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: $1.39B155 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$369K	0.0%Prev: 0.0%	1,409 SH	Increased+37 SH
ADVANCED MICRO DEVICES INC	COM	$235K	0.0%	384 SH	New
AFLAC INC	COM	$8.7M	0.6%Prev: 0.7%	77,839 SH	Increased+4,305 SH
ALPHABET INC	CAP STK CL A	$905K	0.1%Prev: 0.1%	2,630 SH	Increased-409 SH
ALPHABET INC	CAP STK CL C	$2.9M	0.2%Prev: 0.1%	8,609 SH	Increased+4,246 SH
ALTRIA GROUP INC	COM	$8.8M	0.6%Prev: 0.7%	130,289 SH	Increased+6,366 SH
AMAZON COM INC	COM	$2.0M	0.1%Prev: 0.1%	7,898 SH	Increased+172 SH
AMERICAN AIRLINES GROUP INC	COM	$6.9M	0.5%	515,689 SH	New
AMERICAN CENTY ETF TR	US EQT ETF	$17.3M	1.3%Prev: 1.2%	135,427 SH	Increased+13,642 SH
AMGEN INC	COM	$9.6M	0.7%Prev: 0.5%	22,844 SH	Increased+1,545 SH
AON PLC	SHS CL A	$6.0M	0.4%Prev: 0.6%	21,785 SH	Decreased+2,796 SH
APPLE INC	COM	$7.8M	0.6%Prev: 0.6%	23,285 SH	Increased-1,631 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$446K	0.0%Prev: 0.1%	3,842 SH	Decreased-49 SH
AT&T INC	COM	$7.2M	0.5%Prev: 0.7%	293,395 SH	Decreased+30,403 SH
BATH & BODY WORKS INC	COM	$3.9M	0.3%Prev: 0.4%	246,420 SH	Decreased+73,970 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$3.0M	0.2%Prev: 0.3%	4 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.7M	0.3%Prev: 0.4%	9,512 SH	Increased+124 SH
BOEING CO	COM	$6.6M	0.5%Prev: 0.6%	35,603 SH	Decreased+2,935 SH
BROADCOM INC	COM	$269K	0.0%Prev: 0.0%	766 SH	Increased-33 SH
CANADIAN NATL RY CO	COM	$8.1M	0.6%Prev: 0.5%	67,838 SH	Increased+7,677 SH
CAPITAL ONE FINL CORP	COM	$7.6M	0.5%Prev: 0.7%	39,426 SH	Decreased+2,927 SH
CARDINAL HEALTH INC	COM	$16.3M	1.2%Prev: 1.4%	73,433 SH	Increased-30,379 SH
CARLISLE COS INC	COM	$7.2M	0.5%Prev: 0.6%	22,229 SH	Increased+2,281 SH
CATERPILLAR INC	COM	$439K	0.0%Prev: 0.0%	541 SH	Increased+38 SH
COCA COLA CO	COM	$542K	0.0%Prev: 0.0%	6,293 SH	Increased-385 SH
CORNING INC	COM	$16.5M	1.2%Prev: 1.0%	107,103 SH	Increased-26,975 SH
COSTCO WHOLESALE CORPORATION	COM	$695K	0.1%	763 SH	New
DELTA AIR LINES INC	COM NEW	$10.5M	0.8%	126,073 SH	New
DEVON ENERGY CORP NEW	COM	$14.4M	1.0%Prev: 0.5%	313,708 SH	Increased+155,715 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$41.4M	3.0%Prev: 2.8%	534,904 SH	Increased+62,875 SH
DOLLAR GEN CORP	COM	$7.4M	0.5%	62,183 SH	New
DUPONT DE NEMOURS INC	COMMON STOCK	$4.9M	0.4%	37,595 SH	New
EASTMAN CHEM CO	COM	$5.4M	0.4%Prev: 0.4%	84,038 SH	Increased+19,706 SH
EDISON INTL	COM	$6.0M	0.4%Prev: 0.5%	111,577 SH	Increased+13,485 SH
ETF SER SOLUTIONS	DEFIANCE SPACE A	$8.7M	0.6%	102,143 SH	New
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$434K	0.0%	1,448 SH	New
GARMIN LTD	SHS	$896K	0.1%Prev: 0.0%	3,125 SH	Increased+1,632 SH
HOME BANCSHARES INC	COM	$7.7M	0.6%Prev: 0.6%	273,329 SH	Increased+26,064 SH
HOME DEPOT INC	COM	$5.8M	0.4%Prev: 0.6%	20,305 SH	Decreased+2,585 SH
HONEYWELL AEROSPACE INC	COM	$306K	0.0%	1,976 SH	New
HONEYWELL INTL INC	COM	$409K	0.0%Prev: 0.1%	1,940 SH	Decreased-2,027 SH
