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: $1.14B150 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$318K	0.0%Prev: 0.0%	1,372 SH	Decreased-25 SH
AFLAC INC	COM	$8.2M	0.7%Prev: 0.6%	73,534 SH	Decreased-2,965 SH
ALPHABET INC	CAP STK CL A	$739K	0.1%Prev: 0.1%	3,039 SH	Decreased+428 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.1%Prev: 0.1%	4,363 SH	Decreased+183 SH
ALTRIA GROUP INC	COM	$8.2M	0.7%Prev: 0.7%	123,923 SH	Decreased-4,455 SH
AMAZON COM INC	COM	$1.7M	0.1%Prev: 0.1%	7,726 SH	Decreased-152 SH
AMERICAN AIRLS GROUP INC	COM	$5.0M	0.4%	445,439 SH	New
AMERICAN CENTY ETF TR	US EQT ETF	$13.2M	1.2%Prev: 1.2%	121,785 SH	Decreased-8,287 SH
AMGEN INC	COM	$6.0M	0.5%Prev: 0.6%	21,299 SH	Decreased-1,324 SH
AON PLC	SHS CL A	$6.8M	0.6%Prev: 0.5%	18,989 SH	Decreased-2,095 SH
APPLE INC	COM	$6.3M	0.6%Prev: 0.5%	24,916 SH	Decreased+2,120 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$622K	0.1%Prev: 0.0%	3,891 SH	Increased+49 SH
AT&T INC	COM	$7.4M	0.7%Prev: 0.4%	262,992 SH	Increased-21,196 SH
BATH & BODY WORKS INC	COM	$4.4M	0.4%Prev: 0.4%	172,450 SH	Decreased-58,549 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%	9,388 SH	Decreased-140 SH
BOEING CO	COM	$7.1M	0.6%Prev: 0.5%	32,668 SH	Decreased-2,001 SH
BROADCOM INC	COM	$264K	0.0%Prev: 0.0%	799 SH	Decreased-47 SH
CANADIAN NATL RY CO	COM	$5.7M	0.5%Prev: 0.6%	60,161 SH	Decreased-6,449 SH
CAPITAL ONE FINL CORP	COM	$7.8M	0.7%Prev: 0.6%	36,499 SH	Increased-1,962 SH
CARDINAL HEALTH INC	COM	$16.3M	1.4%Prev: 1.3%	103,812 SH	Decreased+28,493 SH
CARLISLE COS INC	COM	$6.6M	0.6%Prev: 0.6%	19,948 SH	Decreased-1,666 SH
CATERPILLAR INC	COM	$240K	0.0%Prev: 0.0%	503 SH	Decreased-18 SH
COCA COLA CO	COM	$443K	0.0%Prev: 0.0%	6,678 SH	Decreased+508 SH
CORNING INC	COM	$11.0M	1.0%Prev: 2.1%	134,078 SH	Decreased+22,590 SH
COSTCO WHSL CORP NEW	COM	$715K	0.1%	773 SH	New
COTERRA ENERGY INC	COM	$5.5M	0.5%	233,536 SH	New
DELTA AIR LINES INC DEL	COM NEW	$6.9M	0.6%	121,821 SH	New
DEVON ENERGY CORP NEW	COM	$5.5M	0.5%Prev: 1.0%	157,993 SH	Decreased-178,214 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$32.3M	2.8%Prev: 3.0%	472,029 SH	Decreased-39,488 SH
DOLLAR GEN CORP NEW	COM	$6.0M	0.5%	57,713 SH	New
DUPONT DE NEMOURS INC	COM	$6.2M	0.5%	79,296 SH	New
EASTMAN CHEM CO	COM	$4.1M	0.4%Prev: 0.4%	64,332 SH	Decreased-16,047 SH
EDISON INTL	COM	$5.4M	0.5%Prev: 0.6%	98,092 SH	Decreased-9,929 SH
ETF SER SOLUTIONS	DEFIANCE CONNECT	$6.4M	0.6%	103,657 SH	New
GARMIN LTD	SHS	$368K	0.0%Prev: 0.0%	1,493 SH	Increased+290 SH
HOME BANCSHARES INC	COM	$7.0M	0.6%Prev: 0.6%	247,265 SH	Decreased-19,481 SH
HOME DEPOT INC	COM	$7.2M	0.6%Prev: 0.5%	17,720 SH	Increased-1,925 SH
HONEYWELL INTL INC	COM	$835K	0.1%Prev: 0.0%	3,967 SH	Increased+1,989 SH
INTERNATIONAL BUSINESS MACHS	COM	$8.4M	0.7%Prev: 0.6%	29,842 SH	Decreased-920 SH
INTERNATIONAL PAPER CO	COM	$6.3M	0.6%Prev: 0.4%	135,844 SH	Increased-21,512 SH
