# EDGAR Filing Document

**Accession Number:** 0002113632
**File Stem:** 0002085853-26-000442
**Filing Date:** 2026-4
**Character Count:** 8689
**Document Hash:** b42ede3e9bda892e1f5e976cbc5befe7
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-26-000442.hdr.sgml**: 20260421

**ACCESSION NUMBER**: 0002085853-26-000442

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260421

**DATE AS OF CHANGE**: 20260421

**EFFECTIVENESS DATE**: 20260421

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WMS Group LLC
- **CENTRAL INDEX KEY:** 0002113632

**ORGANIZATION NAME:**
- **EIN:** 455215610
- **STATE OF INCORPORATION:** LA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26731
- **FILM NUMBER:** 26880643

**BUSINESS ADDRESS:**
- **STREET 1:** 14249 THOMPSON RD
- **CITY:** FOLSOM
- **STATE:** LA
- **ZIP:** 70437
- **BUSINESS PHONE:** (985) 809-0530

**MAIL ADDRESS:**
- **STREET 1:** 14249 THOMPSON RD
- **CITY:** FOLSOM
- **STATE:** LA
- **ZIP:** 70437

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** WMS Group LLC<br>**Address:** 14249 THOMPSON RD<br>FOLSOM, LA 70437

**Form 13F File Number:** 028-26731

**CRD Number (if applicable):** 000164327

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** William Stewart<br>**Title:** Chief Compliance Officer Managing Member<br>**Phone:** 985-809-0530

**Signature, Place, and Date of Signing:**

/s/ William Stewart  Folsom, LA  04-21-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 50

**Form 13F Information Table Value Total:** $68771459

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2235204 | 7773 | SH |  | SOLE |  | 7773 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 711413 | 2480 | SH |  | SOLE |  | 2480 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 2929318 | 14065 | SH |  | SOLE |  | 14065 | 0 | 0 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 1336466 | 12098 | SH |  | SOLE |  | 12098 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 3466010 | 13657 | SH |  | SOLE |  | 13657 | 0 | 0 |
| BIOGEN INC | COM | 09062X103 |  | 240346 | 1311 | SH |  | SOLE |  | 1311 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 |  | 331040 | 1600 | SH |  | SOLE |  | 1600 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 332808 | 334 | SH |  | SOLE |  | 334 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 1464780 | 20593 | SH |  | SOLE |  | 20593 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 1474909 | 37857 | SH |  | SOLE |  | 37857 | 0 | 0 |
| FIGURE TECHNOLOGY SOLUTIO | COM CL A | 349381103 |  | 249091 | 7337 | SH |  | SOLE |  | 7337 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 33738D309 |  | 4076128 | 90985 | SH |  | SOLE |  | 90985 | 0 | 0 |
| GENERAL MILLS INC | COM | 370334104 |  | 436293 | 11722 | SH |  | SOLE |  | 11722 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C318 |  | 239640 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | NASDAQ BIOTECH | 46138G599 |  | 1722470 | 59416 | SH |  | SOLE |  | 59416 | 0 | 0 |
| ISHARES ETHEREUM TR | SHS | 46438R105 |  | 208354 | 13162 | SH |  | SOLE |  | 13162 | 0 | 0 |
| ISHARES INC | MSCI GBL ETF NEW | 46434G848 |  | 2066271 | 36513 | SH |  | SOLE |  | 36513 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1855266 | 4351 | SH |  | SOLE |  | 4351 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 213645 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 3710965 | 15463 | SH |  | SOLE |  | 15463 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 3349731 | 59099 | SH |  | SOLE |  | 59099 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 3199396 | 57626 | SH |  | SOLE |  | 57626 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 5123301 | 101231 | SH |  | SOLE |  | 101231 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 2576842 | 8760 | SH |  | SOLE |  | 8760 | 0 | 0 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 701000 | 2031 | SH |  | SOLE |  | 2031 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 759217 | 1327 | SH |  | SOLE |  | 1327 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1969304 | 5320 | SH |  | SOLE |  | 5320 | 0 | 0 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 |  | 255639 | 3528 | SH |  | SOLE |  | 3528 | 0 | 0 |
| MP MATERIALS CORP | COM CL A | 553368101 |  | 529123 | 10964 | SH |  | SOLE |  | 10964 | 0 | 0 |
| NETFLIX INC. | COM | 64110L106 |  | 737086 | 7666 | SH |  | SOLE |  | 7666 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 886475 | 5083 | SH |  | SOLE |  | 5083 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 631198 | 4315 | SH |  | SOLE |  | 4315 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 528939 | 3662 | SH |  | SOLE |  | 3662 | 0 | 0 |
| PROGRESSIVE CORP | COM | 743315103 |  | 237888 | 1200 | SH |  | SOLE |  | 1200 | 0 | 0 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 2410561 | 22739 | SH |  | SOLE |  | 22739 | 0 | 0 |
| PROSHARES TR | S MDCP 400 DIV | 74347B680 |  | 345640 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| QUANTA SVCS INC | COM | 74762E102 |  | 633020 | 1153 | SH |  | SOLE |  | 1153 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 6647159 | 216661 | SH |  | SOLE |  | 216661 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 1143558 | 7800 | SH |  | SOLE |  | 7800 | 0 | 0 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 751576 | 6336 | SH |  | SOLE |  | 6336 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 312163 | 480 | SH |  | SOLE |  | 480 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 1783024 | 5276 | SH |  | SOLE |  | 5276 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 527380 | 1949 | SH |  | SOLE |  | 1949 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 710700 | 9651 | SH |  | SOLE |  | 9651 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 320810 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 409780 | 7000 | SH |  | SOLE |  | 7000 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 554890 | 7000 | SH |  | SOLE |  | 7000 | 0 | 0 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 475488 | 1746 | SH |  | SOLE |  | 1746 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 272016 | 900 | SH |  | SOLE |  | 900 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 688138 | 5537 | SH |  | SOLE |  | 5537 | 0 | 0 |

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