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: $1.38B153 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$352K	0.0%Prev: 0.0%	1,397 SH	Increased+25 SH
AFLAC INC	COM	$9.0M	0.6%Prev: 0.7%	76,499 SH	Increased+3,686 SH
ALPHABET INC	CAP STK CL A	$933K	0.1%Prev: 0.1%	2,611 SH	Increased-477 SH
ALPHABET INC	CAP STK CL C	$1.5M	0.1%Prev: 0.1%	4,180 SH	Increased-195 SH
ALTRIA GROUP INC	COM	$9.2M	0.7%Prev: 0.7%	128,378 SH	Increased+4,849 SH
AMAZON COM INC	COM	$1.9M	0.1%Prev: 0.2%	7,878 SH	Increased+153 SH
AMERICAN AIRLINES GROUP INC	COM	$9.1M	0.7%	502,506 SH	New
AMERICAN CENTY ETF TR	US EQT ETF	$16.7M	1.2%Prev: 1.1%	130,072 SH	Increased+11,495 SH
AMGEN INC	COM	$8.2M	0.6%Prev: 0.5%	22,623 SH	Increased+2,122 SH
AON PLC	SHS CL A	$7.0M	0.5%Prev: 0.6%	21,084 SH	Increased+2,596 SH
APPLE INC	COM	$6.6M	0.5%Prev: 0.5%	22,796 SH	Increased-1,886 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$428K	0.0%Prev: 0.1%	3,842 SH	Decreased-42 SH
AT&T INC	COM	$5.9M	0.4%Prev: 0.7%	284,188 SH	Decreased+25,915 SH
BATH & BODY WORKS INC	COM	$5.3M	0.4%Prev: 0.5%	230,999 SH	Increased+70,594 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$3.0M	0.2%Prev: 0.3%	4 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.8M	0.3%Prev: 0.4%	9,528 SH	Increased+142 SH
BOEING CO	COM	$7.5M	0.5%Prev: 0.6%	34,669 SH	Increased+2,561 SH
BROADCOM INC	COM	$320K	0.0%Prev: 0.0%	846 SH	Increased+64 SH
CANADIAN NATL RY CO	COM	$7.9M	0.6%Prev: 0.6%	66,610 SH	Increased+9,051 SH
CAPITAL ONE FINL CORP	COM	$7.7M	0.6%Prev: 0.7%	38,461 SH	Decreased+2,059 SH
CARDINAL HEALTH INC	COM	$17.9M	1.3%Prev: 1.8%	75,319 SH	Decreased-38,774 SH
CARLISLE COS INC	COM	$7.8M	0.6%Prev: 0.7%	21,614 SH	Increased+1,982 SH
CATERPILLAR INC	COM	$555K	0.0%	521 SH	New
COCA COLA CO	COM	$501K	0.0%Prev: 0.0%	6,170 SH	Increased-658 SH
CORNING INC	COM	$28.5M	2.1%Prev: 0.7%	111,488 SH	Increased-24,832 SH
COSTCO WHOLESALE CORPORATION	COM	$746K	0.1%	797 SH	New
DELTA AIR LINES INC	COM NEW	$11.8M	0.8%	125,536 SH	New
DEVON ENERGY CORP NEW	COM	$13.9M	1.0%Prev: 0.4%	336,207 SH	Increased+188,536 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$42.1M	3.0%Prev: 2.7%	511,517 SH	Increased+52,310 SH
DOLLAR GEN CORP	COM	$7.0M	0.5%	60,633 SH	New
DUPONT DE NEMOURS INC	COMMON STOCK	$4.8M	0.3%	35,108 SH	New
EASTMAN CHEM CO	COM	$5.4M	0.4%Prev: 0.4%	80,379 SH	Increased+22,408 SH
EDISON INTL	COM	$8.0M	0.6%Prev: 0.4%	108,021 SH	Increased+15,825 SH
ETF SER SOLUTIONS	DEFIANCE SPACE A	$9.6M	0.7%	100,883 SH	New
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$367K	0.0%	1,285 SH	New
GARMIN LTD	SHS	$286K	0.0%Prev: 0.0%	1,203 SH	Decreased-289 SH
HOME BANCSHARES INC	COM	$7.6M	0.6%Prev: 0.7%	266,746 SH	Increased+22,523 SH
HOME DEPOT INC	COM	$6.9M	0.5%Prev: 0.6%	19,645 SH	Increased+2,186 SH
HONEYWELL AEROSPACE INC	COM	$437K	0.0%	1,977 SH	New
HONEYWELL INTL INC	COM	$443K	0.0%Prev: 0.1%	1,978 SH	Decreased-2,139 SH
INTEL CORP	COM	$277K	0.0%	1,983 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$8.7M	0.6%Prev: 0.8%	30,762 SH	Decreased+1,241 SH
