Kwmg, LLC
Annual return '25
+17.0%
SPY '25
+17.7%
Alpha
-0.7ptsvs SPY
Invested
$1.2B
Holdings
147
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 989.1k shares)
5.3%
02
$XLK
SELECT SECTOR SPDR TR
Q4 2025: Exited (was 147.0k shares)
3.3%
03
$VOE
VANGUARD INDEX FDS
Q4 2025: Exited (was 197.1k shares)
3.2%
04
$VOT
VANGUARD INDEX FDS
Q4 2025: Exited (was 135.8k shares)
3.1%
05
$DFAS
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 472.0k shares)
2.9%
06
$TIP
ISHARES TR
Q4 2025: Exited (was 281.5k shares)
2.7%
07
$BND
VANGUARD BD INDEX FDS
Q4 2025: Exited (was 400.1k shares)
2.6%
08
$NDQ
INVESCO QQQ TR
Q1 2026: New position (230.0k shares)
2.4%
09
$IVW
ISHARES TR
Q4 2025: Exited (was 246.1k shares)
2.4%
10
$VWO
VANGUARD INTL EQUITY INDEX F
Q4 2025: Exited (was 484.9k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:09 UTC.