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Portfolio (Quarterly) Guide ↗

HWG Holdings LP

· CIK 0001599390
13F Portfolio $442M AUM 44 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 18 Added 12 Reduced 20 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFUS DIMENSIONAL US EQUITY ETF 3,819.0 $313K 0.07% $81.94 +2.1%
42 IJR ISHARES CORE S&P SMALL CAP ETF 1,650.0 $245K 0.06% NEW $148.31 -1.1%
43 DFUV DIMENSIONAL US MARKETWIDE VALU 4,323.0 $238K 0.05% $55.01 +4.2%
44 CALL (NFLX) NETFLIX INC $125 E 11,586.0 $139K 0.03% $12.00
Page 3 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.1%
Industrials 25.9%
Financial Services 16.1%
Communication Services 12.5%
Consumer Cyclical 6.9%
Energy 3.9%
Healthcare 1.9%
Consumer Defensive 1.7%
Utilities 1.1%