FWG Investments, LLC.: 13F holdings

CIK 19448772026Q2

Positions116
Reported value$189.0m
Filed2026-07-28

Change since last quarter

Positions116 (-1 vs prior quarter)
Reported value$189.0m (+20.1%)

Top 10 holdings

SecuritySharesValueWeight
VOO VANGUARD INDEX FDS27,472$18.9m10.0%
VUG VANGUARD INDEX FDS194,010$16.7m8.8%
CAPITOL SER TR261,629$6.5m3.5%
AIM ETF PRODUCTS TRUST207,396$6.4m3.4%
SPYM SPDR SERIES TRUST70,678$6.2m3.3%
AIM ETF PRODUCTS TRUST144,178$5.6m3.0%
ELEVATION SERIES TRUST187,004$5.2m2.7%
IWY ISHARES TR16,809$4.9m2.6%
IEMG ISHARES INC56,294$4.7m2.5%
AIM ETF PRODUCTS TRUST111,567$4.4m2.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1944877")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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