FWG Investments, LLC. - Portfolio Stock Holdings
FWG Investments, LLC. disclosed 125 stock positions in a recent SEC 13F filing. $208,098,528 of stock holdings were filed, with the largest holdings including VOO, VUG, and SPYM. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $349,048,767 and has 27 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
125Est. Stock Holding Value:
$208,098,528Top Stock Holdings By Sector
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Portfolio Stock Holdings - FWG Investments, LLC.
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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