FWL Investment Management, LLC holds a diversified book of 346 stocks worth $455.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Aptiv PLC and trimmed Alphabet Inc-CL C. Their largest long position is Cheniere Energy Inc at 6% of the equity book.
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.
74% 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 FWL Investment Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $531.5B |
| JPMORGAN CHASE & CO | 80 / 80 | $472.1B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $368.7B |
| ROYAL BANK OF CANADA | 80 / 80 | $155.1B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $140.5B |
| UBS Group AG | 80 / 80 | $136.0B |
| AMERIPRISE FINANCIAL INC | 80 / 80 | $123.9B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $73.4B |
Ranked by the share of each fund's own book sitting in the names it shares with FWL Investment Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Cheniere Energy Inc Com New Stock | $27.5M | 96.9K | 6.0% | ▲+12% Added · +11K sh | |
| 2 | Alerian MLP ETF ETF | $25.0M | 474.3K | 5.5% | ▲+21% Added · +82K sh | |
| 3 | State Street SPDR Bloomberg 1-3 Month T-Bill ETF ETF | $24.8M | 270.9K | 5.5% | ▲+68% Added · +110K sh | |
| 4 | Alphabet Inc Cap STK CL C Stock | $20.4M | 71.2K | 4.5% | ▼−5.0% Reduced · −4K sh | |
| 5 | Nvidia Corporation Com Stock | $20.0M | 114.9K | 4.4% | ▲+32% Added · +28K sh | |
| 6 | Williams Cos Inc Com Stock | $19.0M | 261.6K | 4.2% | ▲+12% Added · +28K sh | |
| 7 | Medtronic PLC SHS Stock | $17.9M | 206.1K | 3.9% | ▲+95% Added · +100K sh | |
| 8 | Vaneck Gold Miners ETF ETF | $17.2M | 187.6K | 3.8% | ▼−25% Reduced · −63K sh | |
| 9 | SPDR Gold Shares ETF | $16.9M | 39.3K | 3.7% | ▼−11% Reduced · −5K sh | |
| 10 | Entergy Corp New Com Stock | $16.0M | 142.0K | 3.5% | ▲+37% Added · +39K sh | |
| 11 | Micron Technology Inc Com Stock | $14.5M | 42.8K | 3.2% | ▼−23% Reduced · −13K sh | |
| 12 | Cameco Corp Com Stock | $14.1M | 129.7K | 3.1% | ▼−15% Reduced · −23K sh | |
| 13 | Global X Copper Miners ETF ETF | $14.0M | 183.8K | 3.1% | ▲+17% Added · +27K sh | |
| 14 | Microsoft Corp Com Stock | $13.7M | 37.0K | 3.0% | ▼−0.9% Reduced · −327 sh | |
| 15 | Landstar Sys Inc Com Stock | $13.2M | 82.4K | 2.9% | ▲+524% Added · +69K sh | |
| 16 | Caci Intl Inc CL A Stock | $12.6M | 23.1K | 2.8% | ▲+11% Added · +2K sh | |
| 17 | Icici Bank Limited ADR ADR | $10.3M | 397.4K | 2.3% | ▲+16% Added · +54K sh | |
| 18 | Agnc Invt Corp Com REIT | $9.3M | 922.6K | 2.0% | ▼−26% Reduced · −331K sh | |
| 19 | United Rentals Inc Com Stock | $7.2M | 9.9K | 1.6% | ▲177× Added · +10K sh | |
| 20 | Apple Inc Com Stock | $6.2M | 24.3K | 1.4% | ▼−2.7% Reduced · −678 sh | |
| 21 | Ishares Msci South Korea ETF ETF | $6.0M | 48.6K | 1.3% | ▲+17% Added · +7K sh | |
