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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 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 244.0 $228K 0.08% +8.0 +3.4% $934.86 -0.5%
122 IWM ISHARES TR 782.0 $228K 0.08% NEW $291.17 +0.7%
123 MLPX GLOBAL X FDS 2,785.0 $215K 0.07% NEW $77.14 -1.3%
124 EMB ISHARES TR 2,243.0 $212K 0.07% NEW $94.64 -0.5%
125 PG PROCTER & GAMBLE CO Consumer Defensive 1,398.0 $206K 0.07% -5K -76.7% $147.44 +0.3%
126 INGERSOLL RAND INC 2,392.0 $202K 0.07% NEW $84.40
127 NFGC NEW FOUND GOLD CORP Basic Materials 18,000.0 $25K 0.01% $1.39 +31.7%
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 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%