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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 3 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FJUL FIRST TR EXCHNG TRADED FD VI 24,300.0 $1.4M 0.77% NEW $59.54 +3.0%
42 FMAR FIRST TR EXCHNG TRADED FD VI 27,365.0 $1.4M 0.76% NEW $52.26 +2.1%
43 QQQ INVESCO QQQ TR Financial Services 1,871.0 $1.4M 0.73% NEW $736.39 -2.7%
44 XLG INVESCO EXCHANGE TRADED FD T 21,550.0 $1.3M 0.70% NEW $61.23 +2.3%
45 VXUS VANGUARD STAR FDS 14,979.0 $1.3M 0.68% NEW $85.49 +2.4%
46 QSPT FIRST TR EXCHNG TRADED FD VI 35,371.0 $1.2M 0.65% NEW $34.84 +2.2%
47 FAUG FIRST TR EXCHNG TRADED FD VI 21,657.0 $1.2M 0.65% NEW $56.51 +2.2%
48 BAI BLACKROCK ETF TRUST 20,994.0 $1.1M 0.59% NEW $52.72 -16.3%
49 ELEVATION SERIES TRUST 44,216.0 $1.1M 0.56% NEW $23.80
50 SPDW SPDR INDEX SHS FDS 19,634.0 $989K 0.52% NEW $50.39 +2.9%
51 BND VANGUARD BD INDEX FDS 12,713.0 $933K 0.49% NEW $73.41 -1.5%
52 VYM VANGUARD WHITEHALL FDS 5,679.0 $897K 0.47% NEW $158.02 +3.9%
53 GOCT FIRST TR EXCHNG TRADED FD VI 21,305.0 $885K 0.47% NEW $41.54 +2.1%
54 VTWO VANGUARD SCOTTSDALE FDS 7,259.0 $881K 0.47% NEW $121.41 -1.5%
55 NVDA NVIDIA CORPORATION Technology 4,401.0 $881K 0.47% NEW $200.09 +8.7%
56 MTUM ISHARES TR 2,545.0 $873K 0.46% NEW $342.88 -12.6%
57 MSFT MICROSOFT CORP Technology 2,171.0 $810K 0.43% NEW $373.03 +37.7%
58 VGT VANGUARD WORLD FD 6,240.0 $746K 0.40% NEW $119.52 +0.5%
59 BLCR BLACKROCK ETF TRUST 14,372.0 $724K 0.38% NEW $50.37 -1.9%
60 SPAB SPDR SERIES TRUST 28,362.0 $724K 0.38% NEW $25.52 -1.6%
Page 3 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%