account_balance

Investment manager · 13F filer · SEC CIK 1944877

FWG Investments, LLC.

Reported value$208Mas of Sep 30, 2026
Positions119 9 new, 6 sold out
Top 10 weight41.2%VOO alone is 10%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 9.6% Added +4%
VUG Vanguard Index FDS 9.3% Added +11%
SPYM SPDR Series Trust 3.8% Added +24%
SIXD Aim ETF Products Trust 3.3% Added +4%
SCEC Sterling Cap FDS 3.0% Held
MAYT Aim ETF Products Trust 2.9% Added +4%
ONEZ Elevation Series Trust 2.6% Added +5%
DECT Aim ETF Products Trust 2.2% Added +4%
IWY iShares Tr 2.2% Trimmed −6%
IEMG iShares Inc 2.2% Held
JUNT Aim ETF Products Trust 1.9% Added +5%
DYNF BlackRock ETF Trust 1.8% Added +31%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Jul 28, 2026 filing
add_circleNew
  • LOEV $3.09M
  • SCHF $1.64M
  • JUNP $754K
  • VZ $419K
arrow_upwardAdded
  • IVOG +137%
  • BLCR +99%
  • IUSB +72%
  • GGOV +62%
arrow_downwardTrimmed
  • BILZ −25%
  • EFG −24%
  • VTWO −23%
  • AMZN −13%
remove_circleSold out
  • MTUM $873K
  • FIX $393K
  • MBB $380K
  • HD $248K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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