INTERNATIONAL PAPER CO	COM	$6.0M	0.4%Prev: 0.6%	157,356 SH	Decreased+25,075 SH
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$283K	0.0%Prev: 0.1%	12,038 SH	Decreased-12,515 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$231K	0.0%	1,310 SH	New
INVESCO EXCHANGE TRADED FD T	LEISU ENTMT ETF	$2.7M	0.2%	40,693 SH	New
INVESCO QQQ TR	UNIT SER 1	$36.8M	2.7%Prev: 2.6%	50,025 SH	Increased-601 SH
ISHARES GOLD TR	ISHARES NEW	$231K	0.0%	3,064 SH	New
ISHARES TR	0-5 YR TIPS ETF	$18.4M	1.3%Prev: 1.5%	180,141 SH	Increased+20,246 SH
ISHARES TR	BROAD USD HIGH	$316K	0.0%	8,537 SH	New
ISHARES TR	CORE MSCI EAFE	$1.0M	0.1%Prev: 0.1%	10,559 SH	Increased-970 SH
ISHARES TR	CORE S&P MCP ETF	$972K	0.1%Prev: 0.1%	12,600 SH	Increased+1,255 SH
ISHARES TR	CORE S&P SCP ETF	$543K	0.0%Prev: 0.0%	3,662 SH	Increased-215 SH
ISHARES TR	CORE S&P500 ETF	$6.3M	0.5%Prev: 0.5%	8,469 SH	Increased-159 SH
ISHARES TR	EXPANDED TECH	$6.7M	0.5%Prev: 0.7%	74,181 SH	Decreased+6,222 SH
ISHARES TR	GLB INFRASTR ETF	$343K	0.0%Prev: 0.0%	5,152 SH	Decreased-1,834 SH
ISHARES TR	IBOXX HI YD ETF	$25.2M	1.8%Prev: 2.0%	314,508 SH	Increased+44,737 SH
ISHARES TR	ISHS 1-5YR INVS	$16.4M	1.2%Prev: 1.2%	313,609 SH	Increased+73,918 SH
ISHARES TR	MSCI USA MIN ETF	$13.9M	1.0%	144,434 SH	New
ISHARES TR	NATIONAL MUN ETF	$1.8M	0.1%Prev: 0.2%	16,953 SH	Decreased-1,805 SH
ISHARES TR	S&P 500 GRWT ETF	$36.2M	2.6%Prev: 2.5%	263,478 SH	Increased+18,630 SH
ISHARES TR	S&P 500 VAL ETF	$30.0M	2.2%Prev: 2.1%	132,262 SH	Increased+17,666 SH
ISHARES TR	S&P MC 400GR ETF	$221K	0.0%	1,880 SH	New
ISHARES TR	S&P MC 400VL ETF	$382K	0.0%Prev: 0.0%	2,588 SH	Increased-366 SH
ISHARES TR	SELECT DIVID ETF	$18.0M	1.3%Prev: 1.3%	114,949 SH	Increased+14,333 SH
ISHARES TR	SHRT NAT MUN ETF	$1.7M	0.1%Prev: 0.2%	16,138 SH	Decreased-5,553 SH
ISHARES TR	TIPS BD ETF	$33.9M	2.4%Prev: 2.8%	309,777 SH	Increased+35,978 SH
ISHARES TR	TRUST ISHARE 0-1	$14.6M	1.1%	131,947 SH	New
ISHARES U S ETF TR	SHOR DURA BD ETF	$17.0M	1.2%	334,989 SH	New
ISHARES U S ETF TR	SHOR MAT MUN ETF	$1.4M	0.1%	27,749 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$16.8M	1.2%Prev: 1.2%	332,252 SH	Increased+72,005 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$961K	0.1%Prev: 0.1%	18,844 SH	Decreased-8,048 SH
JEFFERIES FINANCIAL GROUP IN	COM	$495K	0.0%	9,906 SH	New
JOHNSON & JOHNSON	COM	$595K	0.0%Prev: 0.0%	2,344 SH	Increased+68 SH
JPMORGAN CHASE & CO	COM	$561K	0.0%	1,713 SH	New
KIMBERLY-CLARK CORP	COM	$6.3M	0.5%Prev: 0.6%	57,060 SH	Increased+9,244 SH
KROGER CO	COM	$6.5M	0.5%Prev: 0.7%	117,012 SH	Decreased+9,853 SH
LAM RESEARCH CORP	COM NEW	$30.2M	2.2%Prev: 0.8%	69,644 SH	Increased-15,343 SH
LENNAR CORP	CL A	$4.8M	0.4%Prev: 0.4%	53,562 SH	Increased+11,868 SH
LOWES COS INC	COM	$458K	0.0%Prev: 0.0%	2,076 SH	Decreased+6 SH
LYONDELLBASELL INDUSTRIES NV	SHS - A -	$5.2M	0.4%	98,965 SH	New
MARATHON PETE CORP	COM	$10.6M	0.8%Prev: 0.6%	41,620 SH	Increased+848 SH
MAXCYTE INC	COM	$32K	0.0%Prev: 0.0%	25,833 SH	Decreased+11,135 SH
MCDONALDS CORP	COM	$281K	0.0%Prev: 0.0%	1,040 SH	Decreased+10 SH
