§ 13F · FUND PROFILE
FWG Investments, LLC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $115.6T (13F)Positions · 122Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 29K | $18.3T | 11.7% | −3% |
| 2 | VUG | VANGUARD INDEX FDS | 24K | $11.8T | 7.5% | +27% |
| 3 | SCEC | CAPITOL SER TR | 254K | $6.4T | 4.1% | +2% |
| 4 | IWY | ISHARES TR | 18K | $4.9T | 3.1% | +2% |
| 5 | IEMG | ISHARES INC | 72K | $4.8T | 3.1% | −22% |
| 6 | DECU | AIM ETF PRODUCTS TRUST | 175K | $4.8T | 3.0% | ±0% |
| 7 | SIXO | AIM ETF PRODUCTS TRUST | 127K | $4.4T | 2.8% | NEW |
| 8 | DECT | AIM ETF PRODUCTS TRUST | 99K | $3.6T | 2.3% | −1% |
| 9 | SEPT | AIM ETF PRODUCTS TRUST | 86K | $3.0T | 1.9% | +3% |
| 10 | IWX | ISHARES TR | 31K | $2.8T | 1.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FWG SIGNAL
AC read
FWG Investments, LLC. is a Other fund managing $115630.0 trillion in assets. The fund runs a portfolio of 122 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
7 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed