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: $1.20B142 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$304K	0.0%Prev: 0.0%	1,397 SH	Increased+25 SH
AFLAC INC	COM	$8.3M	0.7%Prev: 0.8%	75,568 SH	Increased+2,774 SH
ALPHABET INC	CAP STK CL A	$756K	0.1%Prev: 0.0%	2,630 SH	Increased-485 SH
ALPHABET INC	CAP STK CL C	$1.2M	0.1%Prev: 0.1%	4,172 SH	Increased-199 SH
ALTRIA GROUP INC	COM	$8.4M	0.7%Prev: 0.8%	126,971 SH	Increased+1,834 SH
AMAZON COM INC	COM	$1.6M	0.1%Prev: 0.1%	7,916 SH	Increased+184 SH
AMERICAN AIRLINES GROUP INC	COM	$5.2M	0.4%	486,436 SH	New
AMERICAN CENTY ETF TR	US EQT ETF	$14.0M	1.2%Prev: 1.1%	126,085 SH	Increased+9,501 SH
AMGEN INC	COM	$7.8M	0.7%Prev: 0.6%	22,162 SH	Increased+2,327 SH
AON PLC	SHS CL A	$6.6M	0.6%Prev: 0.7%	20,420 SH	Decreased+2,187 SH
APPLE INC	COM	$5.8M	0.5%Prev: 0.6%	22,735 SH	Increased-2,288 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$419K	0.0%Prev: 0.1%	3,842 SH	Decreased
AT&T INC	COM	$8.0M	0.7%Prev: 0.8%	277,399 SH	Increased+12,694 SH
BATH & BODY WORKS INC	COM	$4.0M	0.3%Prev: 0.4%	213,646 SH	Decreased+68,674 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.9M	0.2%Prev: 0.3%	4 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.6M	0.4%Prev: 0.5%	9,552 SH	Decreased+388 SH
BOEING CO	COM	$6.8M	0.6%Prev: 0.5%	34,134 SH	Increased+2,590 SH
BROADCOM INC	COM	$206K	0.0%	665 SH	New
CANADIAN NATL RY CO	COM	$6.7M	0.6%Prev: 0.5%	65,361 SH	Increased+10,157 SH
CAPITAL ONE FINL CORP	COM	$6.9M	0.6%Prev: 0.7%	37,553 SH	Increased+1,072 SH
CARDINAL HEALTH INC	COM	$16.4M	1.4%Prev: 1.7%	77,614 SH	Increased-41,222 SH
CARLISLE COS INC	COM	$7.0M	0.6%Prev: 0.7%	21,070 SH	Increased+1,993 SH
CATERPILLAR INC	COM	$355K	0.0%	501 SH	New
COCA COLA CO	COM	$469K	0.0%Prev: 0.0%	6,170 SH	Decreased-658 SH
CORNING INC	COM	$15.9M	1.3%Prev: 0.6%	117,019 SH	Increased-18,150 SH
COSTCO WHOLESALE CORPORATION	COM	$786K	0.1%	789 SH	New
COTERRA ENERGY INC	COM	$8.8M	0.7%Prev: 0.6%	249,678 SH	Increased+39,134 SH
DELTA AIR LINES INC	COM NEW	$8.3M	0.7%	124,891 SH	New
DEVON ENERGY CORP NEW	COM	$8.6M	0.7%Prev: 0.5%	171,006 SH	Increased+36,951 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$35.2M	2.9%Prev: 2.7%	494,697 SH	Increased+48,286 SH
DOLLAR GEN CORP	COM	$7.0M	0.6%	58,909 SH	New
DUPONT DE NEMOURS INC	COM	$4.6M	0.4%Prev: 0.5%	99,842 SH	Decreased+27,973 SH
EASTMAN CHEM CO	COM	$5.9M	0.5%Prev: 0.5%	76,922 SH	Increased+24,104 SH
EDISON INTL	COM	$7.8M	0.6%Prev: 0.5%	106,087 SH	Increased+20,541 SH
ETF SER SOLUTIONS	DEFIANCE CONNECT	$6.9M	0.6%Prev: 0.4%	100,782 SH	Increased-2,021 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$233K	0.0%	1,122 SH	New
GARMIN LTD	SHS	$284K	0.0%Prev: 0.0%	1,224 SH	Increased-84 SH
HOME BANCSHARES INC	COM	$7.0M	0.6%Prev: 0.7%	259,926 SH	Increased+17,860 SH
HOME DEPOT INC	COM	$6.2M	0.5%Prev: 0.6%	18,886 SH	Increased+2,187 SH
HONEYWELL INTL INC	COM	$894K	0.1%Prev: 0.1%	3,955 SH	Increased-12 SH
