Notify me when KWMG, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 150 | $1,141,407,493 | +$36,030,005 | -$17,018,433 | +$19,011,572 | VEA, XLK, VOT, VOE, DFAS | 13F-HR | 08 Oct 2025, 09:07 |
| Q2 2025 | 146 | $1,064,774,713 | +$28,959,057 | -$16,125,112 | +$12,833,945 | VEA, VOT, XLK, VOE, TIP | 13F-HR | 15 Jul 2025, 08:29 |
| Q1 2025 | 143 | $982,720,381 | +$56,682,896 | -$35,957,519 | +$20,725,377 | VEA, VOT, VNQ, XLK, TIP | 13F-HR | 09 Apr 2025, 16:04 |
| Q4 2024 | 139 | $971,025,089 | +$13,192,020 | -$22,788,066 | -$9,596,046 | VEA, VOT, VNQ, VOE, TIP | 13F-HR | 13 Jan 2025, 14:51 |
| Q3 2024 | 136 | $994,006,827 | +$34,727,563 | -$18,043,967 | +$16,683,596 | VEA, VNQ, VOT, VOE, TIP | 13F-HR | 07 Oct 2024, 16:07 |
| Q2 2024 | 134 | $927,447,230 | +$41,041,953 | -$19,704,044 | +$21,337,909 | VEA, VOT, VNQ, TIP, VOE | 13F-HR | 12 Jul 2024, 16:07 |
| Q1 2024 | 127 | $913,959,916 | +$22,987,358 | -$10,329,100 | +$12,658,258 | VEA, VOT, VOE, VNQ, TIP | 13F-HR | 15 Apr 2024, 09:03 |
| Q4 2023 | 137 | $853,831,437 | +$59,154,882 | -$67,958,615 | -$8,803,733 | VEA, VOT, VNQ, VOE, TIP | 13F-HR | 11 Jan 2024, 07:40 |
| Q3 2023 | 135 | $795,004,148 | +$21,533,037 | -$4,115,416 | +$17,417,621 | VEA, VOT, TIP, VOE, VNQ | 13F-HR | 10 Oct 2023, 06:08 |
| Q2 2023 | 135 | $807,617,406 | +$58,094,227 | -$7,679,720 | +$50,414,507 | VEA, VOT, TIP, VNQ, VOE | 13F-HR | 10 Jul 2023, 16:40 |
| Q1 2023 | 139 | $740,909,271 | +$17,740,812 | -$3,452,619 | +$14,288,193 | VEA, TIP, VOT, VNQ, VOE | 13F-HR | 06 Apr 2023, 12:13 |
| Q4 2022 | 137 | $704,114,805 | +$17,935,586 | -$8,168,092 | +$9,767,494 | VEA, TIP, VNQ, VOT, VOE | 13F-HR | 10 Jan 2023, 15:23 |
| Q3 2022 | 140 | $646,798,448 | +$23,029,659 | -$1,455,946 | +$21,573,713 | VEA, TIP, VNQ, VOT, VOE | 13F-HR | 26 Oct 2022, 12:20 |
| Q2 2022 | 140 | $660,531,401 | +$28,301,042 | -$7,984,333 | +$20,316,709 | VEA, TIP, VNQ, VOE, VOT | 13F-HR | 11 Jul 2022, 19:08 |
| Q1 2022 | 141 | $725,498,699 | +$42,683,588 | -$16,245,943 | +$26,437,645 | VEA, VNQ, TIP, VOT, VOE | Restatement | 25 Apr 2022, 13:06 |
| Q4 2021 | 145 | $739,214,000 | +$36,705,296 | -$12,436,435 | +$24,268,861 | VEA, VNQ, TIP, VOT, VOE | 13F-HR | 20 Jan 2022, 09:51 |
| Q3 2021 | 142 | $667,276,000 | +$26,305,223 | -$19,271,117 | +$7,034,106 | VEA, TIP, VNQ, VOT, VOE | 13F-HR | 07 Oct 2021, 13:12 |
| Q2 2021 | 142 | $666,803,000 | +$24,164,417 | -$5,717,938 | +$18,446,479 | VEA, TIP, VNQ, VOT, BND | 13F-HR | 13 Jul 2021, 09:34 |
| Q1 2021 | 141 | $627,217,000 | +$73,442,145 | -$45,159,537 | +$28,282,608 | VEA, TIP, VNQ, VOT, BND | 13F-HR | 12 Apr 2021, 15:11 |
| Q4 2020 | 135 | $559,417,000 | +$41,133,962 | -$19,458,262 | +$21,675,700 | VEA, BSV, VOT, IVW, BND | 13F-HR | 25 Jan 2021, 08:57 |
| Q3 2020 | 126 | $494,440,000 | +$15,707,376 | -$3,271,704 | +$12,435,672 | VEA, BSV, IVE, IVW, VOT | 13F-HR | 06 Oct 2020, 17:40 |
| Q2 2020 | 124 | $462,387,000 | +$53,466,378 | -$11,793,150 | +$41,673,228 | BSV, VEA, IVE, IVW, VOT | 13F-HR | 27 Jul 2020, 09:40 |