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$288K	0.0%Prev: 0.0%	12,458 SH	Increased+420 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$204K	0.0%Prev: 0.0%	1,310 SH	Decreased
INVESCO EXCHANGE TRADED FD T	LEISURE AND ENTE	$2.3M	0.2%	38,217 SH	New
INVESCO QQQ TR	UNIT SER 1	$30.6M	2.7%Prev: 2.7%	50,939 SH	Decreased+914 SH
ISHARES GOLD TR	ISHARES NEW	$219K	0.0%Prev: 0.0%	3,015 SH	Decreased-49 SH
ISHARES TR	0-5 YR TIPS ETF	$16.9M	1.5%Prev: 1.3%	163,848 SH	Decreased-16,293 SH
ISHARES TR	CORE MSCI EAFE	$988K	0.1%Prev: 0.1%	11,321 SH	Decreased+762 SH
ISHARES TR	CORE S&P MCP ETF	$724K	0.1%Prev: 0.1%	11,093 SH	Decreased-1,507 SH
ISHARES TR	CORE S&P SCP ETF	$447K	0.0%Prev: 0.0%	3,763 SH	Decreased+101 SH
ISHARES TR	CORE S&P TTL STK	$1.0M	0.1%	7,049 SH	New
ISHARES TR	CORE S&P500 ETF	$5.7M	0.5%Prev: 0.5%	8,536 SH	Decreased+67 SH
ISHARES TR	EXPANDED TECH	$7.9M	0.7%Prev: 0.5%	68,615 SH	Increased-5,566 SH
ISHARES TR	GLB INFRASTR ETF	$402K	0.0%Prev: 0.0%	6,575 SH	Increased+1,423 SH
ISHARES TR	IBOXX HI YD ETF	$22.6M	2.0%Prev: 1.8%	278,344 SH	Decreased-36,164 SH
ISHARES TR	ISHS 1-5YR INVS	$13.9M	1.2%Prev: 1.2%	262,231 SH	Decreased-51,378 SH
ISHARES TR	MSCI USA MIN VOL	$12.2M	1.1%	128,013 SH	New
ISHARES TR	NATIONAL MUN ETF	$2.3M	0.2%Prev: 0.1%	21,337 SH	Increased+4,384 SH
ISHARES TR	S&P 500 GRWT ETF	$29.7M	2.6%Prev: 2.6%	246,145 SH	Decreased-17,333 SH
ISHARES TR	S&P 500 VAL ETF	$24.2M	2.1%Prev: 2.2%	117,117 SH	Decreased-15,145 SH
ISHARES TR	S&P MC 400VL ETF	$383K	0.0%Prev: 0.0%	2,954 SH	Increased+366 SH
ISHARES TR	SELECT DIVID ETF	$14.6M	1.3%Prev: 1.3%	102,880 SH	Decreased-12,069 SH
ISHARES TR	SHORT TREAS BD	$13.7M	1.2%	123,940 SH	New
ISHARES TR	SHRT NAT MUN ETF	$2.4M	0.2%Prev: 0.1%	22,210 SH	Increased+6,072 SH
ISHARES TR	TIPS BD ETF	$31.3M	2.7%Prev: 2.4%	281,536 SH	Decreased-28,241 SH
ISHARES U S ETF TR	SHORT DURATION B	$14.8M	1.3%	288,289 SH	New
ISHARES U S ETF TR	SHORT MATURITY M	$1.9M	0.2%	38,007 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$14.1M	1.2%Prev: 1.2%	277,638 SH	Decreased-54,614 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.3M	0.1%Prev: 0.1%	25,688 SH	Increased+6,844 SH
JEFFERIES FINL GROUP INC	COM	$816K	0.1%	12,479 SH	New
JOHNSON & JOHNSON	COM	$422K	0.0%Prev: 0.0%	2,276 SH	Decreased-68 SH
JPMORGAN CHASE & CO.	COM	$543K	0.0%	1,720 SH	New
KIMBERLY-CLARK CORP	COM	$6.1M	0.5%Prev: 0.5%	49,294 SH	Decreased-7,766 SH
KROGER CO	COM	$7.3M	0.6%Prev: 0.5%	108,946 SH	Increased-8,066 SH
LAM RESEARCH CORP	COM NEW	$11.3M	1.0%Prev: 2.2%	84,397 SH	Decreased+14,753 SH
LENNAR CORP	CL A	$5.6M	0.5%Prev: 0.4%	44,297 SH	Increased-9,265 SH
LOWES COS INC	COM	$516K	0.0%Prev: 0.0%	2,052 SH	Increased-24 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$3.9M	0.3%	79,496 SH	New
MARATHON PETE CORP	COM	$8.0M	0.7%Prev: 0.8%	41,484 SH	Decreased-136 SH
MASTERCARD INCORPORATED	CL A	$229K	0.0%	403 SH	New
MAXCYTE INC	COM	$41K	0.0%Prev: 0.0%	25,833 SH	Increased
MCDONALDS CORP	COM	$314K	0.0%Prev: 0.0%	1,034 SH	Increased-6 SH
