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Filers›Holding Co.›FWG Investments, LLC.
DOSSIER · 13F-HR · Q1 2026

FWG Investments, LLC.

FWG Investments's holding co. based in Greenwich, CT — $157M in tracked AUM across 117 positions as of Q1 2026.

FI
FWG Investments·Greenwich, CT·Holding Co.
CIK 0001944877 · last filed Mar 31, 2026
Total AUM
$157M
▼ 14.3%
vs prior
Holdings
117
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in FWG
haiku-4-5 · 117 positions indexed
Sector mix
  • Tech7%
  • Health Care22%
  • Cons. Disc.48%
  • Communications13%
  • Industrials12%
  • Energy6%
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