FWG Investments, LLC. holds a diversified book of 116 stocks worth $189.0M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Allian US Equ 6 Mon Bu10-Usd and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 10% of the equity book. Cloning the disclosed picks since 2025 would be +26% (+18.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1944877/holdings"
Use Arkolith to show FWG Investments, LLC.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.4 points over this window.
Growth of $10,000 cloning FWG Investments, LLC.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
6% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as FWG Investments, LLC.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| AE Wealth Management LLC | 78 / 80 | $5.4B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $16.4B |
| COMMONWEALTH EQUITY SERVICES, LLC | 75 / 80 | $17.8B |
| HARBOUR INVESTMENTS, INC. | 74 / 80 | $1.4B |
| IFP Advisors, Inc | 74 / 80 | $1.2B |
| Kestra Advisory Services, LLC | 73 / 80 | $7.3B |
| LPL Financial LLC | 72 / 80 | $96.1B |
| Cetera Investment Advisers | 71 / 80 | $24.9B |
Ranked by how many of FWG Investments, LLC.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS SP 500 ETF SHS | $18.9M | 27.5K | 10.0% | ▼−2.7% Reduced · −776 sh | |
| 2 | Vanguard Index FDS GROWTH ETF | $16.7M | 194.0K | 8.8% | ▲+575% Added · +165K sh | |
| 3 | Capitol Ser TR STERL CAP BD ETF | $6.5M | 261.6K | 3.5% | ▲+6.2% Added · +15K sh | |
| 4 | Aim ETF Products Trust ALLIANZIM US EQT | $6.4M | 207.4K | 3.4% | ▲New New position | |
| 5 | SPDR Series Trust ST STR P500ETF | $6.2M | 70.7K | 3.3% | ▲+136% Added · +41K sh | |
| 6 | Aim ETF Products Trust ALLIANZIM US EQT | $5.6M | 144.2K | 3.0% | ▲New New position | |
| 7 | Elevation Series Trust TRUE SE BUFF ETF | $5.2M | 187.0K | 2.7% | ▲+113% Added · +99K sh | |
| 8 | Ishares TR RUS TP200 GR ETF | $4.9M | 16.8K | 2.6% | ▼−1.5% Reduced · −258 sh | |
| 9 | Ishares Inc CORE MSCI EMKT | $4.7M | 56.3K | 2.5% | ▼−8.6% Reduced · −5K sh | |
| 10 | Aim ETF Products Trust US LRGCP B10 DEC | $4.4M | 111.6K | 2.3% | ▲+13% Added · +13K sh | |
| 11 | Aim ETF Products Trust ALLIANZIM US EQT | $3.6M | 96.5K | 1.9% | ▲New New position | |
| 12 | Ishares TR RUS TP200 VL ETF | $3.1M | 29.8K | 1.7% | ▲+1.4% Added · +411 sh | |
| 13 | Aim ETF Products Trust ALLIANZIM US EQT | $3.0M | 72.5K | 1.6% | ▲New New position | |
| 14 | First TR Exchng Traded FD VI FT VEST US EQT | $3.0M | 49.4K | 1.6% | ▲+12% Added · +5K sh | |
| 15 | BlackRock ETF Trust ISHARES US EQUIT | $2.8M | 40.4K | 1.5% | ▲+19% Added · +7K sh | |
| 16 | First TR Exchng Traded FD VI FT VEST US EQT | $2.6M | 49.5K | 1.4% | ▼−3.4% Reduced · −2K sh | |
| 17 | First TR Exchng Traded FD VI FT VEST NAS | $2.6M | 75.8K | 1.4% | ▼−4.9% Reduced · −4K sh | |
| 18 | BlackRock ETF Trust ISHA IN CTRY ETF | $2.6M | 69.8K | 1.4% | ▲+22% Added · +13K sh | |
| 19 | First TR Exchng Traded FD VI FT VEST NAS | $2.5M | 70.1K | 1.3% | ▼−0.3% Reduced · −252 sh | |
| 20 | First TR Exchng Traded FD VI FT VEST US EQT | $2.5M | 44.3K | 1.3% | ▲+35% Added · +11K sh | |
| 21 | Ishares TR SP 500 GRWT ETF | $2.4M | 17.5K | 1.3% | ▲+13% Added · +2K sh | |
| 22 | Ishares TR CORE MSCI INTL | $2.3M | 26.2K | 1.2% | ▼−6.8% Reduced · −2K sh | |