META PLATFORMS INC	CL A	$273K	0.0%Prev: 0.0%	484 SH	Decreased-35 SH
MICROSOFT CORP	COM	$8.0M	0.6%Prev: 1.0%	21,531 SH	Decreased+1,013 SH
NATIONAL FUEL GAS CO	COM	$7.6M	0.6%Prev: 0.8%	98,705 SH	Decreased+1,356 SH
NGL ENERGY PARTNERS LP	COM UNIT REPST	$782K	0.1%Prev: 0.0%	49,063 SH	Increased-103 SH
NRG ENERGY INC	COM NEW	$10.0M	0.7%Prev: 1.1%	68,221 SH	Decreased-5,354 SH
NVIDIA CORPORATION	COM	$2.7M	0.2%Prev: 0.2%	13,320 SH	Increased+125 SH
PFIZER INC	COM	$5.8M	0.4%Prev: 0.5%	241,593 SH	Increased+43,563 SH
PHILIP MORRIS INTL INC	COM	$517K	0.0%Prev: 0.0%	2,858 SH	Decreased-18 SH
PIMCO ETF TR	ACTIVE BD ETF	$14.5M	1.0%Prev: 1.2%	157,067 SH	Increased+20,367 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$21.1M	1.5%Prev: 1.7%	209,503 SH	Increased+31,913 SH
PROCTER & GAMBLE CO	COM	$615K	0.0%	4,193 SH	New
PROSHARES TR	ULTRAPRO QQQ	$366K	0.0%Prev: 0.0%	4,524 SH	Decreased-1,186 SH
PROSHARES TR	ULTRPRO S&P500	$970K	0.1%Prev: 0.1%	6,843 SH	Increased-1,199 SH
PROSPERITY BANCSHARES INC	COM	$7.4M	0.5%Prev: 0.6%	101,224 SH	Increased+11,111 SH
QNITY ELECTRONICS INC	COMMON STOCK	$2.1M	0.1%	12,594 SH	New
QUANTA SVCS INC	COM	$302K	0.0%	420 SH	New
ROCKWELL AUTOMATION INC	COM	$10.9M	0.8%Prev: 0.7%	22,098 SH	Increased+683 SH
ROSS STORES INC	COM	$10.6M	0.8%Prev: 0.6%	49,586 SH	Increased+147 SH
SCHWAB STRATEGIC TR	1 5YR CORP BD	$214K	0.0%	8,693 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$245K	0.0%	8,829 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$344K	0.0%	11,868 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$279K	0.0%	8,804 SH	New
SCHWAB STRATEGIC TR	US TIPS ETF	$408K	0.0%	15,413 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$41.9M	3.0%Prev: 0.9%	43,371 SH	Increased-21,060 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$26.7M	1.9%	168,085 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$498K	0.0%	4,248 SH	New
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$10.0M	0.7%	120,592 SH	New
SELECT SECTOR SPDR TR	ST STR SVC ETF	$8.9M	0.6%	83,423 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$57.8M	4.2%	303,343 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$11.2M	0.8%	247,169 SH	New
SMURFIT WESTROCK PLC	SHS	$7.1M	0.5%Prev: 0.5%	154,330 SH	Increased+20,856 SH
SPDR SERIES TRUST	ST NUVE HIGH ETF	$1.2M	0.1%	46,717 SH	New
SPDR SERIES TRUST	ST NUVE TERM ETF	$1.4M	0.1%	28,974 SH	New
SPDR SERIES TRUST	ST STR FACTSET	$954K	0.1%	4,872 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$652K	0.0%	4,284 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$805K	0.1%	1,078 SH	New
STRYKER CORPORATION	COM	$452K	0.0%Prev: 0.1%	1,436 SH	Decreased+29 SH
SYNCHRONY FINANCIAL	COM	$8.8M	0.6%Prev: 0.7%	115,324 SH	Increased+2,750 SH
TEXAS INSTRS INC	COM	$283K	0.0%Prev: 0.0%	950 SH	Increased-62 SH
TEXTRON INC	COM	$8.5M	0.6%Prev: 0.7%	92,714 SH	Increased+5,632 SH
TJX COS INC NEW	COM	$9.8M	0.7%Prev: 0.8%	64,564 SH	Increased-643 SH
TRAVELERS COMPANIES INC	COM	$9.4M	0.7%Prev: 0.7%	28,515 SH	Increased+1,768 SH