INTEL CORP	COM	$238K	0.0%	1,983 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$7.0M	0.5%Prev: 0.7%	31,786 SH	Decreased+1,944 SH
INTERNATIONAL PAPER CO	COM	$5.4M	0.4%Prev: 0.6%	162,978 SH	Decreased+27,134 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$203K	0.0%Prev: 0.0%	1,310 SH	Decreased
INVESCO EXCHANGE TRADED FD T	LEISU ENTMT ETF	$2.6M	0.2%	42,239 SH	New
INVESCO QQQ TR	UNIT SER 1	$37.6M	2.7%Prev: 2.7%	50,830 SH	Increased-109 SH
ISHARES GOLD TR	ISHARES NEW	$241K	0.0%Prev: 0.0%	3,080 SH	Increased+65 SH
ISHARES TR	0-5 YR TIPS ETF	$19.2M	1.4%Prev: 1.5%	192,237 SH	Increased+28,389 SH
ISHARES TR	BROAD USD HIGH	$305K	0.0%	8,537 SH	New
ISHARES TR	CORE MSCI EAFE	$1.0M	0.1%Prev: 0.1%	10,366 SH	Increased-955 SH
ISHARES TR	CORE S&P MCP ETF	$904K	0.1%Prev: 0.1%	12,560 SH	Increased+1,467 SH
ISHARES TR	CORE S&P SCP ETF	$497K	0.0%Prev: 0.0%	3,651 SH	Increased-112 SH
ISHARES TR	CORE S&P500 ETF	$6.5M	0.5%Prev: 0.5%	8,543 SH	Increased+7 SH
ISHARES TR	EXPANDED TECH	$8.2M	0.6%Prev: 0.7%	77,228 SH	Increased+8,613 SH
ISHARES TR	GLB INFRASTR ETF	$291K	0.0%Prev: 0.0%	4,732 SH	Decreased-1,843 SH
ISHARES TR	IBOXX HI YD ETF	$26.3M	1.9%Prev: 2.0%	340,156 SH	Increased+61,812 SH
ISHARES TR	ISHS 1-5YR INVS	$17.6M	1.3%Prev: 1.2%	343,771 SH	Increased+81,540 SH
ISHARES TR	MSCI USA MIN ETF	$15.0M	1.1%	153,852 SH	New
ISHARES TR	NATIONAL MUN ETF	$825K	0.1%Prev: 0.2%	8,163 SH	Decreased-13,174 SH
ISHARES TR	S&P 500 GRWT ETF	$38.4M	2.8%Prev: 2.6%	269,693 SH	Increased+23,548 SH
ISHARES TR	S&P 500 VAL ETF	$31.6M	2.3%Prev: 2.1%	138,289 SH	Increased+21,172 SH
ISHARES TR	S&P MC 400GR ETF	$206K	0.0%	1,880 SH	New
ISHARES TR	S&P MC 400VL ETF	$356K	0.0%Prev: 0.0%	2,588 SH	Decreased-366 SH
ISHARES TR	SELECT DIVID ETF	$18.3M	1.3%Prev: 1.3%	120,457 SH	Increased+17,577 SH
ISHARES TR	SHRT NAT MUN ETF	$878K	0.1%Prev: 0.2%	8,401 SH	Decreased-13,809 SH
ISHARES TR	TIPS BD ETF	$34.9M	2.5%Prev: 2.7%	335,041 SH	Increased+53,505 SH
ISHARES TR	TRUST ISHARE 0-1	$15.5M	1.1%	140,701 SH	New
ISHARES U S ETF TR	SHOR DURA BD ETF	$18.0M	1.3%	361,350 SH	New
ISHARES U S ETF TR	SHOR MAT MUN ETF	$725K	0.1%	14,611 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$18.2M	1.3%Prev: 1.2%	360,964 SH	Increased+83,326 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$443K	0.0%Prev: 0.1%	8,758 SH	Decreased-16,930 SH
JEFFERIES FINANCIAL GROUP IN	COM	$409K	0.0%	8,942 SH	New
JOHNSON & JOHNSON	COM	$631K	0.0%Prev: 0.0%	2,383 SH	Increased+107 SH
JPMORGAN CHASE & CO	COM	$578K	0.0%	1,748 SH	New
KIMBERLY-CLARK CORP	COM	$5.8M	0.4%Prev: 0.5%	59,306 SH	Decreased+10,012 SH
KROGER CO	COM	$7.1M	0.5%Prev: 0.6%	121,273 SH	Decreased+12,327 SH
LAM RESEARCH CORP	COM NEW	$21.7M	1.6%Prev: 1.0%	66,117 SH	Increased-18,280 SH
LENNAR CORP	CL A	$4.7M	0.3%Prev: 0.5%	57,288 SH	Decreased+12,991 SH
LOWES COS INC	COM	$415K	0.0%Prev: 0.0%	2,254 SH	Decreased+202 SH
LYONDELLBASELL INDUSTRIES NV	SHS - A -	$5.9M	0.4%	102,852 SH	New
MARATHON PETE CORP	COM	$15.7M	1.1%Prev: 0.7%	39,742 SH	Increased-1,742 SH
MAXCYTE INC	COM	$29K	0.0%Prev: 0.0%	25,833 SH	Decreased
MCDONALDS CORP	COM	$241K	0.0%Prev: 0.0%	1,044 SH	Decreased+10 SH