INTERNATIONAL BUSINESS MACHS	COM	$7.3M	0.6%Prev: 0.8%	30,197 SH	Decreased+64 SH
INTERNATIONAL PAPER CO	COM	$5.3M	0.4%Prev: 0.7%	149,082 SH	Decreased+19,525 SH
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$301K	0.0%	13,085 SH	New
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$217K	0.0%	1,310 SH	New
INVESCO EXCHANGE TRADED FD T	LEISURE AND ENTE	$2.3M	0.2%Prev: 0.2%	39,406 SH	Increased+1,113 SH
INVESCO QQQ TR	UNIT SER 1	$28.6M	2.4%Prev: 2.4%	49,618 SH	Increased-471 SH
ISHARES GOLD TR	ISHARES NEW	$270K	0.0%	3,064 SH	New
ISHARES TR	0-5 YR TIPS ETF	$18.0M	1.5%Prev: 1.7%	173,959 SH	Increased+14,113 SH
ISHARES TR	CORE MSCI EAFE	$1.0M	0.1%Prev: 0.1%	11,053 SH	Increased-928 SH
ISHARES TR	CORE S&P MCP ETF	$856K	0.1%Prev: 0.1%	12,677 SH	Increased+1,332 SH
ISHARES TR	CORE S&P SCP ETF	$456K	0.0%Prev: 0.0%	3,669 SH	Increased-482 SH
ISHARES TR	CORE S&P500 ETF	$5.6M	0.5%Prev: 0.5%	8,498 SH	Increased-160 SH
ISHARES TR	EXPANDED TECH	$5.7M	0.5%Prev: 0.6%	71,547 SH	Decreased+3,746 SH
ISHARES TR	GLB INFRASTR ETF	$370K	0.0%Prev: 0.0%	5,518 SH	Decreased-2,846 SH
ISHARES TR	IBOXX HI YD ETF	$23.9M	2.0%Prev: 2.1%	300,297 SH	Increased+35,588 SH
ISHARES TR	ISHS 1-5YR INVS	$15.5M	1.3%Prev: 1.2%	294,063 SH	Increased+69,338 SH
ISHARES TR	MSCI USA MIN VOL	$12.7M	1.1%Prev: 1.2%	137,176 SH	Increased+15,902 SH
ISHARES TR	NATIONAL MUN ETF	$1.9M	0.2%Prev: 0.3%	17,638 SH	Decreased-9,507 SH
ISHARES TR	S&P 500 GRWT ETF	$28.4M	2.4%Prev: 2.3%	250,792 SH	Increased+8,424 SH
ISHARES TR	S&P 500 VAL ETF	$26.1M	2.2%Prev: 2.2%	123,773 SH	Increased+12,533 SH
ISHARES TR	S&P MC 400VL ETF	$383K	0.0%Prev: 0.0%	2,889 SH	Increased+17 SH
ISHARES TR	SELECT DIVID ETF	$16.5M	1.4%Prev: 1.4%	109,170 SH	Increased+10,140 SH
ISHARES TR	SHRT NAT MUN ETF	$1.9M	0.2%Prev: 0.3%	17,404 SH	Decreased-8,823 SH
ISHARES TR	TIPS BD ETF	$32.9M	2.7%Prev: 3.1%	297,884 SH	Increased+22,231 SH
ISHARES TR	TRUST ISHARE 0-1	$13.9M	1.2%	125,721 SH	New
ISHARES U S ETF TR	SHORT DURATION B	$16.1M	1.3%Prev: 1.4%	317,129 SH	Increased+50,043 SH
ISHARES U S ETF TR	SHORT MATURITY M	$1.5M	0.1%Prev: 0.2%	30,676 SH	Decreased-16,276 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$15.6M	1.3%Prev: 1.3%	308,822 SH	Increased+62,399 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.0M	0.1%Prev: 0.2%	20,263 SH	Decreased-10,532 SH
JEFFERIES FINANCIAL GROUP IN	COM	$420K	0.0%	10,178 SH	New
JOHNSON & JOHNSON	COM	$574K	0.0%Prev: 0.0%	2,349 SH	Increased+73 SH
JPMORGAN CHASE & CO	COM	$507K	0.0%	1,724 SH	New
KIMBERLY-CLARK CORP	COM	$5.2M	0.4%Prev: 0.7%	54,076 SH	Decreased+6,842 SH
KROGER CO	COM	$8.3M	0.7%Prev: 0.8%	114,364 SH	Increased+5,370 SH
LAM RESEARCH CORP	COM NEW	$15.4M	1.3%Prev: 0.6%	72,184 SH	Increased-11,055 SH
LENNAR CORP	CL A	$4.3M	0.4%Prev: 0.4%	49,808 SH	Increased+12,655 SH
LOWES COS INC	COM	$504K	0.0%Prev: 0.0%	2,132 SH	Increased+62 SH