META PLATFORMS INC	CL A	$391K	0.0%Prev: 0.0%	533 SH	Increased+49 SH
MICROSOFT CORP	COM	$10.7M	0.9%Prev: 0.6%	20,581 SH	Increased-950 SH
NATIONAL FUEL GAS CO	COM	$8.9M	0.8%Prev: 0.6%	96,835 SH	Increased-1,870 SH
NETFLIX INC	COM	$219K	0.0%	183 SH	New
NGL ENERGY PARTNERS LP	COM UNIT REPST	$295K	0.0%Prev: 0.1%	49,166 SH	Decreased+103 SH
NRG ENERGY INC	COM NEW	$11.6M	1.0%Prev: 0.7%	71,393 SH	Increased+3,172 SH
NVIDIA CORPORATION	COM	$2.5M	0.2%Prev: 0.2%	13,300 SH	Decreased-20 SH
OREILLY AUTOMOTIVE INC	COM	$226K	0.0%	2,100 SH	New
PFIZER INC	COM	$5.4M	0.5%Prev: 0.4%	212,308 SH	Decreased-29,285 SH
PHILIP MORRIS INTL INC	COM	$466K	0.0%Prev: 0.0%	2,876 SH	Decreased+18 SH
PIMCO ETF TR	ACTIVE BD ETF	$13.1M	1.2%Prev: 1.0%	140,806 SH	Decreased-16,261 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$18.8M	1.6%Prev: 1.5%	186,620 SH	Decreased-22,883 SH
PROCTER AND GAMBLE CO	COM	$907K	0.1%	5,906 SH	New
PROSHARES TR	ULTRAPRO QQQ	$358K	0.0%Prev: 0.0%	3,463 SH	Decreased-1,061 SH
PROSHARES TR	ULTRPRO S&P500	$760K	0.1%Prev: 0.1%	6,816 SH	Decreased-27 SH
PROSPERITY BANCSHARES INC	COM	$6.1M	0.5%Prev: 0.5%	92,636 SH	Decreased-8,588 SH
QUANTA SVCS INC	COM	$249K	0.0%Prev: 0.0%	601 SH	Decreased+181 SH
ROCKWELL AUTOMATION INC	COM	$7.6M	0.7%Prev: 0.8%	21,701 SH	Decreased-397 SH
ROSS STORES INC	COM	$7.7M	0.7%Prev: 0.8%	50,301 SH	Decreased+715 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$226K	0.0%Prev: 0.0%	8,772 SH	Decreased-3,096 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$14.7M	1.3%Prev: 3.0%	62,124 SH	Decreased+18,753 SH
SEALED AIR CORP NEW	COM	$5.8M	0.5%	165,144 SH	New
SELECT SECTOR SPDR TR	COMMUNICATION	$7.5M	0.7%	63,577 SH	New
SELECT SECTOR SPDR TR	RL EST SEL SEC	$336K	0.0%	7,965 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$761K	0.1%	3,177 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$8.3M	0.7%	105,993 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$16.7M	1.5%	119,927 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$9.9M	0.9%	113,376 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$41.4M	3.6%	146,988 SH	New
SMURFIT WESTROCK PLC	SHS	$5.9M	0.5%Prev: 0.5%	137,738 SH	Decreased-16,592 SH
SPDR S&P 500 ETF TR	TR UNIT	$695K	0.1%	1,043 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$303K	0.0%	508 SH	New
SPDR SERIES TRUST	FACTST INV ETF	$2.2M	0.2%	11,523 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$1.6M	0.1%	62,202 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$1.6M	0.1%	33,196 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$647K	0.1%	4,619 SH	New
STRYKER CORPORATION	COM	$521K	0.0%Prev: 0.0%	1,410 SH	Increased-26 SH
SYNCHRONY FINANCIAL	COM	$8.0M	0.7%Prev: 0.6%	112,239 SH	Decreased-3,085 SH
T-MOBILE US INC	COM	$284K	0.0%	1,187 SH	New
TEXTRON INC	COM	$7.5M	0.7%Prev: 0.6%	88,623 SH	Decreased-4,091 SH
TJX COS INC NEW	COM	$9.4M	0.8%Prev: 0.7%	65,146 SH	Decreased+582 SH
TRAVELERS COMPANIES INC	COM	$7.6M	0.7%Prev: 0.7%	27,198 SH	Decreased-1,317 SH
