEFFERIES FINL GROUP INC	COM	$709K	0.1%	12,956 SH	New
JOHNSON & JOHNSON	COM	$348K	0.0%Prev: 0.0%	2,276 SH	Decreased-73 SH
JPMORGAN CHASE & CO.	COM	$491K	0.0%	1,694 SH	New
JUNIPER NETWORKS INC	COM	$6.7M	0.6%	167,434 SH	New
KIMBERLY-CLARK CORP	COM	$6.2M	0.6%Prev: 0.4%	47,816 SH	Increased-6,260 SH
KROGER CO	COM	$7.7M	0.7%Prev: 0.7%	107,159 SH	Decreased-7,205 SH
LAM RESEARCH CORP	COM NEW	$8.3M	0.8%Prev: 1.3%	84,987 SH	Decreased+12,803 SH
LENNAR CORP	CL A	$4.6M	0.4%Prev: 0.4%	41,694 SH	Increased-8,114 SH
LOWES COS INC	COM	$459K	0.0%Prev: 0.0%	2,070 SH	Decreased-62 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$4.1M	0.4%	71,405 SH	New
MARATHON PETE CORP	COM	$6.8M	0.6%Prev: 0.9%	40,772 SH	Decreased-963 SH
MASTERCARD INCORPORATED	CL A	$227K	0.0%	403 SH	New
MAXCYTE INC	COM	$32K	0.0%Prev: 0.0%	14,698 SH	Increased-11,135 SH
MCDONALDS CORP	COM	$301K	0.0%Prev: 0.0%	1,030 SH	Decreased-5 SH
META PLATFORMS INC	CL A	$383K	0.0%Prev: 0.0%	519 SH	Increased+36 SH
MICROSOFT CORP	COM	$10.2M	1.0%Prev: 0.6%	20,518 SH	Increased-495 SH
NATIONAL FUEL GAS CO	COM	$8.2M	0.8%Prev: 0.8%	97,349 SH	Decreased+117 SH
NETFLIX INC	COM	$245K	0.0%	183 SH	New
NGL ENERGY PARTNERS LP	COM UNIT REPST	$210K	0.0%Prev: 0.1%	49,166 SH	Decreased+103 SH
NRG ENERGY INC	COM NEW	$11.8M	1.1%Prev: 0.8%	73,575 SH	Increased+5,989 SH
NVIDIA CORPORATION	COM	$2.1M	0.2%Prev: 0.2%	13,195 SH	Decreased-230 SH
PFIZER INC	COM	$4.8M	0.5%Prev: 0.5%	198,030 SH	Decreased-35,624 SH
PHILIP MORRIS INTL INC	COM	$524K	0.0%Prev: 0.0%	2,876 SH	Increased+18 SH
PIMCO ETF TR	ACTIVE BD ETF	$12.6M	1.2%Prev: 1.2%	136,700 SH	Decreased-12,741 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$17.9M	1.7%Prev: 1.7%	177,590 SH	Decreased-21,342 SH
PROCTER AND GAMBLE CO	COM	$932K	0.1%	5,848 SH	New
PROSHARES TR	ULTRAPRO QQQ	$474K	0.0%Prev: 0.0%	5,710 SH	Increased-214 SH
PROSHARES TR	ULTRPRO S&P500	$735K	0.1%Prev: 0.1%	8,042 SH	Increased+1,202 SH
PROSPERITY BANCSHARES INC	COM	$6.3M	0.6%Prev: 0.6%	90,113 SH	Decreased-8,712 SH
ROCKWELL AUTOMATION INC	COM	$7.1M	0.7%Prev: 0.7%	21,415 SH	Decreased-602 SH
ROSS STORES INC	COM	$6.3M	0.6%Prev: 0.9%	49,439 SH	Decreased-235 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$9.3M	0.9%Prev: 1.6%	64,431 SH	Decreased+16,167 SH
SEALED AIR CORP NEW	COM	$4.8M	0.5%Prev: 0.6%	154,893 SH	Decreased-17,973 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$6.0M	0.6%	55,285 SH	New
SELECT SECTOR SPDR TR	RL EST SEL SEC	$321K	0.0%	7,747 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$726K	0.1%	3,341 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$8.2M	0.8%	101,780 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$14.9M	1.4%	110,592 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$8.9M	0.8%	108,920 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$36.1M	3.4%	142,460 SH	New
SMURFIT WESTROCK PLC	SHS	$5.8M	0.5%Prev: 0.5%	133,474 SH	Decreased-15,412 SH
SPDR S&P 500 ETF TR	TR UNIT	$638K	0.1%	1,033 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$288K	0.0%	508 SH	New
SPDR SERIES TRUST	FACTST INV ETF	$3.1M	0.3%	16,584 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$1.4M	0.1%	58,233 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$1.3M	0.1%	27,080 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$627K	0.1%	4,619 SH	New
STRYKER CORPORATION	COM	$557K	0.1%Prev: 0.0%	1,407 SH	Increased-25 SH