LYONDELLBASELL INDUSTRIES NV	SHS - A -	$7.7M	0.6%	95,803 SH	New
MARATHON PETE CORP	COM	$10.2M	0.9%Prev: 0.6%	41,735 SH	Increased+2,770 SH
MAXCYTE INC	COM	$18K	0.0%Prev: 0.0%	25,833 SH	Decreased+11,135 SH
MCDONALDS CORP	COM	$322K	0.0%Prev: 0.0%	1,035 SH	Decreased-9 SH
META PLATFORMS INC	CL A	$276K	0.0%Prev: 0.0%	483 SH	Decreased-30 SH
MICROSOFT CORP	COM	$7.8M	0.6%Prev: 0.8%	21,013 SH	Increased+515 SH
NATIONAL FUEL GAS CO	COM	$9.1M	0.8%Prev: 0.8%	97,232 SH	Increased-4,078 SH
NGL ENERGY PARTNERS LP	COM UNIT REPST	$605K	0.1%Prev: 0.0%	49,063 SH	Increased-103 SH
NRG ENERGY INC	COM NEW	$9.9M	0.8%Prev: 0.8%	67,586 SH	Increased-9,963 SH
NVIDIA CORPORATION	COM	$2.3M	0.2%Prev: 0.1%	13,425 SH	Increased+217 SH
PFIZER INC	COM	$6.6M	0.5%Prev: 0.5%	233,654 SH	Increased+52,563 SH
PHILIP MORRIS INTL INC	COM	$473K	0.0%Prev: 0.0%	2,858 SH	Increased+34 SH
PIMCO ETF TR	ACTIVE BD ETF	$13.8M	1.2%Prev: 1.3%	149,441 SH	Increased+13,453 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$20.0M	1.7%Prev: 1.8%	198,932 SH	Increased+23,869 SH
PROCTER & GAMBLE CO	COM	$612K	0.1%	4,238 SH	New
PROSHARES TR	ULTRAPRO QQQ	$247K	0.0%	5,924 SH	New
PROSHARES TR	ULTRPRO S&P500	$663K	0.1%Prev: 0.0%	6,840 SH	Increased+1,322 SH
PROSPERITY BANCSHARES INC	COM	$6.6M	0.6%Prev: 0.6%	98,825 SH	Increased+10,651 SH
QNITY ELECTRONICS INC	COMMON STOCK	$1.9M	0.2%	16,511 SH	New
QUANTA SVCS INC	COM	$239K	0.0%	436 SH	New
ROCKWELL AUTOMATION INC	COM	$7.9M	0.7%Prev: 0.6%	22,017 SH	Increased+886 SH
ROSS STORES INC	COM	$10.8M	0.9%Prev: 0.6%	49,674 SH	Increased+1,247 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$374K	0.0%	15,103 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$285K	0.0%Prev: 0.1%	11,351 SH	Decreased-55,771 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$241K	0.0%	7,871 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$18.9M	1.6%Prev: 0.6%	48,264 SH	Increased-15,727 SH
SEALED AIR CORP NEW	COM	$7.3M	0.6%Prev: 0.4%	172,866 SH	Increased+31,145 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$8.5M	0.7%	76,339 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$9.9M	0.8%	119,211 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$20.4M	1.7%	138,864 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$39.6M	3.3%	298,302 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$10.8M	0.9%	236,153 SH	New
SMURFIT WESTROCK PLC	SHS	$5.9M	0.5%Prev: 0.6%	148,886 SH	Increased+18,612 SH
SPDR SERIES TRUST	STATE STREET SPD	$4.7M	0.4%	94,762 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$713K	0.1%	1,097 SH	New
STRYKER CORPORATION	COM	$471K	0.0%Prev: 0.1%	1,432 SH	Decreased+82 SH
SYNCHRONY FINANCIAL	COM	$7.7M	0.6%Prev: 0.6%	113,594 SH	Increased+2,481 SH
T-MOBILE US INC	COM	$244K	0.0%Prev: 0.0%	1,163 SH	Decreased-24 SH
TEXTRON INC	COM	$8.0M	0.7%Prev: 0.6%	91,290 SH	Increased+7,243 SH
TJX COS INC NEW	COM	$10.3M	0.9%Prev: 0.8%	64,241 SH	Increased-1,801 SH
