WMS Group LLC - Portfolio overview

WMS Group LLC has 50 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SCHD - SCHWAB STRATEGIC TR, 9.67%
2. JPST - J P MORGAN EXCHANGE TRADED F, 7.45%
3. FTSL - FIRST TR EXCHANGE-TRADED FD, 5.93%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.