| 23 | Abrdn FDS EMER MKTS DI ETF | $2.2M | 44.2K | 1.2% | ▼−5.7% Reduced · −3K sh | |
| 24 | Pimco ETF TR ULTR SH GO AC FD | $2.1M | 21.3K | 1.1% | ▲+231% Added · +15K sh | |
| 25 | Apple Inc COM | $2.1M | 7.2K | 1.1% | ▲+1.2% Added · +85 sh | |
| 26 | Ishares Inc MSCI GBL MIN VOL | $2.1M | 17.3K | 1.1% | ▲+0.9% Added · +151 sh | |
| 27 | Ishares TR CORE UNIVRSL USD | $1.9M | 42.1K | 1.0% | ▲+34% Added · +11K sh | |
| 28 | First TR Exchng Traded FD VI FT VEST UQ EQT | $1.9M | 34.4K | 1.0% | ▼−2.9% Reduced · −1K sh | |
| 29 | Ishares TR EAFE GRWTH ETF | $1.8M | 14.6K | 1.0% | ▲+15% Added · +2K sh | |
| 30 | Ishares TR SP 500 VAL ETF | $1.8M | 7.8K | 0.9% | ▼−14% Reduced · −1K sh | |
| 31 | First TR Exchng Traded FD VI FT VEST US EQT | $1.7M | 31.4K | 0.9% | ▼−1.9% Reduced · −624 sh | |
| 32 | Elevation Series Trust TRUE ST SEPT ETF | $1.7M | 37.8K | 0.9% | ▲+12% Added · +4K sh | |
| 33 | First TR Exchng Traded FD VI FT VEST US EQT | $1.7M | 28.8K | 0.9% | ▲+0.5% Added · +151 sh | |
| 34 | Ishares TR EAFE VALUE ETF | $1.7M | 21.6K | 0.9% | ▼−2.8% Reduced · −628 sh | |
| 35 | Vanguard Index FDS TOTAL STK MKT | $1.6M | 4.4K | 0.9% | ▲+44% Added · +1K sh | |
| 36 | First TR Exchng Traded FD VI FT VEST US EQT | $1.6M | 34.5K | 0.9% | ▲+171% Added · +22K sh | |
| 37 | First TR Exchng Traded FD VI FT VEST US EQT | $1.6M | 28.8K | 0.8% | ▼−0.1% Reduced · −30 sh | |
| 38 | First TR Exchng Traded FD VI FT VEST US EQT | $1.6M | 25.6K | 0.8% | ▲+11% Added · +3K sh | |
| 39 | First TR Exchng Traded FD VI FT VEST NAS | $1.5M | 40.3K | 0.8% | ▲+5.4% Added · +2K sh | |
| 40 | Ishares TR RUS MDCP VAL ETF | $1.5M | 8.9K | 0.8% | ▼−11% Reduced · −1K sh | |
| 41 | First TR Exchng Traded FD VI FT VEST US EQT | $1.4M | 24.3K | 0.8% | ▼−5.0% Reduced · −1K sh | |
| 42 | First TR Exchng Traded FD VI FT VEST US EQT | $1.4M | 27.4K | 0.8% | ▲+1.6% Added · +444 sh | |
| 43 | Invesco QQQ TR UNIT SER 1 | $1.4M | 1.9K | 0.7% | ▲+11% Added · +183 sh | |
| 44 | Invesco Exchange Traded FD T SP 500 TOP 50 | $1.3M | 21.6K | 0.7% | ▼−2.9% Reduced · −645 sh | |
| 45 | Vanguard Star FDS VG TL INTL STK F | $1.3M | 15.0K | 0.7% | ▲+63% Added · +6K sh | |
| 46 | First TR Exchng Traded FD VI FT VEST NAS | $1.2M | 35.4K | 0.7% | ▼−3.4% Reduced · −1K sh | |
| 47 | First TR Exchng Traded FD VI FT VEST US EQT | $1.2M | 21.7K | 0.6% | ▼−7.0% Reduced · −2K sh | |
| 48 | BlackRock ETF Trust ISHA I IN TE ETF | $1.1M | 21.0K | 0.6% | ▼−8.2% Reduced · −2K sh | |
| 49 | Elevation Series Trust TRUE QU BEAR ETF | $1.1M | 44.2K | 0.6% | ▲+21% Added · +8K sh | |
| 50 | SPDR Index SHS FDS ST STR PO EX ETF | $989K | 19.6K | 0.5% | ▼−13% Reduced · −3K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 116 | $189.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 117 | $157.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 111 | $157.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 104 | $145.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 106 | $131.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 50 | $85.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | May 14, 2025 | 125 | $128.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Apr 1, 2025 | 122 | $115.6M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.