TRAVELERS COMPANIES INC	COM	$8.2M	0.7%Prev: 0.7%	28,110 SH	Increased+1,364 SH
VALERO ENERGY CORP	COM	$17.3M	1.4%Prev: 1.2%	69,932 SH	Increased-17,289 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$209K	0.0%	4,174 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$10.9M	0.9%Prev: 0.6%	28,350 SH	Increased-1,339 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$22.8M	1.9%Prev: 1.0%	291,229 SH	Increased+166,228 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$31.7M	2.6%Prev: 2.8%	430,249 SH	Increased+49,266 SH
VANGUARD INDEX FDS	GROWTH ETF	$4.6M	0.4%Prev: 0.4%	10,425 SH	Increased+68 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$36.7M	3.1%Prev: 3.3%	142,518 SH	Increased+10,824 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$38.2M	3.2%Prev: 3.0%	207,042 SH	Increased+20,884 SH
VANGUARD INDEX FDS	MID CAP ETF	$993K	0.1%Prev: 0.1%	3,459 SH	Increased-208 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$22.5M	1.9%Prev: 3.2%	254,075 SH	Decreased-94,189 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$526K	0.0%	881 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$423K	0.0%Prev: 0.0%	1,614 SH	Increased+306 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.7M	0.3%Prev: 0.3%	11,522 SH	Increased+22 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$27.1M	2.3%Prev: 2.1%	501,944 SH	Increased+36,991 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$427K	0.0%	3,090 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$21.8M	1.8%Prev: 1.9%	274,786 SH	Increased+37,609 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.7M	0.2%Prev: 0.3%	12,756 SH	Decreased-2,391 SH
VANGUARD STAR FDS	VG TL INTL STK F	$359K	0.0%Prev: 0.0%	4,656 SH	Increased-343 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$63.9M	5.3%Prev: 5.1%	997,098 SH	Increased+18,706 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$20.2M	1.7%Prev: 1.5%	214,672 SH	Increased+12,361 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$1.4M	0.1%Prev: 0.4%	3,798 SH	Decreased-9,381 SH
VANGUARD WORLD FD	INF TECH ETF	$16.2M	1.4%Prev: 1.2%	23,218 SH	Increased+1,013 SH
WELLS FARGO & CO	COM	$229K	0.0%	2,874 SH	New
WHIRLPOOL CORP	COM	$3.6M	0.3%Prev: 0.4%	66,790 SH	Decreased+19,046 SH

Sold (vs prior filing)

AMERICAN AIRLS GROUP INC — $4.0M
COSTCO WHSL CORP NEW — $684K
DELTA AIR LINES INC DEL — $4.9M
DOLLAR GEN CORP NEW — $4.7M
ISHARES TR — $831K
ISHARES TR — $216K
ISHARES TR — $11.4M
JEFFERIES FINL GROUP INC — $757K
JPMORGAN CHASE & CO. — $420K
JUNIPER NETWORKS INC — $5.9M
LYONDELLBASELL INDUSTRIES N — $4.4M
MASTERCARD INCORPORATED — $231K
NETFLIX INC — $201K
OREILLY AUTOMOTIVE INC — $201K
PROCTER AND GAMBLE CO — $995K
SELECT SECTOR SPDR TR — $3.9M
SELECT SECTOR SPDR TR — $753K
SELECT SECTOR SPDR TR — $8.2M
SELECT SECTOR SPDR TR — $14.3M
SELECT SECTOR SPDR TR — $8.5M
… and 12 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