META PLATFORMS INC	CL A	$360K	0.0%Prev: 0.0%	497 SH	Decreased-36 SH
MICROSOFT CORP	COM	$11.5M	0.8%Prev: 0.9%	22,385 SH	Increased+1,804 SH
NATIONAL FUEL GAS CO	COM	$7.7M	0.6%Prev: 0.8%	101,230 SH	Decreased+4,395 SH
NGL ENERGY PARTNERS LP	COM UNIT REPST	$723K	0.1%Prev: 0.0%	49,063 SH	Increased-103 SH
NRG ENERGY INC	COM NEW	$6.7M	0.5%Prev: 1.0%	70,184 SH	Decreased-1,209 SH
NVIDIA CORPORATION	COM	$4.6M	0.3%Prev: 0.2%	20,260 SH	Increased+6,960 SH
PFIZER INC	COM	$7.1M	0.5%Prev: 0.5%	248,744 SH	Increased+36,436 SH
PHILIP MORRIS INTL INC	COM	$545K	0.0%Prev: 0.0%	2,858 SH	Increased-18 SH
PIMCO ETF TR	ACTIVE BD ETF	$14.7M	1.1%Prev: 1.2%	169,327 SH	Increased+28,521 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$22.1M	1.6%Prev: 1.6%	219,847 SH	Increased+33,227 SH
PROCTER & GAMBLE CO	COM	$630K	0.0%	4,338 SH	New
PROSHARES TR	ULTRAPRO QQQ	$314K	0.0%Prev: 0.0%	4,024 SH	Decreased+561 SH
PROSHARES TR	ULTRPRO S&P500	$1.0M	0.1%Prev: 0.1%	6,853 SH	Increased+37 SH
PROSPERITY BANCSHARES INC	COM	$6.9M	0.5%Prev: 0.5%	104,332 SH	Increased+11,696 SH
QNITY ELECTRONICS INC	COMMON STOCK	$1.3M	0.1%	10,127 SH	New
QUANTA SVCS INC	COM	$238K	0.0%Prev: 0.0%	371 SH	Decreased-230 SH
ROCKWELL AUTOMATION INC	COM	$9.8M	0.7%Prev: 0.7%	22,400 SH	Increased+699 SH
ROSS STORES INC	COM	$11.5M	0.8%Prev: 0.7%	49,275 SH	Increased-1,026 SH
SCHWAB STRATEGIC TR	1 5YR CORP BD	$210K	0.0%	8,693 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$237K	0.0%	8,617 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$385K	0.0%Prev: 0.0%	13,130 SH	Increased+4,358 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$291K	0.0%	8,943 SH	New
SCHWAB STRATEGIC TR	US TIPS ETF	$387K	0.0%	15,404 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$35.2M	2.5%Prev: 1.3%	38,210 SH	Increased-23,914 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$29.5M	2.1%	175,100 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$451K	0.0%	4,146 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$259K	0.0%	4,208 SH	New
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$10.4M	0.7%	128,908 SH	New
SELECT SECTOR SPDR TR	ST STR SVC ETF	$10.3M	0.7%	92,624 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$60.3M	4.3%	308,224 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$10.5M	0.8%	266,672 SH	New
SMURFIT WESTROCK PLC	SHS	$7.0M	0.5%Prev: 0.5%	158,550 SH	Increased+20,812 SH
SPDR SERIES TRUST	ST NUVE HIGH ETF	$583K	0.0%	24,861 SH	New
SPDR SERIES TRUST	ST NUVE TERM ETF	$588K	0.0%	12,613 SH	New
SPDR SERIES TRUST	ST STR FACTSET	$872K	0.1%	4,379 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$622K	0.0%	4,248 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.3M	0.1%	1,722 SH	New
STRYKER CORPORATION	COM	$382K	0.0%Prev: 0.0%	1,386 SH	Decreased-24 SH
SYNCHRONY FINANCIAL	COM	$8.4M	0.6%Prev: 0.7%	117,910 SH	Increased+5,671 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$205K	0.0%	450 SH	New
TEXAS INSTRS INC	COM	$270K	0.0%	964 SH	New
TEXTRON INC	COM	$7.3M	0.5%Prev: 0.7%	95,382 SH	Decreased+6,759 SH
