DOSSIER · 13F-HR · Q2 2026

FWG Investments, LLC.

$189M in tracked AUM across 116 positions as of Q2 2026.

FI
CIK 0001944877 · last filed Jun 30, 2026
Total AUM
$189M
as of Q2 2026
Holdings
116
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

FWG Investments, LLC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$19M27K10.0%
02
VUG
VANGUARD INDEX FDS
$17M194K8.8%
03
SCEC
CAPITOL SER TR
$7M262K3.5%
04
SIXD
AIM ETF PRODUCTS TRUST
$6M207K3.4%
05
SPYM
SPDR SERIES TRUST
$6M71K3.3%
06
MAYT
AIM ETF PRODUCTS TRUST
$6M144K3.0%
07
ONEZ
ELEVATION SERIES TRUST
$5M187K2.7%
08
IWY
ISHARES TR
$5M17K2.6%
09
IEMG
ISHARES INC
$5M56K2.5%
10
DECT
AIM ETF PRODUCTS TRUST
$4M112K2.3%

Filing history

2026Q2Jun 30
$189M 20.1%
116 positionsView →
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