WMS Group LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Folsom, LA
CIK
0002113632
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
50
68,771
SCHD, JPST, FTSL, MTUM
13F-HR
4/21/2026
000208585326000442
Q4 2025
54
78,630
SCHD, JPST, AAPL, IBBQ
13F-HR
3/3/2026
000208585326000291