TJX COS INC NEW	COM	$8.7M	0.6%Prev: 0.8%	65,924 SH	Decreased+778 SH
TRAVELERS COMPANIES INC	COM	$10.2M	0.7%Prev: 0.7%	28,617 SH	Increased+1,419 SH
VALERO ENERGY CORP	COM	$23.7M	1.7%Prev: 1.3%	61,147 SH	Increased-23,816 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$16.6M	1.2%Prev: 0.9%	27,315 SH	Increased-2,759 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$28.2M	2.0%Prev: 1.7%	368,959 SH	Increased+129,325 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$35.3M	2.5%Prev: 2.6%	502,520 SH	Increased+102,379 SH
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$5.3M	0.4%	58,473 SH	New
VANGUARD INDEX FDS	MRNGSTR MD CP GR	$45.8M	3.3%	156,923 SH	New
VANGUARD INDEX FDS	MRNGSTR MD CP VA	$43.8M	3.2%	223,983 SH	New
VANGUARD INDEX FDS	MRNGSTR MID CAP	$1.1M	0.1%	13,556 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CAP	$453K	0.0%	1,594 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$4.3M	0.3%	11,435 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$23.0M	1.7%Prev: 2.4%	256,119 SH	Decreased-44,237 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$614K	0.0%	876 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$32.3M	2.3%Prev: 2.3%	545,164 SH	Increased+60,247 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$499K	0.0%Prev: 0.0%	3,159 SH	Increased+147 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$254K	0.0%	5,155 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$203K	0.0%	2,597 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$24.2M	1.7%Prev: 1.8%	313,400 SH	Increased+60,206 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.6M	0.2%Prev: 0.3%	10,965 SH	Decreased-2,587 SH
VANGUARD STAR FDS	VG TL INTL STK F	$381K	0.0%Prev: 0.0%	4,480 SH	Increased-542 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$74.7M	5.4%Prev: 5.2%	1,057,699 SH	Increased+68,589 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$23.3M	1.7%Prev: 1.6%	230,372 SH	Increased+19,701 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$1.1M	0.1%Prev: 0.2%	2,940 SH	Decreased-3,210 SH
VANGUARD WORLD FD	INF TECH ETF	$24.1M	1.7%Prev: 1.5%	191,540 SH	Increased+168,059 SH
VANGUARD WORLD FD	MRNGSTR MEGA CAP	$225K	0.0%	2,425 SH	New
VISA INC	COM CL A	$277K	0.0%Prev: 0.0%	770 SH	Decreased-50 SH
WELLS FARGO & CO	COM	$224K	0.0%	2,793 SH	New
WHIRLPOOL CORP	COM	$2.7M	0.2%Prev: 0.4%	89,584 SH	Decreased+34,521 SH

Sold (vs prior filing)

AMERICAN AIRLS GROUP INC — $5.0M
COSTCO WHSL CORP NEW — $715K
COTERRA ENERGY INC — $5.5M
DELTA AIR LINES INC DEL — $6.9M
DOLLAR GEN CORP NEW — $6.0M
DUPONT DE NEMOURS INC — $6.2M
ETF SER SOLUTIONS — $6.4M
INVESCO EXCH TRADED FD TR II — $288K
INVESCO EXCHANGE TRADED FD T — $2.3M
ISHARES TR — $1.0M
ISHARES TR — $12.2M
ISHARES TR — $13.7M
ISHARES U S ETF TR — $14.8M
ISHARES U S ETF TR — $1.9M
JEFFERIES FINL GROUP INC — $816K
JPMORGAN CHASE & CO. — $543K
LYONDELLBASELL INDUSTRIES N — $3.9M
MASTERCARD INCORPORATED — $229K
NETFLIX INC — $219K
OREILLY AUTOMOTIVE INC — $226K
… and 26 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