WMS Group LLC has filed its 13F-HR report, revealing its investment holdings as of September 30, 2026. The total value of the company’s reported holdings amounts to approximately $84.2 million. This filing is significant as it provides insights into the firm's investment strategies and its positioning within the financial landscape.

WMS Group LLC, incorporated in Louisiana, operates as an investment firm. The company focuses on managing assets and investments for its clients. According to the recent filings, WMS Group has consistently reported its holdings, with the latest submission being on November 6, 2026.

What the Filing Says

The filing indicates that WMS Group LLC has a total of 60 reported holdings. The report includes notable investments in major corporations such as Alphabet Inc., Amazon.com Inc., and Apple Inc. For instance, the company holds shares in Alphabet's Class A and Class C stocks, along with significant stakes in Amazon and Apple. The exact values of these holdings are detailed in the report, reflecting the firm’s strategy of investing in established tech giants.

Impact

This filing may affect various stakeholders, including investors and analysts monitoring the investment landscape. The reported holdings can influence perceptions of WMS Group's investment acumen and strategy. Additionally, the presence of significant investments in leading companies may attract attention from potential clients seeking asset management services.

What's Next

The filing does not say what happens next.