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Portfolio (Quarterly) Guide ↗

FWG Investments, LLC.

· CIK 0001944877
13F Portfolio $189M AUM 116 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 116 New
Page 5 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DE DEERE CO Industrials 785.0 $498K 0.26% NEW $634.08 +2.5%
82 IVOG VANGUARD ADMIRAL FDS INC 3,382.0 $495K 0.26% NEW $146.30 -3.9%
83 TSLA TESLA INC Consumer Cyclical 1,094.0 $460K 0.24% NEW $420.74 -12.7%
84 SPYV SPDR SERIES TRUST 7,302.0 $444K 0.23% NEW $60.79 +4.2%
85 IJH ISHARES TR 5,739.0 $443K 0.23% NEW $77.11 -2.3%
86 IJR ISHARES TR 2,860.0 $424K 0.22% NEW $148.34 -2.7%
87 XTEN BONDBLOXX ETF TRUST 8,958.0 $408K 0.22% NEW $45.58 -2.8%
88 SCNM STERLING CAP FDS 16,192.0 $407K 0.21% NEW $25.15 -2.1%
89 FIX COMFORT SYS USA INC Industrials 198.0 $393K 0.21% NEW $1983.36 -22.8%
90 MBB ISHARES TR 4,018.0 $380K 0.20% NEW $94.52 -1.6%
91 GOOGL ALPHABET INC Communication Services 1,051.0 $376K 0.20% NEW $357.47 -5.2%
92 PAYM ELEVATION SERIES TRUST 14,191.0 $356K 0.19% NEW $25.12 +2.3%
93 ABBV ABBVIE INC Healthcare 1,392.0 $350K 0.18% NEW $251.70 +1.7%
94 ETN EATON CORP PLC Industrials 801.0 $341K 0.18% NEW $426.12 -5.7%
95 MAYW AIM ETF PRODUCTS TRUST 9,613.0 $334K 0.18% NEW $34.77 +1.8%
96 MRK MERCK CO INC Healthcare 2,572.0 $330K 0.17% NEW $128.48 +15.2%
97 SPTL SPDR SERIES TRUST 12,509.0 $328K 0.17% NEW $26.23 -4.1%
98 GOOG ALPHABET INC 903.0 $319K 0.17% NEW $353.38
99 PGR PROGRESSIVE CORP Financial Services 1,424.0 $311K 0.17% NEW $218.45 +0.1%
100 STLD STEEL DYNAMICS INC Basic Materials 1,336.0 $307K 0.16% NEW $229.46 +2.1%
Page 5 of 6  ·  116 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 39.3%
Financial Services 24.2%
Industrials 11.1%
Consumer Cyclical 10.8%
Healthcare 5.2%
Consumer Defensive 4.2%
Communication Services 2.9%
Basic Materials 2.4%