| 22 | Qualcomm Inc Com Stock | $5.9M | 45.5K | 1.3% | ▲+186% Added · +30K sh | |
| 23 | Iren Limited Ordinary Shares Stock | $5.6M | 162.5K | 1.2% | ▼−32% Reduced · −75K sh | |
| 24 | Amazon Com Inc Com Stock | $5.1M | 24.7K | 1.1% | ▼−5.2% Reduced · −1K sh | |
| 25 | Nvent Elec PLC SHS Stock | $5.0M | 42.3K | 1.1% | ▲+11% Added · +4K sh | |
| 26 | Circle Internet Group Inc Com CL A Stock | $5.0M | 52.1K | 1.1% | ▲17k× Added · +52K sh | |
| 27 | Kratos Defense & Sec Solutions Com New Stock | $4.8M | 67.7K | 1.0% | ▲+64% Added · +26K sh | |
| 28 | JPMorgan Chase & Co Com Stock | $4.5M | 15.4K | 1.0% | ▲+8.5% Added · +1K sh | |
| 29 | Ishares 1-3 Year Treasury Bond ETF ETF | $4.4M | 53.9K | 1.0% | ▲+331% Added · +41K sh | |
| 30 | Tesla Inc Com Stock | $4.2M | 11.3K | 0.9% | ▲+41% Added · +3K sh | |
| 31 | Walmart Inc Com Stock | $4.1M | 33.0K | 0.9% | ▼−0.8% Reduced · −282 sh | |
| 32 | Berkshire Hathaway Inc Del CL B New Stock | $3.9M | 8.1K | 0.8% | ▲+0.3% Added · +22 sh | |
| 33 | Aptiv PLC Com SHS Stock | $3.5M | 51.1K | 0.8% | ▲New New position | |
| 34 | Global X Uranium ETF ETF | $3.2M | 66.1K | 0.7% | ▲+8.0% Added · +5K sh | |
| 35 | Costco Wholesale Corporation Com Stock | $3.0M | 3.0K | 0.7% | ▼−0.9% Reduced · −29 sh | |
| 36 | Palantir Technologies Inc CL A Stock | $2.6M | 18.1K | 0.6% | ▲+9.1% Added · +2K sh | |
| 37 | Chevron Corporation Com Stock | $2.6M | 12.6K | 0.6% | ▲+89% Added · +6K sh | |
| 38 | Invesco QQQ Trust Series I ETF | $2.5M | 4.3K | 0.5% | ▼−1.9% Reduced · −84 sh | |
| 39 | Visa Inc Com CL A Stock | $2.2M | 7.4K | 0.5% | ▲+39% Added · +2K sh | |
| 40 | Alphabet Inc Cap STK CL A Stock | $2.1M | 7.1K | 0.5% | ▼−1.4% Reduced · −100 sh | |
| 41 | Global X Silver Miners ETF ETF | $1.9M | 21.5K | 0.4% | ▲+507% Added · +18K sh | |
| 42 | Schwab Charles Corp Com Stock | $1.9M | 20.5K | 0.4% | ▼−60% Reduced · −31K sh | |
| 43 | General Dynamics Corp Com Stock | $1.9M | 5.4K | 0.4% | ▼−0.1% Reduced · −8 sh | |
| 44 | Goldman Sachs Group Inc Com Stock | $1.8M | 2.1K | 0.4% | ▲+21% Added · +359 sh | |
| 45 | Ishares Gold Trust ETF | $1.7M | 19.1K | 0.4% | ▼−24% Reduced · −6K sh | |
| 46 | First Trust Nasdaq-100 Technology Sector Index Fund ETF | $1.6M | 7.6K | 0.4% | ▲+2.1% Added · +154 sh | |
| 47 | Amgen Inc Com Stock | $1.6M | 4.6K | 0.4% | ▲+0.5% Added · +24 sh | |
| 48 | Air Products And Chemicals Inc Com Stock | $1.4M | 4.9K | 0.3% | ▼−1.9% Reduced · −93 sh | |
| 49 | First Trust Institutional Preferred Securities & Income ETF ETF | $1.4M | 73.3K | 0.3% | ▲+3.1% Added · +2K sh | |
| 50 | Global X MLP ETF ETF | $1.3M | 24.4K | 0.3% | ▲+14% Added · +3K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1829231/holdings"
Use Arkolith to show FWL INVESTMENT MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.