| Q1 2020 | 120 | $368,330,000 | +$46,823,048 | -$38,721,505 | +$8,101,543 | BSV, VEA, IVW, IVE, BND | 13F-HR | 13 Apr 2020, 15:27 |
| Q4 2019 | 116 | $446,977,000 | +$22,740,336 | -$2,467,944 | +$20,272,392 | IVW, IVE, VEA, BSV, TIP | 13F-HR | 10 Jan 2020, 08:38 |
| Q3 2019 | 111 | $408,571,000 | +$27,582,361 | -$22,857,316 | +$4,725,045 | IVW, IVE, BSV, VEA, TIP | 13F-HR | 22 Oct 2019, 10:57 |
| Q2 2019 | 112 | $407,335,000 | +$25,626,794 | -$2,411,072 | +$23,215,722 | IVW, TIP, IVE, VEA, BSV | 13F-HR | 10 Jul 2019, 17:12 |
| Q1 2019 | 437 | $395,641,004 | +$38,312,455 | -$27,834,047 | +$10,478,408 | IVW, TIP, IVE, BSV, VEA | 13F-HR | 23 Apr 2019, 16:00 |
| Q4 2018 | 450 | $359,178,035 | +$32,539,171 | -$13,925,905 | +$18,613,266 | TIP, IVW, BSV, IVE, BND | 13F-HR | 12 Feb 2019, 15:40 |
| Q3 2018 | 443 | $384,127,000 | +$28,475,210 | -$9,299,526 | +$19,175,684 | TIP, IVW, IVE, VEA, BSV | 13F-HR | 14 Nov 2018, 10:23 |
| Q2 2018 | 443 | $359,414,003 | +$43,238,181 | -$18,087,016 | +$25,151,165 | TIP, IVW, VEA, BSV, IVE | 13F-HR | 09 Aug 2018, 09:11 |
| Q1 2018 | 110 | $334,150,000 | +$25,055,221 | -$7,747,369 | +$17,307,852 | TIP, IVW, VEA, BSV, IVE | 13F-HR | 20 Apr 2018, 14:59 |
| Q4 2017 | 111 | $332,058,000 | +$32,643,274 | -$4,810,302 | +$27,832,972 | TIP, IVW, BSV, IVE, VEA | 13F-HR | 26 Jan 2018, 12:11 |
| Q3 2017 | 105 | $303,383,000 | +$22,043,628 | -$494,626 | +$21,549,002 | TIP, BSV, IVW, BND, VEA | 13F-HR | 07 Nov 2017, 07:18 |
| Q2 2017 | 102 | $282,741,000 | +$29,872,545 | -$2,235,103 | +$27,637,442 | TIP, BSV, IVW, BND, IVE | 13F-HR | 25 Jul 2017, 15:27 |
| Q1 2017 | 106 | $259,055,000 | +$61,015,884 | -$12,197,351 | +$48,818,533 | TIP, BSV, BND, IVW, IVE | 13F-HR | 10 May 2017, 16:29 |
| Q4 2016 | 131 | $229,930,000 | +$43,975,681 | -$16,967,039 | +$27,008,642 | TIP, BSV, IVW, IVE, BND | 13F-HR | 13 Feb 2017, 12:33 |
| Q3 2016 | 140 | $205,271,526 | +$20,003,686 | -$2,562,118 | +$17,441,568 | BSV, TIP, VEA, IVW, IVE | 13F-HR | 24 Oct 2016, 12:55 |
| Q2 2016 | 141 | $184,376,551 | +$20,197,049 | -$3,270,990 | +$16,926,059 | BSV, TIP, VEA, IVW, VTI | 13F-HR | 21 Jul 2016, 14:11 |
| Q1 2016 | 137 | $169,938,000 | +$21,269,419 | -$1,311,335 | +$19,958,084 | BSV, TIP, IGSB, VEA, VTI | 13F-HR | 11 May 2016, 13:49 |
| Q4 2015 | 134 | $148,023,000 | +$14,908,888 | -$2,439,905 | +$12,468,983 | BSV, IGSB, VTI, VEA, TIP | 13F-HR | 21 Jan 2016, 20:44 |
| Q3 2015 | 131 | $132,776,000 | +$13,154,958 | -$5,786,576 | +$7,368,382 | BSV, IGSB, VTI, VEA, VXUS | 13F-HR | 23 Oct 2015, 18:57 |
| Q2 2015 | 128 | $136,581,000 | +$18,282,480 | -$1,610,433 | +$16,672,047 | BSV, IGSB, VTI, VXUS, VEA | 13F-HR | 10 Aug 2015, 19:50 |
| Q1 2015 | 109 | $124,716,000 | +$17,098,159 | -$2,078,149 | +$15,020,010 | BSV, IGSB, VTI, VXUS, DEM | 13F-HR | 12 May 2015, 19:40 |
| Q4 2014 | 100 | $119,917,000 | $0 | BSV, IGSB, VTI, VXUS, VO | 13F-HR | 12 Feb 2015, 17:09 |