SYNCHRONY FINANCIAL	COM	$7.5M	0.7%Prev: 0.6%	112,574 SH	Decreased-1,020 SH
T-MOBILE US INC	COM	$283K	0.0%Prev: 0.0%	1,187 SH	Increased+24 SH
TEXAS INSTRS INC	COM	$210K	0.0%	1,012 SH	New
TEXTRON INC	COM	$7.0M	0.7%Prev: 0.7%	87,082 SH	Decreased-4,208 SH
TJX COS INC NEW	COM	$8.1M	0.8%Prev: 0.9%	65,207 SH	Decreased+966 SH
TRAVELERS COMPANIES INC	COM	$7.2M	0.7%Prev: 0.7%	26,747 SH	Decreased-1,363 SH
VALERO ENERGY CORP	COM	$12.2M	1.1%Prev: 1.4%	91,005 SH	Decreased+21,073 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$391K	0.0%Prev: 0.0%	7,783 SH	Increased+3,609 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$8.4M	0.8%Prev: 0.9%	30,099 SH	Decreased+1,749 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$14.3M	1.3%Prev: 1.9%	181,869 SH	Decreased-109,360 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$28.2M	2.7%Prev: 2.6%	383,597 SH	Decreased-46,652 SH
VANGUARD INDEX FDS	GROWTH ETF	$4.7M	0.4%Prev: 0.4%	10,707 SH	Increased+282 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$992K	0.1%	3,477 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$38.0M	3.6%Prev: 3.1%	133,762 SH	Increased-8,756 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$31.5M	3.0%Prev: 3.2%	191,367 SH	Decreased-15,675 SH
VANGUARD INDEX FDS	MID CAP ETF	$985K	0.1%Prev: 0.1%	3,521 SH	Decreased+62 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$29.0M	2.7%Prev: 1.9%	325,786 SH	Increased+71,711 SH
VANGUARD INDEX FDS	SMALL CP ETF	$323K	0.0%Prev: 0.0%	1,364 SH	Decreased-250 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.4M	0.3%Prev: 0.3%	11,328 SH	Decreased-194 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$636K	0.1%	9,460 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$23.4M	2.2%Prev: 2.3%	473,251 SH	Decreased-28,693 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$19.2M	1.8%Prev: 1.8%	241,893 SH	Decreased-32,893 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.0M	0.3%Prev: 0.2%	14,420 SH	Increased+1,664 SH
VANGUARD STAR FDS	VG TL INTL STK F	$346K	0.0%Prev: 0.0%	5,003 SH	Decreased+347 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$55.5M	5.2%Prev: 5.3%	973,882 SH	Decreased-23,216 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$16.2M	1.5%Prev: 1.7%	202,435 SH	Decreased-12,237 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$3.0M	0.3%Prev: 0.1%	8,404 SH	Increased+4,606 SH
VANGUARD WORLD FD	INF TECH ETF	$15.2M	1.4%Prev: 1.4%	22,873 SH	Decreased-345 SH
VISA INC	COM CL A	$291K	0.0%	820 SH	New
WELLS FARGO CO NEW	COM	$233K	0.0%	2,913 SH	New
WHIRLPOOL CORP	COM	$5.2M	0.5%Prev: 0.3%	51,172 SH	Increased-15,618 SH

Sold (vs prior filing)

AMERICAN AIRLINES GROUP INC — $5.2M
CATERPILLAR INC — $355K
COSTCO WHOLESALE CORPORATION — $786K
DELTA AIR LINES INC — $8.3M
DOLLAR GEN CORP — $7.0M
FIDELITY COVINGTON TRUST — $233K
INVESCO EXCHANGE TRADED FD T — $217K
ISHARES GOLD TR — $270K
ISHARES TR — $13.9M
JEFFERIES FINANCIAL GROUP IN — $420K
JPMORGAN CHASE & CO — $507K
LYONDELLBASELL INDUSTRIES NV — $7.7M
PROCTER & GAMBLE CO — $612K
QNITY ELECTRONICS INC — $1.9M
QUANTA SVCS INC — $239K
SCHWAB STRATEGIC TR — $374K
SCHWAB STRATEGIC TR — $285K
SCHWAB STRATEGIC TR — $241K
SELECT SECTOR SPDR TR — $8.5M
SELECT SECTOR SPDR TR — $9.9M
… and 8 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