KWMG, LLC
RIA/Wealth
KWMG, LLC is a RIA/Wealth based in Overland Park, KS led by Matthew David Wilson, managing $1.1B across 150 long positions as of Q3 2025 with 63% ETF concentration.
PresidentMatthew David Wilson
- Portfolio Value
- $1.1B
- Positions
- 150
- Top Holding
- VEA at 5.19%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in KWMG, LLC's portfolio (31.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $59.3M | 5.19% | +$912.5K Bought | — 989.1K shares | |
ETF ETF | $41.4M | 3.63% | +$1.3M Bought | — 147.0K shares | |
Unknown Unknown | $39.9M | 3.50% | +$608.1K Bought | — 135.8K shares | |
ETF ETF | $34.4M | 3.02% | +$1.0M Bought | — 197.1K shares | |
ETF ETF | $32.3M | 2.83% | +$877.8K Bought | — 472.0K shares | |
ETF ETF | $31.3M | 2.74% | +$860.5K Bought | — 281.5K shares | |
ETF ETF | $30.6M | 2.68% | +$187.9K Bought | — 50.9K shares | |
ETF ETF | $29.8M | 2.61% | +$1.2M Bought | — 400.1K shares | |
ETF ETF | $29.7M | 2.60% | +$156.6K Bought | — 246.1K shares | |
ETF ETF | $27.5M | 2.41% | -$2.3M Sold | — 300.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in KWMG, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+75.76% | |
+31.76% | |
+22.58% | |
+15.0% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-49.26% | |
-41.76% |
Analytics
Portfolio insights and performance metrics for KWMG, LLC
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