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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 4 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VB VANGUARD INDEX FDS 2,367.0 $717K 0.38% NEW $303.11 -0.8%
62 AMZN AMAZON COM INC Consumer Cyclical 2,946.0 $702K 0.37% NEW $238.38 +11.8%
63 SHLD GLOBAL X FDS 11,685.0 $698K 0.37% NEW $59.71 +10.9%
64 AOA ISHARES TR 7,131.0 $696K 0.37% NEW $97.60 +1.6%
65 FIRST TR EXCHNG TRADED FD VI 20,569.0 $691K 0.37% NEW $33.60
66 VOT VANGUARD INDEX FDS 2,240.0 $686K 0.36% NEW $306.27 -1.0%
67 VBR VANGUARD INDEX FDS 2,803.0 $681K 0.36% NEW $242.95 +1.6%
68 THRO BLACKROCK ETF TRUST 15,708.0 $677K 0.36% NEW $43.11 +1.7%
69 JPM JPMORGAN CHASE CO Financial Services 1,987.0 $650K 0.34% NEW $327.33 +9.3%
70 VTV VANGUARD INDEX FDS 2,931.0 $639K 0.34% NEW $217.91 +3.4%
71 AVGO BROADCOM INC Technology 1,688.0 $638K 0.34% NEW $377.83 -2.4%
72 SPY STATE STR SPDR SP 500 ETF T Financial Services 814.0 $608K 0.32% NEW $747.13 +3.0%
73 IALT BLACKROCK ETF TRUST 20,907.0 $586K 0.31% NEW $28.05 +3.2%
74 GOVT ISHARES TR 25,709.0 $586K 0.31% NEW $22.78 -1.4%
75 WMT WALMART INC Consumer Defensive 4,816.0 $545K 0.29% NEW $113.26 -9.0%
76 SPYG SPDR SERIES TRUST 4,451.0 $530K 0.28% NEW $119.00 +1.9%
77 XLSR SSGA ACTIVE TR 8,076.0 $524K 0.28% NEW $64.86 +2.1%
78 GGOV BLACKROCK ETF TRUST II 10,322.0 $519K 0.28% NEW $50.29 -0.2%
79 IVV ISHARES TR 673.0 $504K 0.27% NEW $749.36 +3.2%
80 IWP ISHARES TR 3,421.0 $501K 0.27% NEW $146.41 -3.8%
Page 4 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%