§ 13F · FUND PROFILE
FWG Investments, LLC..
AUM · $189M (13F)Positions · 116Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 27K | $19M | 10.0% | −3% |
| 2 | VUG | VANGUARD INDEX FDS | 194K | $17M | 8.8% | +575% |
| 3 | SCEC | CAPITOL SER TR | 262K | $7M | 3.5% | +6% |
| 4 | SIXD | AIM ETF PRODUCTS TRUST | 207K | $6M | 3.4% | NEW |
| 5 | SPYM | SPDR SERIES TRUST | 71K | $6M | 3.3% | +136% |
| 6 | MAYT | AIM ETF PRODUCTS TRUST | 144K | $6M | 3.0% | NEW |
| 7 | ONEZ | ELEVATION SERIES TRUST | 187K | $5M | 2.7% | +113% |
| 8 | IWY | ISHARES TR | 17K | $5M | 2.6% | −2% |
| 9 | IEMG | ISHARES INC | 56K | $5M | 2.5% | −9% |
| 10 | DECT | AIM ETF PRODUCTS TRUST | 112K | $4M | 2.3% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FWG SIGNAL
AC read
FWG Investments, LLC. is a Other fund managing $189 million in assets. The fund runs a portfolio of 116 positions.
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