VALERO ENERGY CORP	COM	$14.5M	1.3%Prev: 1.3%	84,963 SH	Decreased+17,181 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$231K	0.0%	4,533 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$9.8M	0.9%Prev: 1.3%	30,074 SH	Decreased+2,206 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$18.9M	1.7%Prev: 1.8%	239,634 SH	Decreased-88,778 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$29.8M	2.6%Prev: 2.4%	400,141 SH	Decreased-58,860 SH
VANGUARD INDEX FDS	GROWTH ETF	$5.0M	0.4%Prev: 0.4%	10,493 SH	Decreased-48,375 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$1.1M	0.1%	3,477 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$39.9M	3.5%Prev: 3.3%	135,832 SH	Decreased-12,656 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$34.4M	3.0%Prev: 3.1%	197,125 SH	Decreased-17,610 SH
VANGUARD INDEX FDS	MID CAP ETF	$942K	0.1%Prev: 0.1%	3,206 SH	Decreased-10,380 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$27.5M	2.4%Prev: 1.8%	300,356 SH	Increased+48,403 SH
VANGUARD INDEX FDS	SMALL CP ETF	$334K	0.0%Prev: 0.0%	1,312 SH	Decreased-286 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.8M	0.3%Prev: 0.3%	11,493 SH	Decreased+46 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$664K	0.1%	9,297 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$26.3M	2.3%Prev: 2.2%	484,917 SH	Decreased-34,935 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$415K	0.0%Prev: 0.0%	3,012 SH	Decreased-115 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$20.2M	1.8%Prev: 1.7%	253,194 SH	Decreased-37,787 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.9M	0.3%Prev: 0.2%	13,552 SH	Increased+2,295 SH
VANGUARD STAR FDS	VG TL INTL STK F	$369K	0.0%Prev: 0.0%	5,022 SH	Decreased+517 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$59.3M	5.2%Prev: 5.3%	989,110 SH	Decreased-32,984 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$17.8M	1.6%Prev: 1.6%	210,671 SH	Decreased-10,885 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$2.4M	0.2%Prev: 0.1%	6,150 SH	Increased+2,985 SH
VANGUARD WORLD FD	INF TECH ETF	$17.5M	1.5%Prev: 1.6%	23,481 SH	Decreased-165,326 SH
VISA INC	COM CL A	$280K	0.0%Prev: 0.0%	820 SH	Increased+210 SH
WELLS FARGO CO NEW	COM	$246K	0.0%	2,937 SH	New
WHIRLPOOL CORP	COM	$4.3M	0.4%Prev: 0.2%	55,063 SH	Increased-21,956 SH

Sold (vs prior filing)

AMERICAN AIRLINES GROUP INC — $9.1M
COSTCO WHOLESALE CORPORATION — $746K
DELTA AIR LINES INC — $11.8M
DOLLAR GEN CORP — $7.0M
DUPONT DE NEMOURS INC — $4.8M
ETF SER SOLUTIONS — $9.6M
FIDELITY COVINGTON TRUST — $367K
HONEYWELL AEROSPACE INC — $437K
INTEL CORP — $277K
INVESCO EXCHANGE TRADED FD T — $2.7M
ISHARES TR — $316K
ISHARES TR — $13.9M
ISHARES TR — $221K
ISHARES TR — $14.6M
ISHARES U S ETF TR — $17.0M
ISHARES U S ETF TR — $1.4M
JEFFERIES FINANCIAL GROUP IN — $495K
JPMORGAN CHASE & CO — $561K
LYONDELLBASELL INDUSTRIES NV — $5.2M
PROCTER & GAMBLE CO — $615K
… and 22 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