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Portfolio (Quarterly) Guide ↗

FWG Holdings, LLC

· CIK 0001862067
13F Portfolio $288M AUM 127 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 48 Added 47 Reduced 18 Exited
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 INTC INTEL CORP Technology 4,056.0 $374K 0.13% -31.0 -0.8% $92.33 -0.7%
42 GLD SPDR GOLD TR Financial Services 973.0 $362K 0.13% -446.0 -31.4% $371.87 +10.3%
43 MA MASTERCARD INCORPORATED Financial Services 658.0 $355K 0.12% -20.0 -3.0% $539.79 +8.5%
44 JIRE J P MORGAN EXCHANGE TRADED F 4,298.0 $351K 0.12% -36.0 -0.8% $81.77 +4.2%
45 HECA ETF OPPORTUNITIES TRUST 11,627.0 $317K 0.11% -105K -90.0% $27.29 +2.9%
46 GS GOLDMAN SACHS GROUP INC Financial Services 283.0 $300K 0.10% -252.0 -47.1% $1061.23 -2.2%
47 PG PROCTER & GAMBLE CO Consumer Defensive 1,398.0 $206K 0.07% -5K -76.7% $147.44 -0.4%
Page 3 of 3  ·  47 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
Financial Services 34.2%
Technology 33.6%
Industrials 8.8%
Consumer Cyclical 6.1%
Energy 4.0%
Healthcare 3.3%
Consumer Defensive 2.9%
Communication Services 2.8%
Utilities 2.3%
Basic Materials 1.2%