13F Insight
DOSSIER · 13F-HR · Q2 2026

FWL INVESTMENT MANAGEMENT, LLC

$545M in tracked AUM across 501 positions as of Q2 2026.

FI
CIK 0001829231 · last filed Jun 30, 2026
Total AUM
$545M
as of Q2 2026
Holdings
501
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

FWL INVESTMENT MANAGEMENT, 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
MU
MICRON TECHNOLOGY INC COM
$32M28K5.9%02
AMLP
ALERIAN MLP ETF
$26M504K4.8%03
GOOG
ALPHABET INC CAP STK CL C
$26M74K4.8%04
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
$26M284K4.8%05
LNG
CHENIERE ENERGY INC COM NEW
$26M107K4.7%06
NVDA
NVIDIA CORPORATION COM
$26M128K4.7%07
WMB
WILLIAMS COS INC COM
$20M267K3.6%08
LLY
ELI LILLY & CO COM
$19M16K3.5%09
LSTR
LANDSTAR SYS INC COM
$18M86K3.2%10
ETR
ENTERGY CORP NEW COM
$17M147K3.1%

Filing history

2026Q2Jun 30
$545M▲ 19.6%
501 positionsView →2026Q1Mar 31
$456M▲ 9.6%
346 positionsView →2025Q4Dec 31
$416M▲ 8.4%
365 positionsView →2025Q3Sep 30
$384M▲ 17.4%
332 positionsLocked2025Q2Jun 30
$327M▲ 21.4%
325 positionsLocked2025Q1Mar 31
$269M▼ 2.0%
291 positionsLocked2024Q4Dec 31
$275M▲ 5.2%
309 positionsLocked2024Q3Sep 30
$261M▲ 31.6%
298 positionsLocked2024Q2Jun 30
$198M▲ 9.3%
247 positionsLocked2024Q1Mar 31
$181M▲ 5.7%
242 positionsLocked2023Q4Dec 31
$172M▲ 15.2%
250 positionsLocked2023Q3Sep 30
$149M▲ 1.7%
195 positionsLocked
Showing 12 of 23