DOSSIER · 13F-HR · Q1 2026

FWG Investments, LLC.

$157M in tracked AUM across 117 positions as of Q1 2026.

FI
CIK 0001944877 · last filed Mar 31, 2026
Total AUM
$157M
as of Q1 2026
Holdings
117
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

FWG Investments, LLC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$17M28K10.7%
02
VUG
VANGUARD INDEX FDS
$13M29K8.0%
03
SCEC
CAPITOL SER TR
$6M246K3.9%
04
DECU
AIM ETF PRODUCTS TRUST
$5M177K3.0%
05
IEMG
ISHARES INC
$4M62K2.7%
06
SIXO
AIM ETF PRODUCTS TRUST
$4M127K2.7%
07
IWY
ISHARES TR
$4M17K2.7%
08
DECT
AIM ETF PRODUCTS TRUST
$4M99K2.2%
09
SEPT
AIM ETF PRODUCTS TRUST
$3M85K1.9%
10
IWX
ISHARES TR
$3M29K1.7%

Filing history

2026Q1Mar 31
$157M 0.3%
117 positionsView →
2025Q4Dec 31
$157M 7.7%
111 positionsView →
2025Q3Sep 30
$146M 10.8%
104 positionsView →
2025Q2Jun 30
$132M 54.3%
106 positionsLocked
2025Q1Mar 31
$85M 17.5%
50 positionsLocked
2024Q4Dec 31
$73M 29.5%
77 positionsLocked
2024Q3Sep 30
$103M 1.8%
114 positionsLocked
2024Q2Jun 30
$101M 8.9%
112 positionsLocked
2024Q1Mar 31
$93M 14.8%
109 positionsLocked
2023Q4Dec 31
$81M
100 positionsLocked