VALERO ENERGY CORP	COM	$17.7M	1.3%Prev: 1.1%	67,782 SH	Increased-23,223 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$18.3M	1.3%Prev: 0.8%	27,868 SH	Increased-2,231 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$25.6M	1.8%Prev: 1.3%	328,412 SH	Increased+146,543 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$33.7M	2.4%Prev: 2.7%	459,001 SH	Increased+75,404 SH
VANGUARD INDEX FDS	GROWTH ETF	$5.1M	0.4%Prev: 0.4%	58,868 SH	Increased+48,161 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$45.5M	3.3%Prev: 3.6%	148,488 SH	Increased+14,726 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$42.4M	3.1%Prev: 3.0%	214,735 SH	Increased+23,368 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.1M	0.1%Prev: 0.1%	13,586 SH	Increased+10,065 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$24.3M	1.8%Prev: 2.7%	251,953 SH	Decreased-73,833 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$618K	0.0%	900 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$484K	0.0%Prev: 0.0%	1,598 SH	Increased+234 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.2M	0.3%Prev: 0.3%	11,447 SH	Increased+119 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$31.0M	2.2%Prev: 2.2%	519,852 SH	Increased+46,601 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$491K	0.0%	3,127 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$259K	0.0%	5,155 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$215K	0.0%	2,597 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$23.0M	1.7%Prev: 1.8%	290,981 SH	Increased+49,088 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.7M	0.2%Prev: 0.3%	11,257 SH	Decreased-3,163 SH
VANGUARD STAR FDS	VG TL INTL STK F	$385K	0.0%Prev: 0.0%	4,505 SH	Increased-498 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$72.8M	5.3%Prev: 5.2%	1,022,094 SH	Increased+48,212 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$21.8M	1.6%Prev: 1.5%	221,556 SH	Increased+19,121 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$1.3M	0.1%Prev: 0.3%	3,165 SH	Decreased-5,239 SH
VANGUARD WORLD FD	INF TECH ETF	$22.6M	1.6%Prev: 1.4%	188,807 SH	Increased+165,934 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$213K	0.0%	2,425 SH	New
VISA INC	COM CL A	$209K	0.0%Prev: 0.0%	610 SH	Decreased-210 SH
WELLS FARGO & CO	COM	$237K	0.0%	2,874 SH	New
WHIRLPOOL CORP	COM	$3.0M	0.2%Prev: 0.5%	77,019 SH	Decreased+25,847 SH

Sold (vs prior filing)

AMERICAN AIRLS GROUP INC — $4.7M
COSTCO WHSL CORP NEW — $769K
COTERRA ENERGY INC — $5.6M
DELTA AIR LINES INC DEL — $5.9M
DIMENSIONAL ETF TRUST — $366K
DOLLAR GEN CORP NEW — $6.4M
DUPONT DE NEMOURS INC — $5.2M
ETF SER SOLUTIONS — $5.5M
INVESCO EXCHANGE TRADED FD T — $2.2M
ISHARES TR — $920K
ISHARES TR — $11.5M
ISHARES TR — $12.0M
ISHARES U S ETF TR — $14.0M
ISHARES U S ETF TR — $2.0M
JEFFERIES FINL GROUP INC — $709K
JPMORGAN CHASE & CO. — $491K
JUNIPER NETWORKS INC — $6.7M
LYONDELLBASELL INDUSTRIES N — $4.1M
MASTERCARD INCORPORATED — $227K
NETFLIX INC — $245K
… and 20 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