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Portfolio (Quarterly) Guide ↗

FWG Holdings, LLC

· CIK 0001862067
13F Portfolio $263M AUM 127 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 127 New
Page 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EMB ISHARES TR 2,383.0 $230K 0.09% NEW $96.58 -0.0%
122 COST COSTCO WHSL CORP NEW Consumer Defensive 235.0 $221K 0.08% NEW $940.07 +1.3%
123 CRWV COREWEAVE INC Technology 2,364.0 $220K 0.08% NEW $93.21 +3.6%
124 BIZD VANECK ETF TRUST 14,932.0 $209K 0.08% NEW $14.00 -11.1%
125 INGERSOLL RAND INC 2,403.0 $207K 0.08% NEW $86.09
126 NFGC NEW FOUND GOLD CORP Basic Materials 18,000.0 $50K 0.02% NEW $2.76 -44.2%
127 LXRX LEXICON PHARMACEUTICALS INC Healthcare 11,350.0 $13K 0.01% NEW $1.16 +119.8%
Page 7 of 7  ·  127 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 36.6%
Technology 28.3%
Industrials 8.3%
Consumer Cyclical 7.2%
Communication Services 5.7%
Healthcare 3.8%
Energy 2.7%
Consumer Defensive 2.4%
Utilities 2.0%
Basic Materials 1.9%